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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1,293 | $92.0K | 0.01% | −30−2.3% | Reduced |
| Burkett Financial Services, LLC | 1,319 | $93.4K | 0.04% | +10+0.8% | Added |
| Exchange Traded Concepts, LLC | 1,345 | $95.2K | 0.00% | −12,076−90.0% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,356 | $96.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,367 | $96.8K | 0.03% | −130−8.7% | Reduced |
| Hanson & Doremus Investment Management | 1,459 | $103.0K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,463 | $103.6K | 0.03% | +906+162.7% | Added |
| St Germain D J Co Inc | 1,480 | $104.8K | 0.00% | −1,547−51.1% | Reduced |
| Front Row Advisors LLC | 1,513 | $108.0K | 0.04% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,528 | $108.2K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,518 | $108.3K | 0.01% | +1,518 | New |
| Continuum Advisory, LLC | 1,548 | $109.5K | 0.01% | +931+150.9% | Added |
| Hantz Financial Services, Inc. | 1,557 | $110.0K | 0.00% | +1,557 | New |
| Bank of New Hampshire | 1,629 | $115.3K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 1,677 | $118.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,703 | $121.0K | 0.08% | −19−1.1% | Reduced |
| Stephenson National Bank & Trust | 1,713 | $121.3K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,700 | $121.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,779 | $125.9K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,795 | $127.1K | 0.01% | +250+16.2% | Added |
| First Community Trust NA | 1,800 | $127.4K | 0.11% | 00.0% | Unchanged |
| Avalon Trust Co | 1,800 | $127.4K | 0.01% | +1,000+125.0% | Added |
| Costello Asset Management, INC | 1,840 | $130.3K | 0.05% | +1,840 | New |
| Cromwell Holdings LLC | 1,852 | $132.2K | 0.09% | +28+1.5% | Added |
| Golden State Wealth Management, LLC | 1,871 | $132.4K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,903 | $134.7K | 0.01% | −1,134−37.3% | Reduced |
| Quarry LP | 1,948 | $137.9K | 0.04% | −1,981−50.4% | Reduced |
| Chilton Capital Management LLC | 2,000 | $141.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,006 | $142.0K | 0.02% | +1,137+130.8% | Added |
| Catalyst Capital Advisors LLC | 2,024 | $143.3K | 0.00% | −223−9.9% | Reduced |
| Massmutual Trust Co FSB | 2,024 | $143.3K | 0.00% | +209+11.5% | Added |
| True Wealth Design, LLC | 2,037 | $144.2K | 0.05% | +50+2.5% | Added |
| Wolff Wiese Magana LLC | 2,039 | $144.4K | 0.10% | +3+0.1% | Added |
| Marquette Asset Management, LLC | 2,051 | $145.2K | 0.03% | −249−10.8% | Reduced |
| Creative Capital Management Investments LLC | 2,089 | $147.9K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,164 | $153.2K | 0.03% | +43+2.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,204 | $156.0K | 0.02% | +33+1.5% | Added |
| Vestor Capital, LLC | 2,222 | $157.0K | 0.01% | −11−0.5% | Reduced |
| Whittier Trust Co | 2,230 | $157.9K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,236 | $158.4K | 0.00% | −25−1.1% | Reduced |
| Cary Street Partners Financial LLC | 2,258 | $159.8K | 0.01% | −449−16.6% | Reduced |
| Washington Trust Co | 2,265 | $160.4K | 0.01% | −10.0% | Reduced |
| Riverview Trust Co | 2,333 | $165.2K | 0.16% | −15−0.6% | Reduced |
| Skopos Labs, Inc. | 2,342 | $165.7K | 0.04% | +422+22.0% | Added |
| Whipplewood Advisors, LLC | 2,352 | $166.1K | 0.10% | +6+0.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $168.2K | 0.07% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,427 | $171.8K | 0.01% | +648+36.4% | Added |
| Boston Private Wealth LLC | 2,490 | $176.3K | 0.01% | −3,265−56.7% | Reduced |
| Founders Capital Management | 2,500 | $177.0K | 0.11% | 00.0% | Unchanged |
| Motco | 2,517 | $178.2K | 0.02% | 00.0% | Unchanged |
| City State Bank | 2,526 | $178.8K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,530 | $179.1K | 0.00% | −60−2.3% | Reduced |
| MAI Capital Management | 2,536 | $179.6K | 0.00% | +197+8.4% | Added |
| Sound Income Strategies, LLC | 2,550 | $180.5K | 0.01% | −337−11.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,558 | $181.1K | 0.04% | −135−5.0% | Reduced |
| Rosenberg Matthew Hamilton | 2,586 | $183.1K | 0.05% | −93−3.5% | Reduced |
| Old Second National Bank of Aurora | 2,648 | $187.5K | 0.04% | −756−22.2% | Reduced |
| High Note Wealth, LLC | 2,694 | $190.7K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,720 | $192.5K | 0.01% | +2,720 | New |
| Meeder Asset Management Inc | 2,727 | $193.0K | 0.01% | −278−9.3% | Reduced |
| Colonial Trust Co | 2,736 | $193.7K | 0.03% | −135−4.7% | Reduced |
| GeoWealth Management, LLC | 2,741 | $194.0K | 0.01% | +147+5.7% | Added |
| N.E.W. Advisory Services LLC | 2,798 | $198.1K | 0.02% | +2,798 | New |
| Crestwood Advisors Group LLC | 2,827 | $200.1K | 0.00% | +2,827 | New |
| Confluence Wealth Services, Inc. | 2,805 | $200.7K | 0.01% | +2,805 | New |
| Portside Wealth Group, LLC | 2,847 | $201.5K | 0.03% | +2,847 | New |
| Prossimo Advisors, LLC | 2,853 | $202.0K | 0.15% | +2,853 | New |
| Atlanta Consulting Group Advisors, LLC | 2,828 | $202.3K | 0.06% | −585−17.1% | Reduced |
| Gunderson Capital Management Inc. | 2,860 | $202.5K | 0.13% | +2,860 | New |
| Fisher Asset Management, LLC | 2,866 | $202.9K | 0.00% | +2,866 | New |
| Mutual Advisors, LLC | 2,942 | $203.0K | 0.01% | +2,942 | New |
| Longboard Asset Management, LP | 2,872 | $203.3K | 0.60% | +2,872 | New |
| GHP Investment Advisors, Inc. | 2,877 | $203.7K | 0.01% | −37−1.3% | Reduced |
| Advocate Group LLC | 2,877 | $203.7K | 0.04% | +2,877 | New |
| Broadwater Capital Management LLC | 2,880 | $203.9K | 0.16% | 00.0% | Unchanged |
| Trust Co | 2,882 | $204.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 2,891 | $204.7K | 0.00% | +850+41.6% | Added |
| Valued Retirements, Inc. | 2,910 | $206.0K | 0.27% | +2,910 | New |
| Annex Advisory Services, LLC | 2,922 | $206.9K | 0.01% | +2,922 | New |
| Cranbrook Wealth Management, LLC | 2,950 | $208.8K | 0.05% | +45+1.5% | Added |
| Ellenbecker Investment Group | 2,963 | $209.8K | 0.04% | +2,963 | New |
| Panoramic Investment Advisors, LLC | 2,971 | $210.3K | 0.14% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,968 | $211.8K | 0.01% | +2,968 | New |
| Avestar Capital, LLC | 2,996 | $212.1K | 0.02% | −536−15.2% | Reduced |
| Madison Asset Management, LLC | 3,000 | $212.4K | 0.00% | +3,000 | New |
| Avantax Planning Partners, Inc. | 3,011 | $213.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,022 | $213.9K | 0.02% | +712+30.8% | Added |
| Premier Path Wealth Partners, LLC | 3,057 | $216.4K | 0.03% | −738−19.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,067 | $217.0K | 0.00% | −3,527−53.5% | Reduced |
| Kennedy Capital Management, Inc. | 3,074 | $217.6K | 0.01% | −125−3.9% | Reduced |
| Compass Financial Group, INC | 3,079 | $218.0K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,083 | $218.2K | 0.09% | +3,083 | New |
| Vestmark Advisory Solutions, Inc. | 3,099 | $219.4K | 0.01% | −293−8.6% | Reduced |
| USAdvisors Wealth Management, LLC | 3,114 | $220.0K | 0.08% | −123−3.8% | Reduced |
| Keel Point, LLC | 3,108 | $220.0K | 0.02% | −70−2.2% | Reduced |
| Sharpepoint LLC | 3,124 | $220.8K | 0.19% | 00.0% | Unchanged |
| Centric Wealth Management | 3,150 | $223.0K | 0.06% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 3,163 | $223.9K | 0.03% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 3,169 | $224.0K | 0.02% | +109+3.6% | Added |
| Leverty Financial Group, LLC | 3,166 | $224.1K | 0.09% | 00.0% | Unchanged |