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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
Vision Financial Markets LLC1,110$75.6K0.07%00.0%Unchanged
Quarry LP1,114$75.9K0.02%−834−42.8%Reduced
Loomis Sayles & Co L P1,133$77.2K0.00%+868+327.5%Added
Richardson Financial Services Inc.1,160$79.7K0.05%00.0%Unchanged
NBT Bank N A1,188$80.9K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC1,200$81.7K0.06%+1,200New
Winch Advisory Services, LLC1,214$82.7K0.02%+10+0.8%Added
Farmers & Merchants Trust Co of Chambersburg PA1,225$83.0K0.03%00.0%Unchanged
Country Trust Bank1,265$86.1K0.00%−412−24.6%Reduced
Flagship Wealth Advisors, LLC1,267$86.3K0.03%00.0%Unchanged
IAG Wealth Partners, LLC1,276$86.9K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC1,284$87.8K0.03%+624+94.5%Added
Capital Advisors, Ltd. LLC1,301$89.0K0.01%+8+0.6%Added
Burkett Financial Services, LLC1,330$90.6K0.03%+11+0.8%Added
North Ridge Wealth Advisors, Inc.1,356$92.3K0.06%00.0%Unchanged
Pinnacle Bancorp, Inc.1,367$93.1K0.03%00.0%Unchanged
Onefund, LLC1,428$97.0K0.07%+1,428New
Hanson & Doremus Investment Management1,459$99.0K0.01%00.0%Unchanged
First Community Trust NA1,500$102.2K0.08%−300−16.7%Reduced
Riggs Asset Managment Co. Inc.1,528$104.1K0.03%00.0%Unchanged
Parkside Financial Bank & Trust1,577$107.4K0.01%+527+50.2%Added
MTM Investment Management, LLC1,584$107.9K0.04%+1,584New
AlphaCore Capital LLC1,597$108.4K0.00%+79+5.2%Added
Hantz Financial Services, Inc.1,603$109.0K0.00%+46+3.0%Added
Bank of New Hampshire1,629$110.9K0.03%00.0%Unchanged
Marquette Asset Management, LLC1,667$113.5K0.02%−384−18.7%Reduced
MUFG Securities EMEA plc1,692$115.2K0.01%−115,307−98.6%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,700$115.8K0.00%00.0%Unchanged
Stephenson National Bank & Trust1,713$116.7K0.04%00.0%Unchanged
Sentry Investment Management LLC1,729$117.0K0.06%+1,729New
Millstone Evans Group, LLC1,779$121.1K0.08%00.0%Unchanged
Colonial Trust Advisors1,795$122.2K0.01%00.0%Unchanged
Avalon Trust Co1,800$122.6K0.01%00.0%Unchanged
Ameritas Advisory Services, LLC1,813$123.4K0.01%−3,416−65.3%Reduced
Golden State Wealth Management, LLC1,823$124.2K0.02%−48−2.6%Reduced
Costello Asset Management, INC1,841$125.4K0.05%+1+0.1%Added
GPS Wealth Strategies Group, LLC1,859$126.6K0.01%−345−15.7%Reduced
Lummis Asset Management, LP1,899$129.3K0.08%−3,050−61.6%Reduced
Cromwell Holdings LLC1,918$131.7K0.08%+66+3.6%Added
Riverview Trust Co1,988$135.4K0.17%−345−14.8%Reduced
Chilton Capital Management LLC2,000$136.2K0.00%00.0%Unchanged
Versant Capital Management, Inc2,009$136.8K0.02%+3+0.1%Added
Wolff Wiese Magana LLC2,043$139.1K0.09%+4+0.2%Added
LRI Investments, LLC2,068$140.8K0.01%+165+8.7%Added
Opal Wealth Advisors, LLC2,081$141.7K0.04%+2,081New
Creative Capital Management Investments LLC2,089$142.3K0.05%00.0%Unchanged
Massmutual Trust Co FSB2,108$143.6K0.00%+84+4.2%Added
Sound Income Strategies, LLC2,128$144.9K0.01%−422−16.5%Reduced
Catalyst Capital Advisors LLC2,169$147.7K0.00%+145+7.2%Added
Kayne Anderson Rudnick Investment Management LLC2,251$153.4K0.00%+15+0.7%Added
Sunbelt Securities, Inc.2,310$156.0K0.01%−712−23.6%Reduced
Whittier Trust Co2,308$157.2K0.00%+78+3.5%Added
Whipplewood Advisors, LLC2,346$159.8K0.09%−6−0.3%Reduced
Jackson, Grant Investment Advisers, Inc.2,376$161.8K0.06%00.0%Unchanged
Motco2,266$166.4K0.02%−251−10.0%Reduced
Founders Capital Management2,500$170.3K0.10%00.0%Unchanged
Hilltop National Bank2,529$172.2K0.04%+2,529New
Ancora Advisors, LLC2,530$172.3K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC2,551$173.7K0.04%−7−0.3%Reduced
City State Bank2,593$176.6K0.06%+67+2.7%Added
Colonial Trust Co2,595$176.7K0.03%−141−5.2%Reduced
Skopos Labs, Inc.2,597$176.8K0.02%+255+10.9%Added
Cary Street Partners Financial LLC2,620$178.4K0.01%+362+16.0%Added
Old Second National Bank of Aurora2,648$180.3K0.04%00.0%Unchanged
High Note Wealth, LLC2,694$183.5K0.04%00.0%Unchanged
N.E.W. Advisory Services LLC2,798$190.5K0.02%00.0%Unchanged
MAI Capital Management2,872$195.6K0.00%+336+13.2%Added
MJT & Associates Financial Advisory Group, Inc.2,879$196.1K0.24%−300−9.4%Reduced
Broadwater Capital Management LLC196,128$196.1K0.15%+193,248+6,710.0%Added
Trust Co2,882$196.3K0.02%00.0%Unchanged
GHP Investment Advisors, Inc.2,891$196.8K0.01%+14+0.5%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,900$197.5K0.06%+2,320+400.0%Added
Cranbrook Wealth Management, LLC2,905$197.8K0.04%−45−1.5%Reduced
Summit Wealth Group LLC2,977$202.7K0.05%+2,977New
Morningstar Investment Management LLC2,985$203.0K0.02%+2,985New
St Germain D J Co Inc2,993$203.8K0.01%+1,513+102.2%Added
Challenger Wealth Management3,000$204.3K0.14%−1,004−25.1%Reduced
Diversify Advisory Services, LLC2,829$204.8K0.01%−2,575−47.6%Reduced
Avantax Planning Partners, Inc.3,011$205.0K0.01%00.0%Unchanged
Independent Financial Group, LLC3,014$205.3K0.01%+3,014New
Petros Family Wealth, LLC3,034$206.6K0.19%+3,034New
GeoWealth Management, LLC3,040$207.0K0.01%+299+10.9%Added
Avidian Wealth Solutions, LLC3,040$207.0K0.01%−253−7.7%Reduced
Fullcircle Wealth LLC2,794$207.4K0.08%+2,794New
Premier Path Wealth Partners, LLC3,064$208.6K0.03%+7+0.2%Added
Exchange Traded Concepts, LLC3,073$209.3K0.00%+1,728+128.5%Added
Kennedy Capital Management, Inc.3,074$209.3K0.00%00.0%Unchanged
Equitable Holdings, Inc.3,078$209.6K0.00%−398−11.4%Reduced
Compass Financial Group, INC3,079$209.7K0.03%00.0%Unchanged
Alta Advisers Ltd3,083$210.0K0.07%00.0%Unchanged
Cyndeo Wealth Partners, LLC3,093$210.6K0.01%−204−6.2%Reduced
Portside Wealth Group, LLC3,118$212.3K0.03%+271+9.5%Added
Ariadne Wealth Management, LP2,914$212.5K0.10%−577−16.5%Reduced
USAdvisors Wealth Management, LLC3,134$213.0K0.08%+20+0.6%Added
Aviance Capital Partners, LLC3,163$215.4K0.03%00.0%Unchanged
Leverty Financial Group, LLC3,166$215.6K0.06%00.0%Unchanged
Alpine Bank Wealth Management3,187$217.0K0.03%+2,443+328.4%Added
Patton Fund Management, Inc.3,192$217.4K0.05%+3,192New
Ullmann Financial Group, Inc.3,213$218.8K0.03%+32+1.0%Added
Zacks Investment Management3,216$219.0K0.00%−3,319−50.8%Reduced