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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 5,835 | $468.6K | 0.01% | +183+3.2% | Added |
| Shah Wealth Advisors, LLC | 5,804 | $466.1K | 0.11% | +5,804 | New |
| Klein Pavlis & Peasley Financial, Inc. | 5,752 | $461.9K | 0.24% | +174+3.1% | Added |
| Krilogy Financial LLC | 5,713 | $458.8K | 0.01% | +795+16.2% | Added |
| Syon Capital LLC | 5,707 | $458.3K | 0.02% | +195+3.5% | Added |
| One Wealth Capital Management, LLC | 5,677 | $455.9K | 0.13% | +3,018+113.5% | Added |
| Beto Financial Group, LLC | 5,770 | $453.9K | 0.24% | −293−4.8% | Reduced |
| Catalytic Wealth RIA, LLC | 5,626 | $451.8K | 0.03% | −50−0.9% | Reduced |
| SC&H Financial Advisors, Inc. | 5,592 | $449.0K | 0.06% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 5,581 | $448.2K | 0.17% | +1,889+51.2% | Added |
| Brighton Jones LLC | 5,573 | $447.6K | 0.01% | +426+8.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 5,570 | $447.3K | 0.25% | +5,570 | New |
| Waycross Partners, LLC | 5,550 | $445.7K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 5,513 | $442.7K | 0.01% | +261+5.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,490 | $440.8K | 0.12% | +1,440+35.6% | Added |
| Moody National Bank Trust Division | 5,489 | $440.8K | 0.04% | +94+1.7% | Added |
| CFS Investment Advisory Services, LLC | 5,375 | $440.5K | 0.03% | +70+1.3% | Added |
| Atomi Financial Group, Inc. | 5,476 | $439.7K | 0.01% | +1,045+23.6% | Added |
| Heritage Investors Management Corp | 5,472 | $439.0K | 0.01% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 5,425 | $435.6K | 0.16% | +13+0.2% | Added |
| AlphaCore Capital LLC | 5,425 | $435.6K | 0.01% | +1,988+57.8% | Added |
| Winton Group Ltd | 5,400 | $433.6K | 0.01% | +5,400 | New |
| Carret Asset Management, LLC | 5,394 | $433.2K | 0.04% | 00.0% | Unchanged |
| Charter Trust Co | 5,389 | $432.7K | 0.02% | 00.0% | Unchanged |
| Bravera Wealth | 5,362 | $430.6K | 0.17% | −25−0.5% | Reduced |
| Private Trust Co NA | 5,330 | $428.0K | 0.03% | −1,053−16.5% | Reduced |
| GTS Securities LLC | 5,258 | $422.2K | 0.01% | −5,666−51.9% | Reduced |
| Ameritas Advisory Services, LLC | 5,225 | $419.5K | 0.01% | −1,618−23.6% | Reduced |
| Heritage Trust Co | 5,157 | $414.1K | 0.04% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 5,156 | $414.0K | 0.13% | +2,376+85.5% | Added |
| Freedom Financial Partners LLC | 5,151 | $413.7K | 0.13% | −746−12.7% | Reduced |
| Andra AP-fonden | 5,122 | $411.3K | 0.00% | −7,800−60.4% | Reduced |
| Evergreen Capital Management LLC | 5,062 | $409.4K | 0.01% | +118+2.4% | Added |
| Waterloo Capital, L.P. | 5,063 | $406.6K | 0.02% | −453−8.2% | Reduced |
| Change Path, LLC | 5,045 | $405.1K | 0.01% | −3,376−40.1% | Reduced |
| IFP Advisors, Inc | 5,000 | $401.5K | 0.01% | +287+6.1% | Added |
| Welch Group, LLC | 4,989 | $400.6K | 0.01% | 00.0% | Unchanged |
| Everpar Advisors LLC | 4,955 | $397.9K | 0.11% | −6−0.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,947 | $397.2K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 4,932 | $396.0K | 0.09% | +4,932 | New |
| South State Corp. | 4,931 | $396.0K | 0.02% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 4,945 | $394.1K | 0.08% | −10−0.2% | Reduced |
| National Asset Management, Inc. | 4,804 | $393.8K | 0.02% | −86−1.8% | Reduced |
| Mariner, LLC | 4,893 | $393.2K | 0.00% | −13,722−73.7% | Reduced |
| Legacy Capital Group California, Inc. | 4,861 | $390.3K | 0.12% | −110−2.2% | Reduced |
| Heritage Wealth Architects, Inc. | 4,844 | $389.9K | 0.16% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,844 | $389.0K | 0.02% | −81−1.6% | Reduced |
| MAI Capital Management | 4,843 | $388.9K | 0.00% | +176+3.8% | Added |
| Apella Capital, LLC | 4,813 | $388.3K | 0.01% | +16+0.3% | Added |
| Evolve Private Wealth, LLC | 4,745 | $384.1K | 0.02% | −11,649−71.1% | Reduced |
| Warwick Investment Management, Inc. | 4,758 | $382.1K | 0.04% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 4,731 | $379.9K | 0.01% | +360+8.2% | Added |
| Birch Financial Group, LLC | 4,727 | $379.6K | 0.20% | +3+0.1% | Added |
| Advisory Alpha, LLC | 4,724 | $379.4K | 0.01% | +469+11.0% | Added |
| Petros Family Wealth, LLC | 4,720 | $379.0K | 0.23% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 4,716 | $378.7K | 0.14% | +35+0.7% | Added |
| Prime Capital Investment Advisors, LLC | 4,710 | $378.2K | 0.00% | −260−5.2% | Reduced |
| MorganRosel Wealth Management, LLC | 4,700 | $377.4K | 0.13% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 4,692 | $376.8K | 0.02% | +149+3.3% | Added |
| Aventura Private Wealth, LLC | 4,673 | $375.2K | 0.12% | +356+8.2% | Added |
| Financial Gravity Companies, Inc. | 4,652 | $373.6K | 0.06% | +4,652 | New |
| Frank, Rimerman Advisors LLC | 4,643 | $372.8K | 0.02% | +202+4.5% | Added |
| International Assets Investment Management, LLC | 4,677 | $372.7K | 0.02% | −86−1.8% | Reduced |
| Ronald Blue Trust, Inc. | 4,639 | $372.5K | 0.00% | −1,345−22.5% | Reduced |
| Sowell Financial Services LLC | 4,633 | $372.0K | 0.01% | −106−2.2% | Reduced |
| Nautilus Advisors LLC | 4,645 | $371.9K | 0.22% | +33+0.7% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $370.7K | 0.09% | 0 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,604 | $369.7K | 0.01% | +91+2.0% | Added |
| Affiance Financial, LLC | 4,592 | $368.7K | 0.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,581 | $367.9K | 0.04% | −13−0.3% | Reduced |
| Concord Wealth Partners | 4,561 | $366.2K | 0.04% | 00.0% | Unchanged |
| Baker Boyer National Bank | 4,538 | $364.4K | 0.10% | +1,738+62.1% | Added |
| Poinciana Advisors Group, LLC | 4,524 | $363.3K | 0.27% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 4,520 | $363.0K | 0.05% | +6+0.1% | Added |
| Venture Visionary Partners LLC | 4,514 | $362.5K | 0.01% | −259−5.4% | Reduced |
| Evansbrook LLC | 4,507 | $361.9K | 0.22% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,495 | $360.9K | 0.03% | −653−12.7% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,450 | $357.3K | 0.21% | +225+5.3% | Added |
| Simplicity Wealth,LLC | 4,420 | $354.9K | 0.01% | +159+3.7% | Added |
| Access Financial Services, Inc. | 4,400 | $353.3K | 0.12% | −212−4.6% | Reduced |
| Third View Private Wealth, LLC | 4,382 | $351.9K | 0.04% | −1,064−19.5% | Reduced |
| Blue Water Asset Management | 4,346 | $349.0K | 0.11% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4,415 | $348.9K | 0.01% | +1,202+37.4% | Added |
| BIP Wealth, LLC | 4,331 | $347.8K | 0.01% | +4,331 | New |
| Bell Bank | 4,328 | $347.5K | 0.01% | −69−1.6% | Reduced |
| Capital International Sarl | 4,324 | $347.2K | 0.00% | −467−9.7% | Reduced |
| First National Bank & Trust Co of Newtown | 4,425 | $346.0K | 0.07% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,278 | $343.5K | 0.01% | +24+0.6% | Added |
| Teacher Retirement System of Texas | 4,187 | $336.2K | 0.00% | −4,637−52.5% | Reduced |
| RDA Financial Network | 4,185 | $336.1K | 0.07% | +25+0.6% | Added |
| First Business Financial Services, Inc. | 4,178 | $335.5K | 0.03% | −6−0.1% | Reduced |
| Triumph Capital Management | 4,176 | $335.3K | 0.06% | +9+0.2% | Added |
| Ingalls & Snyder LLC | 4,175 | $335.0K | 0.01% | +204+5.1% | Added |
| Stock Yards Bank & Trust Co | 4,167 | $334.6K | 0.01% | −879−17.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,143 | $332.7K | 0.01% | +4,143 | New |
| Montag A & Associates Inc | 4,099 | $331.6K | 0.01% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,117 | $330.6K | 0.12% | +40+1.0% | Added |
| Anchyra Partners LLC | 4,106 | $329.7K | 0.08% | +196+5.0% | Added |
| Farmers & Merchants Investments Inc | 4,071 | $326.9K | 0.01% | −40−1.0% | Reduced |
| JNBA Financial Advisors | 4,061 | $326.1K | 0.02% | +20+0.5% | Added |