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 |
|---|---|---|---|---|---|
| Leverty Financial Group, LLC | 4,058 | $325.9K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 4,046 | $324.9K | 0.00% | −914−18.4% | Reduced |
| Victory Financial Group, LLC | 4,045 | $324.8K | 0.03% | −460−10.2% | Reduced |
| Quarry LP | 4,029 | $323.5K | 0.05% | +709+21.4% | Added |
| Signal Advisors Wealth, LLC | 4,018 | $322.7K | 0.02% | +50+1.3% | Added |
| Peak Asset Management, LLC | 4,016 | $322.5K | 0.05% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,004 | $321.5K | 0.08% | −10.0% | Reduced |
| Summit Wealth Group LLC | 3,975 | $319.2K | 0.03% | +185+4.9% | Added |
| Howe & Rusling Inc | 3,973 | $319.0K | 0.02% | +332+9.1% | Added |
| Williams Jones Wealth Management, LLC. | 3,951 | $317.3K | 0.00% | +89+2.3% | Added |
| Paragon Capital Management LLC | 3,931 | $315.7K | 0.15% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,929 | $315.5K | 0.01% | +8+0.2% | Added |
| Diversify Wealth Management, LLC | 3,900 | $314.8K | 0.01% | +450+13.0% | Added |
| Diversify Advisory Services, LLC | 3,900 | $314.8K | 0.01% | +3,900 | New |
| Kure Advisory, LLC | 3,889 | $312.3K | 0.15% | +936+31.7% | Added |
| Tyche Wealth Partners LLC | 3,886 | $312.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,886 | $312.0K | 0.02% | +31+0.8% | Added |
| Meridian Wealth Management, LLC | 3,883 | $311.8K | 0.01% | +3,883 | New |
| Alerus Financial NA | 3,854 | $309.5K | 0.01% | −1,000−20.6% | Reduced |
| DORVAL Corp | 3,842 | $308.5K | 0.09% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 3,812 | $306.1K | 0.02% | +864+29.3% | Added |
| M.E. Allison & Co., Inc. | 3,800 | $305.1K | 0.18% | 00.0% | Unchanged |
| Financially Speaking Inc | 3,808 | $302.5K | 1.47% | 00.0% | Unchanged |
| MLG Wealth Management DBA Pine Grove Financial Group | 3,740 | $300.3K | 0.03% | +10+0.3% | Added |
| Planning Center, Inc. | 3,740 | $300.3K | 0.03% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 3,720 | $298.8K | 0.03% | −244−6.2% | Reduced |
| JPL Wealth Management, LLC | 3,716 | $298.4K | 0.06% | +3+0.1% | Added |
| Intrua Financial, LLC | 3,692 | $296.5K | 0.03% | −890−19.4% | Reduced |
| Principle Wealth Partners LLC | 3,667 | $294.5K | 0.01% | −995−21.3% | Reduced |
| West Family Investments, Inc. | 3,655 | $293.5K | 0.09% | +3,655 | New |
| Kercheville Advisors, LLC | 3,641 | $292.4K | 0.09% | 00.0% | Unchanged |
| Ballast Advisors LLC | 3,641 | $292.3K | 0.07% | +7+0.2% | Added |
| Kestra Investment Management, LLC | 3,639 | $292.2K | 0.01% | −1,602−30.6% | Reduced |
| Lazari Capital Management, Inc. | 3,634 | $291.8K | 0.09% | +6+0.2% | Added |
| Retiremitten Financial LLC | 3,617 | $290.5K | 0.12% | +27+0.8% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,613 | $290.1K | 0.04% | +48+1.3% | Added |
| Avidian Wealth Solutions, LLC | 3,612 | $290.0K | 0.01% | +241+7.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,571 | $288.9K | 0.05% | −73−2.0% | Reduced |
| Lantz Financial LLC | 3,590 | $288.3K | 0.05% | −1,459−28.9% | Reduced |
| Heartland Bank & Trust Co | 3,579 | $287.4K | 0.06% | −48−1.3% | Reduced |
| L2 Asset Management, LLC | 3,563 | $286.1K | 0.03% | +371+11.6% | Added |
| LCM Capital Management Inc | 3,561 | $285.9K | 0.13% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 3,541 | $284.3K | 0.03% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,532 | $283.7K | 0.03% | −351−9.0% | Reduced |
| Integrity Alliance, LLC. | 3,532 | $283.6K | 0.01% | −41−1.1% | Reduced |
| HM Payson & Co | 3,515 | $282.3K | 0.00% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 3,515 | $282.3K | 0.15% | +3,515 | New |
| FSB Premier Wealth Management, Inc. | 3,511 | $281.9K | 0.08% | +109+3.2% | Added |
| Confluence Wealth Services, Inc. | 3,502 | $281.2K | 0.01% | +382+12.2% | Added |
| Hoese & Co LLP | 3,500 | $281.1K | 0.18% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3,521 | $280.6K | 0.05% | +23+0.7% | Added |
| Sivia Capital Partners, LLC | 3,466 | $278.3K | 0.03% | +3,466 | New |
| Compass Financial Group, INC | 3,438 | $276.1K | 0.03% | +163+5.0% | Added |
| First National Bank Sioux Falls | 3,404 | $275.9K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,427 | $275.2K | 0.05% | −70−2.0% | Reduced |
| James Hambro & Partners | 3,425 | $274.8K | 0.01% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,403 | $273.3K | 0.01% | +21+0.6% | Added |
| Peoples Financial Services Corp. | 3,400 | $273.0K | 0.12% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,400 | $273.0K | 0.01% | +3,400 | New |
| Hantz Financial Services, Inc. | 3,386 | $272.0K | 0.00% | −19−0.6% | Reduced |
| BlueStem Wealth Partners, LLC | 3,387 | $272.0K | 0.03% | +11+0.3% | Added |
| Trilogy Capital Inc. | 3,382 | $271.6K | 0.01% | +3,382 | New |
| CoreFirst Bank & Trust | 3,370 | $270.6K | 0.13% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3,359 | $269.7K | 0.09% | +859+34.4% | Added |
| LVW Advisors, LLC | 3,352 | $269.2K | 0.02% | −590−15.0% | Reduced |
| Mystic Asset Management, Inc. | 3,352 | $269.2K | 0.06% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,347 | $268.8K | 0.00% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 3,331 | $267.5K | 0.09% | +154+4.8% | Added |
| Knollwood Investment Advisory, LLC | 3,323 | $266.8K | 0.02% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 3,306 | $265.5K | 0.03% | +9+0.3% | Added |
| Purpose Unlimited Inc. | 3,296 | $265.0K | 0.01% | +164+5.2% | Added |
| Smithfield Trust Co | 3,301 | $265.0K | 0.01% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,298 | $264.8K | 0.05% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,287 | $264.0K | 0.00% | −302−8.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,278 | $263.2K | 0.02% | +4+0.1% | Added |
| Avantax Planning Partners, Inc. | 3,276 | $263.1K | 0.01% | +597+22.3% | Added |
| Cary Street Partners Financial LLC | 3,275 | $263.0K | 0.01% | +213+7.0% | Added |
| Brookwood Investment Group LLC | 3,274 | $262.9K | 0.03% | +3,274 | New |
| Boulder Wealth Advisors, LLC | 3,270 | $262.6K | 0.10% | 00.0% | Unchanged |
| Marex Group plc | 3,265 | $262.2K | 0.00% | +3,265 | New |
| Daymark Wealth Partners, LLC | 3,251 | $261.0K | 0.01% | −332−9.3% | Reduced |
| Drive Wealth Management, LLC | 3,204 | $259.2K | 0.05% | +47+1.5% | Added |
| Ambassador Advisors, LLC | 3,175 | $255.0K | 0.03% | +3,175 | New |
| Bank of Hawaii | 3,172 | $254.7K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 3,163 | $254.0K | 0.03% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 3,139 | $252.1K | 0.04% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 3,145 | $252.0K | 0.07% | +18+0.6% | Added |
| HBK Sorce Advisory LLC | 3,261 | $251.7K | 0.00% | −7−0.2% | Reduced |
| Valued Retirements, Inc. | 3,130 | $251.4K | 0.23% | +18+0.6% | Added |
| Coastline Trust Co | 3,125 | $250.9K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,109 | $249.7K | 0.00% | −409,652−99.2% | Reduced |
| Versant Capital Management, Inc | 3,102 | $249.1K | 0.02% | −527−14.5% | Reduced |
| Flow Traders U.S. LLC | 3,099 | $249.0K | 0.01% | +3,099 | New |
| Keudell/Morrison Wealth Management | 3,088 | $248.0K | 0.05% | −863−21.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,077 | $247.1K | 0.01% | −133−4.1% | Reduced |
| Texas Yale Capital Corp. | 3,075 | $246.9K | 0.01% | +500+19.4% | Added |
| Cornerstone Wealth Management, LLC | 3,075 | $246.9K | 0.01% | −82−2.6% | Reduced |
| GHP Investment Advisors, Inc. | 3,069 | $246.5K | 0.01% | +112+3.8% | Added |
| North Star Asset Management Inc | 3,068 | $246.4K | 0.01% | +2+0.1% | Added |
| Diversified Enterprises, LLC | 3,065 | $246.2K | 0.01% | +4+0.1% | Added |