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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 16,074 | $1.09M | 0.00% | +144+0.9% | Added |
| Two Sigma Investments, LP | 16,100 | $1.10M | 0.00% | −454,599−96.6% | Reduced |
| Ci Investments Inc. | 16,202 | $1.10M | 0.00% | +2,808+21.0% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.11M | 0.13% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 16,244 | $1.11M | 0.17% | −430−2.6% | Reduced |
| Coldstream Capital Management Inc | 16,462 | $1.12M | 0.02% | +707+4.5% | Added |
| GAMMA Investing LLC | 16,778 | $1.14M | 0.07% | +287+1.7% | Added |
| Spirit of America Management Corp | 16,900 | $1.15M | 0.24% | +3,600+27.1% | Added |
| Equitable Trust Co | 16,946 | $1.15M | 0.06% | −280−1.6% | Reduced |
| Howard Capital Management Inc. | 16,949 | $1.16M | 0.02% | +2,372+16.3% | Added |
| AdvisorNet Financial, Inc | 17,178 | $1.17M | 0.08% | +455+2.7% | Added |
| Panagora Asset Management Inc | 17,379 | $1.18M | 0.01% | +9,072+109.2% | Added |
| DeDora Capital, Inc. | 17,398 | $1.18M | 0.31% | −3,237−15.7% | Reduced |
| Icon Advisers Inc | 17,400 | $1.18M | 0.27% | −1,200−6.5% | Reduced |
| Concentric Capital Strategies, LP | 17,416 | $1.19M | 0.07% | +11,392+189.1% | Added |
| First Western Trust Bank | 17,419 | $1.19M | 0.05% | +1,400+8.7% | Added |
| Steward Partners Investment Advisory, LLC | 17,541 | $1.19M | 0.01% | −1,687−8.8% | Reduced |
| Vise Technologies, Inc. | 17,795 | $1.21M | 0.05% | +17,795 | New |
| Gallagher Fiduciary Advisors, LLC | 17,922 | $1.22M | 0.05% | +858+5.0% | Added |
| Moloney Securities Asset Management, LLC | 18,380 | $1.25M | 0.15% | −133−0.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,399 | $1.25M | 0.02% | +135+0.7% | Added |
| 111 Capital | 18,805 | $1.28M | 0.22% | +8,253+78.2% | Added |
| NorthRock Partners, LLC | 18,870 | $1.29M | 0.03% | −2,357−11.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 18,973 | $1.29M | 0.05% | +2,495+15.1% | Added |
| Keybank National Association | 19,013 | $1.29M | 0.00% | −125−0.7% | Reduced |
| Callan Family Office, LLC | 19,107 | $1.30M | 0.04% | +15,079+374.4% | Added |
| South Dakota Investment Council | 19,141 | $1.30M | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 19,196 | $1.31M | 0.07% | +140+0.7% | Added |
| Bryn Mawr Trust Co | 19,452 | $1.32M | 0.02% | +1,088+5.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 19,597 | $1.33M | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 19,681 | $1.34M | 0.02% | −466−2.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 19,684 | $1.34M | 0.45% | +3,204+19.4% | Added |
| Omers Administration Corp | 19,878 | $1.35M | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 19,775 | $1.36M | 0.05% | +1,008+5.4% | Added |
| Cookson Peirce & Co Inc | 20,093 | $1.37M | 0.06% | +3,903+24.1% | Added |
| Johnson Financial Group, Inc. | 20,016 | $1.37M | 0.06% | +2,766+16.0% | Added |
| Cornercap Investment Counsel Inc | 20,230 | $1.38M | 0.72% | +20,230 | New |
| Valtinson Bruner Financial Planning LLC | 20,261 | $1.38M | 0.43% | −809−3.8% | Reduced |
| Ethic Inc. | 20,395 | $1.38M | 0.02% | −935−4.4% | Reduced |
| White Pine Capital LLC | 20,305 | $1.38M | 0.44% | −116−0.6% | Reduced |
| OmniStar Financial Group, Inc. | 20,872 | $1.42M | 1.06% | +1,534+7.9% | Added |
| Toroso Investments, LLC | 20,910 | $1.42M | 0.01% | −3,212−13.3% | Reduced |
| HighPoint Advisor Group LLC | 21,085 | $1.44M | 0.08% | −251−1.2% | Reduced |
| Benjamin Edwards Inc | 21,207 | $1.44M | 0.02% | +2,717+14.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 21,239 | $1.45M | 0.06% | −502−2.3% | Reduced |
| Accredited Investors Inc. | 21,276 | $1.45M | 0.09% | +309+1.5% | Added |
| Verdence Capital Advisors LLC | 21,373 | $1.46M | 0.10% | +192+0.9% | Added |
| Engineers Gate Manager LP | 21,399 | $1.46M | 0.02% | +17,305+422.7% | Added |
| Congress Wealth Management LLC | 21,620 | $1.47M | 0.01% | +686+3.3% | Added |
| Beacon Pointe Advisors, LLC | 21,629 | $1.47M | 0.02% | −909−4.0% | Reduced |
| Merit Financial Group, LLC | 21,647 | $1.47M | 0.02% | +996+4.8% | Added |
| Park Avenue Securities LLC | 22,042 | $1.50M | 0.01% | +1,380+6.7% | Added |
| Oppenheimer Asset Management Inc. | 22,062 | $1.50M | 0.02% | +485+2.2% | Added |
| Dakota Wealth Management | 22,080 | $1.50M | 0.03% | +975+4.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,192 | $1.51M | 0.01% | +6,253+39.2% | Added |
| Harbour Investments, Inc. | 22,213 | $1.51M | 0.04% | −496−2.2% | Reduced |
| Oppenheimer & Co Inc | 22,689 | $1.55M | 0.02% | −573−2.5% | Reduced |
| Ascent Group, LLC | 22,753 | $1.55M | 0.06% | +3,427+17.7% | Added |
| Central Bank & Trust Co | 22,851 | $1.56M | 0.25% | −248−1.1% | Reduced |
| Wealth Alliance | 22,953 | $1.56M | 0.17% | −385−1.6% | Reduced |
| Neuberger Berman Group LLC | 23,081 | $1.57M | 0.00% | +1,775+8.3% | Added |
| Vident Advisory, LLC | 23,088 | $1.57M | 0.02% | −13,012−36.0% | Reduced |
| Horizon Investments, LLC | 23,125 | $1.57M | 0.02% | +12,065+109.1% | Added |
| Procyon Private Wealth Partners, LLC | 23,465 | $1.60M | 0.15% | −5,172−18.1% | Reduced |
| Royal Fund Management, LLC | 23,696 | $1.61M | 0.17% | −217−0.9% | Reduced |
| RSM US Wealth Management LLC | 23,551 | $1.62M | 0.02% | +893+3.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,220 | $1.65M | 0.05% | 00.0% | Unchanged |
| AE Wealth Management LLC | 24,336 | $1.66M | 0.01% | +5,528+29.4% | Added |
| Jones Financial Companies LLLP | 24,586 | $1.67M | 0.00% | +4,112+20.1% | Added |
| Principal Securities, Inc. | 24,661 | $1.68M | 0.03% | +7,333+42.3% | Added |
| Quotient Wealth Partners, LLC | 24,900 | $1.70M | 0.05% | −362−1.4% | Reduced |
| Resolution Capital Ltd | 24,973 | $1.70M | 0.03% | +24,973 | New |
| First Dallas Securities Inc. | 25,128 | $1.71M | 0.68% | −846−3.3% | Reduced |
| Huntington National Bank | 25,147 | $1.71M | 0.01% | +284+1.1% | Added |
| Wedbush Securities Inc | 25,447 | $1.73M | 0.06% | −11,342−30.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 25,647 | $1.75M | 0.77% | +831+3.3% | Added |
| Dean Capital Management | 25,913 | $1.76M | 0.73% | −2,016−7.2% | Reduced |
| Raleigh Capital Management Inc. | 25,975 | $1.77M | 0.74% | +879+3.5% | Added |
| Lido Advisors, LLC | 25,873 | $1.78M | 0.01% | −555−2.1% | Reduced |
| Bokf, NA | 26,549 | $1.81M | 0.03% | −1,098−4.0% | Reduced |
| Brinker Capital Investments, LLC | 26,805 | $1.83M | 0.02% | +3,090+13.0% | Added |
| New Mexico Educational Retirement Board | 26,878 | $1.83M | 0.06% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 27,036 | $1.84M | 0.07% | −584−2.1% | Reduced |
| Wexford Capital LP | 27,222 | $1.85M | 0.52% | −10,666−28.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,285 | $1.86M | 0.02% | +5,650+26.1% | Added |
| Tradition Wealth Management, LLC | 27,486 | $1.87M | 0.15% | +165+0.6% | Added |
| Schonfeld Strategic Advisors LLC | 27,512 | $1.87M | 0.01% | −2,394−8.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 27,497 | $1.88M | 0.01% | +2,590+10.4% | Added |
| Summit Trail Advisors, LLC | 27,566 | $1.89M | 0.03% | +1,374+5.2% | Added |
| D.A. Davidson & Co. | 27,869 | $1.90M | 0.01% | +678+2.5% | Added |
| Epiq Partners, LLC | 27,873 | $1.90M | 0.97% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27,900 | $1.90M | 0.04% | +2,910+11.6% | Added |
| Maryland State Retirement & Pension System | 28,052 | $1.91M | 0.04% | +1,182+4.4% | Added |
| Bleakley Financial Group, LLC | 28,052 | $1.91M | 0.05% | +3,099+12.4% | Added |
| Sciencast Management LP | 28,682 | $1.95M | 0.40% | +28,682 | New |
| Gulf International Bank (UK) Ltd | 29,226 | $1.99M | 0.07% | −3,327−10.2% | Reduced |
| Gallo Partners, LP | 29,269 | $1.99M | 1.30% | −20,789−41.5% | Reduced |
| Commerzbank Aktiengesellschaft | 29,721 | $2.02M | 0.05% | +2,634+9.7% | Added |
| Securian Asset Management, Inc | 30,069 | $2.05M | 0.06% | −263−0.9% | Reduced |
| La Banque Postale Asset Management SA | 30,086 | $2.05M | 0.03% | −553−1.8% | Reduced |