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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 20,621 | $1.46M | 0.24% | −14,442−41.2% | Reduced |
| White Pine Capital LLC | 20,421 | $1.45M | 0.50% | −60−0.3% | Reduced |
| Jones Financial Companies LLLP | 20,474 | $1.43M | 0.00% | +5,649+38.1% | Added |
| Advisors Asset Management, Inc. | 20,147 | $1.43M | 0.03% | −22−0.1% | Reduced |
| Omers Administration Corp | 19,878 | $1.41M | 0.01% | −3,295−14.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 19,597 | $1.39M | 0.05% | +59+0.3% | Added |
| M&G Plc | 19,404 | $1.38M | 0.01% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 19,338 | $1.37M | 1.08% | +19,338 | New |
| Ascent Group, LLC | 19,326 | $1.37M | 0.06% | +6,455+50.2% | Added |
| Great Valley Advisor Group, Inc. | 19,264 | $1.36M | 0.03% | +2,846+17.3% | Added |
| Steward Partners Investment Advisory, LLC | 19,228 | $1.36M | 0.01% | +2,450+14.6% | Added |
| Natixis | 19,312 | $1.36M | 0.01% | +19,312 | New |
| South Dakota Investment Council | 19,141 | $1.35M | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 19,138 | $1.35M | 0.01% | −118−0.6% | Reduced |
| Empirical Finance, LLC | 19,056 | $1.35M | 0.08% | +478+2.6% | Added |
| Ashton Thomas Private Wealth, LLC | 18,767 | $1.34M | 0.05% | +4,383+30.5% | Added |
| AE Wealth Management LLC | 18,808 | $1.33M | 0.01% | −890−4.5% | Reduced |
| GTS Securities LLC | 18,797 | $1.33M | 0.06% | +12,443+195.8% | Added |
| Stance Capital LLC | 18,716 | $1.32M | 0.98% | +18,716 | New |
| Icon Advisers Inc | 18,600 | $1.32M | 0.31% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 18,513 | $1.31M | 0.18% | −42,814−69.8% | Reduced |
| Benjamin Edwards Inc | 18,490 | $1.31M | 0.02% | +1,885+11.4% | Added |
| Blackhawk Capital Partners LLC. | 18,440 | $1.31M | 0.67% | −3,480−15.9% | Reduced |
| Bryn Mawr Trust Co | 18,364 | $1.30M | 0.02% | +75+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,264 | $1.29M | 0.02% | +31+0.2% | Added |
| HB Wealth Management, LLC | 17,844 | $1.26M | 0.01% | +2,771+18.4% | Added |
| Andra AP-fonden | 17,553 | $1.24M | 0.02% | +17,553 | New |
| Johnson Financial Group, Inc. | 17,250 | $1.23M | 0.06% | +1,488+9.4% | Added |
| Equitable Trust Co | 17,226 | $1.22M | 0.07% | +63+0.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 17,064 | $1.21M | 0.04% | −238−1.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 16,836 | $1.19M | 0.10% | +1,218+7.8% | Added |
| AdvisorNet Financial, Inc | 16,723 | $1.18M | 0.09% | +2,872+20.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,715 | $1.18M | 0.08% | −908−5.2% | Reduced |
| Reuter James Wealth Management, LLC | 16,674 | $1.18M | 0.21% | +248+1.5% | Added |
| Assenagon Asset Management S.A. | 16,658 | $1.18M | 0.00% | −29,809−64.2% | Reduced |
| Principal Securities, Inc. | 17,328 | $1.17M | 0.03% | +126+0.7% | Added |
| GAMMA Investing LLC | 16,491 | $1.17M | 0.09% | −946−5.4% | Reduced |
| Bond & Devick Financial Network, Inc. | 16,480 | $1.17M | 0.42% | +508+3.2% | Added |
| Tokio Marine Asset Management Co Ltd | 16,478 | $1.17M | 0.04% | +1,042+6.8% | Added |
| E Fund Management Co., Ltd. | 16,329 | $1.16M | 0.06% | +8,132+99.2% | Added |
| Picton Mahoney Asset Management | 16,325 | $1.16M | 0.04% | +11,316+225.9% | Added |
| United Capital Financial Advisers, LLC | 16,291 | $1.15M | 0.01% | −1,720−9.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.15M | 0.15% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 16,190 | $1.15M | 0.06% | +2,021+14.3% | Added |
| Vermillion Wealth Management, Inc. | 16,162 | $1.14M | 0.34% | +72+0.4% | Added |
| First Western Trust Bank | 16,019 | $1.13M | 0.05% | −3,602−18.4% | 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 |
| Coldstream Capital Management Inc | 15,755 | $1.12M | 0.02% | −599−3.7% | Reduced |
| Enhancing Capital LLC | 15,500 | $1.10M | 0.88% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 15,285 | $1.09M | 0.03% | −175−1.1% | Reduced |
| Greenleaf Trust | 15,133 | $1.07M | 0.01% | +606+4.2% | Added |
| Tectonic Advisors LLC | 14,841 | $1.05M | 0.07% | +594+4.2% | Added |
| BKD Wealth Advisors, LLC | 14,743 | $1.04M | 0.03% | +300+2.1% | Added |
| Howard Capital Management Inc. | 14,577 | $1.03M | 0.03% | −2,232−13.3% | Reduced |
| WealthTrust Axiom LLC | 14,501 | $1.03M | 0.31% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 14,293 | $1.01M | 0.30% | −1,796−11.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 14,191 | $1.01M | 0.09% | +4,846+51.9% | Added |
| Bailard, Inc. | 14,258 | $1.01M | 0.03% | +1,421+11.1% | Added |
| Western Wealth Management, LLC | 14,171 | $1.00M | 0.07% | −725−4.9% | Reduced |
| Great Waters Wealth Management | 14,048 | $994.5K | 0.14% | −1,286−8.4% | Reduced |
| Tradewinds Capital Management, LLC | 13,987 | $990.1K | 0.27% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 13,894 | $983.6K | 0.02% | −629−4.3% | Reduced |
| Twinbeech Capital LP | 13,887 | $983.1K | 0.02% | +13,887 | New |
| Dorsey & Whitney Trust CO LLC | 13,883 | $982.8K | 0.06% | −347−2.4% | Reduced |
| Empowered Funds, LLC | 13,810 | $977.6K | 0.01% | +3,242+30.7% | Added |
| D. E. Shaw & Co., Inc. | 13,700 | $969.8K | 0.00% | +13,700 | New |
| Tiaa Trust, National Association | 13,624 | $964.4K | 0.00% | −123−0.9% | Reduced |
| Capital Management Associates, Inc | 13,602 | $962.9K | 0.22% | +7,703+130.6% | Added |
| Ci Investments Inc. | 13,394 | $948.0K | 0.00% | +9,793+272.0% | Added |
| Spirit of America Management Corp | 13,300 | $941.5K | 0.19% | +2,150+19.3% | Added |
| Sigma Planning Corp | 13,222 | $936.0K | 0.03% | +131+1.0% | Added |
| Aspen Wealth Strategies, LLC | 13,219 | $935.8K | 0.61% | +33+0.3% | Added |
| KLCM Advisors, Inc. | 13,200 | $934.4K | 0.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 13,070 | $925.2K | 0.01% | +890+7.3% | Added |
| Hodges Capital Management Inc. | 12,988 | $919.0K | 0.09% | −38,408−74.7% | Reduced |
| United Services Automobile Association | 13,030 | $908.5K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,788 | $905.3K | 0.03% | +12,788 | New |
| Concurrent Investment Advisors, LLC | 12,771 | $904.1K | 0.02% | +1,892+17.4% | Added |
| CWA Asset Management Group, LLC | 12,576 | $890.3K | 0.04% | +1,850+17.2% | Added |
| Inceptionr LLC | 12,529 | $886.9K | 0.27% | +12,529 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,443 | $880.4K | 0.01% | +250+2.1% | Added |
| Paradigm Asset Management Co LLC | 12,400 | $877.8K | 0.23% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 13,104 | $846.9K | 0.02% | +13,104 | New |
| CAPROCK Group, Inc. | 11,834 | $844.4K | 0.03% | +3,031+34.4% | Added |
| Federation des caisses Desjardins du Quebec | 11,817 | $836.5K | 0.00% | +2,265+23.7% | Added |
| Summit Global Investments | 11,815 | $836.0K | 0.06% | +11,815 | New |
| Koshinski Asset Management, Inc. | 11,776 | $833.6K | 0.07% | +111+1.0% | Added |
| Advisory Services Network, LLC | 11,775 | $833.6K | 0.02% | −544−4.4% | Reduced |
| Invesco, LLC | 11,557 | $818.1K | 0.34% | +6,608+133.5% | Added |
| Chronos Wealth Management, LLC | 11,491 | $813.4K | 0.44% | 00.0% | Unchanged |
| Nomura Holdings Inc | 11,429 | $809.1K | 0.00% | −51,427−81.8% | Reduced |
| Emerald Advisors, LLC | 11,366 | $804.6K | 0.11% | 00.0% | Unchanged |
| Savant Capital, LLC | 11,248 | $796.3K | 0.01% | −19,799−63.8% | Reduced |
| Heritage Wealth Management, Inc. | 11,130 | $787.9K | 0.27% | +45+0.4% | Added |
| Farther Finance Advisors, LLC | 11,140 | $787.8K | 0.02% | +5,883+111.9% | Added |
| Bell Bank | 11,071 | $783.7K | 0.04% | 00.0% | Unchanged |
| Advisors Management Group Inc | 11,065 | $783.0K | 0.17% | −605−5.2% | Reduced |
| Horizon Investments, LLC | 11,060 | $782.9K | 0.02% | +670+6.4% | Added |
| Midwest Professional Planners, LTD. | 10,964 | $776.2K | 0.24% | +2,055+23.1% | Added |