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 |
|---|---|---|---|---|---|
| Strategic Investment Solutions, Inc. | 400 | $27.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 399 | $27.0K | 0.02% | −1,304−76.6% | Reduced |
| Trust Co of Vermont | 396 | $27.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 372 | $25.3K | 0.00% | +372 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 366 | $24.9K | 0.00% | +22+6.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 341 | $24.7K | 0.01% | +341 | New |
| Pin Oak Investment Advisors Inc | 353 | $24.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 350 | $23.8K | 0.00% | 00.0% | Unchanged |
| Ossiam | 343 | $23.4K | 0.00% | +343 | New |
| Curio Wealth, LLC | 341 | $23.2K | 0.01% | +339+16,950.0% | Added |
| Webster Bank, N. A. | 325 | $22.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 320 | $21.8K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 319 | $21.7K | 0.01% | +8+2.6% | Added |
| Sierra Ocean, LLC | 308 | $21.0K | 0.02% | −77−20.0% | Reduced |
| Asset Dedication, LLC | 308 | $21.0K | 0.00% | −196−38.9% | Reduced |
| Fortitude Family Office, LLC | 301 | $20.5K | 0.01% | −14−4.4% | Reduced |
| Fairscale Capital, LLC | 277 | $20.3K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 295 | $20.1K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 297 | $20.0K | 0.00% | −131−30.6% | Reduced |
| Missouri Trust & Investment Co | 287 | $19.5K | 0.01% | +287 | New |
| Scarborough Advisors, LLC | 285 | $19.4K | 0.00% | +285 | New |
| Private Wealth Asset Management, LLC | 276 | $18.8K | 0.00% | −115−29.4% | Reduced |
| MCF Advisors LLC | 270 | $18.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 263 | $17.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 256 | $17.3K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 247 | $16.8K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 245 | $16.7K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 243 | $16.5K | 0.00% | +2+0.8% | Added |
| DHJJ Financial Advisors, Ltd. | 235 | $16.0K | 0.01% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 233 | $15.9K | 0.24% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 228 | $15.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 223 | $15.2K | 0.00% | +66+42.0% | Added |
| MV Capital Management, Inc. | 218 | $14.8K | 0.00% | −2−0.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 202 | $13.8K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 200 | $13.6K | 0.00% | −20−9.1% | Reduced |
| Advantage Trust Co | 200 | $13.6K | 0.01% | +200 | New |
| Prudent Man Investment Management, Inc. | 200 | $13.5K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 192 | $13.1K | 0.00% | −1−0.5% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 192 | $13.1K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 187 | $12.8K | 0.00% | −94−33.5% | Reduced |
| Medallion Wealth Advisors, LLC | 184 | $12.6K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 180 | $12.3K | 0.00% | −550−75.3% | Reduced |
| Beacon Capital Management, LLC | 178 | $12.1K | 0.00% | +2+1.1% | Added |
| Rialto Wealth Management, LLC | 170 | $11.6K | 0.00% | +13+8.3% | Added |
| Sittner & Nelson, LLC | 169 | $11.5K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 163 | $11.1K | 0.01% | +163 | New |
| WFA Asset Management Corp | 203 | $10.8K | 0.01% | −928−82.1% | Reduced |
| Parvin Asset Management, LLC | 158 | $10.8K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 148 | $10.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 149 | $10.0K | 0.00% | +39+35.5% | Added |
| Financial Management Professionals, Inc. | 141 | $9.68K | 0.00% | +2+1.4% | Added |
| Investors Research Corp | 142 | $9.67K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 132 | $8.99K | 0.00% | +2+1.5% | Added |
| Future Financial Wealth Managment LLC | 129 | $8.79K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 126 | $8.58K | 0.00% | +126 | New |
| Howard Hughes Medical Institute | 124 | $8.44K | 0.00% | +124 | New |
| ORG Partners LLC | 117 | $8.09K | 0.00% | +54+85.7% | Added |
| DAGCO, Inc. | 118 | $8.04K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 112 | $7.72K | 0.00% | +12+12.0% | Added |
| Valley National Advisers Inc | 114 | $7.00K | 0.00% | −1−0.9% | Reduced |
| TD Waterhouse Canada Inc. | 100 | $6.87K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $6.81K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 100 | $6.81K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 100 | $6.81K | 0.01% | +100 | New |
| DT Investment Partners, LLC | 98 | $6.67K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 97 | $6.61K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 95 | $6.47K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 92 | $6.26K | 0.00% | −2−2.1% | Reduced |
| Aspect Partners, LLC | 85 | $5.79K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 84 | $5.73K | 0.01% | +1+1.2% | Added |
| Sachetta, LLC | 79 | $5.38K | 0.00% | +18+29.5% | Added |
| Private Wealth Management Group, LLC | 78 | $5.31K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 75 | $5.11K | 0.00% | −15−16.7% | Reduced |
| Mascoma Wealth Management LLC | 75 | $5.11K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 75 | $5.11K | 0.00% | +72+2,400.0% | Added |
| Stone House Investment Management, LLC | 75 | $5.11K | 0.00% | +75 | New |
| Evolution Wealth Management Inc. | 75 | $5.11K | 0.01% | +75 | New |
| Pittenger & Anderson Inc | 72 | $4.90K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 66 | $4.87K | 0.00% | −4−5.7% | Reduced |
| Olistico Wealth, LLC | 71 | $4.83K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 69 | $4.72K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 69 | $4.70K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 67 | $4.53K | 0.00% | +67 | New |
| Westside Investment Management, Inc. | 66 | $4.50K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 65 | $4.43K | 0.00% | +54+490.9% | Added |
| Bare Financial Services, Inc | 62 | $4.22K | 0.00% | +62 | New |
| Grove Bank & Trust | 61 | $4.15K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $4.09K | 0.00% | +60 | New |
| Raffa Wealth Management, LLC | 57 | $3.88K | 0.00% | −23−28.7% | Reduced |
| TFC Financial Management | 57 | $3.88K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 57 | $3.88K | 0.00% | +57 | New |
| Highline Wealth Partners LLC | 56 | $3.81K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 52 | $3.57K | 0.00% | +52 | New |
| Anchor Investment Management, LLC | 48 | $3.27K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 45 | $3.06K | 0.00% | +45 | New |
| Pacifica Partners Inc. | 45 | $3.05K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 39 | $2.66K | 0.00% | 00.0% | Unchanged |