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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 17,328 | $1.17M | 0.03% | +126+0.7% | Added |
| Assenagon Asset Management S.A. | 16,658 | $1.18M | 0.00% | −29,809−64.2% | Reduced |
| Reuter James Wealth Management, LLC | 16,674 | $1.18M | 0.21% | +248+1.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,715 | $1.18M | 0.08% | −908−5.2% | Reduced |
| AdvisorNet Financial, Inc | 16,723 | $1.18M | 0.09% | +2,872+20.7% | Added |
| Sound View Wealth Advisors Group, LLC | 16,836 | $1.19M | 0.10% | +1,218+7.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 17,064 | $1.21M | 0.04% | −238−1.4% | Reduced |
| Equitable Trust Co | 17,226 | $1.22M | 0.07% | +63+0.4% | Added |
| Johnson Financial Group, Inc. | 17,250 | $1.23M | 0.06% | +1,488+9.4% | Added |
| Andra AP-fonden | 17,553 | $1.24M | 0.02% | +17,553 | New |
| HB Wealth Management, LLC | 17,844 | $1.26M | 0.01% | +2,771+18.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,264 | $1.29M | 0.02% | +31+0.2% | Added |
| Bryn Mawr Trust Co | 18,364 | $1.30M | 0.02% | +75+0.4% | Added |
| Blackhawk Capital Partners LLC. | 18,440 | $1.31M | 0.67% | −3,480−15.9% | Reduced |
| Benjamin Edwards Inc | 18,490 | $1.31M | 0.02% | +1,885+11.4% | Added |
| Moloney Securities Asset Management, LLC | 18,513 | $1.31M | 0.18% | −42,814−69.8% | Reduced |
| Icon Advisers Inc | 18,600 | $1.32M | 0.31% | 00.0% | Unchanged |
| Stance Capital LLC | 18,716 | $1.32M | 0.98% | +18,716 | New |
| GTS Securities LLC | 18,797 | $1.33M | 0.06% | +12,443+195.8% | Added |
| AE Wealth Management LLC | 18,808 | $1.33M | 0.01% | −890−4.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18,767 | $1.34M | 0.05% | +4,383+30.5% | Added |
| Empirical Finance, LLC | 19,056 | $1.35M | 0.08% | +478+2.6% | Added |
| Keybank National Association | 19,138 | $1.35M | 0.01% | −118−0.6% | Reduced |
| South Dakota Investment Council | 19,141 | $1.35M | 0.03% | 00.0% | Unchanged |
| Natixis | 19,312 | $1.36M | 0.01% | +19,312 | New |
| Steward Partners Investment Advisory, LLC | 19,228 | $1.36M | 0.01% | +2,450+14.6% | Added |
| Great Valley Advisor Group, Inc. | 19,264 | $1.36M | 0.03% | +2,846+17.3% | Added |
| Ascent Group, LLC | 19,326 | $1.37M | 0.06% | +6,455+50.2% | Added |
| OmniStar Financial Group, Inc. | 19,338 | $1.37M | 1.08% | +19,338 | New |
| M&G Plc | 19,404 | $1.38M | 0.01% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 19,597 | $1.39M | 0.05% | +59+0.3% | Added |
| Omers Administration Corp | 19,878 | $1.41M | 0.01% | −3,295−14.2% | Reduced |
| Advisors Asset Management, Inc. | 20,147 | $1.43M | 0.03% | −22−0.1% | Reduced |
| Jones Financial Companies LLLP | 20,474 | $1.43M | 0.00% | +5,649+38.1% | Added |
| White Pine Capital LLC | 20,421 | $1.45M | 0.50% | −60−0.3% | Reduced |
| USA Financial Portformulas Corp | 20,621 | $1.46M | 0.24% | −14,442−41.2% | Reduced |
| DeDora Capital, Inc. | 20,635 | $1.46M | 0.42% | +509+2.5% | Added |
| Merit Financial Group, LLC | 20,651 | $1.46M | 0.02% | +3,543+20.7% | Added |
| Park Avenue Securities LLC | 20,662 | $1.46M | 0.02% | +1,460+7.6% | Added |
| Oak Thistle LLC | 20,899 | $1.48M | 0.30% | −318−1.5% | Reduced |
| Congress Wealth Management LLC | 20,934 | $1.48M | 0.02% | +1,291+6.6% | Added |
| Accredited Investors Inc. | 20,967 | $1.48M | 0.09% | +132+0.6% | Added |
| Valtinson Bruner Financial Planning LLC | 21,070 | $1.49M | 0.50% | +275+1.3% | Added |
| Dakota Wealth Management | 21,105 | $1.49M | 0.03% | −2,025−8.8% | Reduced |
| Verdence Capital Advisors LLC | 21,181 | $1.50M | 0.11% | −462−2.1% | Reduced |
| HighPoint Advisor Group LLC | 21,336 | $1.51M | 0.09% | +420+2.0% | Added |
| Neuberger Berman Group LLC | 21,306 | $1.51M | 0.00% | +2,791+15.1% | Added |
| Ethic Inc. | 21,330 | $1.51M | 0.03% | −1,700−7.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 21,363 | $1.51M | 0.06% | +320+1.5% | Added |
| NorthRock Partners, LLC | 21,227 | $1.51M | 0.05% | +1,040+5.2% | Added |
| Oppenheimer Asset Management Inc. | 21,577 | $1.53M | 0.02% | −426−1.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 21,635 | $1.53M | 0.02% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 21,741 | $1.54M | 0.07% | +2,702+14.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 22,308 | $1.58M | 0.11% | +22,308 | New |
| Beacon Pointe Advisors, LLC | 22,538 | $1.60M | 0.02% | −581−2.5% | Reduced |
| Harbour Investments, Inc. | 22,709 | $1.61M | 0.05% | +19+0.1% | Added |
| RSM US Wealth Management LLC | 22,658 | $1.62M | 0.03% | −1,029−4.3% | Reduced |
| Central Bank & Trust Co | 23,099 | $1.64M | 0.27% | +266+1.2% | Added |
| Oppenheimer & Co Inc | 23,262 | $1.65M | 0.02% | −8,713−27.2% | Reduced |
| Wealth Alliance | 23,338 | $1.65M | 0.20% | −335−1.4% | Reduced |
| Brinker Capital Investments, LLC | 23,715 | $1.68M | 0.02% | +658+2.9% | Added |
| Orion Portfolio Solutions, LLC | 23,715 | $1.68M | 0.02% | +658+2.9% | Added |
| Royal Fund Management, LLC | 23,913 | $1.69M | 0.20% | −16,031−40.1% | Reduced |
| Toroso Investments, LLC | 24,122 | $1.71M | 0.01% | +3,936+19.5% | Added |
| Geneos Wealth Management Inc. | 24,144 | $1.71M | 0.06% | +2,045+9.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,220 | $1.71M | 0.05% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 24,816 | $1.76M | 0.82% | +1,046+4.4% | Added |
| Huntington National Bank | 24,863 | $1.76M | 0.01% | +4,861+24.3% | Added |
| Kovitz Investment Group Partners, LLC | 24,907 | $1.76M | 0.01% | −1,340−5.1% | Reduced |
| Bleakley Financial Group, LLC | 24,953 | $1.77M | 0.06% | +1,106+4.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,990 | $1.77M | 0.05% | +24,990 | New |
| Raleigh Capital Management Inc. | 25,096 | $1.78M | 0.80% | +131+0.5% | Added |
| Transcend Wealth Collective, LLC | 25,191 | $1.78M | 0.13% | +25,191 | New |
| Quotient Wealth Partners, LLC | 25,262 | $1.79M | 0.06% | −106−0.4% | Reduced |
| First Dallas Securities Inc. | 25,974 | $1.84M | 0.77% | −116−0.4% | Reduced |
| Shell Asset Management Co | 26,095 | $1.85M | 0.09% | −522−2.0% | Reduced |
| Summit Trail Advisors, LLC | 26,192 | $1.87M | 0.06% | +2,339+9.8% | Added |
| Sequoia Financial Advisors, LLC | 26,448 | $1.87M | 0.01% | +5,883+28.6% | Added |
| Lido Advisors, LLC | 26,428 | $1.89M | 0.01% | +1,508+6.1% | Added |
| Maryland State Retirement & Pension System | 26,870 | $1.90M | 0.05% | −3,917−12.7% | Reduced |
| New Mexico Educational Retirement Board | 26,878 | $1.90M | 0.07% | +300+1.1% | Added |
| Commerzbank Aktiengesellschaft | 27,087 | $1.92M | 0.04% | +4,340+19.1% | Added |
| D.A. Davidson & Co. | 27,191 | $1.92M | 0.02% | +314+1.2% | Added |
| Tradition Wealth Management, LLC | 27,321 | $1.93M | 0.17% | +77+0.3% | Added |
| Pallas Capital Advisors LLC | 27,620 | $1.96M | 0.08% | −489−1.7% | Reduced |
| Bokf, NA | 27,647 | $1.96M | 0.03% | −954−3.3% | Reduced |
| Epiq Partners, LLC | 27,873 | $1.97M | 1.04% | −999−3.5% | Reduced |
| Dean Capital Management | 27,929 | $1.98M | 0.86% | +659+2.4% | Added |
| Tema ETFs LLC | 28,077 | $1.99M | 0.59% | +28,077 | New |
| Procyon Private Wealth Partners, LLC | 28,637 | $2.03M | 0.12% | +20+0.1% | Added |
| Apollon Wealth Management, LLC | 28,895 | $2.05M | 0.04% | −55−0.2% | Reduced |
| Neo Ivy Capital Management | 29,652 | $2.10M | 0.67% | +29,652 | New |
| Royal London Asset Management Ltd | 29,723 | $2.10M | 0.00% | +29,723 | New |
| Schonfeld Strategic Advisors LLC | 29,906 | $2.12M | 0.01% | +6,505+27.8% | Added |
| Securian Asset Management, Inc | 30,332 | $2.15M | 0.07% | −438−1.4% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 30,463 | $2.16M | 0.03% | +30,463 | New |
| La Banque Postale Asset Management SA | 30,639 | $2.17M | 0.03% | +30,639 | New |
| Miller Howard Investments Inc | 31,161 | $2.21M | 0.07% | +31,161 | New |
| Baird Financial Group, Inc. | 32,069 | $2.27M | 0.00% | +1,810+6.0% | Added |
| Gulf International Bank (UK) Ltd | 32,553 | $2.30M | 0.08% | −10,530−24.4% | Reduced |