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 |
|---|---|---|---|---|---|
| Copley Financial Group, Inc. | 6,238 | $424.8K | 0.32% | −714−10.3% | Reduced |
| Aaron Wealth Advisors | 6,243 | $425.1K | 0.04% | −234−3.6% | Reduced |
| Essex Financial Services, Inc. | 6,261 | $426.4K | 0.03% | +2,458+64.6% | Added |
| Safeguard Investment Advisory Group, LLC | 6,265 | $426.7K | 0.11% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 6,277 | $427.5K | 0.13% | +6,277 | New |
| First Horizon Advisors, Inc. | 6,290 | $428.4K | 0.01% | +292+4.9% | Added |
| Legacy Financial Advisors, Inc. | 6,330 | $431.0K | 0.07% | +206+3.4% | Added |
| Integris Wealth Management, LLC | 6,340 | $431.8K | 0.11% | +17+0.3% | Added |
| Legacy Capital Group California, Inc. | 6,361 | $433.2K | 0.12% | +62+1.0% | Added |
| Alps Advisors Inc | 6,370 | $433.8K | 0.00% | +6,370 | New |
| My Legacy Advisors, LLC | 6,346 | $434.4K | 0.15% | +2,233+54.3% | Added |
| Brookstone Capital Management | 6,389 | $435.1K | 0.01% | +597+10.3% | Added |
| Aster Capital Management (DIFC) Ltd | 6,411 | $436.6K | 0.10% | −32,916−83.7% | Reduced |
| Wetherby Asset Management Inc | 6,436 | $438.3K | 0.02% | +6,436 | New |
| Coastline Trust Co | 6,450 | $439.2K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,453 | $439.5K | 0.03% | +33+0.5% | Added |
| Eastern Bank | 6,524 | $444.3K | 0.01% | +556+9.3% | Added |
| Parallel Advisors, LLC | 6,582 | $448.2K | 0.01% | +2,517+61.9% | Added |
| Global Retirement Partners, LLC | 6,583 | $448.3K | 0.01% | +6,583 | New |
| Brown Financial Advisors | 6,622 | $451.0K | 0.18% | −139−2.1% | Reduced |
| Nomura Holdings Inc | 6,623 | $451.0K | 0.00% | −4,806−42.1% | Reduced |
| SNS Financial Group, LLC | 6,569 | $451.1K | 0.04% | −39−0.6% | Reduced |
| First Foundation Advisors | 6,659 | $453.5K | 0.02% | −3,352−33.5% | Reduced |
| Perigon Wealth Management, LLC | 6,689 | $455.5K | 0.01% | +555+9.0% | Added |
| Ashton Thomas Securities, LLC | 6,706 | $456.7K | 0.11% | +6,706 | New |
| Gateway Investment Advisers LLC | 6,714 | $457.2K | 0.00% | −141−2.1% | Reduced |
| CX Institutional | 6,761 | $460.0K | 0.02% | −65−1.0% | Reduced |
| Pensionmark Financial Group, LLC | 6,788 | $462.3K | 0.01% | +2,172+47.1% | Added |
| Capital Management Associates, Inc | 6,840 | $465.8K | 0.15% | −6,762−49.7% | Reduced |
| Paradigm Financial Partners, LLC | 6,884 | $468.8K | 0.05% | −24−0.3% | Reduced |
| Danske Bank A/S | 6,899 | $469.8K | 0.00% | +2,100+43.8% | Added |
| NorthCrest Asset Manangement, LLC | 6,892 | $469.9K | 0.01% | +2,236+48.0% | Added |
| Bank of Hawaii | 6,906 | $470.3K | 0.02% | −496−6.7% | Reduced |
| Magnetar Financial LLC | 6,918 | $471.1K | 0.00% | +6,918 | New |
| Synovus Financial Corp | 6,921 | $471.4K | 0.01% | +85+1.2% | Added |
| Corundum Group, Inc. | 6,922 | $471.4K | 0.21% | +502+7.8% | Added |
| Canada Post Corp Registered Pension Plan | 6,952 | $473.4K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7,042 | $479.7K | 0.01% | −928−11.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,055 | $480.0K | 0.00% | −810−10.3% | Reduced |
| VestGen Advisors, LLC | 7,053 | $480.3K | 0.02% | +720+11.4% | Added |
| Aigen Investment Management, LP | 7,067 | $481.3K | 0.07% | +7,067 | New |
| Nicollet Investment Management, Inc. | 7,075 | $482.0K | 0.16% | −1,200−14.5% | Reduced |
| Citizens Financial Group Inc | 7,084 | $482.4K | 0.01% | +2,122+42.8% | Added |
| Signaturefd, LLC | 7,118 | $484.7K | 0.01% | −6−0.1% | Reduced |
| Fosun International Ltd | 7,122 | $485.0K | 0.15% | −3,609−33.6% | Reduced |
| Romano Brothers and Company | 7,124 | $485.1K | 0.06% | +362+5.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,140 | $486.2K | 0.00% | −1,597−18.3% | Reduced |
| Alteri Wealth LLC | 7,156 | $487.3K | 0.19% | +826+13.0% | Added |
| International Assets Investment Management, LLC | 7,209 | $490.9K | 0.04% | +407+6.0% | Added |
| Stephens Inc | 7,214 | $491.3K | 0.01% | −330−4.4% | Reduced |
| Clearstead Advisors, LLC | 7,220 | $491.7K | 0.01% | +2,005+38.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 7,228 | $492.2K | 0.06% | −141−1.9% | Reduced |
| Quadrant Capital Group LLC | 7,233 | $492.6K | 0.02% | +953+15.2% | Added |
| Marks Group Wealth Management, Inc | 7,251 | $493.8K | 0.05% | −1,223−14.4% | Reduced |
| Altshuler Shaham Ltd | 7,291 | $496.5K | 0.02% | +2,184+42.8% | Added |
| IFP Advisors, Inc | 5,310 | $496.6K | 0.01% | −885−14.3% | Reduced |
| KCM Investment Advisors LLC | 7,409 | $504.6K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,447 | $507.1K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 7,489 | $510.0K | 0.07% | −600−7.4% | Reduced |
| Freedom Financial Partners LLC | 7,499 | $510.7K | 0.22% | −50−0.7% | Reduced |
| Fiduciary Alliance LLC | 7,514 | $511.7K | 0.04% | +33+0.4% | Added |
| Cahill Financial Advisors Inc | 7,523 | $512.3K | 0.06% | −332−4.2% | Reduced |
| SageView Advisory Group, LLC | 7,244 | $515.3K | 0.02% | +2,222+44.2% | Added |
| RFG Advisory, LLC | 7,576 | $516.0K | 0.01% | −1,303−14.7% | Reduced |
| SFMG, LLC | 7,675 | $522.7K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7,693 | $523.9K | 0.04% | −81−1.0% | Reduced |
| Kingsview Wealth Management, LLC | 7,717 | $525.5K | 0.01% | +821+11.9% | Added |
| Financial Advocates Investment Management | 7,781 | $529.9K | 0.04% | −2,133−21.5% | Reduced |
| Laraway Financial Inc | 7,845 | $534.3K | 0.41% | +9+0.1% | Added |
| Change Path, LLC | 7,849 | $534.5K | 0.01% | +375+5.0% | Added |
| Meeder Advisory Services, Inc. | 7,857 | $535.1K | 0.03% | +5+0.1% | Added |
| Ballentine Partners, LLC | 7,858 | $535.1K | 0.01% | −213−2.6% | Reduced |
| Summit Financial, LLC | 7,811 | $536.4K | 0.01% | +599+8.3% | Added |
| Cascade Investment Group, Inc. | 7,880 | $536.6K | 0.37% | −100−1.3% | Reduced |
| Mather Group, LLC. | 7,937 | $540.5K | 0.01% | −347−4.2% | Reduced |
| First National Bank & Trust Co of Newtown | 7,951 | $541.5K | 0.11% | −65−0.8% | Reduced |
| Bradley Foster & Sargent Inc | 8,001 | $544.9K | 0.01% | +200+2.6% | Added |
| Amarillo National Bank | 8,097 | $551.4K | 0.10% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 8,100 | $551.6K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 8,137 | $554.1K | 0.02% | +198+2.5% | Added |
| Legacy Wealth Asset Management, LLC | 8,202 | $558.6K | 0.14% | −67−0.8% | Reduced |
| Oarsman Capital, Inc. | 8,222 | $559.9K | 0.09% | −50−0.6% | Reduced |
| Central Trust Co | 8,315 | $566.3K | 0.01% | +142+1.7% | Added |
| Level Four Advisory Services, LLC | 8,351 | $568.8K | 0.02% | +2,353+39.2% | Added |
| Wedmont Private Capital | 8,485 | $575.6K | 0.02% | +349+4.3% | Added |
| Tower Research Capital LLC (TRC) | 8,488 | $578.0K | 0.02% | −28,359−77.0% | Reduced |
| Old Port Advisors | 8,505 | $579.2K | 0.16% | −50−0.6% | Reduced |
| Sagespring Wealth Partners, LLC | 8,534 | $581.2K | 0.01% | +3,292+62.8% | Added |
| Glenview Trust Co | 8,546 | $582.0K | 0.01% | +8+0.1% | Added |
| Union Bancaire Privee, UBP SA | 9,838 | $583.7K | 0.01% | −3,266−24.9% | Reduced |
| Arkadios Wealth Advisors | 8,706 | $592.9K | 0.02% | +368+4.4% | Added |
| LVW Advisors, LLC | 8,709 | $593.1K | 0.07% | +15+0.2% | Added |
| STF Management LP | 8,717 | $593.6K | 0.23% | +226+2.7% | Added |
| Csenge Advisory Group | 8,484 | $594.7K | 0.03% | +1,770+26.4% | Added |
| Modern Wealth Management, LLC | 8,733 | $594.7K | 0.01% | +227+2.7% | Added |
| Quest Partners LLC | 8,797 | $599.1K | 0.06% | −470−5.1% | Reduced |
| American State Bank (Iowa) | 8,809 | $599.9K | 0.33% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 8,914 | $603.9K | 0.32% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 8,888 | $605.3K | 0.01% | +363+4.3% | Added |
| Ronald Blue Trust, Inc. | 8,908 | $606.6K | 0.01% | +1,484+20.0% | Added |