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XEL

XEL 13F Filings: Institutional Buyers & Sellers

Xcel Energy INC

+$3.4B

Net Activity

Institutions Holding

1261

Popularity Rank

#307

Avg Weight

0.16%

Total Value

$44.4B

Ownership Trend

1261 institutions currently hold XEL, with 586 net buyers and 536 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

536

Net Buying Institutions

586

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$4.3B
VC
Vanguard Capital Management LLC
$3.1B
SS
State Street CORP
$3.0B
VP
Vanguard Portfolio Management LLC
$2.8B
BO
Bank Of America CORP /de/
$2.3B

Top 5 by Conviction

EC
Electron Capital Partners, LLC
5.97%
ZP
Zimmer Partners, LP
5.04%
RW
Reaves W H & Co INC
4.68%
CI
Cbre Investment Management Listed Real Assets LLC
3.06%
MA
Magellan Asset Management Ltd
2.39%
View all 1261 holding institutions

Across its top 20 institutional holders, XEL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 20/100).

Quarterly Activity

Recent Activity

+$26.0B

Total Buy Value

$15.2B

Total Sell Value

New buy112
Trim448
Add474
Sold out88

586

Net Buyers

536

Net Sellers

Smart Money Convergence

XEL does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-18

12-Month Buy/Sell Activity

Mar 25
BuySell
ActionInsiderTitleDateValue
SellLong Ryan J.EVP, Chief Legal and2026-03-04$66K
SellRome Amanda JEVP, Group President, Utilitie2026-03-02$1.34M
BuyStockfish Devin WPresident and CEO2025-03-11$150K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-14
2026-07-14

Xcel Energy's subsidiary, Public Service Company of Colorado, filed a settlement in its natural gas rate case. The deal proposes a $123 million revenue increase instead of the original $190 million request, with return on equity cut to 9.2%. Hearings are set for July 2026, and final rates are expected by the end of the year.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

98389B100, 98389b100, NA

FAQ

Who are the top institutional investors holding XCEL ENERGY INC (XEL)?
Major stakeholders currently include BlackRock, Inc. ($4.3B), Vanguard Capital Management LLC ($3.1B), State Street CORP ($3.0B). Based on the latest 13F filings, there are a total of 1261 tracked investment funds and institutions maintaining positions in XEL.
What is the overall institutional sentiment toward XEL recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $3.4B, driven by 586 managers accumulating shares while 536 reduced their exposure.
Which institutions have been selling or reducing their XEL positions?
In the latest period, 448 funds trimmed their holdings, and 88 managers completely exited their positions. The aggregate reported sell value was $15.2B.
Are there any notable investors adding XEL to their portfolios?
Yes, buying activity remains notable. 112 institutions opened new positions in {ticker}, and 474 existing holders added to their shares. The total reported buy value for the quarter amounted to $26.0B.

Related Stocks

Same Sector

Other stocks in the same GICS sector

NEE

Nextera Energy INC

Institutions Holding

2,994

Total reported value

$162.7B

1084 institutions currently hold both XEL and this stock

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DUK

Duke Energy CORP

Institutions Holding

2,436

Total reported value

$71.3B

1019 institutions currently hold both XEL and this stock

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SO

Southern Co/the

Institutions Holding

2,349

Total reported value

$76.7B

1007 institutions currently hold both XEL and this stock

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Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

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AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

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NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

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2743 13F institutions increased their position this quarter

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