# XCEL ENERGY INC (XEL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XEL/

- Reporting holders: 55
- Reported value: $28.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Ausbil Investment Management Ltd](https://holderbook.com/funds/1966036-ausbil-investment-management-ltd/) | $6.6M | 94,283 | 3.3% | 2 |
| [REINHART PARTNERS, LLC.](https://holderbook.com/funds/1080298-reinhart-partners-llc/) | $4.4M | 62,687 | 0.1% | 11 |
| [EPIQ PARTNERS, LLC](https://holderbook.com/funds/1799435-epiq-partners-llc/) | $2.0M | 27,736 | 0.8% | 28 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.8M | 26,017 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.6M | 23,006 | 0.1% | 12 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $1.1M | 15,376 | 0.0% | 2 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.0M | 14,235 | 0.1% | 4 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $936.8K | 13,291 | 0.1% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $719.3K | 9,806 | 0.0% | 12 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $712.7K | 10,112 | 0.1% | 16 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $586.2K | 8,317 | 0.1% | 11 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $420.4K | 5,965 | 0.1% | 11 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $408.4K | 5,794 | 0.0% | 1 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $394.6K | 5,599 | 0.0% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $376.8K | 5,202 | 0.0% | 4 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $367.5K | 5,147 | 0.1% | 7 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $362.1K | 4,979 | 0.1% | 24 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $329.8K | 4,679 | 0.2% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $318.2K | 4,515 | 0.0% | 23 |
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $274.3K | 3,891 | 0.1% | 12 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $272.2K | 3,862 | 0.0% | 9 |
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $269.0K | 3,817 | 0.0% | 9 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $267.8K | 3,800 | 0.2% | 6 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $241.5K | 3,427 | 0.0% | 27 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $226.3K | 3,211 | 0.0% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 55 | $28.2M |
| Q2 2026 | 1,299 | $52.8B |
| Q1 2026 | 1,274 | $46.2B |
| Q4 2025 | 1,255 | $42.2B |
| Q3 2025 | 1,194 | $45.5B |
| Q2 2025 | 1,138 | $35.5B |
| Q1 2025 | 1,146 | $35.4B |
| Q4 2024 | 1,120 | $33.2B |
| Q3 2024 | 1,041 | $31.1B |
| Q2 2024 | 978 | $24.5B |
| Q1 2024 | 982 | $25.6B |
| Q4 2023 | 1,021 | $28.8B |