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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 218 | $14.8K | 0.00% | −2−0.9% | Reduced |
| NewSquare Capital LLC | 223 | $15.2K | 0.00% | +66+42.0% | Added |
| Global Wealth Strategies & Associates | 228 | $15.5K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 233 | $15.9K | 0.24% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 235 | $16.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 243 | $16.5K | 0.00% | +2+0.8% | Added |
| Armstrong Advisory Group, Inc | 245 | $16.7K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 247 | $16.8K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 256 | $17.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 263 | $17.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 270 | $18.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 276 | $18.8K | 0.00% | −115−29.4% | Reduced |
| Scarborough Advisors, LLC | 285 | $19.4K | 0.00% | +285 | New |
| Missouri Trust & Investment Co | 287 | $19.5K | 0.01% | +287 | New |
| Capital Analysts, LLC | 297 | $20.0K | 0.00% | −131−30.6% | Reduced |
| Main Street Group, LTD | 295 | $20.1K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 277 | $20.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 301 | $20.5K | 0.01% | −14−4.4% | Reduced |
| Asset Dedication, LLC | 308 | $21.0K | 0.00% | −196−38.9% | Reduced |
| Sierra Ocean, LLC | 308 | $21.0K | 0.02% | −77−20.0% | Reduced |
| Richard W. Paul & Associates, LLC | 319 | $21.7K | 0.01% | +8+2.6% | Added |
| Bangor Savings Bank | 320 | $21.8K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $22.1K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 341 | $23.2K | 0.01% | +339+16,950.0% | Added |
| Ossiam | 343 | $23.4K | 0.00% | +343 | New |
| Glen Eagle Advisors, LLC | 350 | $23.8K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 353 | $24.0K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 341 | $24.7K | 0.01% | +341 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 366 | $24.9K | 0.00% | +22+6.4% | Added |
| Strategic Wealth Partners, Ltd. | 372 | $25.3K | 0.00% | +372 | New |
| Trust Co of Vermont | 396 | $27.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 399 | $27.0K | 0.02% | −1,304−76.6% | Reduced |
| Strategic Investment Solutions, Inc. | 400 | $27.2K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 410 | $27.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 413 | $28.1K | 0.00% | −37−8.2% | Reduced |
| Atlantic Trust, LLC | 417 | $28.4K | 0.01% | +279+202.2% | Added |
| GW&K Investment Management, LLC | 423 | $29.0K | 0.00% | +32+8.2% | Added |
| Adirondack Trust Co | 431 | $29.3K | 0.01% | −16−3.6% | Reduced |
| Rothschild Investment LLC | 455 | $31.0K | 0.00% | −101−18.2% | Reduced |
| Tidemark, LLC | 465 | $31.7K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 468 | $31.8K | 0.02% | −42−8.2% | Reduced |
| Bruce G. Allen Investments, LLC | 468 | $31.9K | 0.02% | −4−0.8% | Reduced |
| BankPlus Trust Department | 483 | $32.9K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 484 | $33.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 494 | $33.6K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 504 | $34.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 518 | $35.3K | 0.01% | +200+62.9% | Added |
| Canopy Partners, LLC | 522 | $35.5K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 523 | $35.6K | 0.02% | +4+0.8% | Added |
| Luken Investment Analytics, LLC | 526 | $35.8K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 523 | $35.9K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 557 | $37.9K | 0.01% | −906−61.9% | Reduced |
| BFSG, LLC | 571 | $38.9K | 0.00% | +15+2.7% | Added |
| Piscataqua Savings Bank | 575 | $39.2K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 584 | $39.8K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 600 | $40.9K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 487 | $41.0K | 0.00% | −1,735−78.1% | Reduced |
| TSFG, LLC | 608 | $41.0K | 0.01% | +1+0.2% | Added |
| Hemington Wealth Management | 639 | $43.0K | 0.01% | +43+7.2% | Added |
| Prestige Wealth Management Group LLC | 631 | $43.4K | 0.01% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 642 | $43.7K | 0.02% | +642 | New |
| Kimelman & Baird, LLC | 652 | $44.4K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 658 | $44.8K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 661 | $45.0K | 0.02% | +661 | New |
| West Financial Advisors, LLC | 662 | $45.1K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 648 | $45.7K | 0.01% | +648 | New |
| Whittier Trust Co of Nevada Inc | 671 | $45.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 676 | $46.0K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 702 | $47.8K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 722 | $49.2K | 0.01% | +6+0.8% | Added |
| Strengthening Families & Communities, LLC | 738 | $50.3K | 0.03% | +11+1.5% | Added |
| Financial Perspectives, Inc | 767 | $52.2K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 794 | $54.1K | 0.00% | −64−7.5% | Reduced |
| Creative Financial Designs Inc | 843 | $57.4K | 0.00% | +6+0.7% | Added |
| Cary Street Partner Investment Advisory LLC | 850 | $57.9K | 0.03% | −11−1.3% | Reduced |
| Bell Investment Advisors, Inc | 853 | $58.1K | 0.01% | +21+2.5% | Added |
| Caldwell Trust Co | 884 | $60.2K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 882 | $60.6K | 0.03% | −13−1.5% | Reduced |
| Salem Investment Counselors Inc | 887 | $60.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 900 | $61.3K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 902 | $61.4K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 936 | $63.7K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 947 | $64.5K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 952 | $64.8K | 0.02% | −1,085−53.3% | Reduced |
| Addison Advisors LLC | 955 | $65.0K | 0.02% | +252+35.8% | Added |
| Insight Financial Services | 956 | $65.1K | 0.05% | −200−17.3% | Reduced |
| Hager Investment Management Services, LLC | 1,000 | $68.1K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,013 | $69.6K | 0.02% | −500−33.0% | Reduced |
| Washington Trust Advisors, Inc. | 1,030 | $70.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,030 | $70.1K | 0.00% | +800+347.8% | Added |
| North Star Investment Management Corp. | 1,038 | $70.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,040 | $70.8K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,042 | $71.0K | 0.00% | −30−2.8% | Reduced |
| Oakworth Capital, Inc. | 1,054 | $71.8K | 0.00% | −92−8.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $73.4K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 1,092 | $74.4K | 0.07% | +1,092 | New |
| SBI Securities Co., Ltd. | 1,097 | $74.7K | 0.00% | +3+0.3% | Added |