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 |
|---|---|---|---|---|---|
| Finer Wealth Management, Inc. | 10,942 | $774.6K | 0.46% | 00.0% | Unchanged |
| Dearborn Partners LLC | 10,922 | $773.2K | 0.04% | −1,367−11.1% | Reduced |
| Fundamentun, LLC | 10,826 | $766.4K | 0.04% | +3,466+47.1% | Added |
| SRS Capital Advisors, Inc. | 10,819 | $765.9K | 0.05% | −924−7.9% | Reduced |
| Fosun International Ltd | 10,731 | $759.6K | 0.21% | 00.0% | Unchanged |
| Argent Trust Co | 10,729 | $759.5K | 0.03% | +948+9.7% | Added |
| Bard Financial Services, Inc. | 10,625 | $752.1K | 0.09% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,622 | $752.0K | 0.02% | +938+9.7% | Added |
| 111 Capital | 10,552 | $747.0K | 0.14% | +4,179+65.6% | Added |
| Intrust Bank NA | 10,544 | $746.4K | 0.07% | +238+2.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,483 | $742.2K | 0.28% | +406+4.0% | Added |
| Mosaic Family Wealth Partners, LLC | 10,479 | $741.8K | 0.11% | −500−4.6% | Reduced |
| Prosperity Consulting Group, LLC | 10,243 | $725.1K | 0.06% | −62−0.6% | Reduced |
| MUFG Securities Americas Inc. | 10,165 | $719.6K | 0.08% | +1,687+19.9% | Added |
| Cypress Capital Group | 10,160 | $719.2K | 0.09% | −576−5.4% | Reduced |
| EP Wealth Advisors, LLC | 10,153 | $718.7K | 0.01% | +2,127+26.5% | Added |
| EverSource Wealth Advisors, LLC | 10,112 | $715.8K | 0.04% | +870+9.4% | Added |
| CIBC Private Wealth Group, LLC | 10,637 | $713.1K | 0.00% | +368+3.6% | Added |
| Banque Cantonale Vaudoise | 10,010 | $709.0K | 0.03% | +10,010 | New |
| First Foundation Advisors | 10,011 | $708.7K | 0.03% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 9,999 | $707.8K | 0.01% | −18,134−64.5% | Reduced |
| Atria Wealth Solutions, Inc. | 9,941 | $704.1K | 0.01% | −6,574−39.8% | Reduced |
| Moors & Cabot, Inc. | 9,939 | $703.6K | 0.04% | −1,503−13.1% | Reduced |
| Financial Advocates Investment Management | 9,914 | $701.8K | 0.05% | +163+1.7% | Added |
| Trust Point Inc. | 9,911 | $701.6K | 0.06% | −309−3.0% | Reduced |
| Cornerstone Advisors, LLC | 9,900 | $700.8K | 0.03% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 9,752 | $690.3K | 0.44% | −8,058−45.2% | Reduced |
| Venturi Wealth Management, LLC | 9,740 | $689.5K | 0.04% | +681+7.5% | Added |
| Brown Advisory Inc | 9,724 | $688.4K | 0.00% | −2,442−20.1% | Reduced |
| CSS LLC | 9,643 | $682.6K | 0.05% | +3,723+62.9% | Added |
| Kestra Private Wealth Services, LLC | 9,616 | $680.7K | 0.01% | +254+2.7% | Added |
| National Asset Management, Inc. | 9,598 | $679.5K | 0.02% | +749+8.5% | Added |
| Aviva PLC | 9,518 | $673.8K | 0.00% | +370+4.0% | Added |
| Chicago Partners Investment Group LLC | 9,254 | $660.3K | 0.02% | −848−8.4% | Reduced |
| Quest Partners LLC | 9,267 | $656.0K | 0.07% | −5,529−37.4% | Reduced |
| Sym Financial Corp | 9,228 | $653.3K | 0.08% | +6+0.1% | Added |
| FineMark National Bank & Trust | 9,180 | $649.9K | 0.02% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 9,109 | $644.8K | 0.30% | +1,688+22.7% | Added |
| Everence Capital Management Inc | 9,014 | $638.0K | 0.04% | −720−7.4% | Reduced |
| Ameriflex Group, Inc. | 8,914 | $631.0K | 0.26% | 00.0% | Unchanged |
| RFG Advisory, LLC | 8,879 | $628.6K | 0.02% | +1,626+22.4% | Added |
| American State Bank (Iowa) | 8,809 | $623.6K | 0.38% | 00.0% | Unchanged |
| SCP Investment, LP | 8,800 | $623.0K | 0.53% | +8,800 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,737 | $618.5K | 0.00% | +8,737 | New |
| Gsa Capital Partners LLP | 8,736 | $618.0K | 0.06% | +8,736 | New |
| LVW Advisors, LLC | 8,694 | $615.4K | 0.07% | −3,808−30.5% | Reduced |
| Old Port Advisors | 8,555 | $605.6K | 0.18% | −52−0.6% | Reduced |
| Glenview Trust Co | 8,538 | $604.4K | 0.01% | +1,370+19.1% | Added |
| Warren Averett Asset Management, LLC | 8,525 | $603.5K | 0.01% | +429+5.3% | Added |
| Modern Wealth Management, LLC | 8,506 | $602.2K | 0.02% | +259+3.1% | Added |
| STF Management LP | 8,491 | $601.1K | 0.29% | +36+0.4% | Added |
| Marks Group Wealth Management, Inc | 8,474 | $599.9K | 0.06% | +37+0.4% | Added |
| Arkadios Wealth Advisors | 8,338 | $590.3K | 0.02% | +235+2.9% | Added |
| Panagora Asset Management Inc | 8,307 | $588.1K | 0.00% | +3,636+77.8% | Added |
| Mather Group, LLC. | 8,284 | $586.4K | 0.01% | +4,876+143.1% | Added |
| Nicollet Investment Management, Inc. | 8,275 | $586.0K | 0.21% | −140−1.7% | Reduced |
| Oarsman Capital, Inc. | 8,272 | $585.6K | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 8,269 | $585.4K | 0.16% | +623+8.1% | Added |
| Central Trust Co | 8,173 | $578.6K | 0.01% | −710−8.0% | Reduced |
| Norden Group LLC | 8,163 | $577.9K | 0.07% | +1,838+29.1% | Added |
| IHT Wealth Management, LLC | 8,118 | $574.7K | 0.02% | −3,378−29.4% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $573.4K | 0.02% | 00.0% | Unchanged |
| Amarillo National Bank | 8,097 | $573.2K | 0.11% | −44−0.5% | Reduced |
| Thompson Investment Management, Inc. | 8,089 | $572.6K | 0.09% | −2,910−26.5% | Reduced |
| Ballentine Partners, LLC | 8,071 | $571.3K | 0.01% | +128+1.6% | Added |
| First National Bank & Trust Co of Newtown | 8,016 | $567.4K | 0.12% | 00.0% | Unchanged |
| Wedmont Private Capital | 8,136 | $565.9K | 0.03% | +719+9.7% | Added |
| Robeco Institutional Asset Management B.V. | 7,985 | $565.3K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 7,980 | $564.9K | 0.43% | −500−5.9% | Reduced |
| Prospera Financial Services Inc | 7,970 | $564.4K | 0.01% | −5,768−42.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,939 | $562.0K | 0.02% | −29−0.4% | Reduced |
| David Loasby | 8,140 | $556.9K | 0.06% | +727+9.8% | Added |
| Cahill Financial Advisors Inc | 7,855 | $556.1K | 0.08% | −2,059−20.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,865 | $556.0K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 7,852 | $555.9K | 0.03% | +338+4.5% | Added |
| Laraway Financial Inc | 7,836 | $554.7K | 0.44% | +9+0.1% | Added |
| Entropy Technologies, LP | 7,829 | $554.2K | 0.05% | +7,829 | New |
| Bradley Foster & Sargent Inc | 7,801 | $552.2K | 0.01% | −14−0.2% | Reduced |
| Stonebridge Capital Advisors LLC | 7,774 | $550.3K | 0.04% | −750−8.8% | Reduced |
| AlphaStar Capital Management, LLC | 7,692 | $544.5K | 0.05% | −16−0.2% | Reduced |
| SFMG, LLC | 7,675 | $543.3K | 0.04% | 00.0% | Unchanged |
| First County Bank | 7,647 | $541.3K | 0.30% | +7,647 | New |
| Freedom Financial Partners LLC | 7,549 | $534.4K | 0.25% | +10.0% | Added |
| Stephens Inc | 7,544 | $534.0K | 0.01% | +4+0.1% | Added |
| Simon Quick Advisors, LLC | 7,496 | $530.6K | 0.03% | +1,395+22.9% | Added |
| Fiduciary Alliance LLC | 7,481 | $529.6K | 0.05% | +89+1.2% | Added |
| Change Path, LLC | 7,474 | $529.1K | 0.02% | +829+12.5% | Added |
| Parsons Capital Management Inc | 7,447 | $527.2K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7,424 | $525.6K | 0.01% | +895+13.7% | Added |
| KCM Investment Advisors LLC | 7,409 | $524.5K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 7,403 | $524.0K | 0.31% | −16−0.2% | Reduced |
| Bank of Hawaii | 7,402 | $524.0K | 0.03% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 7,369 | $521.7K | 0.07% | −109−1.5% | Reduced |
| Citadel Advisors LLC | 7,303 | $517.0K | 0.00% | −469,185−98.5% | Reduced |
| Summit Financial, LLC | 7,212 | $510.6K | 0.01% | +1,664+30.0% | Added |
| State of Wyoming | 7,206 | $510.1K | 0.07% | +5,586+344.8% | Added |
| Spire Wealth Management | 7,140 | $505.4K | 0.02% | +273+4.0% | Added |
| Signaturefd, LLC | 7,124 | $504.3K | 0.01% | −118−1.6% | Reduced |
| 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 |