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 |
|---|---|---|---|---|---|
| Sym Financial Corp | 9,228 | $653.3K | 0.08% | +6+0.1% | Added |
| Quest Partners LLC | 9,267 | $656.0K | 0.07% | −5,529−37.4% | Reduced |
| Chicago Partners Investment Group LLC | 9,254 | $660.3K | 0.02% | −848−8.4% | Reduced |
| Aviva PLC | 9,518 | $673.8K | 0.00% | +370+4.0% | Added |
| National Asset Management, Inc. | 9,598 | $679.5K | 0.02% | +749+8.5% | Added |
| Kestra Private Wealth Services, LLC | 9,616 | $680.7K | 0.01% | +254+2.7% | Added |
| CSS LLC | 9,643 | $682.6K | 0.05% | +3,723+62.9% | Added |
| Brown Advisory Inc | 9,724 | $688.4K | 0.00% | −2,442−20.1% | Reduced |
| Venturi Wealth Management, LLC | 9,740 | $689.5K | 0.04% | +681+7.5% | Added |
| 17 Capital Partners, LLC | 9,752 | $690.3K | 0.44% | −8,058−45.2% | Reduced |
| Cornerstone Advisors, LLC | 9,900 | $700.8K | 0.03% | 00.0% | Unchanged |
| Trust Point Inc. | 9,911 | $701.6K | 0.06% | −309−3.0% | Reduced |
| Financial Advocates Investment Management | 9,914 | $701.8K | 0.05% | +163+1.7% | Added |
| Moors & Cabot, Inc. | 9,939 | $703.6K | 0.04% | −1,503−13.1% | Reduced |
| Atria Wealth Solutions, Inc. | 9,941 | $704.1K | 0.01% | −6,574−39.8% | Reduced |
| Ontario Teachers Pension Plan Board | 9,999 | $707.8K | 0.01% | −18,134−64.5% | Reduced |
| First Foundation Advisors | 10,011 | $708.7K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 10,010 | $709.0K | 0.03% | +10,010 | New |
| CIBC Private Wealth Group, LLC | 10,637 | $713.1K | 0.00% | +368+3.6% | Added |
| EverSource Wealth Advisors, LLC | 10,112 | $715.8K | 0.04% | +870+9.4% | Added |
| EP Wealth Advisors, LLC | 10,153 | $718.7K | 0.01% | +2,127+26.5% | Added |
| Cypress Capital Group | 10,160 | $719.2K | 0.09% | −576−5.4% | Reduced |
| MUFG Securities Americas Inc. | 10,165 | $719.6K | 0.08% | +1,687+19.9% | Added |
| Prosperity Consulting Group, LLC | 10,243 | $725.1K | 0.06% | −62−0.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,479 | $741.8K | 0.11% | −500−4.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,483 | $742.2K | 0.28% | +406+4.0% | Added |
| Intrust Bank NA | 10,544 | $746.4K | 0.07% | +238+2.3% | Added |
| 111 Capital | 10,552 | $747.0K | 0.14% | +4,179+65.6% | Added |
| Independent Advisor Alliance | 10,622 | $752.0K | 0.02% | +938+9.7% | Added |
| Bard Financial Services, Inc. | 10,625 | $752.1K | 0.09% | 00.0% | Unchanged |
| Argent Trust Co | 10,729 | $759.5K | 0.03% | +948+9.7% | Added |
| Fosun International Ltd | 10,731 | $759.6K | 0.21% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10,819 | $765.9K | 0.05% | −924−7.9% | Reduced |
| Fundamentun, LLC | 10,826 | $766.4K | 0.04% | +3,466+47.1% | Added |
| Dearborn Partners LLC | 10,922 | $773.2K | 0.04% | −1,367−11.1% | Reduced |
| Finer Wealth Management, Inc. | 10,942 | $774.6K | 0.46% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 10,964 | $776.2K | 0.24% | +2,055+23.1% | Added |
| Horizon Investments, LLC | 11,060 | $782.9K | 0.02% | +670+6.4% | Added |
| Advisors Management Group Inc | 11,065 | $783.0K | 0.17% | −605−5.2% | Reduced |
| Bell Bank | 11,071 | $783.7K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11,140 | $787.8K | 0.02% | +5,883+111.9% | Added |
| Heritage Wealth Management, Inc. | 11,130 | $787.9K | 0.27% | +45+0.4% | Added |
| Savant Capital, LLC | 11,248 | $796.3K | 0.01% | −19,799−63.8% | Reduced |
| Emerald Advisors, LLC | 11,366 | $804.6K | 0.11% | 00.0% | Unchanged |
| Nomura Holdings Inc | 11,429 | $809.1K | 0.00% | −51,427−81.8% | Reduced |
| Chronos Wealth Management, LLC | 11,491 | $813.4K | 0.44% | 00.0% | Unchanged |
| Invesco, LLC | 11,557 | $818.1K | 0.34% | +6,608+133.5% | Added |
| Advisory Services Network, LLC | 11,775 | $833.6K | 0.02% | −544−4.4% | Reduced |
| Koshinski Asset Management, Inc. | 11,776 | $833.6K | 0.07% | +111+1.0% | Added |
| Summit Global Investments | 11,815 | $836.0K | 0.06% | +11,815 | New |
| Federation des caisses Desjardins du Quebec | 11,817 | $836.5K | 0.00% | +2,265+23.7% | Added |
| CAPROCK Group, Inc. | 11,834 | $844.4K | 0.03% | +3,031+34.4% | Added |
| Union Bancaire Privee, UBP SA | 13,104 | $846.9K | 0.02% | +13,104 | New |
| Paradigm Asset Management Co LLC | 12,400 | $877.8K | 0.23% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,443 | $880.4K | 0.01% | +250+2.1% | Added |
| Inceptionr LLC | 12,529 | $886.9K | 0.27% | +12,529 | New |
| CWA Asset Management Group, LLC | 12,576 | $890.3K | 0.04% | +1,850+17.2% | Added |
| Concurrent Investment Advisors, LLC | 12,771 | $904.1K | 0.02% | +1,892+17.4% | Added |
| J.W. Cole Advisors, Inc. | 12,788 | $905.3K | 0.03% | +12,788 | New |
| United Services Automobile Association | 13,030 | $908.5K | 0.03% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 12,988 | $919.0K | 0.09% | −38,408−74.7% | Reduced |
| Resources Investment Advisors, LLC. | 13,070 | $925.2K | 0.01% | +890+7.3% | Added |
| KLCM Advisors, Inc. | 13,200 | $934.4K | 0.11% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 13,219 | $935.8K | 0.61% | +33+0.3% | Added |
| Sigma Planning Corp | 13,222 | $936.0K | 0.03% | +131+1.0% | Added |
| Spirit of America Management Corp | 13,300 | $941.5K | 0.19% | +2,150+19.3% | Added |
| Ci Investments Inc. | 13,394 | $948.0K | 0.00% | +9,793+272.0% | Added |
| Capital Management Associates, Inc | 13,602 | $962.9K | 0.22% | +7,703+130.6% | Added |
| Tiaa Trust, National Association | 13,624 | $964.4K | 0.00% | −123−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 13,700 | $969.8K | 0.00% | +13,700 | New |
| Empowered Funds, LLC | 13,810 | $977.6K | 0.01% | +3,242+30.7% | Added |
| Dorsey & Whitney Trust CO LLC | 13,883 | $982.8K | 0.06% | −347−2.4% | Reduced |
| Twinbeech Capital LP | 13,887 | $983.1K | 0.02% | +13,887 | New |
| Mission Wealth Management, LP | 13,894 | $983.6K | 0.02% | −629−4.3% | Reduced |
| Tradewinds Capital Management, LLC | 13,987 | $990.1K | 0.27% | 00.0% | Unchanged |
| Great Waters Wealth Management | 14,048 | $994.5K | 0.14% | −1,286−8.4% | Reduced |
| Western Wealth Management, LLC | 14,171 | $1.00M | 0.07% | −725−4.9% | Reduced |
| Bailard, Inc. | 14,258 | $1.01M | 0.03% | +1,421+11.1% | Added |
| China Universal Asset Management Co., Ltd. | 14,191 | $1.01M | 0.09% | +4,846+51.9% | Added |
| Mattson Financial Services, LLC | 14,293 | $1.01M | 0.30% | −1,796−11.2% | Reduced |
| WealthTrust Axiom LLC | 14,501 | $1.03M | 0.31% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 14,577 | $1.03M | 0.03% | −2,232−13.3% | Reduced |
| BKD Wealth Advisors, LLC | 14,743 | $1.04M | 0.03% | +300+2.1% | Added |
| Tectonic Advisors LLC | 14,841 | $1.05M | 0.07% | +594+4.2% | Added |
| Greenleaf Trust | 15,133 | $1.07M | 0.01% | +606+4.2% | Added |
| Snowden Capital Advisors LLC | 15,285 | $1.09M | 0.03% | −175−1.1% | Reduced |
| Enhancing Capital LLC | 15,500 | $1.10M | 0.88% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 15,755 | $1.12M | 0.02% | −599−3.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 15,939 | $1.13M | 0.01% | −1,707−9.7% | Reduced |
| Bessemer Group Inc | 15,930 | $1.13M | 0.00% | −12−0.1% | Reduced |
| First Western Trust Bank | 16,019 | $1.13M | 0.05% | −3,602−18.4% | Reduced |
| Vermillion Wealth Management, Inc. | 16,162 | $1.14M | 0.34% | +72+0.4% | Added |
| Cookson Peirce & Co Inc | 16,190 | $1.15M | 0.06% | +2,021+14.3% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.15M | 0.15% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 16,291 | $1.15M | 0.01% | −1,720−9.5% | Reduced |
| Picton Mahoney Asset Management | 16,325 | $1.16M | 0.04% | +11,316+225.9% | Added |
| E Fund Management Co., Ltd. | 16,329 | $1.16M | 0.06% | +8,132+99.2% | Added |
| Tokio Marine Asset Management Co Ltd | 16,478 | $1.17M | 0.04% | +1,042+6.8% | Added |
| Bond & Devick Financial Network, Inc. | 16,480 | $1.17M | 0.42% | +508+3.2% | Added |
| GAMMA Investing LLC | 16,491 | $1.17M | 0.09% | −946−5.4% | Reduced |