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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 3,233 | $220.2K | 0.00% | +3,233 | New |
| Occidental Asset Management, LLC | 3,235 | $220.3K | 0.03% | +5+0.2% | Added |
| Integrated Advisors Network LLC | 3,233 | $220.3K | 0.01% | −38,305−92.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,261 | $222.1K | 0.03% | +3,261 | New |
| Patriot Investment Management Inc. | 3,267 | $222.5K | 0.02% | +3,267 | New |
| FDx Advisors, Inc. | 3,269 | $223.0K | 0.07% | −122−3.6% | Reduced |
| Smithfield Trust Co | 3,301 | $224.0K | 0.01% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 3,334 | $225.2K | 0.20% | +97+3.0% | Added |
| Mutual Advisors, LLC | 3,114 | $226.3K | 0.01% | +172+5.8% | Added |
| Knollwood Investment Advisory, LLC | 3,323 | $226.3K | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,331 | $226.8K | 0.00% | +3,331 | New |
| JPL Wealth Management, LLC | 3,331 | $226.8K | 0.06% | +8+0.2% | Added |
| Howe & Rusling Inc | 3,337 | $227.3K | 0.02% | +10.0% | Added |
| Boston Trust Walden Corp | 3,347 | $227.9K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,352 | $228.3K | 0.06% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 3,363 | $229.0K | 0.11% | +4+0.1% | Added |
| Victory Financial Group, LLC | 3,366 | $229.2K | 0.04% | +3,366 | New |
| HM Payson & Co | 3,369 | $229.4K | 0.00% | +478+16.5% | Added |
| CoreFirst Bank & Trust | 3,370 | $229.5K | 0.13% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 3,373 | $229.7K | 0.33% | +3,373 | New |
| Centric Wealth Management | 3,150 | $231.0K | 0.06% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,400 | $231.5K | 0.11% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 3,400 | $231.5K | 0.20% | +3,400 | New |
| First National Bank Sioux Falls | 3,404 | $231.8K | 0.09% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 3,410 | $232.2K | 0.03% | +28+0.8% | Added |
| Windsor Capital Management, LLC | 3,419 | $232.8K | 0.07% | +22+0.6% | Added |
| ICONIQ Capital, LLC | 3,427 | $233.4K | 0.00% | +71+2.1% | Added |
| Chesley Taft & Associates LLC | 3,430 | $233.6K | 0.01% | +60+1.8% | Added |
| Twinbeech Capital LP | 3,436 | $234.0K | 0.01% | −10,451−75.3% | Reduced |
| Great Diamond Partners, LLC | 3,442 | $234.4K | 0.05% | +3,442 | New |
| Atomi Financial Group, Inc. | 3,453 | $235.2K | 0.01% | +83+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,455 | $235.3K | 0.01% | +10.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,432 | $235.3K | 0.01% | 00.0% | Unchanged |
| GenTrust, LLC | 3,437 | $236.0K | 0.01% | −150−4.2% | Reduced |
| Gries Financial LLC | 3,498 | $238.2K | 0.04% | −195−5.3% | Reduced |
| Hoese & Co LLP | 3,500 | $238.3K | 0.19% | +3,480+17,400.0% | Added |
| Good Steward Wealth Advisors,LLC | 3,525 | $240.1K | 0.19% | −3,132−47.0% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,542 | $241.2K | 0.05% | +3,542 | New |
| Umb Bank N A | 3,555 | $242.1K | 0.00% | +30+0.9% | Added |
| Catalytic Wealth RIA, LLC | 3,562 | $242.6K | 0.02% | +3,562 | New |
| Accel Wealth Management | 3,570 | $243.1K | 0.08% | +245+7.4% | Added |
| LCM Capital Management Inc | 3,572 | $243.3K | 0.13% | +147+4.3% | Added |
| Fortress Financial Group, LLC | 3,574 | $243.4K | 0.21% | +29+0.8% | Added |
| CFS Investment Advisory Services, LLC | 3,582 | $244.0K | 0.02% | +413+13.0% | Added |
| PFG Advisors | 3,592 | $244.6K | 0.01% | +85+2.4% | Added |
| Lazari Capital Management, Inc. | 3,606 | $245.6K | 0.09% | +7+0.2% | Added |
| Sunpointe, LLC | 3,579 | $245.8K | 0.10% | +16+0.4% | Added |
| Brass Tax Wealth Management, Inc | 3,625 | $246.9K | 0.05% | +28+0.8% | Added |
| Ieq Capital, LLC | 3,626 | $246.9K | 0.00% | −69,777−95.1% | Reduced |
| FIL Ltd | 3,634 | $247.5K | 0.00% | +3,634 | New |
| Nebula Research & Development LLC | 3,648 | $248.4K | 0.02% | +3,648 | New |
| Keebeck Alpha, LP | 3,649 | $248.5K | 0.41% | −529−12.7% | Reduced |
| Scissortail Wealth Management, LLC | 3,657 | $249.0K | 0.06% | +8+0.2% | Added |
| Fidelis Capital Partners, LLC | 3,410 | $250.0K | 0.02% | +45+1.3% | Added |
| True Link Financial Advisors, LLC | 3,676 | $250.3K | 0.02% | −150−3.9% | Reduced |
| Moneta Group Investment Advisors LLC | 3,697 | $251.7K | 0.00% | +61+1.7% | Added |
| MBB Public Markets I LLC | 3,699 | $251.9K | 0.03% | −830−18.3% | Reduced |
| Clarius Group, LLC | 3,701 | $252.0K | 0.01% | +10.0% | Added |
| Kure Advisory, LLC | 3,713 | $252.8K | 0.17% | −430−10.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,738 | $254.6K | 0.00% | −328−8.1% | Reduced |
| Austin Private Wealth, LLC | 3,780 | $257.4K | 0.02% | −100−2.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,798 | $258.6K | 0.09% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 3,800 | $258.8K | 0.21% | +3,800 | New |
| Financially Speaking Inc | 3,802 | $258.9K | 0.17% | +392+11.5% | Added |
| Planning Center, Inc. | 3,805 | $259.1K | 0.03% | 00.0% | Unchanged |
| DORVAL Corp | 3,842 | $261.6K | 0.09% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3,845 | $261.9K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,583 | $262.4K | 0.00% | −273−7.1% | Reduced |
| Wrapmanager Inc | 3,881 | $264.3K | 0.06% | −115−2.9% | Reduced |
| Drucker Wealth 3.0, LLC | 3,907 | $265.0K | 0.05% | +3,907 | New |
| Peak Asset Management, LLC | 3,896 | $265.3K | 0.05% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,898 | $265.4K | 0.01% | +8+0.2% | Added |
| Alerus Financial NA | 3,901 | $265.7K | 0.02% | −60−1.5% | Reduced |
| Kozak & Associates, Inc. | 3,918 | $265.8K | 0.05% | +29+0.7% | Added |
| Heritage Wealth Architects, Inc. | 3,903 | $265.8K | 0.20% | +387+11.0% | Added |
| OneAscent Financial Services LLC | 3,873 | $266.0K | 0.02% | +44+1.1% | Added |
| Paragon Capital Management LLC | 3,931 | $267.7K | 0.14% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,991 | $271.8K | 0.02% | −375−8.6% | Reduced |
| Triumph Capital Management | 4,002 | $272.5K | 0.08% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,009 | $273.0K | 0.01% | −338−7.8% | Reduced |
| Wealthspire Advisors, LLC | 4,020 | $273.8K | 0.00% | +548+15.8% | Added |
| Ballast Advisors LLC | 4,052 | $275.9K | 0.08% | +765+23.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 4,070 | $277.2K | 0.05% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 4,087 | $278.3K | 0.01% | −897−18.0% | Reduced |
| Group One Trading, L.P. | 4,089 | $278.5K | 0.01% | +1,369+50.3% | Added |
| Stanley-Laman Group, Ltd. | 4,124 | $280.8K | 0.04% | +582+16.4% | Added |
| Patrick M Sweeney & Associates, Inc | 4,120 | $280.9K | 0.19% | +150+3.8% | Added |
| TCI Wealth Advisors, Inc. | 4,133 | $281.5K | 0.02% | −47−1.1% | Reduced |
| Montag A & Associates Inc | 4,099 | $281.5K | 0.01% | +77+1.9% | Added |
| Johnson Investment Counsel Inc | 4,139 | $281.9K | 0.00% | +21+0.5% | Added |
| Wesbanco Bank Inc | 4,143 | $282.1K | 0.01% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 4,161 | $283.4K | 0.27% | +8+0.2% | Added |
| First Business Financial Services, Inc. | 4,162 | $283.4K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,180 | $284.7K | 0.01% | +21+0.5% | Added |
| Atria Wealth Solutions, Inc. | 4,171 | $284.9K | 0.01% | −5,770−58.0% | Reduced |
| Prelude Capital Management, LLC | 4,189 | $285.3K | 0.03% | −776−15.6% | Reduced |
| Syon Capital LLC | 4,201 | $286.1K | 0.02% | +4,201 | New |
| Evergreen Capital Management LLC | 4,208 | $289.0K | 0.01% | −595−12.4% | Reduced |
| RDA Financial Network | 4,251 | $289.5K | 0.08% | −498−10.5% | Reduced |
| Atlantic Family Wealth, LLC | 4,257 | $289.9K | 0.25% | −14−0.3% | Reduced |