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 |
|---|---|---|---|---|---|
| Pitcairn Co | 3,472 | $245.8K | 0.01% | −165−4.5% | Reduced |
| Perpetual Ltd | 3,460 | $244.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,432 | $244.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,454 | $244.5K | 0.01% | +42+1.2% | Added |
| LCM Capital Management Inc | 3,425 | $242.5K | 0.14% | −10.0% | Reduced |
| Financially Speaking Inc | 3,410 | $241.4K | 0.18% | −388−10.2% | Reduced |
| First National Bank Sioux Falls | 3,404 | $241.0K | 0.10% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,400 | $240.7K | 0.12% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 3,397 | $240.5K | 0.07% | +22+0.7% | Added |
| FDx Advisors, Inc. | 3,391 | $240.0K | 0.08% | −68−2.0% | Reduced |
| BlueStem Wealth Partners, LLC | 3,382 | $239.4K | 0.03% | −535−13.7% | Reduced |
| Atomi Financial Group, Inc. | 3,370 | $238.6K | 0.01% | −752−18.2% | Reduced |
| CoreFirst Bank & Trust | 3,370 | $238.6K | 0.15% | −144−4.1% | Reduced |
| Chesley Taft & Associates LLC | 3,370 | $238.6K | 0.01% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 3,359 | $237.8K | 0.13% | −74−2.2% | Reduced |
| ICONIQ Capital, LLC | 3,356 | $237.6K | 0.00% | +3,356 | New |
| Mystic Asset Management, Inc. | 3,352 | $237.3K | 0.06% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,347 | $236.9K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,336 | $236.2K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 3,325 | $235.4K | 0.09% | −387−10.4% | Reduced |
| JPL Wealth Management, LLC | 3,323 | $235.2K | 0.07% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3,323 | $235.2K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,301 | $234.0K | 0.01% | +900+37.5% | Added |
| Cyndeo Wealth Partners, LLC | 3,297 | $233.4K | 0.02% | +6+0.2% | Added |
| Avidian Wealth Solutions, LLC | 3,293 | $233.1K | 0.01% | −203−5.8% | Reduced |
| Ballast Advisors LLC | 3,287 | $232.7K | 0.07% | −545−14.2% | Reduced |
| Fidelis Capital Partners, LLC | 3,365 | $232.2K | 0.02% | −21−0.6% | Reduced |
| Concord Asset Management, LLC | 3,201 | $229.0K | 0.05% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 3,230 | $228.7K | 0.03% | +13+0.4% | Added |
| XTX Topco Ltd | 3,229 | $228.6K | 0.01% | −13,435−80.6% | Reduced |
| Gotham Asset Management, LLC | 3,201 | $226.6K | 0.00% | −44−1.4% | Reduced |
| DRW Securities, LLC | 3,200 | $226.5K | 0.02% | −170,400−98.2% | Reduced |
| Ullmann Financial Group, Inc. | 3,181 | $225.2K | 0.03% | +3,181 | New |
| Phillips Wealth Planners LLC | 3,237 | $225.2K | 0.24% | −33−1.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 3,179 | $225.0K | 0.22% | +3,179 | New |
| CRA Financial Services, LLC | 3,177 | $224.9K | 0.04% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 3,166 | $224.1K | 0.09% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 3,169 | $224.0K | 0.02% | +109+3.6% | Added |
| Aviance Capital Partners, LLC | 3,163 | $223.9K | 0.03% | 00.0% | Unchanged |
| Centric Wealth Management | 3,150 | $223.0K | 0.06% | 00.0% | Unchanged |
| Sharpepoint LLC | 3,124 | $220.8K | 0.19% | 00.0% | Unchanged |
| Keel Point, LLC | 3,108 | $220.0K | 0.02% | −70−2.2% | Reduced |
| USAdvisors Wealth Management, LLC | 3,114 | $220.0K | 0.08% | −123−3.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,099 | $219.4K | 0.01% | −293−8.6% | Reduced |
| Alta Advisers Ltd | 3,083 | $218.2K | 0.09% | +3,083 | New |
| Compass Financial Group, INC | 3,079 | $218.0K | 0.04% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 3,074 | $217.6K | 0.01% | −125−3.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,067 | $217.0K | 0.00% | −3,527−53.5% | Reduced |
| Premier Path Wealth Partners, LLC | 3,057 | $216.4K | 0.03% | −738−19.4% | Reduced |
| Sunbelt Securities, Inc. | 3,022 | $213.9K | 0.02% | +712+30.8% | Added |
| Avantax Planning Partners, Inc. | 3,011 | $213.1K | 0.01% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 3,000 | $212.4K | 0.00% | +3,000 | New |
| Avestar Capital, LLC | 2,996 | $212.1K | 0.02% | −536−15.2% | Reduced |
| Steel Peak Wealth Management LLC | 2,968 | $211.8K | 0.01% | +2,968 | New |
| Panoramic Investment Advisors, LLC | 2,971 | $210.3K | 0.14% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,963 | $209.8K | 0.04% | +2,963 | New |
| Cranbrook Wealth Management, LLC | 2,950 | $208.8K | 0.05% | +45+1.5% | Added |
| Annex Advisory Services, LLC | 2,922 | $206.9K | 0.01% | +2,922 | New |
| Valued Retirements, Inc. | 2,910 | $206.0K | 0.27% | +2,910 | New |
| HM Payson & Co | 2,891 | $204.7K | 0.00% | +850+41.6% | Added |
| Trust Co | 2,882 | $204.0K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 2,880 | $203.9K | 0.16% | 00.0% | Unchanged |
| Advocate Group LLC | 2,877 | $203.7K | 0.04% | +2,877 | New |
| GHP Investment Advisors, Inc. | 2,877 | $203.7K | 0.01% | −37−1.3% | Reduced |
| Longboard Asset Management, LP | 2,872 | $203.3K | 0.60% | +2,872 | New |
| Mutual Advisors, LLC | 2,942 | $203.0K | 0.01% | +2,942 | New |
| Fisher Asset Management, LLC | 2,866 | $202.9K | 0.00% | +2,866 | New |
| Gunderson Capital Management Inc. | 2,860 | $202.5K | 0.13% | +2,860 | New |
| Atlanta Consulting Group Advisors, LLC | 2,828 | $202.3K | 0.06% | −585−17.1% | Reduced |
| Prossimo Advisors, LLC | 2,853 | $202.0K | 0.15% | +2,853 | New |
| Portside Wealth Group, LLC | 2,847 | $201.5K | 0.03% | +2,847 | New |
| Confluence Wealth Services, Inc. | 2,805 | $200.7K | 0.01% | +2,805 | New |
| Crestwood Advisors Group LLC | 2,827 | $200.1K | 0.00% | +2,827 | New |
| N.E.W. Advisory Services LLC | 2,798 | $198.1K | 0.02% | +2,798 | New |
| GeoWealth Management, LLC | 2,741 | $194.0K | 0.01% | +147+5.7% | Added |
| Colonial Trust Co | 2,736 | $193.7K | 0.03% | −135−4.7% | Reduced |
| Meeder Asset Management Inc | 2,727 | $193.0K | 0.01% | −278−9.3% | Reduced |
| Group One Trading, L.P. | 2,720 | $192.5K | 0.01% | +2,720 | New |
| High Note Wealth, LLC | 2,694 | $190.7K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,648 | $187.5K | 0.04% | −756−22.2% | Reduced |
| Rosenberg Matthew Hamilton | 2,586 | $183.1K | 0.05% | −93−3.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,558 | $181.1K | 0.04% | −135−5.0% | Reduced |
| Sound Income Strategies, LLC | 2,550 | $180.5K | 0.01% | −337−11.7% | Reduced |
| MAI Capital Management | 2,536 | $179.6K | 0.00% | +197+8.4% | Added |
| Ancora Advisors, LLC | 2,530 | $179.1K | 0.00% | −60−2.3% | Reduced |
| City State Bank | 2,526 | $178.8K | 0.06% | 00.0% | Unchanged |
| Motco | 2,517 | $178.2K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 2,500 | $177.0K | 0.11% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,490 | $176.3K | 0.01% | −3,265−56.7% | Reduced |
| Optiver Holding B.V. | 2,427 | $171.8K | 0.01% | +648+36.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $168.2K | 0.07% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2,352 | $166.1K | 0.10% | +6+0.3% | Added |
| Skopos Labs, Inc. | 2,342 | $165.7K | 0.04% | +422+22.0% | Added |
| Riverview Trust Co | 2,333 | $165.2K | 0.16% | −15−0.6% | Reduced |
| Washington Trust Co | 2,265 | $160.4K | 0.01% | −10.0% | Reduced |
| Cary Street Partners Financial LLC | 2,258 | $159.8K | 0.01% | −449−16.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,236 | $158.4K | 0.00% | −25−1.1% | Reduced |
| Whittier Trust Co | 2,230 | $157.9K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,222 | $157.0K | 0.01% | −11−0.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,204 | $156.0K | 0.02% | +33+1.5% | Added |