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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 42,125 | $2.98M | 0.02% | +7,183+20.6% | Added |
| Thrivent Financial for Lutherans | 42,201 | $2.95M | 0.01% | −334,184−88.8% | Reduced |
| Integrated Advisors Network LLC | 41,538 | $2.94M | 0.15% | +41,538 | New |
| Integrated Wealth Concepts LLC | 40,799 | $2.89M | 0.03% | −5,534−11.9% | Reduced |
| Norinchukin Bank, The | 40,608 | $2.87M | 0.05% | +12,637+45.2% | Added |
| Boothbay Fund Management, LLC | 40,278 | $2.85M | 0.10% | −18,347−31.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 40,252 | $2.85M | 0.22% | +40,252 | New |
| Aptus Capital Advisors, LLC | 40,199 | $2.85M | 0.03% | −786−1.9% | Reduced |
| Proquility Private Wealth Partners, LLC | 40,141 | $2.84M | 0.88% | +213+0.5% | Added |
| Aster Capital Management (DIFC) Ltd | 39,327 | $2.84M | 0.53% | +39,327 | New |
| Siemens Fonds Invest GmbH | 39,631 | $2.81M | 0.19% | −596−1.5% | Reduced |
| Kentucky Retirement Systems | 39,244 | $2.78M | 0.08% | +933+2.4% | Added |
| QRG Capital Management, Inc. | 39,046 | $2.76M | 0.03% | +2,773+7.6% | Added |
| Navellier & Associates Inc | 38,583 | $2.74M | 0.38% | +38,583 | New |
| Blair William & Co | 38,032 | $2.69M | 0.01% | −593−1.5% | Reduced |
| Wexford Capital LP | 37,888 | $2.68M | 0.70% | +10,297+37.3% | Added |
| TownSquare Capital, LLC | 37,576 | $2.66M | 0.03% | +36+0.1% | Added |
| Prudential PLC | 37,328 | $2.64M | 0.01% | −817−2.1% | Reduced |
| Glenmede Trust Co NA | 37,319 | $2.64M | 0.01% | +1,424+4.0% | Added |
| Tower Research Capital LLC (TRC) | 36,847 | $2.62M | 0.08% | −19,922−35.1% | Reduced |
| Wedbush Securities Inc | 36,789 | $2.60M | 0.10% | +735+2.0% | Added |
| Berger Financial Group, Inc | 36,730 | $2.60M | 0.18% | −1,487−3.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,709 | $2.60M | 0.00% | +3,907+11.9% | Added |
| Headlands Technologies LLC | 36,546 | $2.59M | 0.29% | −42,642−53.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 36,508 | $2.58M | 0.24% | −425−1.2% | Reduced |
| Vident Advisory, LLC | 36,100 | $2.56M | 0.04% | +21,427+146.0% | Added |
| Fulton Bank, N.A. | 35,177 | $2.49M | 0.10% | −30.0% | Reduced |
| Hartford Investment Management Co | 35,133 | $2.49M | 0.09% | −362−1.0% | Reduced |
| Jarislowsky, Fraser Ltd | 35,000 | $2.48M | 0.02% | 00.0% | Unchanged |
| AMF Pensionsforsakring AB | 34,960 | $2.47M | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 34,371 | $2.43M | 0.04% | +396+1.2% | Added |
| Strong Tower Advisory Services | 35,901 | $2.41M | 0.59% | +2,812+8.5% | Added |
| First National Advisers, LLC | 33,930 | $2.40M | 0.38% | +183+0.5% | Added |
| AMG National Trust Bank | 33,466 | $2.37M | 0.07% | +28,677+598.8% | Added |
| ARS Investment Partners, LLC | 34,756 | $2.35M | 0.21% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 32,671 | $2.31M | 0.04% | −1,489−4.4% | Reduced |
| Gulf International Bank (UK) Ltd | 32,553 | $2.30M | 0.08% | −10,530−24.4% | Reduced |
| Baird Financial Group, Inc. | 32,069 | $2.27M | 0.00% | +1,810+6.0% | Added |
| Miller Howard Investments Inc | 31,161 | $2.21M | 0.07% | +31,161 | New |
| La Banque Postale Asset Management SA | 30,639 | $2.17M | 0.03% | +30,639 | New |
| Tortoise Capital Advisors, L.L.C. | 30,463 | $2.16M | 0.03% | +30,463 | New |
| Securian Asset Management, Inc | 30,332 | $2.15M | 0.07% | −438−1.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 29,906 | $2.12M | 0.01% | +6,505+27.8% | Added |
| Royal London Asset Management Ltd | 29,723 | $2.10M | 0.00% | +29,723 | New |
| Neo Ivy Capital Management | 29,652 | $2.10M | 0.67% | +29,652 | New |
| Apollon Wealth Management, LLC | 28,895 | $2.05M | 0.04% | −55−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 28,637 | $2.03M | 0.12% | +20+0.1% | Added |
| Tema ETFs LLC | 28,077 | $1.99M | 0.59% | +28,077 | New |
| Dean Capital Management | 27,929 | $1.98M | 0.86% | +659+2.4% | Added |
| Epiq Partners, LLC | 27,873 | $1.97M | 1.04% | −999−3.5% | Reduced |
| Bokf, NA | 27,647 | $1.96M | 0.03% | −954−3.3% | Reduced |
| Pallas Capital Advisors LLC | 27,620 | $1.96M | 0.08% | −489−1.7% | Reduced |
| Tradition Wealth Management, LLC | 27,321 | $1.93M | 0.17% | +77+0.3% | Added |
| D.A. Davidson & Co. | 27,191 | $1.92M | 0.02% | +314+1.2% | Added |
| Commerzbank Aktiengesellschaft | 27,087 | $1.92M | 0.04% | +4,340+19.1% | Added |
| New Mexico Educational Retirement Board | 26,878 | $1.90M | 0.07% | +300+1.1% | Added |
| Maryland State Retirement & Pension System | 26,870 | $1.90M | 0.05% | −3,917−12.7% | Reduced |
| Lido Advisors, LLC | 26,428 | $1.89M | 0.01% | +1,508+6.1% | Added |
| Sequoia Financial Advisors, LLC | 26,448 | $1.87M | 0.01% | +5,883+28.6% | Added |
| Summit Trail Advisors, LLC | 26,192 | $1.87M | 0.06% | +2,339+9.8% | Added |
| Shell Asset Management Co | 26,095 | $1.85M | 0.09% | −522−2.0% | Reduced |
| First Dallas Securities Inc. | 25,974 | $1.84M | 0.77% | −116−0.4% | Reduced |
| Quotient Wealth Partners, LLC | 25,262 | $1.79M | 0.06% | −106−0.4% | Reduced |
| Transcend Wealth Collective, LLC | 25,191 | $1.78M | 0.13% | +25,191 | New |
| Raleigh Capital Management Inc. | 25,096 | $1.78M | 0.80% | +131+0.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,990 | $1.77M | 0.05% | +24,990 | New |
| Bleakley Financial Group, LLC | 24,953 | $1.77M | 0.06% | +1,106+4.6% | Added |
| Kovitz Investment Group Partners, LLC | 24,907 | $1.76M | 0.01% | −1,340−5.1% | Reduced |
| Huntington National Bank | 24,863 | $1.76M | 0.01% | +4,861+24.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 24,816 | $1.76M | 0.82% | +1,046+4.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,220 | $1.71M | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 24,144 | $1.71M | 0.06% | +2,045+9.3% | Added |
| Toroso Investments, LLC | 24,122 | $1.71M | 0.01% | +3,936+19.5% | Added |
| Royal Fund Management, LLC | 23,913 | $1.69M | 0.20% | −16,031−40.1% | 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 |
| Wealth Alliance | 23,338 | $1.65M | 0.20% | −335−1.4% | Reduced |
| Oppenheimer & Co Inc | 23,262 | $1.65M | 0.02% | −8,713−27.2% | Reduced |
| Central Bank & Trust Co | 23,099 | $1.64M | 0.27% | +266+1.2% | Added |
| RSM US Wealth Management LLC | 22,658 | $1.62M | 0.03% | −1,029−4.3% | Reduced |
| Harbour Investments, Inc. | 22,709 | $1.61M | 0.05% | +19+0.1% | Added |
| Beacon Pointe Advisors, LLC | 22,538 | $1.60M | 0.02% | −581−2.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 22,308 | $1.58M | 0.11% | +22,308 | New |
| Hennion & Walsh Asset Management, Inc. | 21,741 | $1.54M | 0.07% | +2,702+14.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 21,635 | $1.53M | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 21,577 | $1.53M | 0.02% | −426−1.9% | Reduced |
| NorthRock Partners, LLC | 21,227 | $1.51M | 0.05% | +1,040+5.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,363 | $1.51M | 0.06% | +320+1.5% | Added |
| Ethic Inc. | 21,330 | $1.51M | 0.03% | −1,700−7.4% | Reduced |
| Neuberger Berman Group LLC | 21,306 | $1.51M | 0.00% | +2,791+15.1% | Added |
| HighPoint Advisor Group LLC | 21,336 | $1.51M | 0.09% | +420+2.0% | Added |
| Verdence Capital Advisors LLC | 21,181 | $1.50M | 0.11% | −462−2.1% | Reduced |
| Dakota Wealth Management | 21,105 | $1.49M | 0.03% | −2,025−8.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 21,070 | $1.49M | 0.50% | +275+1.3% | Added |
| Accredited Investors Inc. | 20,967 | $1.48M | 0.09% | +132+0.6% | Added |
| Congress Wealth Management LLC | 20,934 | $1.48M | 0.02% | +1,291+6.6% | Added |
| Oak Thistle LLC | 20,899 | $1.48M | 0.30% | −318−1.5% | Reduced |
| Park Avenue Securities LLC | 20,662 | $1.46M | 0.02% | +1,460+7.6% | Added |
| Merit Financial Group, LLC | 20,651 | $1.46M | 0.02% | +3,543+20.7% | Added |
| DeDora Capital, Inc. | 20,635 | $1.46M | 0.42% | +509+2.5% | Added |