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, Q1 2025
Institutional positions in Xcel Energy Inc as of Mar 31, 2025. 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
- 1,136
- +40 vs. Q4 2024
- Shares held
- 491.3M
- +7.82M (+1.6%) vs. Q4 2024
- Total value
- $34.8B
- +$2.18B (+6.7%) vs. Q4 2024
- New holders
- 125
- 420 more added
- Sold out
- 85
- 363 more reduced
19 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 3 | $212 | 0.00% | +3 | New |
| Bellwether Advisors, LLC | 4 | $283 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $284 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $353 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $354 | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 7 | $496 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $566 | 0.00% | −100−92.6% | Reduced |
| NVWM, LLC | 10 | $708 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 10 | $708 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $708 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 11 | $779 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 12 | $850 | 0.00% | +1+9.1% | Added |
| JDM Financial Group LLC | 13 | $920 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $920 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $925 | 0.00% | +13 | New |
| TD Capital Management LLC | 14 | $999 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 16 | $1.11K | 0.00% | +6+60.0% | Added |
| Cape Investment Advisory, Inc. | 16 | $1.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $1.17K | 0.00% | +7+70.0% | Added |
| Core Alternative Capital | 18 | $1.27K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 20 | $1.42K | 0.00% | −816−97.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 20 | $1.42K | 0.00% | −1−4.8% | Reduced |
| POM Investment Strategies, LLC | 21 | $1.49K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 23 | $1.63K | 0.00% | −2,258−99.0% | Reduced |
| New Millennium Group LLC | 27 | $1.91K | 0.00% | +27 | New |
| Trifecta Capital Advisors, LLC | 28 | $1.98K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $2.05K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 30 | $2.12K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 32 | $2.27K | 0.00% | −43−57.3% | Reduced |
| Clark Wealth Partners | 32 | $2.27K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 33 | $2.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $2.48K | 0.00% | +4+12.9% | Added |
| Granite FO LLC | 39 | $2.76K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 40 | $2.83K | 0.00% | +15+60.0% | Added |
| Penserra Capital Management LLC | 48 | $3.00K | 0.00% | −1,454−96.8% | Reduced |
| Ogorek Anthony Joseph | 54 | $3.00K | 0.00% | +54 | New |
| Pacifica Partners Inc. | 45 | $3.25K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 48 | $3.40K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 53 | $3.75K | 0.00% | +53 | New |
| Highline Wealth Partners LLC | 56 | $3.96K | 0.00% | +22+64.7% | Added |
| TFC Financial Management | 57 | $4.04K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 61 | $4.32K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 61 | $4.32K | 0.00% | −1−1.6% | Reduced |
| ORG Partners LLC | 63 | $4.51K | 0.00% | −173−73.3% | Reduced |
| Westside Investment Management, Inc. | 66 | $4.67K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 69 | $4.88K | 0.00% | −9−11.5% | Reduced |
| Abound Wealth Management | 69 | $4.90K | 0.00% | −21−23.3% | Reduced |
| Cornerstone Planning Group LLC | 70 | $4.99K | 0.00% | +24+52.2% | Added |
| Olistico Wealth, LLC | 71 | $5.03K | 0.00% | +71 | New |
| Pittenger & Anderson Inc | 72 | $5.10K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $5.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 78 | $5.52K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 79 | $5.59K | 0.00% | +79 | New |
| Raffa Wealth Management, LLC | 80 | $5.66K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 83 | $5.91K | 0.02% | −265−76.1% | Reduced |
| Aspect Partners, LLC | 85 | $6.02K | 0.00% | −4−4.5% | Reduced |
| Independence Bank of Kentucky | 90 | $6.37K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 94 | $6.65K | 0.00% | +90+2,250.0% | Added |
| Red Tortoise LLC | 95 | $6.72K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 97 | $6.87K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 98 | $6.94K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 99 | $7.01K | 0.00% | +99 | New |
| TD Waterhouse Canada Inc. | 100 | $7.07K | 0.00% | −125−55.6% | Reduced |
| Duncker Streett & Co Inc | 100 | $7.08K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 100 | $7.08K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 100 | $7.15K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 112 | $7.93K | 0.00% | −34−23.3% | Reduced |
| Valley National Advisers Inc | 115 | $8.00K | 0.00% | −45−28.1% | Reduced |
| DAGCO, Inc. | 118 | $8.35K | 0.00% | +118 | New |
| Future Financial Wealth Managment LLC | 129 | $9.13K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 130 | $9.24K | 0.00% | −10−7.1% | Reduced |
| Atlantic Trust, LLC | 138 | $9.77K | 0.00% | +138 | New |
| Financial Management Professionals, Inc. | 139 | $9.84K | 0.00% | +15+12.1% | Added |
| Investors Research Corp | 142 | $10.1K | 0.00% | +142 | New |
| McCarthy Grittinger Financial Group, LLC | 148 | $10.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 157 | $11.1K | 0.00% | +135+613.6% | Added |
| Rialto Wealth Management, LLC | 157 | $11.1K | 0.00% | +7+4.7% | Added |
| Parvin Asset Management, LLC | 158 | $11.2K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 169 | $12.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 176 | $12.5K | 0.00% | +1+0.6% | Added |
| Medallion Wealth Advisors, LLC | 184 | $13.0K | 0.01% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 200 | $13.5K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 192 | $13.6K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 193 | $13.7K | 0.00% | +2+1.0% | Added |
| Stuart Chaussee & Associates, Inc. | 202 | $14.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 220 | $15.6K | 0.00% | −14−6.0% | Reduced |
| Atticus Wealth Management, LLC | 220 | $15.6K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 226 | $16.0K | 0.08% | +226 | New |
| Wayfinding Financial, LLC | 237 | $16.0K | 0.01% | +237 | New |
| Global Wealth Strategies & Associates | 228 | $16.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 230 | $16.3K | 0.00% | −1,125−83.0% | Reduced |
| Laurel Wealth Advisors LLC | 230 | $16.3K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 231 | $16.4K | 0.00% | +5+2.2% | Added |
| Spurstone Advisory Services, LLC | 233 | $16.5K | 0.32% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 245 | $16.5K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 235 | $16.6K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 247 | $17.0K | 0.02% | +192+349.1% | Added |
| Nemes Rush Group LLC | 241 | $17.1K | 0.00% | +2+0.8% | Added |