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 |
|---|---|---|---|---|---|
| Endeavor Private Wealth, Inc. | 4,283 | $291.6K | 0.14% | +4,283 | New |
| GTS Securities LLC | 4,301 | $292.9K | 0.01% | −14,496−77.1% | Reduced |
| Old National Bancorp | 4,306 | $293.2K | 0.01% | +4,306 | New |
| Horizon Investment Services, LLC | 4,323 | $294.4K | 0.13% | −262−5.7% | Reduced |
| Conning Inc. | 4,324 | $294.5K | 0.01% | −76−1.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,338 | $295.4K | 0.04% | −68−1.5% | Reduced |
| Voleon Capital Management LP | 4,437 | $302.2K | 0.02% | +4,437 | New |
| Trueblood Wealth Management, LLC | 4,465 | $304.1K | 0.13% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,483 | $305.3K | 0.04% | −241−5.1% | Reduced |
| South State Corp. | 4,483 | $305.3K | 0.01% | −106−2.3% | Reduced |
| Principle Wealth Partners LLC | 4,487 | $305.6K | 0.02% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 4,507 | $306.9K | 0.11% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,520 | $307.8K | 0.08% | +4,520 | New |
| Poinciana Advisors Group, LLC | 4,524 | $308.1K | 0.28% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,530 | $308.5K | 0.05% | −788−14.8% | Reduced |
| Advisory Alpha, LLC | 4,545 | $309.6K | 0.01% | +31+0.7% | Added |
| Financial Advisors Network, Inc. | 4,552 | $310.0K | 0.05% | +446+10.9% | Added |
| Prossimo Advisors, LLC | 4,546 | $310.0K | 0.25% | +1,693+59.3% | Added |
| Rosenberg Matthew Hamilton | 4,557 | $310.3K | 0.07% | +1,971+76.2% | Added |
| Leonteq Securities AG | 4,570 | $311.1K | 0.02% | −450−9.0% | Reduced |
| First Commonwealth Financial Corp | 4,574 | $311.5K | 0.07% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 4,609 | $313.9K | 0.03% | +98+2.2% | Added |
| Buska Wealth Management, LLC | 4,641 | $316.0K | 0.09% | +562+13.8% | Added |
| Graypoint LLC | 4,642 | $316.1K | 0.02% | +375+8.8% | Added |
| Financial Gravity Companies, Inc. | 4,652 | $316.8K | 0.06% | +4,652 | New |
| Alley Investment Management Company, LLC | 4,690 | $319.4K | 0.04% | −407−8.0% | Reduced |
| MorganRosel Wealth Management, LLC | 4,700 | $320.1K | 0.09% | +4,700 | New |
| Prime Capital Investment Advisors, LLC | 4,718 | $321.3K | 0.00% | −2,026−30.0% | Reduced |
| Concord Wealth Partners | 4,745 | $323.1K | 0.05% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 4,745 | $323.1K | 0.05% | +1,544+48.2% | Added |
| Aprio Wealth Management, LLC | 4,745 | $323.2K | 0.04% | +4,745 | New |
| RIA Advisory Group LLC | 4,769 | $324.8K | 0.10% | +4,769 | New |
| RMB Capital Management, LLC | 4,771 | $327.6K | 0.01% | +4,771 | New |
| Warwick Investment Management, Inc. | 4,830 | $328.9K | 0.06% | +4,830 | New |
| TownSquare Capital, LLC | 4,863 | $331.2K | 0.03% | −32,713−87.1% | Reduced |
| Farmers & Merchants Investments Inc | 4,876 | $332.1K | 0.01% | −99−2.0% | Reduced |
| Aventura Private Wealth, LLC | 4,878 | $332.2K | 0.14% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,916 | $334.8K | 0.01% | −17−0.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,955 | $337.5K | 0.01% | +941+23.4% | Added |
| Ritholtz Wealth Management | 4,958 | $337.7K | 0.01% | +120+2.5% | Added |
| Private Trust Co NA | 4,969 | $338.4K | 0.03% | −453−8.4% | Reduced |
| Welch Group, LLC | 4,989 | $339.8K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,050 | $343.9K | 0.03% | −1,021−16.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,083 | $346.2K | 0.02% | +347+7.3% | Added |
| Alpha Cubed Investments, LLC | 5,092 | $346.8K | 0.01% | +1,197+30.7% | Added |
| Nautilus Advisors LLC | 5,146 | $350.4K | 0.26% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 5,171 | $352.1K | 0.01% | −838−13.9% | Reduced |
| Vantage Financial Partners, LLC | 5,188 | $353.3K | 0.08% | 00.0% | Unchanged |
| Heritage Trust Co | 5,191 | $353.5K | 0.04% | −1,006−16.2% | Reduced |
| Castle Rock Wealth Management, LLC | 4,930 | $353.6K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,204 | $354.4K | 0.01% | +508+10.8% | Added |
| PrairieView Partners, LLC | 5,278 | $359.0K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 5,296 | $360.7K | 0.02% | +2,188+70.4% | Added |
| Ingalls & Snyder LLC | 5,301 | $361.0K | 0.01% | −10−0.2% | Reduced |
| Tyche Wealth Partners LLC | 5,334 | $363.2K | 0.07% | −34−0.6% | Reduced |
| Lakeridge Wealth Management LLC | 5,340 | $363.6K | 0.17% | −234−4.2% | Reduced |
| TCG Advisory Services, LLC | 5,343 | $363.9K | 0.01% | +436+8.9% | Added |
| Pinnacle Financial Partners Inc | 5,363 | $365.2K | 0.01% | +1,585+42.0% | Added |
| Moody National Bank Trust Division | 5,388 | $366.9K | 0.03% | +184+3.5% | Added |
| Charter Trust Co | 5,389 | $367.0K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,394 | $367.4K | 0.04% | 00.0% | Unchanged |
| James Hambro & Partners | 5,400 | $367.7K | 0.01% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 5,420 | $369.1K | 0.18% | −294−5.1% | Reduced |
| Smith Anglin Financial, LLC | 5,421 | $369.2K | 0.03% | +44+0.8% | Added |
| First County Bank | 5,421 | $369.2K | 0.20% | −2,226−29.1% | Reduced |
| Capital Performance Advisors LLP | 5,467 | $372.3K | 0.07% | −306−5.3% | Reduced |
| National Asset Management, Inc. | 5,485 | $373.5K | 0.02% | −4,113−42.9% | Reduced |
| Intrua Financial, LLC | 5,489 | $373.8K | 0.05% | +301+5.8% | Added |
| Bayesian Capital Management, LP | 5,500 | $374.6K | 0.06% | +5,500 | New |
| Everpar Advisors LLC | 5,506 | $375.0K | 0.17% | +88+1.6% | Added |
| Waycross Partners, LLC | 5,550 | $378.0K | 0.04% | +5,550 | New |
| Foundations Investment Advisors, LLC | 5,562 | $378.8K | 0.01% | +1,596+40.2% | Added |
| Spire Wealth Management | 5,586 | $380.4K | 0.01% | −1,554−21.8% | Reduced |
| SC&H Financial Advisors, Inc. | 5,592 | $380.8K | 0.07% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,666 | $386.0K | 0.07% | −134−2.3% | Reduced |
| Two Sigma Securities, LLC | 5,683 | $387.0K | 0.05% | +5,683 | New |
| Cullen/Frost Bankers, Inc. | 5,688 | $387.3K | 0.00% | −75−1.3% | Reduced |
| Atlantic Union Bankshares Corp | 5,710 | $388.9K | 0.01% | +5,710 | New |
| SkyView Investment Advisors, LLC | 5,741 | $389.0K | 0.06% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 5,719 | $389.4K | 0.15% | −219−3.7% | Reduced |
| Hilltop Holdings Inc. | 5,726 | $389.9K | 0.02% | +87+1.5% | Added |
| Stratos Wealth Partners, LTD. | 5,741 | $391.0K | 0.01% | −356−5.8% | Reduced |
| Keudell/Morrison Wealth Management | 5,748 | $391.4K | 0.09% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,756 | $392.0K | 0.00% | +2,555+79.8% | Added |
| HBK Sorce Advisory LLC | 5,778 | $393.5K | 0.01% | +40+0.7% | Added |
| Lantz Financial LLC | 5,780 | $393.6K | 0.10% | +77+1.4% | Added |
| Hills Bank & Trust Co | 5,796 | $394.7K | 0.02% | 00.0% | Unchanged |
| Net Worth Advisory Group | 5,868 | $399.6K | 0.09% | +1,104+23.2% | Added |
| Quaero Capital S.A. | 5,876 | $400.2K | 0.50% | +5,876 | New |
| Venture Visionary Partners LLC | 5,881 | $400.5K | 0.02% | +2,158+58.0% | Added |
| Sheets Smith Wealth Management | 5,883 | $400.6K | 0.05% | −183−3.0% | Reduced |
| Personal Cfo Solutions, LLC | 5,920 | $403.2K | 0.07% | −83−1.4% | Reduced |
| Goelzer Investment Management, Inc. | 6,050 | $412.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 6,007 | $412.7K | 0.09% | −22−0.4% | Reduced |
| V-Square Quantitative Management LLC | 6,063 | $412.9K | 0.06% | +498+8.9% | Added |
| Segment Wealth Management, LLC | 6,066 | $413.1K | 0.03% | +1,759+40.8% | Added |
| Affiance Financial, LLC | 6,067 | $413.2K | 0.08% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 6,073 | $413.6K | 0.03% | −9−0.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,122 | $416.9K | 0.03% | +1,767+40.6% | Added |
| Smartleaf Asset Management LLC | 6,247 | $423.5K | 0.04% | −736−10.5% | Reduced |