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 |
|---|---|---|---|---|---|
| CRA Financial Services, LLC | 3,177 | $224.9K | 0.04% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 3,179 | $225.0K | 0.22% | +3,179 | New |
| Phillips Wealth Planners LLC | 3,237 | $225.2K | 0.24% | −33−1.0% | Reduced |
| Ullmann Financial Group, Inc. | 3,181 | $225.2K | 0.03% | +3,181 | New |
| DRW Securities, LLC | 3,200 | $226.5K | 0.02% | −170,400−98.2% | Reduced |
| Gotham Asset Management, LLC | 3,201 | $226.6K | 0.00% | −44−1.4% | Reduced |
| XTX Topco Ltd | 3,229 | $228.6K | 0.01% | −13,435−80.6% | Reduced |
| Occidental Asset Management, LLC | 3,230 | $228.7K | 0.03% | +13+0.4% | Added |
| Concord Asset Management, LLC | 3,201 | $229.0K | 0.05% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,365 | $232.2K | 0.02% | −21−0.6% | Reduced |
| Ballast Advisors LLC | 3,287 | $232.7K | 0.07% | −545−14.2% | Reduced |
| Avidian Wealth Solutions, LLC | 3,293 | $233.1K | 0.01% | −203−5.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,297 | $233.4K | 0.02% | +6+0.2% | Added |
| Smithfield Trust Co | 3,301 | $234.0K | 0.01% | +900+37.5% | Added |
| Knollwood Investment Advisory, LLC | 3,323 | $235.2K | 0.03% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3,323 | $235.2K | 0.07% | 00.0% | Unchanged |
| Accel Wealth Management | 3,325 | $235.4K | 0.09% | −387−10.4% | Reduced |
| Howe & Rusling Inc | 3,336 | $236.2K | 0.02% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,347 | $236.9K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,352 | $237.3K | 0.06% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 3,356 | $237.6K | 0.00% | +3,356 | New |
| Genesis Private Wealth, LLC | 3,359 | $237.8K | 0.13% | −74−2.2% | Reduced |
| CoreFirst Bank & Trust | 3,370 | $238.6K | 0.15% | −144−4.1% | Reduced |
| Chesley Taft & Associates LLC | 3,370 | $238.6K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,370 | $238.6K | 0.01% | −752−18.2% | Reduced |
| BlueStem Wealth Partners, LLC | 3,382 | $239.4K | 0.03% | −535−13.7% | Reduced |
| FDx Advisors, Inc. | 3,391 | $240.0K | 0.08% | −68−2.0% | Reduced |
| Windsor Capital Management, LLC | 3,397 | $240.5K | 0.07% | +22+0.7% | Added |
| Peoples Financial Services Corp. | 3,400 | $240.7K | 0.12% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,404 | $241.0K | 0.10% | 00.0% | Unchanged |
| Financially Speaking Inc | 3,410 | $241.4K | 0.18% | −388−10.2% | Reduced |
| LCM Capital Management Inc | 3,425 | $242.5K | 0.14% | −10.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,454 | $244.5K | 0.01% | +42+1.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,432 | $244.6K | 0.01% | 00.0% | Unchanged |
| Perpetual Ltd | 3,460 | $244.9K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,472 | $245.8K | 0.00% | −680−16.4% | Reduced |
| Pitcairn Co | 3,472 | $245.8K | 0.01% | −165−4.5% | Reduced |
| Equitable Holdings, Inc. | 3,476 | $246.1K | 0.00% | +3,476 | New |
| Ariadne Wealth Management, LP | 3,491 | $246.5K | 0.13% | +66+1.9% | Added |
| PFG Advisors | 3,507 | $248.3K | 0.01% | −1,665−32.2% | Reduced |
| Heritage Wealth Architects, Inc. | 3,516 | $248.9K | 0.24% | +3,516 | New |
| Marcum Wealth, LLC | 3,520 | $249.2K | 0.02% | −102−2.8% | Reduced |
| Umb Bank N A | 3,525 | $249.5K | 0.00% | +386+12.3% | Added |
| Global Assets Advisory, LLC | 3,630 | $249.7K | 0.05% | +3,630 | New |
| GWN Securities Inc. | 3,635 | $250.1K | 0.01% | +3,635 | New |
| Stanley-Laman Group, Ltd. | 3,542 | $250.7K | 0.04% | +3,542 | New |
| Fortress Financial Group, LLC | 3,545 | $251.0K | 0.25% | +29+0.8% | Added |
| Oxford Asset Management LLP | 3,549 | $251.2K | 0.12% | +3,549 | New |
| Sunpointe, LLC | 3,563 | $254.2K | 0.14% | +64+1.8% | Added |
| Brass Tax Wealth Management, Inc | 3,597 | $254.6K | 0.05% | +27+0.8% | Added |
| Lazari Capital Management, Inc. | 3,599 | $254.8K | 0.10% | −243−6.3% | Reduced |
| GenTrust, LLC | 3,587 | $256.0K | 0.01% | −15−0.4% | Reduced |
| Capital Advisors Inc | 3,632 | $257.1K | 0.01% | −4−0.1% | Reduced |
| Moneta Group Investment Advisors LLC | 3,636 | $257.4K | 0.00% | −265−6.8% | Reduced |
| Scissortail Wealth Management, LLC | 3,649 | $258.3K | 0.07% | 00.0% | Unchanged |
| Gries Financial LLC | 3,693 | $261.4K | 0.05% | −31−0.8% | Reduced |
| Clarius Group, LLC | 3,700 | $261.9K | 0.02% | −40−1.1% | Reduced |
| Venture Visionary Partners LLC | 3,723 | $263.6K | 0.01% | +48+1.3% | Added |
| Lindbrook Capital, LLC | 3,771 | $266.9K | 0.02% | +1,311+53.3% | Added |
| Pinnacle Financial Partners Inc | 3,778 | $267.4K | 0.01% | +3,778 | New |
| Headinvest, LLC | 3,794 | $268.6K | 0.05% | −81−2.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,798 | $268.8K | 0.10% | −73−1.9% | Reduced |
| Essex Financial Services, Inc. | 3,803 | $269.2K | 0.02% | +252+7.1% | Added |
| Planning Center, Inc. | 3,805 | $269.4K | 0.03% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 3,826 | $270.8K | 0.02% | +3,826 | New |
| OneAscent Financial Services LLC | 3,829 | $272.0K | 0.02% | +18+0.5% | Added |
| JNBA Financial Advisors | 3,845 | $272.2K | 0.03% | −171−4.3% | Reduced |
| NewEdge Wealth, LLC | 3,856 | $273.0K | 0.00% | +62+1.6% | Added |
| Integrity Alliance, LLC. | 3,874 | $274.2K | 0.01% | +3,874 | New |
| Austin Private Wealth, LLC | 3,880 | $274.7K | 0.02% | +26+0.7% | Added |
| Kozak & Associates, Inc. | 3,889 | $275.0K | 0.07% | −230−5.6% | Reduced |
| RNC Capital Management LLC | 3,890 | $275.3K | 0.01% | +9+0.2% | Added |
| Alpha Cubed Investments, LLC | 3,895 | $275.7K | 0.01% | +3,895 | New |
| Peak Asset Management, LLC | 3,896 | $275.8K | 0.05% | 00.0% | Unchanged |
| DORVAL Corp | 3,842 | $277.0K | 0.11% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 3,931 | $278.3K | 0.16% | 00.0% | Unchanged |
| Alerus Financial NA | 3,961 | $280.4K | 0.02% | +3,961 | New |
| Foundations Investment Advisors, LLC | 3,966 | $280.8K | 0.01% | +3,966 | New |
| Patrick M Sweeney & Associates, Inc | 3,970 | $281.0K | 0.21% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 3,938 | $281.0K | 0.05% | −3,003−43.3% | Reduced |
| Wrapmanager Inc | 3,996 | $282.9K | 0.07% | −576−12.6% | Reduced |
| Triumph Capital Management | 4,002 | $283.3K | 0.09% | −90−2.2% | Reduced |
| Challenger Wealth Management | 4,004 | $283.4K | 0.22% | +4+0.1% | Added |
| Mesirow Financial Investment Management, Inc. | 4,014 | $284.2K | 0.01% | +325+8.8% | Added |
| Callan Family Office, LLC | 4,028 | $285.1K | 0.02% | −9,741−70.7% | Reduced |
| Montag A & Associates Inc | 4,022 | $287.0K | 0.01% | +10+0.2% | Added |
| Parallel Advisors, LLC | 4,065 | $287.8K | 0.01% | −863−17.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,066 | $287.8K | 0.00% | +328+8.8% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 4,070 | $288.1K | 0.05% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 4,079 | $288.7K | 0.09% | +33+0.8% | Added |
| Engineers Gate Manager LP | 4,094 | $289.8K | 0.00% | +4,094 | New |
| Financial Advisors Network, Inc. | 4,106 | $290.7K | 0.05% | −93−2.2% | Reduced |
| My Legacy Advisors, LLC | 4,113 | $291.2K | 0.11% | +4,113 | New |
| Johnson Investment Counsel Inc | 4,118 | $291.5K | 0.00% | −183−4.3% | Reduced |
| Priebe Wealth Holdings LLC | 4,129 | $292.3K | 0.18% | +365+9.7% | Added |
| Wesbanco Bank Inc | 4,143 | $293.3K | 0.01% | 00.0% | Unchanged |
| Kure Advisory, LLC | 4,143 | $293.3K | 0.22% | +4,143 | New |
| Bingham Private Wealth, LLC | 4,153 | $294.0K | 0.30% | −29−0.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,159 | $294.4K | 0.02% | +283+7.3% | Added |
| First Business Financial Services, Inc. | 4,162 | $294.6K | 0.03% | −115−2.7% | Reduced |