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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 1,813 | $123.4K | 0.01% | −3,416−65.3% | Reduced |
| Avalon Trust Co | 1,800 | $122.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,795 | $122.2K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,779 | $121.1K | 0.08% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,729 | $117.0K | 0.06% | +1,729 | New |
| Stephenson National Bank & Trust | 1,713 | $116.7K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,700 | $115.8K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 1,692 | $115.2K | 0.01% | −115,307−98.6% | Reduced |
| Marquette Asset Management, LLC | 1,667 | $113.5K | 0.02% | −384−18.7% | Reduced |
| Bank of New Hampshire | 1,629 | $110.9K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,603 | $109.0K | 0.00% | +46+3.0% | Added |
| AlphaCore Capital LLC | 1,597 | $108.4K | 0.00% | +79+5.2% | Added |
| MTM Investment Management, LLC | 1,584 | $107.9K | 0.04% | +1,584 | New |
| Parkside Financial Bank & Trust | 1,577 | $107.4K | 0.01% | +527+50.2% | Added |
| Riggs Asset Managment Co. Inc. | 1,528 | $104.1K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 1,500 | $102.2K | 0.08% | −300−16.7% | Reduced |
| Hanson & Doremus Investment Management | 1,459 | $99.0K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 1,428 | $97.0K | 0.07% | +1,428 | New |
| Pinnacle Bancorp, Inc. | 1,367 | $93.1K | 0.03% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 1,356 | $92.3K | 0.06% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,330 | $90.6K | 0.03% | +11+0.8% | Added |
| Capital Advisors, Ltd. LLC | 1,301 | $89.0K | 0.01% | +8+0.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,284 | $87.8K | 0.03% | +624+94.5% | Added |
| IAG Wealth Partners, LLC | 1,276 | $86.9K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,267 | $86.3K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 1,265 | $86.1K | 0.00% | −412−24.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,225 | $83.0K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,214 | $82.7K | 0.02% | +10+0.8% | Added |
| Delos Wealth Advisors, LLC | 1,200 | $81.7K | 0.06% | +1,200 | New |
| NBT Bank N A | 1,188 | $80.9K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,160 | $79.7K | 0.05% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,133 | $77.2K | 0.00% | +868+327.5% | Added |
| Quarry LP | 1,114 | $75.9K | 0.02% | −834−42.8% | Reduced |
| Vision Financial Markets LLC | 1,110 | $75.6K | 0.07% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,097 | $74.7K | 0.00% | +3+0.3% | Added |
| Harbor Asset Planning, Inc. | 1,092 | $74.4K | 0.07% | +1,092 | New |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $73.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,054 | $71.8K | 0.00% | −92−8.0% | Reduced |
| Ostrum Asset Management | 1,042 | $71.0K | 0.00% | −30−2.8% | Reduced |
| Heritage Wealth Advisors | 1,040 | $70.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,038 | $70.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,030 | $70.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,030 | $70.1K | 0.00% | +800+347.8% | Added |
| Front Row Advisors LLC | 1,013 | $69.6K | 0.02% | −500−33.0% | Reduced |
| Hager Investment Management Services, LLC | 1,000 | $68.1K | 0.04% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $65.1K | 0.05% | −200−17.3% | Reduced |
| Addison Advisors LLC | 955 | $65.0K | 0.02% | +252+35.8% | Added |
| True Wealth Design, LLC | 952 | $64.8K | 0.02% | −1,085−53.3% | Reduced |
| Centennial Bank | 947 | $64.5K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 936 | $63.7K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 902 | $61.4K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 900 | $61.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 887 | $60.9K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 882 | $60.6K | 0.03% | −13−1.5% | Reduced |
| Caldwell Trust Co | 884 | $60.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 853 | $58.1K | 0.01% | +21+2.5% | Added |
| Cary Street Partner Investment Advisory LLC | 850 | $57.9K | 0.03% | −11−1.3% | Reduced |
| Creative Financial Designs Inc | 843 | $57.4K | 0.00% | +6+0.7% | Added |
| CoreCap Advisors, LLC | 794 | $54.1K | 0.00% | −64−7.5% | Reduced |
| Financial Perspectives, Inc | 767 | $52.2K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 738 | $50.3K | 0.03% | +11+1.5% | Added |
| McIlrath & Eck, LLC | 722 | $49.2K | 0.01% | +6+0.8% | Added |
| Ransom Advisory, Ltd | 702 | $47.8K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 676 | $46.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 671 | $45.7K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 648 | $45.7K | 0.01% | +648 | New |
| West Financial Advisors, LLC | 662 | $45.1K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 661 | $45.0K | 0.02% | +661 | New |
| Lowe Wealth Advisors, LLC | 658 | $44.8K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 652 | $44.4K | 0.00% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 642 | $43.7K | 0.02% | +642 | New |
| Prestige Wealth Management Group LLC | 631 | $43.4K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 639 | $43.0K | 0.01% | +43+7.2% | Added |
| Vestor Capital, LLC | 487 | $41.0K | 0.00% | −1,735−78.1% | Reduced |
| TSFG, LLC | 608 | $41.0K | 0.01% | +1+0.2% | Added |
| Slocum, Gordon & Co LLP | 600 | $40.9K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 584 | $39.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 575 | $39.2K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 571 | $38.9K | 0.00% | +15+2.7% | Added |
| TruNorth Capital Management, LLC | 557 | $37.9K | 0.01% | −906−61.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 523 | $35.9K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 526 | $35.8K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 523 | $35.6K | 0.02% | +4+0.8% | Added |
| Canopy Partners, LLC | 522 | $35.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 518 | $35.3K | 0.01% | +200+62.9% | Added |
| Crews Bank & Trust | 504 | $34.3K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 494 | $33.6K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 484 | $33.0K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 483 | $32.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 468 | $31.9K | 0.02% | −4−0.8% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 468 | $31.8K | 0.02% | −42−8.2% | Reduced |
| Tidemark, LLC | 465 | $31.7K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 455 | $31.0K | 0.00% | −101−18.2% | Reduced |
| Adirondack Trust Co | 431 | $29.3K | 0.01% | −16−3.6% | Reduced |
| GW&K Investment Management, LLC | 423 | $29.0K | 0.00% | +32+8.2% | Added |
| Atlantic Trust, LLC | 417 | $28.4K | 0.01% | +279+202.2% | Added |
| CVA Family Office, LLC | 413 | $28.1K | 0.00% | −37−8.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 410 | $27.9K | 0.01% | 00.0% | Unchanged |