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 |
|---|---|---|---|---|---|
| M&G Plc | 8,970 | $610.0K | 0.00% | −10,434−53.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 9,000 | $612.9K | 0.07% | +9,000 | New |
| Everence Capital Management Inc | 9,014 | $614.0K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9,045 | $615.9K | 0.01% | −2,095−18.8% | Reduced |
| Townsend & Associates, Inc | 8,486 | $616.6K | 0.06% | +2,338+38.0% | Added |
| FineMark National Bank & Trust | 9,113 | $620.6K | 0.02% | −67−0.7% | Reduced |
| Lifelong Wealth Advisors, Inc. | 9,116 | $620.8K | 0.21% | +7+0.1% | Added |
| Sym Financial Corp | 9,136 | $622.2K | 0.07% | −92−1.0% | Reduced |
| Norden Group LLC | 9,199 | $626.5K | 0.07% | +1,036+12.7% | Added |
| D. E. Shaw & Co., Inc. | 9,200 | $626.5K | 0.00% | −4,500−32.8% | Reduced |
| Garda Capital Partners LP | 9,208 | $627.1K | 0.18% | +9,208 | New |
| Venturi Wealth Management, LLC | 9,282 | $632.1K | 0.03% | −458−4.7% | Reduced |
| Code Waechter LLC | 9,304 | $633.6K | 0.45% | +3,067+49.2% | Added |
| Chicago Partners Investment Group LLC | 8,913 | $646.2K | 0.02% | −341−3.7% | Reduced |
| Two Sigma Advisers, LP | 9,500 | $647.0K | 0.00% | −453,400−97.9% | Reduced |
| Aviva PLC | 9,518 | $648.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 9,900 | $674.2K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 9,939 | $676.9K | 0.03% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 9,985 | $680.0K | 0.01% | +9,985 | New |
| Cypress Capital Group | 10,060 | $685.1K | 0.09% | −100−1.0% | Reduced |
| IHT Wealth Management, LLC | 10,094 | $687.4K | 0.02% | +1,976+24.3% | Added |
| Brown Advisory Inc | 10,193 | $694.1K | 0.00% | +469+4.8% | Added |
| Trust Point Inc. | 10,242 | $697.5K | 0.07% | +331+3.3% | Added |
| Prosperity Consulting Group, LLC | 10,251 | $698.1K | 0.05% | +8+0.1% | Added |
| CIBC Private Wealth Group, LLC | 10,257 | $698.5K | 0.00% | −380−3.6% | Reduced |
| IMC-Chicago, LLC | 10,355 | $705.2K | 0.02% | +10,355 | New |
| Hodges Capital Management Inc. | 10,397 | $708.0K | 0.07% | −2,591−19.9% | Reduced |
| David Loasby | 9,641 | $708.3K | 0.06% | +1,501+18.4% | Added |
| Mosaic Family Wealth Partners, LLC | 10,479 | $713.6K | 0.09% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 10,522 | $716.5K | 0.02% | +10,522 | New |
| Kestra Private Wealth Services, LLC | 10,551 | $718.5K | 0.01% | +935+9.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,552 | $718.6K | 0.00% | +10,552 | New |
| Banque Cantonale Vaudoise | 10,597 | $722.0K | 0.03% | +587+5.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,610 | $722.6K | 0.26% | +127+1.2% | Added |
| Bard Financial Services, Inc. | 10,625 | $723.6K | 0.09% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,804 | $736.2K | 0.01% | −1,639−13.2% | Reduced |
| Heritage Wealth Management, Inc. | 10,854 | $739.2K | 0.24% | −276−2.5% | Reduced |
| Independent Advisor Alliance | 10,863 | $739.8K | 0.02% | +241+2.3% | Added |
| SFE Investment Counsel | 10,870 | $740.2K | 0.13% | +10,870 | New |
| Finer Wealth Management, Inc. | 10,942 | $745.1K | 0.40% | 00.0% | Unchanged |
| Dearborn Partners LLC | 11,025 | $750.8K | 0.04% | +103+0.9% | Added |
| Advisors Management Group Inc | 11,087 | $755.0K | 0.14% | +22+0.2% | Added |
| Intrust Bank NA | 11,218 | $763.9K | 0.07% | +674+6.4% | Added |
| Invesco, LLC | 11,326 | $771.3K | 0.29% | −231−2.0% | Reduced |
| Emerald Advisors, LLC | 11,366 | $774.0K | 0.10% | 00.0% | Unchanged |
| Fundamentun, LLC | 11,369 | $774.2K | 0.04% | +543+5.0% | Added |
| EverSource Wealth Advisors, LLC | 11,475 | $781.4K | 0.04% | +1,363+13.5% | Added |
| Chronos Wealth Management, LLC | 11,491 | $782.5K | 0.41% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11,531 | $785.3K | 0.04% | +712+6.6% | Added |
| Koshinski Asset Management, Inc. | 11,750 | $800.2K | 0.06% | −26−0.2% | Reduced |
| Walleye Trading LLC | 11,779 | $802.1K | 0.02% | +11,779 | New |
| Summit Global Investments | 11,823 | $805.0K | 0.05% | +8+0.1% | Added |
| 17 Capital Partners, LLC | 11,923 | $812.0K | 0.47% | +2,171+22.3% | Added |
| Kestra Investment Management, LLC | 11,678 | $812.2K | 0.01% | +5,403+86.1% | Added |
| Greenleaf Trust | 12,066 | $821.7K | 0.01% | −3,067−20.3% | Reduced |
| Argent Trust Co | 12,088 | $823.2K | 0.03% | +1,359+12.7% | Added |
| Concurrent Investment Advisors, LLC | 12,536 | $853.7K | 0.02% | −235−1.8% | Reduced |
| Tiaa Trust, National Association | 12,557 | $854.9K | 0.00% | −1,067−7.8% | Reduced |
| Resources Investment Advisors, LLC. | 12,571 | $856.1K | 0.01% | −499−3.8% | Reduced |
| Sigma Planning Corp | 12,708 | $865.4K | 0.03% | −514−3.9% | Reduced |
| ING Groep NV | 12,722 | $866.4K | 0.01% | −81,791−86.5% | Reduced |
| MUFG Securities Americas Inc. | 12,782 | $870.5K | 0.07% | +2,617+25.7% | Added |
| Great Valley Advisor Group, Inc. | 12,799 | $871.2K | 0.02% | −6,465−33.6% | Reduced |
| SCP Investment, LP | 12,800 | $871.7K | 0.70% | +4,000+45.5% | Added |
| Midwest Professional Planners, LTD. | 12,822 | $873.2K | 0.23% | +1,858+16.9% | Added |
| Bell Bank | 12,844 | $874.7K | 0.04% | +1,773+16.0% | Added |
| HighMark Wealth Management LLC | 12,865 | $876.1K | 0.43% | +5,462+73.8% | Added |
| Savvy Advisors, Inc. | 12,982 | $884.1K | 0.06% | +12,982 | New |
| Advisory Services Network, LLC | 12,120 | $890.1K | 0.01% | +345+2.9% | Added |
| Savant Capital, LLC | 13,118 | $893.4K | 0.01% | +1,870+16.6% | Added |
| China Universal Asset Management Co., Ltd. | 13,095 | $898.8K | 0.08% | −1,096−7.7% | Reduced |
| KLCM Advisors, Inc. | 13,200 | $898.9K | 0.10% | 00.0% | Unchanged |
| Andra AP-fonden | 13,496 | $919.1K | 0.01% | −4,057−23.1% | Reduced |
| Aspen Wealth Strategies, LLC | 13,499 | $919.3K | 0.55% | +280+2.1% | Added |
| Tectonic Advisors LLC | 13,523 | $920.9K | 0.05% | −1,318−8.9% | Reduced |
| Great Waters Wealth Management | 13,528 | $921.2K | 0.12% | −520−3.7% | Reduced |
| STRS Ohio | 13,795 | $939.4K | 0.00% | +13,795 | New |
| Bailard, Inc. | 13,805 | $940.1K | 0.02% | −453−3.2% | Reduced |
| Williamson Legacy Group, LLC | 13,807 | $940.3K | 0.79% | +13,807 | New |
| Western Wealth Management, LLC | 13,845 | $942.8K | 0.06% | −326−2.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,950 | $950.0K | 0.05% | +67+0.5% | Added |
| Tradewinds Capital Management, LLC | 13,987 | $952.5K | 0.24% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 14,079 | $958.8K | 0.26% | −214−1.5% | Reduced |
| Mission Wealth Management, LP | 14,143 | $963.1K | 0.02% | +249+1.8% | Added |
| J.W. Cole Advisors, Inc. | 14,220 | $968.4K | 0.02% | +1,432+11.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,354 | $977.5K | 0.05% | −7,009−32.8% | Reduced |
| WealthTrust Axiom LLC | 14,501 | $987.5K | 0.29% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 14,804 | $1.01M | 0.00% | +2,987+25.3% | Added |
| CSS LLC | 14,843 | $1.01M | 0.06% | +5,200+53.9% | Added |
| BKD Wealth Advisors, LLC | 14,962 | $1.02M | 0.02% | +219+1.5% | Added |
| E Fund Management Co., Ltd. | 14,975 | $1.02M | 0.05% | −1,354−8.3% | Reduced |
| CWA Asset Management Group, LLC | 15,121 | $1.03M | 0.04% | +2,545+20.2% | Added |
| Snowden Capital Advisors LLC | 15,133 | $1.04M | 0.03% | −152−1.0% | Reduced |
| Empowered Funds, LLC | 15,265 | $1.04M | 0.01% | +1,455+10.5% | Added |
| Enhancing Capital LLC | 15,500 | $1.06M | 0.80% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 15,507 | $1.06M | 0.50% | −655−4.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,631 | $1.06M | 0.07% | −1,084−6.5% | Reduced |
| United Capital Financial Advisers, LLC | 15,939 | $1.09M | 0.01% | −352−2.2% | Reduced |
| Apollon Wealth Management, LLC | 16,048 | $1.09M | 0.02% | −12,847−44.5% | Reduced |
| HB Wealth Management, LLC | 16,059 | $1.09M | 0.01% | −1,785−10.0% | Reduced |