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Livermore
Livermore
ZHEN

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, Q2 2025

Institutional positions in Xcel Energy Inc as of Jun 30, 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
1,134
+11 vs. Q1 2025
Shares held
512.9M
+22.1M (+4.5%) vs. Q1 2025
Total value
$34.9B
+$167.5M (+0.5%) vs. Q1 2025
New holders
114
459 more added
Sold out
103
358 more reduced

13 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 1,134 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 heldQ2 2025: $34.9B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2025.

Institutions holding XEL in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
IMA Wealth, Inc.3$2060.00%+3New
Bellwether Advisors, LLC4$2720.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.7$4330.00%00.0%Unchanged
Parkworth Wealth Management, Inc.7$4770.00%+2+40.0%Added
Blume Capital Management, Inc.7$4770.00%+7New
Quaker Wealth Management, LLC7$4770.00%+7New
Atlas Capital Advisors LLC8$5440.00%00.0%Unchanged
American Capital Advisory, LLC10$6810.00%00.0%Unchanged
HFM Investment Advisors, LLC12$8170.00%+8+200.0%Added
DecisionPoint Financial, LLC13$8940.00%+13New
Cape Investment Advisory, Inc.14$9530.00%−2−12.5%Reduced
TD Capital Management LLC14$9690.00%00.0%Unchanged
Picton Mahoney Asset Management18$1.00K0.00%−16,307−99.9%Reduced
Stephens Consulting, LLC15$1.02K0.00%+15New
Core Alternative Capital18$1.23K0.00%00.0%Unchanged
S&T Bank18$1.23K0.00%+18New
Kiker Wealth Management, LLC18$1.23K0.00%+18New
SJS Investment Consulting Inc.19$1.29K0.00%−16−45.7%Reduced
Quest 10 Wealth Builders, Inc.19$1.29K0.00%−1−5.0%Reduced
Signature Resources Capital Management, LLC19$1.29K0.00%+19New
Principia Wealth Advisory, LLC22$1.50K0.00%+5+29.4%Added
NVWM, LLC22$1.50K0.00%+12+120.0%Added
Binnacle Investments Inc22$1.50K0.00%+22New
Bay Harbor Wealth Management, LLC24$1.63K0.00%+11+84.6%Added
YANKCOM Partnership25$1.70K0.00%+18+257.1%Added
Kilter Group LLC25$1.70K0.00%+25New
Trifecta Capital Advisors, LLC28$1.91K0.00%00.0%Unchanged
Key Financial Inc29$1.98K0.00%00.0%Unchanged
WPG Advisers, LLC32$2.18K0.00%00.0%Unchanged
Clark Wealth Partners32$2.18K0.00%00.0%Unchanged
Hughes Financial Services, LLC32$2.35K0.00%−21−39.6%Reduced
WealthTrak Capital Management LLC35$2.38K0.00%−5−12.5%Reduced
Holos Integrated Wealth LLC33$2.42K0.00%00.0%Unchanged
WealthCollab, LLC38$2.59K0.00%+38New
Granite FO LLC39$2.66K0.00%00.0%Unchanged
Ogorek Anthony Joseph54$3.00K0.00%00.0%Unchanged
Penserra Capital Management LLC48$3.00K0.00%00.0%Unchanged
Pacifica Partners Inc.45$3.05K0.00%00.0%Unchanged
Crewe Advisors LLC45$3.06K0.00%+45New
Anchor Investment Management, LLC48$3.27K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC52$3.57K0.00%+52New
Highline Wealth Partners LLC56$3.81K0.00%00.0%Unchanged
Raffa Wealth Management, LLC57$3.88K0.00%−23−28.7%Reduced
TFC Financial Management57$3.88K0.00%00.0%Unchanged
Tortoise Investment Management, LLC57$3.88K0.00%+57New
Princeton Global Asset Management LLC60$4.09K0.00%+60New
Grove Bank & Trust61$4.15K0.00%00.0%Unchanged
Bare Financial Services, Inc62$4.22K0.00%+62New
UMA Financial Services, Inc.65$4.43K0.00%+54+490.9%Added
Westside Investment Management, Inc.66$4.50K0.00%00.0%Unchanged
Dogwood Wealth Management LLC67$4.53K0.00%+67New
Great Lakes Advisors, LLC69$4.70K0.00%00.0%Unchanged
Abound Wealth Management69$4.72K0.00%00.0%Unchanged
Olistico Wealth, LLC71$4.83K0.00%00.0%Unchanged
Cornerstone Planning Group LLC66$4.87K0.00%−4−5.7%Reduced
Pittenger & Anderson Inc72$4.90K0.00%00.0%Unchanged
Independence Bank of Kentucky75$5.11K0.00%−15−16.7%Reduced
Mascoma Wealth Management LLC75$5.11K0.00%00.0%Unchanged
GoalVest Advisory LLC75$5.11K0.00%+72+2,400.0%Added
Stone House Investment Management, LLC75$5.11K0.00%+75New
Evolution Wealth Management Inc.75$5.11K0.01%+75New
Private Wealth Management Group, LLC78$5.31K0.00%00.0%Unchanged
Sachetta, LLC79$5.38K0.00%+18+29.5%Added
LGT Financial Advisors LLC84$5.73K0.01%+1+1.2%Added
Aspect Partners, LLC85$5.79K0.00%00.0%Unchanged
Activest Wealth Management92$6.26K0.00%−2−2.1%Reduced
Red Tortoise LLC95$6.47K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC97$6.61K0.00%00.0%Unchanged
DT Investment Partners, LLC98$6.67K0.00%00.0%Unchanged
Duncker Streett & Co Inc100$6.81K0.00%00.0%Unchanged
Transce3nd, LLC100$6.81K0.00%00.0%Unchanged
Strategic Wealth Designers100$6.81K0.01%+100New
TD Waterhouse Canada Inc.100$6.87K0.00%00.0%Unchanged
Valley National Advisers Inc114$7.00K0.00%−1−0.9%Reduced
Valued Wealth Advisors LLC112$7.72K0.00%+12+12.0%Added
DAGCO, Inc.118$8.04K0.00%00.0%Unchanged
ORG Partners LLC117$8.09K0.00%+54+85.7%Added
Howard Hughes Medical Institute124$8.44K0.00%+124New
Toth Financial Advisory Corp126$8.58K0.00%+126New
Future Financial Wealth Managment LLC129$8.79K0.01%00.0%Unchanged
Dunhill Financial, LLC132$8.99K0.00%+2+1.5%Added
Investors Research Corp142$9.67K0.00%00.0%Unchanged
Financial Management Professionals, Inc.141$9.68K0.00%+2+1.4%Added
Avion Wealth149$10.0K0.00%+39+35.5%Added
McCarthy Grittinger Financial Group, LLC148$10.1K0.00%00.0%Unchanged
Parvin Asset Management, LLC158$10.8K0.01%00.0%Unchanged
WFA Asset Management Corp203$10.8K0.01%−928−82.1%Reduced
PFS Partners, LLC163$11.1K0.01%+163New
Sittner & Nelson, LLC169$11.5K0.00%00.0%Unchanged
Rialto Wealth Management, LLC170$11.6K0.00%+13+8.3%Added
Beacon Capital Management, LLC178$12.1K0.00%+2+1.1%Added
Rossby Financial, LCC180$12.3K0.00%−550−75.3%Reduced
Medallion Wealth Advisors, LLC184$12.6K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.187$12.8K0.00%−94−33.5%Reduced
DiNuzzo Private Wealth, Inc.192$13.1K0.00%−1−0.5%Reduced
Koesten, Hirschmann & Crabtree, INC.192$13.1K0.01%00.0%Unchanged
Prudent Man Investment Management, Inc.200$13.5K0.01%00.0%Unchanged
Atticus Wealth Management, LLC200$13.6K0.00%−20−9.1%Reduced
Advantage Trust Co200$13.6K0.01%+200New
Stuart Chaussee & Associates, Inc.202$13.8K0.00%00.0%Unchanged