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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 6,908 | $489.0K | 0.06% | +93+1.4% | Added |
| Kingsview Wealth Management, LLC | 6,896 | $488.2K | 0.01% | −1,792−20.6% | Reduced |
| Smartleaf Asset Management LLC | 6,983 | $486.9K | 0.05% | −906−11.5% | Reduced |
| Gateway Investment Advisers LLC | 6,855 | $485.3K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 6,836 | $483.9K | 0.01% | −20.0% | Reduced |
| CX Institutional | 6,826 | $483.0K | 0.02% | +822+13.7% | Added |
| International Assets Investment Management, LLC | 6,802 | $481.5K | 0.04% | +229+3.5% | Added |
| Romano Brothers and Company | 6,762 | $478.7K | 0.06% | 00.0% | Unchanged |
| Brown Financial Advisors | 6,761 | $478.6K | 0.20% | −152−2.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,744 | $477.4K | 0.01% | +1,957+40.9% | Added |
| SNS Financial Group, LLC | 6,608 | $471.5K | 0.05% | −117−1.7% | Reduced |
| Good Steward Wealth Advisors,LLC | 6,657 | $471.2K | 0.43% | +6,657 | New |
| Csenge Advisory Group | 6,714 | $470.8K | 0.03% | +332+5.2% | Added |
| Zacks Investment Management | 6,535 | $462.6K | 0.00% | −549−7.7% | Reduced |
| Aaron Wealth Advisors | 6,477 | $458.5K | 0.05% | +219+3.5% | Added |
| CenterBook Partners LP | 6,473 | $458.2K | 0.03% | +6,473 | New |
| Coastline Trust Co | 6,450 | $456.6K | 0.06% | 00.0% | Unchanged |
| Corundum Group, Inc. | 6,420 | $454.5K | 0.22% | −7,767−54.7% | Reduced |
| Checchi Capital Advisers, LLC | 6,420 | $454.5K | 0.03% | +574+9.8% | Added |
| VestGen Advisors, LLC | 6,333 | $448.3K | 0.02% | +6,333 | New |
| Alteri Wealth LLC | 6,330 | $448.1K | 0.20% | +3,262+106.3% | Added |
| Integris Wealth Management, LLC | 6,323 | $447.6K | 0.13% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 6,306 | $446.4K | 0.21% | −5,912−48.4% | Reduced |
| Legacy Capital Group California, Inc. | 6,299 | $445.9K | 0.16% | +6,299 | New |
| Quadrant Capital Group LLC | 6,280 | $444.6K | 0.02% | +4,311+218.9% | Added |
| Allstate Corp | 6,276 | $444.3K | 0.01% | −10,518−62.6% | Reduced |
| Kestra Investment Management, LLC | 6,275 | $444.2K | 0.01% | +3,009+92.1% | Added |
| Safeguard Investment Advisory Group, LLC | 6,265 | $443.5K | 0.12% | +15+0.2% | Added |
| Code Waechter LLC | 6,237 | $442.0K | 0.36% | +6,237 | New |
| Heritage Trust Co | 6,197 | $438.7K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,195 | $438.6K | 0.01% | +549+9.7% | Added |
| Perigon Wealth Management, LLC | 6,134 | $434.2K | 0.01% | +197+3.3% | Added |
| Legacy Financial Advisors, Inc. | 6,124 | $433.5K | 0.07% | +442+7.8% | Added |
| Stratos Wealth Partners, LTD. | 6,097 | $431.7K | 0.01% | −348−5.4% | Reduced |
| Sumitomo Life Insurance Co | 6,082 | $430.5K | 0.02% | −256−4.0% | Reduced |
| Eqis Capital Management, Inc. | 6,071 | $429.8K | 0.04% | −668−9.9% | Reduced |
| Affiance Financial, LLC | 6,067 | $429.5K | 0.10% | −100−1.6% | Reduced |
| Sheets Smith Wealth Management | 6,066 | $429.4K | 0.05% | −450−6.9% | Reduced |
| Goelzer Investment Management, Inc. | 6,050 | $428.3K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 6,029 | $426.8K | 0.12% | −163−2.6% | Reduced |
| Concentric Capital Strategies, LP | 6,024 | $426.4K | 0.04% | +6,024 | New |
| Stock Yards Bank & Trust Co | 6,009 | $425.4K | 0.02% | +25+0.4% | Added |
| Personal Cfo Solutions, LLC | 6,003 | $425.0K | 0.09% | +69+1.2% | Added |
| Level Four Advisory Services, LLC | 5,998 | $424.7K | 0.02% | −697−10.4% | Reduced |
| First Horizon Advisors, Inc. | 5,998 | $424.6K | 0.01% | +183+3.1% | Added |
| Townsend & Associates, Inc | 6,148 | $424.0K | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 5,968 | $422.5K | 0.01% | −300−4.8% | Reduced |
| Access Financial Services, Inc. | 5,938 | $420.4K | 0.17% | −220−3.6% | Reduced |
| Cigna Investments Inc | 5,800 | $411.0K | 0.08% | +67+1.2% | Added |
| Hills Bank & Trust Co | 5,796 | $410.3K | 0.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,792 | $410.0K | 0.01% | −274−4.5% | Reduced |
| Maven Securities LTD | 5,789 | $409.8K | 0.09% | −9,700−62.6% | Reduced |
| Capital Performance Advisors LLP | 5,773 | $408.7K | 0.09% | +1,128+24.3% | Added |
| Cullen/Frost Bankers, Inc. | 5,763 | $408.0K | 0.01% | −9,478−62.2% | Reduced |
| Keudell/Morrison Wealth Management | 5,748 | $406.9K | 0.10% | +107+1.9% | Added |
| HBK Sorce Advisory LLC | 5,738 | $406.2K | 0.01% | −165−2.8% | Reduced |
| SkyView Investment Advisors, LLC | 5,741 | $406.0K | 0.06% | +5,741 | New |
| Significant Wealth Partners LLC | 5,714 | $404.5K | 0.21% | +833+17.1% | Added |
| Sandy Spring Bank | 5,710 | $404.2K | 0.02% | −183−3.1% | Reduced |
| Lantz Financial LLC | 5,703 | $403.7K | 0.11% | +66+1.2% | Added |
| Hilltop Holdings Inc. | 5,639 | $399.1K | 0.03% | +269+5.0% | Added |
| BNC Wealth Management, LLC | 5,629 | $398.5K | 0.14% | +5,629 | New |
| SC&H Financial Advisors, Inc. | 5,592 | $395.8K | 0.08% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 5,574 | $394.6K | 0.20% | +23+0.4% | Added |
| V-Square Quantitative Management LLC | 5,565 | $393.9K | 0.06% | −81−1.4% | Reduced |
| Private Trust Co NA | 5,422 | $383.8K | 0.04% | +634+13.2% | Added |
| Everpar Advisors LLC | 5,418 | $383.5K | 0.20% | −463−7.9% | Reduced |
| James Hambro & Partners | 5,400 | $382.2K | 0.02% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 5,404 | $381.9K | 0.02% | +5,404 | New |
| Carret Asset Management, LLC | 5,394 | $381.9K | 0.04% | 00.0% | Unchanged |
| Charter Trust Co | 5,389 | $381.5K | 0.03% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 5,377 | $380.6K | 0.04% | −10.0% | Reduced |
| Tyche Wealth Partners LLC | 5,368 | $380.0K | 0.08% | +1,689+45.9% | Added |
| Claro Advisors LLC | 5,318 | $376.5K | 0.05% | +95+1.8% | Added |
| Ingalls & Snyder LLC | 5,311 | $376.0K | 0.01% | −332−5.9% | Reduced |
| PrairieView Partners, LLC | 5,278 | $373.0K | 0.04% | +57+1.1% | Added |
| Sagespring Wealth Partners, LLC | 5,242 | $371.1K | 0.01% | +709+15.6% | Added |
| Clearstead Advisors, LLC | 5,215 | $369.2K | 0.01% | +670+14.7% | Added |
| Moody National Bank Trust Division | 5,204 | $368.4K | 0.04% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 5,197 | $367.9K | 0.04% | −397−7.1% | Reduced |
| Vantage Financial Partners, LLC | 5,188 | $367.3K | 0.09% | 00.0% | Unchanged |
| Intrua Financial, LLC | 5,188 | $367.3K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,229 | $365.6K | 0.01% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 5,146 | $364.3K | 0.30% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,145 | $364.1K | 0.01% | +106+2.1% | Added |
| Altshuler Shaham Ltd | 5,107 | $361.5K | 0.01% | +3,556+229.3% | Added |
| Alley Investment Management Company, LLC | 5,097 | $360.8K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 5,022 | $355.5K | 0.02% | +1,071+27.1% | Added |
| Leonteq Securities AG | 5,020 | $355.2K | 0.03% | −3−0.1% | Reduced |
| Sowell Financial Services LLC | 4,984 | $352.8K | 0.02% | +4,984 | New |
| Farmers & Merchants Investments Inc | 4,975 | $352.2K | 0.01% | −198−3.8% | Reduced |
| Prelude Capital Management, LLC | 4,965 | $351.5K | 0.04% | −8,830−64.0% | Reduced |
| Citizens Financial Group Inc | 4,962 | $351.3K | 0.01% | +1,811+57.5% | Added |
| Lummis Asset Management, LP | 4,949 | $350.3K | 0.24% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,933 | $349.2K | 0.01% | +1,384+39.0% | Added |
| Welch Group, LLC | 4,989 | $347.8K | 0.02% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 4,907 | $347.4K | 0.01% | −224−4.4% | Reduced |
| Castle Rock Wealth Management, LLC | 4,930 | $346.7K | 0.09% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4,878 | $345.3K | 0.18% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,803 | $342.7K | 0.01% | +486+11.3% | Added |