Xcel Energy Inc
XEL- Exchange
- Nasdaq
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000072903
No open-market purchases or sales by Xcel Energy Inc insiders were filed in the last 90 days; 1,295 institutions reported holding it in 13F filings for Q2 2026, worth $48.0B in total; Soros Fund Management is the only superinvestor holding it.
Other share classesXELLL
13F holders, Q2 2026
Institutional positions in Xcel Energy Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,295
- +36 vs. Q1 2026
- Shares held
- 597.2M
- +26.5M (+4.6%) vs. Q1 2026
- Total value
- $48.0B
- +$2.67B (+5.9%) vs. Q1 2026
- New holders
- 112
- 555 more added
- Sold out
- 76
- 394 more reduced
16 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,295 | $48.0B |
| Q1 2026 | 1,275 | $45.5B |
| Q4 2025 | 1,253 | $41.8B |
| Q3 2025 | 1,186 | $43.5B |
| Q2 2025 | 1,134 | $34.9B |
| Q1 2025 | 1,136 | $34.8B |
| Q4 2024 | 1,115 | $32.8B |
| Q3 2024 | 1,033 | $29.8B |
| Q2 2024 | 974 | $23.3B |
| Q1 2024 | 981 | $23.3B |
| Q4 2023 | 1,019 | $26.9B |
| Q3 2023 | 928 | $24.6B |
| Q2 2023 | 963 | $26.5B |
| Q1 2023 | 972 | $29.0B |
| Q4 2022 | 985 | $29.7B |
| Q3 2022 | 938 | $27.1B |
| Q2 2022 | 944 | $29.8B |
| Q1 2022 | 931 | $29.7B |
| Q4 2021 | 912 | $27.7B |
| Q3 2021 | 836 | $25.3B |
| Q2 2021 | 851 | $27.0B |
| Q1 2021 | 840 | $26.9B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Intrust Bank NA | 9,303 | $747.0K | 0.06% | −1,102−10.6% | Reduced |
| Quantitative Investment Management, LLC | 9,283 | $745.0K | 0.08% | +9,283 | New |
| Danske Bank A/S | 9,199 | $738.7K | 0.00% | +1,900+26.0% | Added |
| Summit Financial, LLC | 9,099 | $736.0K | 0.01% | −254−2.7% | Reduced |
| Interval Partners, LP | 9,078 | $729.0K | 0.02% | +1,665+22.5% | Added |
| Signaturefd, LLC | 9,031 | $725.2K | 0.01% | +815+9.9% | Added |
| Everence Capital Management Inc | 9,014 | $724.0K | 0.04% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 8,964 | $719.8K | 0.14% | +31+0.3% | Added |
| American State Bank (Iowa) | 8,954 | $719.0K | 0.29% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 8,931 | $717.2K | 0.09% | −2,211−19.8% | Reduced |
| Birchwood Financial Partners, Inc. | 8,929 | $717.0K | 0.59% | −323−3.5% | Reduced |
| Meeder Advisory Services, Inc. | 8,922 | $716.5K | 0.03% | −409−4.4% | Reduced |
| Lifeworks Advisors, LLC | 8,921 | $716.3K | 0.08% | −794−8.2% | Reduced |
| Amarillo National Bank | 8,909 | $715.4K | 0.11% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 8,838 | $709.7K | 0.10% | +8,838 | New |
| Verdence Capital Advisors LLC | 8,832 | $709.2K | 0.04% | −5,370−37.8% | Reduced |
| Drucker Wealth 3.0, LLC | 8,818 | $708.1K | 0.11% | −100−1.1% | Reduced |
| Alteri Wealth LLC | 8,816 | $707.9K | 0.20% | +686+8.4% | Added |
| Fidelis Capital Partners, LLC | 8,793 | $706.1K | 0.04% | −245−2.7% | Reduced |
| Ameriflex Group, Inc. | 8,776 | $704.7K | 0.29% | +123+1.4% | Added |
| TCP Asset Management, LLC | 8,762 | $703.6K | 0.08% | 00.0% | Unchanged |
| Advisors Management Group Inc | 8,713 | $699.0K | 0.12% | −1,099−11.2% | Reduced |
| 111 Capital | 8,613 | $691.6K | 0.12% | −2,352−21.5% | Reduced |
| Gotham Asset Management, LLC | 8,578 | $688.8K | 0.00% | +669+8.5% | Added |
| Tradewinds Capital Management, LLC | 8,469 | $680.1K | 0.12% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 8,457 | $679.1K | 0.02% | −461−5.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,318 | $667.9K | 0.15% | +31+0.4% | Added |
| Parallel Advisors, LLC | 8,219 | $660.0K | 0.01% | +464+6.0% | Added |
| Aaron Wealth Advisors | 8,191 | $657.7K | 0.03% | −1,204−12.8% | Reduced |
| Perigon Wealth Management, LLC | 8,175 | $656.5K | 0.01% | +672+9.0% | Added |
| Cohen Klingenstein LLC | 8,100 | $650.4K | 0.02% | 00.0% | Unchanged |
| Old Port Advisors | 8,059 | $647.1K | 0.13% | −145−1.8% | Reduced |
| Bradley Foster & Sargent Inc | 7,985 | $641.2K | 0.01% | −15−0.2% | Reduced |
| Quadrant Capital Group LLC | 7,968 | $639.8K | 0.02% | +27+0.3% | Added |
| Checchi Capital Advisers, LLC | 7,953 | $638.6K | 0.04% | +567+7.7% | Added |
| Cynosure Management, LLC | 7,947 | $638.1K | 0.10% | +7,947 | New |
| RFG Advisory, LLC | 7,926 | $636.5K | 0.01% | +575+7.8% | Added |
| Parsons Capital Management Inc | 7,904 | $634.7K | 0.03% | 00.0% | Unchanged |
| Excelsior Advisor Network LLC | 7,902 | $634.5K | 0.08% | +1,930+32.3% | Added |
| Code Waechter LLC | 7,900 | $634.4K | 0.33% | −966−10.9% | Reduced |
| Central Trust Co | 7,894 | $633.9K | 0.01% | −112−1.4% | Reduced |
| Cascade Investment Group, Inc. | 7,880 | $632.8K | 0.35% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7,878 | $632.7K | 0.01% | −148−1.8% | Reduced |
| Laraway Financial Inc | 7,855 | $630.7K | 0.38% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,714 | $619.4K | 0.02% | +7,714 | New |
| SFMG, LLC | 7,675 | $616.3K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 7,636 | $613.2K | 0.02% | +238+3.2% | Added |
| Brookstone Capital Management | 7,618 | $611.7K | 0.01% | −193−2.5% | Reduced |
| Pensionmark Financial Group, LLC | 7,690 | $611.3K | 0.01% | −103−1.3% | Reduced |
| CX Institutional | 7,595 | $610.0K | 0.02% | +258+3.5% | Added |
| Peapack Gladstone Financial Corp | 7,528 | $604.0K | 0.01% | +431+6.1% | Added |
| Sagespring Wealth Partners, LLC | 7,464 | $599.3K | 0.01% | −495−6.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 7,373 | $596.4K | 0.07% | −22,418−75.3% | Reduced |
| KCM Investment Advisors LLC | 7,409 | $594.9K | 0.02% | −140−1.9% | Reduced |
| Brown Advisory Inc | 7,401 | $594.3K | 0.00% | −681−8.4% | Reduced |
| Oarsman Capital, Inc. | 7,395 | $593.8K | 0.06% | −105−1.4% | Reduced |
| Goelzer Investment Management, Inc. | 7,386 | $593.1K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,379 | $592.5K | 0.00% | +561+8.2% | Added |
| Ashton Thomas Securities, LLC | 7,343 | $589.8K | 0.09% | +1,298+21.5% | Added |
| Cahill Financial Advisors Inc | 7,319 | $587.7K | 0.06% | −178−2.4% | Reduced |
| Personal Cfo Solutions, LLC | 7,250 | $586.4K | 0.08% | +168+2.4% | Added |
| Segment Wealth Management, LLC | 7,280 | $584.6K | 0.03% | +1,635+29.0% | Added |
| Lifelong Wealth Advisors, Inc. | 7,167 | $575.5K | 0.14% | −361−4.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 7,223 | $570.5K | 0.03% | +7,223 | New |
| Nicollet Investment Management, Inc. | 7,011 | $563.0K | 0.17% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 7,011 | $563.0K | 0.00% | −104,557−93.7% | Reduced |
| Fiduciary Alliance LLC | 6,902 | $554.2K | 0.04% | −735−9.6% | Reduced |
| Paradigm Financial Partners, LLC | 6,883 | $552.7K | 0.05% | −59−0.8% | Reduced |
| Indivisible Partners | 6,836 | $549.0K | 0.03% | +6,836 | New |
| Aprio Wealth Management, LLC | 6,813 | $547.1K | 0.03% | +82+1.2% | Added |
| Marks Group Wealth Management, Inc | 6,798 | $545.9K | 0.05% | −960−12.4% | Reduced |
| Capital Investment Advisors, LLC | 6,769 | $543.5K | 0.01% | +516+8.3% | Added |
| Candriam Luxembourg S.C.A. | 6,759 | $542.2K | 0.00% | −6−0.1% | Reduced |
| V-Square Quantitative Management LLC | 6,704 | $538.3K | 0.05% | +69+1.0% | Added |
| Centric Wealth Management | 6,763 | $536.7K | 0.08% | +3,584+112.7% | Added |
| Romano Brothers and Company | 6,674 | $535.9K | 0.05% | −150−2.2% | Reduced |
| Stonebridge Capital Advisors LLC | 6,554 | $526.2K | 0.03% | −962−12.8% | Reduced |
| Atlantic Union Bankshares Corp | 6,495 | $521.5K | 0.01% | +118+1.9% | Added |
| CIBC World Markets Inc. | 6,448 | $517.8K | 0.00% | +2,883+80.9% | Added |
| Johnson Financial Group, Inc. | 6,397 | $516.1K | 0.02% | −8,095−55.9% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,425 | $515.9K | 0.12% | +53+0.8% | Added |
| Atom Investors LP | 6,397 | $513.7K | 0.05% | +36+0.6% | Added |
| Csenge Advisory Group | 6,383 | $512.5K | 0.02% | +51+0.8% | Added |
| Financial Advisors Network, Inc. | 6,267 | $503.2K | 0.06% | +889+16.5% | Added |
| Westwood Holdings Group Inc. | 6,245 | $501.5K | 0.00% | +6,245 | New |
| CWA Asset Management Group, LLC | 6,242 | $501.3K | 0.02% | −20.0% | Reduced |
| TCI Wealth Advisors, Inc. | 6,201 | $497.9K | 0.02% | +1,019+19.7% | Added |
| Glenview Trust Co | 6,189 | $497.0K | 0.01% | +1,192+23.9% | Added |
| Hills Bank & Trust Co | 6,030 | $484.2K | 0.02% | −90−1.5% | Reduced |
| Spire Wealth Management | 6,010 | $482.6K | 0.01% | +131+2.2% | Added |
| Integris Wealth Management, LLC | 5,973 | $479.6K | 0.10% | +161+2.8% | Added |
| Aigen Investment Management, LP | 5,971 | $479.5K | 0.13% | +2,991+100.4% | Added |
| Strategic Investment Advisors | 5,968 | $479.2K | 0.03% | −3,834−39.1% | Reduced |
| First Horizon Corp | 5,955 | $478.2K | 0.02% | +1,316+28.4% | Added |
| AlTi Global, Inc. | 5,893 | $476.7K | 0.01% | −9−0.2% | Reduced |
| Prelude Capital Management, LLC | 5,916 | $475.1K | 0.03% | +2,876+94.6% | Added |
| Cigna Investments Inc | 5,885 | $473.0K | 0.06% | +289+5.2% | Added |
| Essex Financial Services, Inc. | 5,889 | $472.9K | 0.02% | −649−9.9% | Reduced |
| SageView Advisory Group, LLC | 5,852 | $469.9K | 0.02% | −764−11.5% | Reduced |
| Sumitomo Life Insurance Co | 5,842 | $469.1K | 0.01% | −159−2.6% | Reduced |