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 |
|---|---|---|---|---|---|
| MB, Levis & Associates, LLC | 250 | $17.7K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 256 | $18.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 263 | $18.6K | 0.00% | +6+2.3% | Added |
| Gables Capital Management Inc. | 264 | $18.7K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 265 | $19.0K | 0.00% | +37+16.2% | Added |
| Greenline Partners, LLC | 269 | $19.0K | 0.00% | +43+19.0% | Added |
| MCF Advisors LLC | 270 | $19.2K | 0.00% | −323−54.5% | Reduced |
| Fairscale Capital, LLC | 277 | $19.8K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 281 | $20.1K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 295 | $20.9K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 311 | $22.0K | 0.01% | −4−1.3% | Reduced |
| Fortitude Family Office, LLC | 315 | $22.3K | 0.01% | −700−69.0% | Reduced |
| Rise Advisors, LLC | 318 | $22.5K | 0.01% | +318 | New |
| Bangor Savings Bank | 320 | $22.7K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $23.0K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $23.0K | 0.01% | −257−99.2% | Reduced |
| CGC Financial Services, LLC | 326 | $23.1K | 0.01% | +326 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 344 | $24.3K | 0.00% | +43+14.3% | Added |
| Glen Eagle Advisors, LLC | 350 | $24.8K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 353 | $25.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 371 | $26.3K | 0.01% | +22+6.3% | Added |
| Sierra Ocean, LLC | 385 | $27.3K | 0.02% | +1+0.3% | Added |
| Private Wealth Asset Management, LLC | 391 | $27.7K | 0.00% | +391 | New |
| GW&K Investment Management, LLC | 391 | $28.0K | 0.00% | +44+12.7% | Added |
| Trust Co of Vermont | 396 | $28.0K | 0.00% | −1,080−73.2% | Reduced |
| Strategic Investment Solutions, Inc. | 400 | $28.3K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 410 | $29.0K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 410 | $29.3K | 0.02% | +410 | New |
| Capital Analysts, LLC | 428 | $30.0K | 0.00% | +131+44.1% | Added |
| Adirondack Trust Co | 447 | $31.6K | 0.01% | −18−3.9% | Reduced |
| CVA Family Office, LLC | 450 | $31.9K | 0.00% | −82−15.4% | Reduced |
| Tidemark, LLC | 465 | $32.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 472 | $33.4K | 0.03% | 00.0% | Unchanged |
| BankPlus Trust Department | 483 | $34.2K | 0.01% | +483 | New |
| Gs Investments, Inc. | 484 | $34.3K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 494 | $35.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $35.4K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $35.4K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 504 | $35.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 504 | $35.7K | 0.00% | +4+0.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 510 | $36.1K | 0.02% | +510 | New |
| Tower View Investment Management & Research LLC | 519 | $36.7K | 0.02% | +4+0.8% | Added |
| Canopy Partners, LLC | 522 | $37.0K | 0.01% | +25+5.0% | Added |
| Luken Investment Analytics, LLC | 526 | $37.2K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 523 | $37.3K | 0.00% | −818−61.0% | Reduced |
| Rothschild Investment LLC | 556 | $39.4K | 0.00% | −175−23.9% | Reduced |
| BFSG, LLC | 556 | $39.4K | 0.00% | +9+1.6% | Added |
| Piscataqua Savings Bank | 575 | $40.7K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 580 | $41.1K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 584 | $41.3K | 0.01% | +584 | New |
| Hemington Wealth Management | 596 | $42.0K | 0.01% | +73+14.0% | Added |
| Slocum, Gordon & Co LLP | 600 | $42.5K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 607 | $43.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 629 | $44.5K | 0.01% | −1,000−61.4% | Reduced |
| Prestige Wealth Management Group LLC | 631 | $45.1K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 652 | $46.2K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 658 | $46.6K | 0.02% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 662 | $46.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 660 | $47.1K | 0.02% | −2−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 671 | $47.5K | 0.00% | +91+15.7% | Added |
| SOA Wealth Advisors, LLC. | 676 | $47.9K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 688 | $48.7K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 702 | $49.7K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 703 | $49.8K | 0.01% | +42+6.4% | Added |
| Rossby Financial, LCC | 730 | $50.4K | 0.02% | +730 | New |
| McIlrath & Eck, LLC | 716 | $50.7K | 0.01% | +6+0.8% | Added |
| Strengthening Families & Communities, LLC | 727 | $51.5K | 0.03% | +6+0.8% | Added |
| Alpine Bank Wealth Management | 744 | $52.7K | 0.01% | +744 | New |
| Peoples Bank | 765 | $54.2K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 767 | $54.3K | 0.02% | −1,279−62.5% | Reduced |
| Bell Investment Advisors, Inc | 832 | $58.9K | 0.01% | +211+34.0% | Added |
| Creative Financial Designs Inc | 837 | $59.3K | 0.00% | +10+1.2% | Added |
| CoreCap Advisors, LLC | 858 | $60.7K | 0.00% | −39−4.3% | Reduced |
| WFA Asset Management Corp | 1,131 | $60.8K | 0.03% | +925+449.0% | Added |
| Cary Street Partner Investment Advisory LLC | 861 | $61.0K | 0.04% | +232+36.9% | Added |
| Caldwell Trust Co | 884 | $62.6K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 895 | $63.3K | 0.04% | −35−3.8% | Reduced |
| Salem Investment Counselors Inc | 887 | $63.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 900 | $63.7K | 0.01% | +900 | New |
| Brown, Lisle/Cummings, Inc. | 902 | $63.9K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 936 | $66.3K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 947 | $67.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 971 | $68.8K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 1,000 | $70.8K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,030 | $72.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,038 | $73.4K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,040 | $73.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,050 | $74.3K | 0.01% | −7−0.7% | Reduced |
| Ostrum Asset Management | 1,072 | $75.9K | 0.00% | −28−2.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $76.3K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,094 | $77.4K | 0.00% | −37−3.3% | Reduced |
| Vision Financial Markets LLC | 1,110 | $78.6K | 0.09% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,146 | $81.1K | 0.01% | +362+46.2% | Added |
| Insight Financial Services | 1,156 | $81.8K | 0.07% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,160 | $82.1K | 0.06% | −50−4.1% | Reduced |
| NBT Bank N A | 1,188 | $84.1K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,204 | $85.2K | 0.02% | +10+0.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,225 | $87.0K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,267 | $89.7K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,276 | $90.3K | 0.01% | 00.0% | Unchanged |