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 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 6,071 | $429.8K | 0.04% | −668−9.9% | Reduced |
| Sumitomo Life Insurance Co | 6,082 | $430.5K | 0.02% | −256−4.0% | Reduced |
| Stratos Wealth Partners, LTD. | 6,097 | $431.7K | 0.01% | −348−5.4% | Reduced |
| Legacy Financial Advisors, Inc. | 6,124 | $433.5K | 0.07% | +442+7.8% | Added |
| Perigon Wealth Management, LLC | 6,134 | $434.2K | 0.01% | +197+3.3% | Added |
| IFP Advisors, Inc | 6,195 | $438.6K | 0.01% | +549+9.7% | Added |
| Heritage Trust Co | 6,197 | $438.7K | 0.05% | 00.0% | Unchanged |
| Code Waechter LLC | 6,237 | $442.0K | 0.36% | +6,237 | New |
| Safeguard Investment Advisory Group, LLC | 6,265 | $443.5K | 0.12% | +15+0.2% | Added |
| Kestra Investment Management, LLC | 6,275 | $444.2K | 0.01% | +3,009+92.1% | Added |
| Allstate Corp | 6,276 | $444.3K | 0.01% | −10,518−62.6% | Reduced |
| Quadrant Capital Group LLC | 6,280 | $444.6K | 0.02% | +4,311+218.9% | Added |
| Legacy Capital Group California, Inc. | 6,299 | $445.9K | 0.16% | +6,299 | New |
| Sherbrooke Park Advisers LLC | 6,306 | $446.4K | 0.21% | −5,912−48.4% | Reduced |
| Integris Wealth Management, LLC | 6,323 | $447.6K | 0.13% | 00.0% | Unchanged |
| Alteri Wealth LLC | 6,330 | $448.1K | 0.20% | +3,262+106.3% | Added |
| VestGen Advisors, LLC | 6,333 | $448.3K | 0.02% | +6,333 | New |
| Corundum Group, Inc. | 6,420 | $454.5K | 0.22% | −7,767−54.7% | Reduced |
| Checchi Capital Advisers, LLC | 6,420 | $454.5K | 0.03% | +574+9.8% | Added |
| Coastline Trust Co | 6,450 | $456.6K | 0.06% | 00.0% | Unchanged |
| CenterBook Partners LP | 6,473 | $458.2K | 0.03% | +6,473 | New |
| Aaron Wealth Advisors | 6,477 | $458.5K | 0.05% | +219+3.5% | Added |
| Zacks Investment Management | 6,535 | $462.6K | 0.00% | −549−7.7% | Reduced |
| Csenge Advisory Group | 6,714 | $470.8K | 0.03% | +332+5.2% | Added |
| Good Steward Wealth Advisors,LLC | 6,657 | $471.2K | 0.43% | +6,657 | New |
| SNS Financial Group, LLC | 6,608 | $471.5K | 0.05% | −117−1.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,744 | $477.4K | 0.01% | +1,957+40.9% | Added |
| Brown Financial Advisors | 6,761 | $478.6K | 0.20% | −152−2.2% | Reduced |
| Romano Brothers and Company | 6,762 | $478.7K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6,802 | $481.5K | 0.04% | +229+3.5% | Added |
| CX Institutional | 6,826 | $483.0K | 0.02% | +822+13.7% | Added |
| Synovus Financial Corp | 6,836 | $483.9K | 0.01% | −20.0% | Reduced |
| Gateway Investment Advisers LLC | 6,855 | $485.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,983 | $486.9K | 0.05% | −906−11.5% | Reduced |
| Kingsview Wealth Management, LLC | 6,896 | $488.2K | 0.01% | −1,792−20.6% | Reduced |
| Paradigm Financial Partners, LLC | 6,908 | $489.0K | 0.06% | +93+1.4% | Added |
| Copley Financial Group, Inc. | 6,952 | $492.1K | 0.38% | −206−2.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 6,952 | $492.1K | 0.22% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,124 | $504.3K | 0.01% | −118−1.6% | Reduced |
| Spire Wealth Management | 7,140 | $505.4K | 0.02% | +273+4.0% | Added |
| State of Wyoming | 7,206 | $510.1K | 0.07% | +5,586+344.8% | Added |
| Summit Financial, LLC | 7,212 | $510.6K | 0.01% | +1,664+30.0% | Added |
| Citadel Advisors LLC | 7,303 | $517.0K | 0.00% | −469,185−98.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 7,369 | $521.7K | 0.07% | −109−1.5% | Reduced |
| Bank of Hawaii | 7,402 | $524.0K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 7,403 | $524.0K | 0.31% | −16−0.2% | Reduced |
| KCM Investment Advisors LLC | 7,409 | $524.5K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7,424 | $525.6K | 0.01% | +895+13.7% | Added |
| Parsons Capital Management Inc | 7,447 | $527.2K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 7,474 | $529.1K | 0.02% | +829+12.5% | Added |
| Fiduciary Alliance LLC | 7,481 | $529.6K | 0.05% | +89+1.2% | Added |
| Simon Quick Advisors, LLC | 7,496 | $530.6K | 0.03% | +1,395+22.9% | Added |
| Stephens Inc | 7,544 | $534.0K | 0.01% | +4+0.1% | Added |
| Freedom Financial Partners LLC | 7,549 | $534.4K | 0.25% | +10.0% | Added |
| First County Bank | 7,647 | $541.3K | 0.30% | +7,647 | New |
| SFMG, LLC | 7,675 | $543.3K | 0.04% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 7,692 | $544.5K | 0.05% | −16−0.2% | Reduced |
| Stonebridge Capital Advisors LLC | 7,774 | $550.3K | 0.04% | −750−8.8% | Reduced |
| Bradley Foster & Sargent Inc | 7,801 | $552.2K | 0.01% | −14−0.2% | Reduced |
| Entropy Technologies, LP | 7,829 | $554.2K | 0.05% | +7,829 | New |
| Laraway Financial Inc | 7,836 | $554.7K | 0.44% | +9+0.1% | Added |
| Meeder Advisory Services, Inc. | 7,852 | $555.9K | 0.03% | +338+4.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,865 | $556.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 7,855 | $556.1K | 0.08% | −2,059−20.8% | Reduced |
| David Loasby | 8,140 | $556.9K | 0.06% | +727+9.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,939 | $562.0K | 0.02% | −29−0.4% | Reduced |
| Prospera Financial Services Inc | 7,970 | $564.4K | 0.01% | −5,768−42.0% | Reduced |
| Cascade Investment Group, Inc. | 7,980 | $564.9K | 0.43% | −500−5.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 7,985 | $565.3K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 8,136 | $565.9K | 0.03% | +719+9.7% | Added |
| First National Bank & Trust Co of Newtown | 8,016 | $567.4K | 0.12% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,071 | $571.3K | 0.01% | +128+1.6% | Added |
| Thompson Investment Management, Inc. | 8,089 | $572.6K | 0.09% | −2,910−26.5% | Reduced |
| Amarillo National Bank | 8,097 | $573.2K | 0.11% | −44−0.5% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $573.4K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,118 | $574.7K | 0.02% | −3,378−29.4% | Reduced |
| Norden Group LLC | 8,163 | $577.9K | 0.07% | +1,838+29.1% | Added |
| Central Trust Co | 8,173 | $578.6K | 0.01% | −710−8.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,269 | $585.4K | 0.16% | +623+8.1% | Added |
| Oarsman Capital, Inc. | 8,272 | $585.6K | 0.11% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 8,275 | $586.0K | 0.21% | −140−1.7% | Reduced |
| Mather Group, LLC. | 8,284 | $586.4K | 0.01% | +4,876+143.1% | Added |
| Panagora Asset Management Inc | 8,307 | $588.1K | 0.00% | +3,636+77.8% | Added |
| Arkadios Wealth Advisors | 8,338 | $590.3K | 0.02% | +235+2.9% | Added |
| Marks Group Wealth Management, Inc | 8,474 | $599.9K | 0.06% | +37+0.4% | Added |
| STF Management LP | 8,491 | $601.1K | 0.29% | +36+0.4% | Added |
| Modern Wealth Management, LLC | 8,506 | $602.2K | 0.02% | +259+3.1% | Added |
| Warren Averett Asset Management, LLC | 8,525 | $603.5K | 0.01% | +429+5.3% | Added |
| Glenview Trust Co | 8,538 | $604.4K | 0.01% | +1,370+19.1% | Added |
| Old Port Advisors | 8,555 | $605.6K | 0.18% | −52−0.6% | Reduced |
| LVW Advisors, LLC | 8,694 | $615.4K | 0.07% | −3,808−30.5% | Reduced |
| Gsa Capital Partners LLP | 8,736 | $618.0K | 0.06% | +8,736 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,737 | $618.5K | 0.00% | +8,737 | New |
| SCP Investment, LP | 8,800 | $623.0K | 0.53% | +8,800 | New |
| American State Bank (Iowa) | 8,809 | $623.6K | 0.38% | 00.0% | Unchanged |
| RFG Advisory, LLC | 8,879 | $628.6K | 0.02% | +1,626+22.4% | Added |
| Ameriflex Group, Inc. | 8,914 | $631.0K | 0.26% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,014 | $638.0K | 0.04% | −720−7.4% | Reduced |
| Lifelong Wealth Advisors, Inc. | 9,109 | $644.8K | 0.30% | +1,688+22.7% | Added |
| FineMark National Bank & Trust | 9,180 | $649.9K | 0.02% | 00.0% | Unchanged |