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 |
|---|---|---|---|---|---|
| Keebeck Alpha, LP | 4,178 | $295.8K | 0.35% | +4,178 | New |
| TCI Wealth Advisors, Inc. | 4,180 | $295.9K | 0.02% | −127−2.9% | Reduced |
| Centre Asset Management, LLC | 4,228 | $299.0K | 0.08% | +130+3.2% | Added |
| Graypoint LLC | 4,267 | $302.0K | 0.02% | +248+6.2% | Added |
| Atlantic Family Wealth, LLC | 4,271 | $302.3K | 0.28% | +213+5.2% | Added |
| Bremer Bank National Association | 4,306 | $304.8K | 0.05% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,307 | $304.9K | 0.02% | +4,307 | New |
| Coastal Bridge Advisors, LLC | 4,308 | $305.0K | 0.04% | +4,308 | New |
| We Are One Seven, LLC | 4,347 | $307.8K | 0.01% | +553+14.6% | Added |
| Mount Yale Investment Advisors, LLC | 4,355 | $308.3K | 0.03% | −321−6.9% | Reduced |
| Cidel Asset Management Inc | 4,366 | $309.1K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 4,400 | $311.5K | 0.01% | +172+4.1% | Added |
| Redhawk Wealth Advisors, Inc. | 4,406 | $311.9K | 0.04% | +182+4.3% | Added |
| Optas, LLC | 4,416 | $312.6K | 0.05% | +4,416 | New |
| GEN Financial Management, INC. | 4,457 | $315.9K | 0.21% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,465 | $316.1K | 0.15% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,487 | $317.6K | 0.02% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 4,507 | $318.7K | 0.13% | +98+2.2% | Added |
| Waterloo Capital, L.P. | 4,511 | $319.3K | 0.03% | +4,511 | New |
| Advisory Alpha, LLC | 4,514 | $319.5K | 0.01% | −16−0.4% | Reduced |
| Poinciana Advisors Group, LLC | 4,524 | $320.3K | 0.33% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 4,529 | $320.6K | 0.04% | +4,529 | New |
| First Commonwealth Financial Corp | 4,574 | $323.8K | 0.08% | −700−13.3% | Reduced |
| Horizon Investment Services, LLC | 4,585 | $324.6K | 0.16% | +347+8.2% | Added |
| South State Corp. | 4,589 | $324.9K | 0.01% | +207+4.7% | Added |
| Pensionmark Financial Group, LLC | 4,616 | $326.7K | 0.01% | +120+2.7% | Added |
| Sofos Investments, Inc. | 4,652 | $329.3K | 0.07% | +4,652 | New |
| NorthCrest Asset Manangement, LLC | 4,656 | $329.6K | 0.01% | +638+15.9% | Added |
| Capital Investment Advisors, LLC | 4,696 | $332.4K | 0.01% | +445+10.5% | Added |
| Manchester Capital Management LLC | 4,724 | $334.4K | 0.04% | −346−6.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,736 | $335.3K | 0.02% | +1,079+29.5% | Added |
| Concord Wealth Partners | 4,745 | $335.9K | 0.06% | −600−11.2% | Reduced |
| RDA Financial Network | 4,749 | $336.2K | 0.10% | −802−14.4% | Reduced |
| Net Worth Advisory Group | 4,764 | $337.3K | 0.11% | +102+2.2% | Added |
| Danske Bank A/S | 4,799 | $339.7K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,838 | $342.5K | 0.01% | −151−3.0% | Reduced |
| Evergreen Capital Management LLC | 4,803 | $342.7K | 0.01% | +486+11.3% | Added |
| Aventura Private Wealth, LLC | 4,878 | $345.3K | 0.18% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 4,930 | $346.7K | 0.09% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 4,907 | $347.4K | 0.01% | −224−4.4% | Reduced |
| Welch Group, LLC | 4,989 | $347.8K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,933 | $349.2K | 0.01% | +1,384+39.0% | Added |
| Lummis Asset Management, LP | 4,949 | $350.3K | 0.24% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 4,962 | $351.3K | 0.01% | +1,811+57.5% | Added |
| Prelude Capital Management, LLC | 4,965 | $351.5K | 0.04% | −8,830−64.0% | Reduced |
| Farmers & Merchants Investments Inc | 4,975 | $352.2K | 0.01% | −198−3.8% | Reduced |
| Sowell Financial Services LLC | 4,984 | $352.8K | 0.02% | +4,984 | New |
| Leonteq Securities AG | 5,020 | $355.2K | 0.03% | −3−0.1% | Reduced |
| SageView Advisory Group, LLC | 5,022 | $355.5K | 0.02% | +1,071+27.1% | Added |
| Alley Investment Management Company, LLC | 5,097 | $360.8K | 0.05% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 5,107 | $361.5K | 0.01% | +3,556+229.3% | Added |
| Buckingham Strategic Partners | 5,145 | $364.1K | 0.01% | +106+2.1% | Added |
| Nautilus Advisors LLC | 5,146 | $364.3K | 0.30% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,229 | $365.6K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 5,188 | $367.3K | 0.06% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 5,188 | $367.3K | 0.09% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 5,197 | $367.9K | 0.04% | −397−7.1% | Reduced |
| Moody National Bank Trust Division | 5,204 | $368.4K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5,215 | $369.2K | 0.01% | +670+14.7% | Added |
| Sagespring Wealth Partners, LLC | 5,242 | $371.1K | 0.01% | +709+15.6% | Added |
| PrairieView Partners, LLC | 5,278 | $373.0K | 0.04% | +57+1.1% | Added |
| Ingalls & Snyder LLC | 5,311 | $376.0K | 0.01% | −332−5.9% | Reduced |
| Claro Advisors LLC | 5,318 | $376.5K | 0.05% | +95+1.8% | Added |
| Tyche Wealth Partners LLC | 5,368 | $380.0K | 0.08% | +1,689+45.9% | Added |
| Smith Anglin Financial, LLC | 5,377 | $380.6K | 0.04% | −10.0% | Reduced |
| Charter Trust Co | 5,389 | $381.5K | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,394 | $381.9K | 0.04% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 5,404 | $381.9K | 0.02% | +5,404 | New |
| James Hambro & Partners | 5,400 | $382.2K | 0.02% | 00.0% | Unchanged |
| Everpar Advisors LLC | 5,418 | $383.5K | 0.20% | −463−7.9% | Reduced |
| Private Trust Co NA | 5,422 | $383.8K | 0.04% | +634+13.2% | Added |
| V-Square Quantitative Management LLC | 5,565 | $393.9K | 0.06% | −81−1.4% | Reduced |
| Lakeridge Wealth Management LLC | 5,574 | $394.6K | 0.20% | +23+0.4% | Added |
| SC&H Financial Advisors, Inc. | 5,592 | $395.8K | 0.08% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 5,629 | $398.5K | 0.14% | +5,629 | New |
| Hilltop Holdings Inc. | 5,639 | $399.1K | 0.03% | +269+5.0% | Added |
| Lantz Financial LLC | 5,703 | $403.7K | 0.11% | +66+1.2% | Added |
| Sandy Spring Bank | 5,710 | $404.2K | 0.02% | −183−3.1% | Reduced |
| Significant Wealth Partners LLC | 5,714 | $404.5K | 0.21% | +833+17.1% | Added |
| SkyView Investment Advisors, LLC | 5,741 | $406.0K | 0.06% | +5,741 | New |
| HBK Sorce Advisory LLC | 5,738 | $406.2K | 0.01% | −165−2.8% | Reduced |
| Keudell/Morrison Wealth Management | 5,748 | $406.9K | 0.10% | +107+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 5,763 | $408.0K | 0.01% | −9,478−62.2% | Reduced |
| Capital Performance Advisors LLP | 5,773 | $408.7K | 0.09% | +1,128+24.3% | Added |
| Maven Securities LTD | 5,789 | $409.8K | 0.09% | −9,700−62.6% | Reduced |
| Brookstone Capital Management | 5,792 | $410.0K | 0.01% | −274−4.5% | Reduced |
| Hills Bank & Trust Co | 5,796 | $410.3K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,800 | $411.0K | 0.08% | +67+1.2% | Added |
| Access Financial Services, Inc. | 5,938 | $420.4K | 0.17% | −220−3.6% | Reduced |
| Eastern Bank | 5,968 | $422.5K | 0.01% | −300−4.8% | Reduced |
| Townsend & Associates, Inc | 6,148 | $424.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,998 | $424.6K | 0.01% | +183+3.1% | Added |
| Level Four Advisory Services, LLC | 5,998 | $424.7K | 0.02% | −697−10.4% | Reduced |
| Personal Cfo Solutions, LLC | 6,003 | $425.0K | 0.09% | +69+1.2% | Added |
| Stock Yards Bank & Trust Co | 6,009 | $425.4K | 0.02% | +25+0.4% | Added |
| Concentric Capital Strategies, LP | 6,024 | $426.4K | 0.04% | +6,024 | New |
| Park Place Capital Corp | 6,029 | $426.8K | 0.12% | −163−2.6% | Reduced |
| Goelzer Investment Management, Inc. | 6,050 | $428.3K | 0.02% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,066 | $429.4K | 0.05% | −450−6.9% | Reduced |
| Affiance Financial, LLC | 6,067 | $429.5K | 0.10% | −100−1.6% | Reduced |