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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 4,838 | $342.5K | 0.01% | −151−3.0% | Reduced |
| Danske Bank A/S | 4,799 | $339.7K | 0.00% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,764 | $337.3K | 0.11% | +102+2.2% | Added |
| RDA Financial Network | 4,749 | $336.2K | 0.10% | −802−14.4% | Reduced |
| Concord Wealth Partners | 4,745 | $335.9K | 0.06% | −600−11.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,736 | $335.3K | 0.02% | +1,079+29.5% | Added |
| Manchester Capital Management LLC | 4,724 | $334.4K | 0.04% | −346−6.8% | Reduced |
| Capital Investment Advisors, LLC | 4,696 | $332.4K | 0.01% | +445+10.5% | Added |
| NorthCrest Asset Manangement, LLC | 4,656 | $329.6K | 0.01% | +638+15.9% | Added |
| Sofos Investments, Inc. | 4,652 | $329.3K | 0.07% | +4,652 | New |
| Pensionmark Financial Group, LLC | 4,616 | $326.7K | 0.01% | +120+2.7% | Added |
| South State Corp. | 4,589 | $324.9K | 0.01% | +207+4.7% | Added |
| Horizon Investment Services, LLC | 4,585 | $324.6K | 0.16% | +347+8.2% | Added |
| First Commonwealth Financial Corp | 4,574 | $323.8K | 0.08% | −700−13.3% | Reduced |
| MBB Public Markets I LLC | 4,529 | $320.6K | 0.04% | +4,529 | New |
| Poinciana Advisors Group, LLC | 4,524 | $320.3K | 0.33% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,514 | $319.5K | 0.01% | −16−0.4% | Reduced |
| Waterloo Capital, L.P. | 4,511 | $319.3K | 0.03% | +4,511 | New |
| Christopher J. Hasenberg, Inc | 4,507 | $318.7K | 0.13% | +98+2.2% | Added |
| Principle Wealth Partners LLC | 4,487 | $317.6K | 0.02% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,465 | $316.1K | 0.15% | 00.0% | Unchanged |
| GEN Financial Management, INC. | 4,457 | $315.9K | 0.21% | 00.0% | Unchanged |
| Optas, LLC | 4,416 | $312.6K | 0.05% | +4,416 | New |
| Redhawk Wealth Advisors, Inc. | 4,406 | $311.9K | 0.04% | +182+4.3% | Added |
| Conning Inc. | 4,400 | $311.5K | 0.01% | +172+4.1% | Added |
| Cidel Asset Management Inc | 4,366 | $309.1K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,355 | $308.3K | 0.03% | −321−6.9% | Reduced |
| We Are One Seven, LLC | 4,347 | $307.8K | 0.01% | +553+14.6% | Added |
| Coastal Bridge Advisors, LLC | 4,308 | $305.0K | 0.04% | +4,308 | New |
| Segment Wealth Management, LLC | 4,307 | $304.9K | 0.02% | +4,307 | New |
| Bremer Bank National Association | 4,306 | $304.8K | 0.05% | 00.0% | Unchanged |
| Atlantic Family Wealth, LLC | 4,271 | $302.3K | 0.28% | +213+5.2% | Added |
| Graypoint LLC | 4,267 | $302.0K | 0.02% | +248+6.2% | Added |
| Centre Asset Management, LLC | 4,228 | $299.0K | 0.08% | +130+3.2% | Added |
| TCI Wealth Advisors, Inc. | 4,180 | $295.9K | 0.02% | −127−2.9% | Reduced |
| Keebeck Alpha, LP | 4,178 | $295.8K | 0.35% | +4,178 | New |
| First Business Financial Services, Inc. | 4,162 | $294.6K | 0.03% | −115−2.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,159 | $294.4K | 0.02% | +283+7.3% | Added |
| Bingham Private Wealth, LLC | 4,153 | $294.0K | 0.30% | −29−0.7% | Reduced |
| Kure Advisory, LLC | 4,143 | $293.3K | 0.22% | +4,143 | New |
| Wesbanco Bank Inc | 4,143 | $293.3K | 0.01% | 00.0% | Unchanged |
| Priebe Wealth Holdings LLC | 4,129 | $292.3K | 0.18% | +365+9.7% | Added |
| Johnson Investment Counsel Inc | 4,118 | $291.5K | 0.00% | −183−4.3% | Reduced |
| My Legacy Advisors, LLC | 4,113 | $291.2K | 0.11% | +4,113 | New |
| Financial Advisors Network, Inc. | 4,106 | $290.7K | 0.05% | −93−2.2% | Reduced |
| Engineers Gate Manager LP | 4,094 | $289.8K | 0.00% | +4,094 | New |
| Buska Wealth Management, LLC | 4,079 | $288.7K | 0.09% | +33+0.8% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 4,070 | $288.1K | 0.05% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,066 | $287.8K | 0.00% | +328+8.8% | Added |
| Parallel Advisors, LLC | 4,065 | $287.8K | 0.01% | −863−17.5% | Reduced |
| Montag A & Associates Inc | 4,022 | $287.0K | 0.01% | +10+0.2% | Added |
| Callan Family Office, LLC | 4,028 | $285.1K | 0.02% | −9,741−70.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,014 | $284.2K | 0.01% | +325+8.8% | Added |
| Challenger Wealth Management | 4,004 | $283.4K | 0.22% | +4+0.1% | Added |
| Triumph Capital Management | 4,002 | $283.3K | 0.09% | −90−2.2% | Reduced |
| Wrapmanager Inc | 3,996 | $282.9K | 0.07% | −576−12.6% | Reduced |
| Aveo Capital Partners, LLC | 3,938 | $281.0K | 0.05% | −3,003−43.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,970 | $281.0K | 0.21% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,966 | $280.8K | 0.01% | +3,966 | New |
| Alerus Financial NA | 3,961 | $280.4K | 0.02% | +3,961 | New |
| Paragon Capital Management LLC | 3,931 | $278.3K | 0.16% | 00.0% | Unchanged |
| DORVAL Corp | 3,842 | $277.0K | 0.11% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 3,896 | $275.8K | 0.05% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,895 | $275.7K | 0.01% | +3,895 | New |
| RNC Capital Management LLC | 3,890 | $275.3K | 0.01% | +9+0.2% | Added |
| Kozak & Associates, Inc. | 3,889 | $275.0K | 0.07% | −230−5.6% | Reduced |
| Austin Private Wealth, LLC | 3,880 | $274.7K | 0.02% | +26+0.7% | Added |
| Integrity Alliance, LLC. | 3,874 | $274.2K | 0.01% | +3,874 | New |
| NewEdge Wealth, LLC | 3,856 | $273.0K | 0.00% | +62+1.6% | Added |
| JNBA Financial Advisors | 3,845 | $272.2K | 0.03% | −171−4.3% | Reduced |
| OneAscent Financial Services LLC | 3,829 | $272.0K | 0.02% | +18+0.5% | Added |
| True Link Financial Advisors, LLC | 3,826 | $270.8K | 0.02% | +3,826 | New |
| Planning Center, Inc. | 3,805 | $269.4K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,803 | $269.2K | 0.02% | +252+7.1% | Added |
| FSB Premier Wealth Management, Inc. | 3,798 | $268.8K | 0.10% | −73−1.9% | Reduced |
| Headinvest, LLC | 3,794 | $268.6K | 0.05% | −81−2.1% | Reduced |
| Pinnacle Financial Partners Inc | 3,778 | $267.4K | 0.01% | +3,778 | New |
| Lindbrook Capital, LLC | 3,771 | $266.9K | 0.02% | +1,311+53.3% | Added |
| Venture Visionary Partners LLC | 3,723 | $263.6K | 0.01% | +48+1.3% | Added |
| Clarius Group, LLC | 3,700 | $261.9K | 0.02% | −40−1.1% | Reduced |
| Gries Financial LLC | 3,693 | $261.4K | 0.05% | −31−0.8% | Reduced |
| Scissortail Wealth Management, LLC | 3,649 | $258.3K | 0.07% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,636 | $257.4K | 0.00% | −265−6.8% | Reduced |
| Capital Advisors Inc | 3,632 | $257.1K | 0.01% | −4−0.1% | Reduced |
| GenTrust, LLC | 3,587 | $256.0K | 0.01% | −15−0.4% | Reduced |
| Lazari Capital Management, Inc. | 3,599 | $254.8K | 0.10% | −243−6.3% | Reduced |
| Brass Tax Wealth Management, Inc | 3,597 | $254.6K | 0.05% | +27+0.8% | Added |
| Sunpointe, LLC | 3,563 | $254.2K | 0.14% | +64+1.8% | Added |
| Oxford Asset Management LLP | 3,549 | $251.2K | 0.12% | +3,549 | New |
| Fortress Financial Group, LLC | 3,545 | $251.0K | 0.25% | +29+0.8% | Added |
| Stanley-Laman Group, Ltd. | 3,542 | $250.7K | 0.04% | +3,542 | New |
| GWN Securities Inc. | 3,635 | $250.1K | 0.01% | +3,635 | New |
| Global Assets Advisory, LLC | 3,630 | $249.7K | 0.05% | +3,630 | New |
| Umb Bank N A | 3,525 | $249.5K | 0.00% | +386+12.3% | Added |
| Marcum Wealth, LLC | 3,520 | $249.2K | 0.02% | −102−2.8% | Reduced |
| Heritage Wealth Architects, Inc. | 3,516 | $248.9K | 0.24% | +3,516 | New |
| PFG Advisors | 3,507 | $248.3K | 0.01% | −1,665−32.2% | Reduced |
| Ariadne Wealth Management, LP | 3,491 | $246.5K | 0.13% | +66+1.9% | Added |
| Equitable Holdings, Inc. | 3,476 | $246.1K | 0.00% | +3,476 | New |
| Wealthspire Advisors, LLC | 3,472 | $245.8K | 0.00% | −680−16.4% | Reduced |