Skip to main content

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.

Institutional holdersQ1 2025: 1,136 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ1 2025: $34.8B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q4 2024.

Institutions holding XEL in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Pitcairn Co3,472$245.8K0.01%−165−4.5%Reduced
Perpetual Ltd3,460$244.9K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt3,432$244.6K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,454$244.5K0.01%+42+1.2%Added
LCM Capital Management Inc3,425$242.5K0.14%−10.0%Reduced
Financially Speaking Inc3,410$241.4K0.18%−388−10.2%Reduced
First National Bank Sioux Falls3,404$241.0K0.10%00.0%Unchanged
Peoples Financial Services Corp.3,400$240.7K0.12%00.0%Unchanged
Windsor Capital Management, LLC3,397$240.5K0.07%+22+0.7%Added
FDx Advisors, Inc.3,391$240.0K0.08%−68−2.0%Reduced
BlueStem Wealth Partners, LLC3,382$239.4K0.03%−535−13.7%Reduced
Atomi Financial Group, Inc.3,370$238.6K0.01%−752−18.2%Reduced
CoreFirst Bank & Trust3,370$238.6K0.15%−144−4.1%Reduced
Chesley Taft & Associates LLC3,370$238.6K0.01%00.0%Unchanged
Genesis Private Wealth, LLC3,359$237.8K0.13%−74−2.2%Reduced
ICONIQ Capital, LLC3,356$237.6K0.00%+3,356New
Mystic Asset Management, Inc.3,352$237.3K0.06%00.0%Unchanged
Boston Trust Walden Corp3,347$236.9K0.00%00.0%Unchanged
Howe & Rusling Inc3,336$236.2K0.02%00.0%Unchanged
Accel Wealth Management3,325$235.4K0.09%−387−10.4%Reduced
JPL Wealth Management, LLC3,323$235.2K0.07%00.0%Unchanged
Knollwood Investment Advisory, LLC3,323$235.2K0.03%00.0%Unchanged
Smithfield Trust Co3,301$234.0K0.01%+900+37.5%Added
Cyndeo Wealth Partners, LLC3,297$233.4K0.02%+6+0.2%Added
Avidian Wealth Solutions, LLC3,293$233.1K0.01%−203−5.8%Reduced
Ballast Advisors LLC3,287$232.7K0.07%−545−14.2%Reduced
Fidelis Capital Partners, LLC3,365$232.2K0.02%−21−0.6%Reduced
Concord Asset Management, LLC3,201$229.0K0.05%00.0%Unchanged
Occidental Asset Management, LLC3,230$228.7K0.03%+13+0.4%Added
XTX Topco Ltd3,229$228.6K0.01%−13,435−80.6%Reduced
Gotham Asset Management, LLC3,201$226.6K0.00%−44−1.4%Reduced
DRW Securities, LLC3,200$226.5K0.02%−170,400−98.2%Reduced
Ullmann Financial Group, Inc.3,181$225.2K0.03%+3,181New
Phillips Wealth Planners LLC3,237$225.2K0.24%−33−1.0%Reduced
MJT & Associates Financial Advisory Group, Inc.3,179$225.0K0.22%+3,179New
CRA Financial Services, LLC3,177$224.9K0.04%00.0%Unchanged
Leverty Financial Group, LLC3,166$224.1K0.09%00.0%Unchanged
CFS Investment Advisory Services, LLC3,169$224.0K0.02%+109+3.6%Added
Aviance Capital Partners, LLC3,163$223.9K0.03%00.0%Unchanged
Centric Wealth Management3,150$223.0K0.06%00.0%Unchanged
Sharpepoint LLC3,124$220.8K0.19%00.0%Unchanged
Keel Point, LLC3,108$220.0K0.02%−70−2.2%Reduced
USAdvisors Wealth Management, LLC3,114$220.0K0.08%−123−3.8%Reduced
Vestmark Advisory Solutions, Inc.3,099$219.4K0.01%−293−8.6%Reduced
Alta Advisers Ltd3,083$218.2K0.09%+3,083New
Compass Financial Group, INC3,079$218.0K0.04%00.0%Unchanged
Kennedy Capital Management, Inc.3,074$217.6K0.01%−125−3.9%Reduced
Harel Insurance Investments & Financial Services Ltd.3,067$217.0K0.00%−3,527−53.5%Reduced
Premier Path Wealth Partners, LLC3,057$216.4K0.03%−738−19.4%Reduced
Sunbelt Securities, Inc.3,022$213.9K0.02%+712+30.8%Added
Avantax Planning Partners, Inc.3,011$213.1K0.01%00.0%Unchanged
Madison Asset Management, LLC3,000$212.4K0.00%+3,000New
Avestar Capital, LLC2,996$212.1K0.02%−536−15.2%Reduced
Steel Peak Wealth Management LLC2,968$211.8K0.01%+2,968New
Panoramic Investment Advisors, LLC2,971$210.3K0.14%00.0%Unchanged
Ellenbecker Investment Group2,963$209.8K0.04%+2,963New
Cranbrook Wealth Management, LLC2,950$208.8K0.05%+45+1.5%Added
Annex Advisory Services, LLC2,922$206.9K0.01%+2,922New
Valued Retirements, Inc.2,910$206.0K0.27%+2,910New
HM Payson & Co2,891$204.7K0.00%+850+41.6%Added
Trust Co2,882$204.0K0.02%00.0%Unchanged
Broadwater Capital Management LLC2,880$203.9K0.16%00.0%Unchanged
Advocate Group LLC2,877$203.7K0.04%+2,877New
GHP Investment Advisors, Inc.2,877$203.7K0.01%−37−1.3%Reduced
Longboard Asset Management, LP2,872$203.3K0.60%+2,872New
Mutual Advisors, LLC2,942$203.0K0.01%+2,942New
Fisher Asset Management, LLC2,866$202.9K0.00%+2,866New
Gunderson Capital Management Inc.2,860$202.5K0.13%+2,860New
Atlanta Consulting Group Advisors, LLC2,828$202.3K0.06%−585−17.1%Reduced
Prossimo Advisors, LLC2,853$202.0K0.15%+2,853New
Portside Wealth Group, LLC2,847$201.5K0.03%+2,847New
Confluence Wealth Services, Inc.2,805$200.7K0.01%+2,805New
Crestwood Advisors Group LLC2,827$200.1K0.00%+2,827New
N.E.W. Advisory Services LLC2,798$198.1K0.02%+2,798New
GeoWealth Management, LLC2,741$194.0K0.01%+147+5.7%Added
Colonial Trust Co2,736$193.7K0.03%−135−4.7%Reduced
Meeder Asset Management Inc2,727$193.0K0.01%−278−9.3%Reduced
Group One Trading, L.P.2,720$192.5K0.01%+2,720New
High Note Wealth, LLC2,694$190.7K0.05%00.0%Unchanged
Old Second National Bank of Aurora2,648$187.5K0.04%−756−22.2%Reduced
Rosenberg Matthew Hamilton2,586$183.1K0.05%−93−3.5%Reduced
Cherry Tree Wealth Management, LLC2,558$181.1K0.04%−135−5.0%Reduced
Sound Income Strategies, LLC2,550$180.5K0.01%−337−11.7%Reduced
MAI Capital Management2,536$179.6K0.00%+197+8.4%Added
Ancora Advisors, LLC2,530$179.1K0.00%−60−2.3%Reduced
City State Bank2,526$178.8K0.06%00.0%Unchanged
Motco2,517$178.2K0.02%00.0%Unchanged
Founders Capital Management2,500$177.0K0.11%00.0%Unchanged
Boston Private Wealth LLC2,490$176.3K0.01%−3,265−56.7%Reduced
Optiver Holding B.V.2,427$171.8K0.01%+648+36.4%Added
Jackson, Grant Investment Advisers, Inc.2,376$168.2K0.07%00.0%Unchanged
Whipplewood Advisors, LLC2,352$166.1K0.10%+6+0.3%Added
Skopos Labs, Inc.2,342$165.7K0.04%+422+22.0%Added
Riverview Trust Co2,333$165.2K0.16%−15−0.6%Reduced
Washington Trust Co2,265$160.4K0.01%−10.0%Reduced
Cary Street Partners Financial LLC2,258$159.8K0.01%−449−16.6%Reduced
Kayne Anderson Rudnick Investment Management LLC2,236$158.4K0.00%−25−1.1%Reduced
Whittier Trust Co2,230$157.9K0.00%00.0%Unchanged
Vestor Capital, LLC2,222$157.0K0.01%−11−0.5%Reduced
GPS Wealth Strategies Group, LLC2,204$156.0K0.02%+33+1.5%Added