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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 30,342 | $2.07M | 0.00% | −1,727−5.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 30,666 | $2.09M | 0.15% | +13,830+82.1% | Added |
| Walleye Capital LLC | 31,383 | $2.14M | 0.02% | +31,383 | New |
| Shell Asset Management Co | 31,967 | $2.18M | 0.08% | +5,872+22.5% | Added |
| Royal London Asset Management Ltd | 32,174 | $2.19M | 0.00% | +2,451+8.2% | Added |
| Machina Capital S.A.S. | 32,511 | $2.21M | 0.46% | +32,511 | New |
| XTX Topco Ltd | 32,638 | $2.22M | 0.09% | +29,409+910.8% | Added |
| Crossmark Global Holdings, Inc. | 33,312 | $2.27M | 0.04% | −1,059−3.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 33,373 | $2.27M | 0.06% | +11,065+49.6% | Added |
| AMG National Trust Bank | 33,466 | $2.28M | 0.06% | 00.0% | Unchanged |
| Agf Management Ltd | 33,719 | $2.30M | 0.01% | −52,710−61.0% | Reduced |
| Fulton Bank, N.A. | 34,127 | $2.32M | 0.09% | −1,050−3.0% | Reduced |
| First National Advisers, LLC | 34,340 | $2.34M | 0.34% | +410+1.2% | Added |
| Hartford Investment Management Co | 34,772 | $2.37M | 0.08% | −361−1.0% | Reduced |
| Jarislowsky, Fraser Ltd | 35,000 | $2.38M | 0.01% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 35,229 | $2.40M | 0.17% | +473+1.4% | Added |
| Edgemoor Investment Advisors, Inc. | 35,708 | $2.43M | 0.21% | −800−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 35,803 | $2.44M | 0.02% | +9,355+35.4% | Added |
| Berger Financial Group, Inc | 36,447 | $2.48M | 0.16% | −283−0.8% | Reduced |
| Kentucky Retirement Systems | 36,830 | $2.51M | 0.07% | −2,414−6.2% | Reduced |
| Natixis | 37,112 | $2.53M | 0.01% | +17,800+92.2% | Added |
| Integrated Wealth Concepts LLC | 37,470 | $2.55M | 0.03% | −3,329−8.2% | Reduced |
| ExodusPoint Capital Management, LP | 37,651 | $2.56M | 0.03% | −1,980,927−98.1% | Reduced |
| Tema ETFs LLC | 37,813 | $2.58M | 0.68% | +9,736+34.7% | Added |
| Blair William & Co | 38,183 | $2.60M | 0.01% | +151+0.4% | Added |
| Navellier & Associates Inc | 38,218 | $2.60M | 0.32% | −365−0.9% | Reduced |
| Strong Tower Advisory Services | 39,358 | $2.68M | 0.53% | +3,457+9.6% | Added |
| Dark Forest Capital Management LP | 39,418 | $2.68M | 0.11% | +39,418 | New |
| Siemens Fonds Invest GmbH | 39,712 | $2.70M | 0.16% | +81+0.2% | Added |
| Sterling Capital Management LLC | 39,745 | $2.71M | 0.04% | +7,074+21.7% | Added |
| Mizuho Securities USA LLC | 39,868 | $2.72M | 0.06% | +39,868 | New |
| Thrivent Financial for Lutherans | 40,043 | $2.72M | 0.01% | −2,158−5.1% | Reduced |
| Aptus Capital Advisors, LLC | 40,810 | $2.78M | 0.03% | +611+1.5% | Added |
| QRG Capital Management, Inc. | 41,782 | $2.85M | 0.02% | +2,736+7.0% | Added |
| Norinchukin Bank, The | 42,275 | $2.88M | 0.04% | +1,667+4.1% | Added |
| Geneos Wealth Management Inc. | 42,470 | $2.89M | 0.07% | +18,326+75.9% | Added |
| Fifth Third Bancorp | 43,164 | $2.94M | 0.01% | +416+1.0% | Added |
| Jane Street Group, LLC | 44,005 | $3.00M | 0.00% | +44,005 | New |
| Simon Quick Advisors, LLC | 44,052 | $3.00M | 0.15% | +36,556+487.7% | Added |
| Teachers Retirement System of the State of Kentucky | 45,012 | $3.07M | 0.02% | +668+1.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 46,344 | $3.16M | 0.01% | +748+1.6% | Added |
| Swiss Life Asset Management Ltd | 46,504 | $3.17M | 0.02% | +1,994+4.5% | Added |
| Intech Investment Management LLC | 46,897 | $3.19M | 0.03% | −15,888−25.3% | Reduced |
| Avantax Advisory Services, Inc. | 47,196 | $3.21M | 0.02% | +5,071+12.0% | Added |
| Stiles Financial Services Inc | 47,450 | $3.23M | 1.12% | −4,815−9.2% | Reduced |
| NBC Securities, Inc. | 47,671 | $3.25M | 0.26% | +1,235+2.7% | Added |
| KBC Group NV | 47,909 | $3.26M | 0.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 49,686 | $3.38M | 0.00% | −3,407−6.4% | Reduced |
| Oregon Public Employees Retirement Fund | 49,768 | $3.39M | 0.06% | +400+0.8% | Added |
| Investment Management Corp of Ontario | 50,278 | $3.42M | 0.05% | −31,321−38.4% | Reduced |
| Prudential PLC | 50,679 | $3.45M | 0.02% | +13,351+35.8% | Added |
| UniSuper Management Pty Ltd | 51,082 | $3.48M | 0.02% | +319+0.6% | Added |
| Metis Global Partners, LLC | 51,568 | $3.51M | 0.09% | +3,758+7.9% | Added |
| Meyer Handelman Co | 51,881 | $3.53M | 0.12% | −125−0.2% | Reduced |
| Sanctuary Advisors, LLC | 53,008 | $3.61M | 0.02% | −259−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 53,399 | $3.64M | 0.11% | +56+0.1% | Added |
| Kestra Advisory Services, LLC | 53,547 | $3.65M | 0.02% | +5,848+12.3% | Added |
| TD Private Client Wealth LLC | 53,571 | $3.65M | 0.09% | +235+0.4% | Added |
| Public Employees Retirement Association of Colorado | 55,789 | $3.80M | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 57,189 | $3.89M | 0.02% | +4,725+9.0% | Added |
| Oliver Luxxe Assets LLC | 57,253 | $3.90M | 0.70% | −41,468−42.0% | Reduced |
| Morton Community Bank | 57,287 | $3.90M | 0.97% | +1,970+3.6% | Added |
| Boothbay Fund Management, LLC | 57,612 | $3.92M | 0.12% | +17,334+43.0% | Added |
| Bogart Wealth, LLC | 58,200 | $3.96M | 0.17% | −11,854−16.9% | Reduced |
| Bridge Creek Capital Management LLC | 58,233 | $3.97M | 1.17% | +261+0.5% | Added |
| First Bank & Trust | 60,186 | $4.10M | 0.73% | +2,224+3.8% | Added |
| Glenmede Investment Management, LP | 60,852 | $4.14M | 0.02% | +60,852 | New |
| Nisa Investment Advisors, LLC | 60,509 | $4.16M | 0.02% | −1,007−1.6% | Reduced |
| Colony Group, LLC | 61,711 | $4.20M | 0.01% | −1,151−1.8% | Reduced |
| Berkley W R Corp | 61,800 | $4.21M | 0.26% | +61,800 | New |
| Woodline Partners LP | 62,387 | $4.25M | 0.02% | +13,872+28.6% | Added |
| TriaGen Wealth Management LLC | 62,479 | $4.25M | 1.29% | +62,479 | New |
| iA Global Asset Management Inc. | 63,892 | $4.35M | 0.07% | +647+1.0% | Added |
| Jefferies Financial Group Inc. | 64,003 | $4.36M | 0.07% | −76,285−54.4% | Reduced |
| Vestcor Inc | 64,205 | $4.37M | 0.13% | −2,699−4.0% | Reduced |
| Larson Financial Group LLC | 64,281 | $4.38M | 0.18% | +10,168+18.8% | Added |
| State of Alaska, Department of Revenue | 64,670 | $4.40M | 0.05% | −2,605−3.9% | Reduced |
| JustInvest LLC | 65,231 | $4.44M | 0.05% | +14,025+27.4% | Added |
| Mutual of America Capital Management LLC | 66,131 | $4.50M | 0.05% | −638−1.0% | Reduced |
| GWM Advisors LLC | 66,476 | $4.53M | 0.02% | +1,374+2.1% | Added |
| Intact Investment Management Inc. | 67,500 | $4.60M | 0.16% | −14,200−17.4% | Reduced |
| Atria Investments LLC | 67,734 | $4.61M | 0.05% | +4,061+6.4% | Added |
| CWM, LLC | 69,418 | $4.73M | 0.02% | −1,321−1.9% | Reduced |
| American Assets Investment Management, LLC | 70,000 | $4.77M | 0.38% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 70,472 | $4.80M | 0.04% | +70,472 | New |
| Mercer Global Advisors Inc | 71,865 | $4.89M | 0.01% | −3,949−5.2% | Reduced |
| Profund Advisors LLC | 71,899 | $4.90M | 0.18% | +11,966+20.0% | Added |
| Davenport & Co LLC | 72,541 | $4.94M | 0.03% | +2,416+3.4% | Added |
| Louisiana State Employees Retirement System | 72,600 | $4.94M | 0.09% | −300−0.4% | Reduced |
| BTG Pactual Asset Management US LLC | 73,368 | $5.00M | 0.67% | −28,160−27.7% | Reduced |
| M&T Bank Corp | 76,490 | $5.21M | 0.02% | −19,139−20.0% | Reduced |
| First PREMIER Bank | 76,654 | $5.22M | 1.27% | −340−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 78,362 | $5.34M | 0.01% | +18,387+30.7% | Added |
| New York Life Investment Management LLC | 78,653 | $5.36M | 0.05% | +2,051+2.7% | Added |
| Shelton Capital Management | 78,763 | $5.36M | 0.12% | −1,435−1.8% | Reduced |
| Westpac Banking Corp | 79,588 | $5.42M | 0.36% | +17,750+28.7% | Added |
| MML Investors Services, LLC | 79,746 | $5.43M | 0.02% | +4,917+6.6% | Added |
| Bank of Nova Scotia | 80,958 | $5.51M | 0.01% | +14,063+21.0% | Added |
| USS Investment Management Ltd | 83,432 | $5.68M | 0.04% | +12,554+17.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 83,683 | $5.70M | 0.05% | +4,790+6.1% | Added |