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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 19,775 | $1.36M | 0.05% | +1,008+5.4% | Added |
| Omers Administration Corp | 19,878 | $1.35M | 0.01% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 19,684 | $1.34M | 0.45% | +3,204+19.4% | Added |
| Advisors Asset Management, Inc. | 19,681 | $1.34M | 0.02% | −466−2.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 19,597 | $1.33M | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 19,452 | $1.32M | 0.02% | +1,088+5.9% | Added |
| Empirical Finance, LLC | 19,196 | $1.31M | 0.07% | +140+0.7% | Added |
| South Dakota Investment Council | 19,141 | $1.30M | 0.03% | 00.0% | Unchanged |
| Callan Family Office, LLC | 19,107 | $1.30M | 0.04% | +15,079+374.4% | Added |
| Keybank National Association | 19,013 | $1.29M | 0.00% | −125−0.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 18,973 | $1.29M | 0.05% | +2,495+15.1% | Added |
| NorthRock Partners, LLC | 18,870 | $1.29M | 0.03% | −2,357−11.1% | Reduced |
| 111 Capital | 18,805 | $1.28M | 0.22% | +8,253+78.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,399 | $1.25M | 0.02% | +135+0.7% | Added |
| Moloney Securities Asset Management, LLC | 18,380 | $1.25M | 0.15% | −133−0.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 17,922 | $1.22M | 0.05% | +858+5.0% | Added |
| Vise Technologies, Inc. | 17,795 | $1.21M | 0.05% | +17,795 | New |
| Steward Partners Investment Advisory, LLC | 17,541 | $1.19M | 0.01% | −1,687−8.8% | Reduced |
| First Western Trust Bank | 17,419 | $1.19M | 0.05% | +1,400+8.7% | Added |
| Concentric Capital Strategies, LP | 17,416 | $1.19M | 0.07% | +11,392+189.1% | Added |
| Icon Advisers Inc | 17,400 | $1.18M | 0.27% | −1,200−6.5% | Reduced |
| DeDora Capital, Inc. | 17,398 | $1.18M | 0.31% | −3,237−15.7% | Reduced |
| Panagora Asset Management Inc | 17,379 | $1.18M | 0.01% | +9,072+109.2% | Added |
| AdvisorNet Financial, Inc | 17,178 | $1.17M | 0.08% | +455+2.7% | Added |
| Howard Capital Management Inc. | 16,949 | $1.16M | 0.02% | +2,372+16.3% | Added |
| Equitable Trust Co | 16,946 | $1.15M | 0.06% | −280−1.6% | Reduced |
| Spirit of America Management Corp | 16,900 | $1.15M | 0.24% | +3,600+27.1% | Added |
| GAMMA Investing LLC | 16,778 | $1.14M | 0.07% | +287+1.7% | Added |
| Coldstream Capital Management Inc | 16,462 | $1.12M | 0.02% | +707+4.5% | Added |
| Reuter James Wealth Management, LLC | 16,244 | $1.11M | 0.17% | −430−2.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.11M | 0.13% | 00.0% | Unchanged |
| Ci Investments Inc. | 16,202 | $1.10M | 0.00% | +2,808+21.0% | Added |
| Two Sigma Investments, LP | 16,100 | $1.10M | 0.00% | −454,599−96.6% | Reduced |
| Bessemer Group Inc | 16,074 | $1.09M | 0.00% | +144+0.9% | Added |
| HB Wealth Management, LLC | 16,059 | $1.09M | 0.01% | −1,785−10.0% | Reduced |
| Apollon Wealth Management, LLC | 16,048 | $1.09M | 0.02% | −12,847−44.5% | Reduced |
| United Capital Financial Advisers, LLC | 15,939 | $1.09M | 0.01% | −352−2.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,631 | $1.06M | 0.07% | −1,084−6.5% | Reduced |
| Vermillion Wealth Management, Inc. | 15,507 | $1.06M | 0.50% | −655−4.1% | Reduced |
| Enhancing Capital LLC | 15,500 | $1.06M | 0.80% | 00.0% | Unchanged |
| Empowered Funds, LLC | 15,265 | $1.04M | 0.01% | +1,455+10.5% | Added |
| Snowden Capital Advisors LLC | 15,133 | $1.04M | 0.03% | −152−1.0% | Reduced |
| CWA Asset Management Group, LLC | 15,121 | $1.03M | 0.04% | +2,545+20.2% | Added |
| E Fund Management Co., Ltd. | 14,975 | $1.02M | 0.05% | −1,354−8.3% | Reduced |
| BKD Wealth Advisors, LLC | 14,962 | $1.02M | 0.02% | +219+1.5% | Added |
| CSS LLC | 14,843 | $1.01M | 0.06% | +5,200+53.9% | Added |
| Federation des caisses Desjardins du Quebec | 14,804 | $1.01M | 0.00% | +2,987+25.3% | Added |
| WealthTrust Axiom LLC | 14,501 | $987.5K | 0.29% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 14,354 | $977.5K | 0.05% | −7,009−32.8% | Reduced |
| J.W. Cole Advisors, Inc. | 14,220 | $968.4K | 0.02% | +1,432+11.2% | Added |
| Mission Wealth Management, LP | 14,143 | $963.1K | 0.02% | +249+1.8% | Added |
| Mattson Financial Services, LLC | 14,079 | $958.8K | 0.26% | −214−1.5% | Reduced |
| Tradewinds Capital Management, LLC | 13,987 | $952.5K | 0.24% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 13,950 | $950.0K | 0.05% | +67+0.5% | Added |
| Western Wealth Management, LLC | 13,845 | $942.8K | 0.06% | −326−2.3% | Reduced |
| Williamson Legacy Group, LLC | 13,807 | $940.3K | 0.79% | +13,807 | New |
| Bailard, Inc. | 13,805 | $940.1K | 0.02% | −453−3.2% | Reduced |
| STRS Ohio | 13,795 | $939.4K | 0.00% | +13,795 | New |
| Great Waters Wealth Management | 13,528 | $921.2K | 0.12% | −520−3.7% | Reduced |
| Tectonic Advisors LLC | 13,523 | $920.9K | 0.05% | −1,318−8.9% | Reduced |
| Aspen Wealth Strategies, LLC | 13,499 | $919.3K | 0.55% | +280+2.1% | Added |
| Andra AP-fonden | 13,496 | $919.1K | 0.01% | −4,057−23.1% | Reduced |
| KLCM Advisors, Inc. | 13,200 | $898.9K | 0.10% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 13,095 | $898.8K | 0.08% | −1,096−7.7% | Reduced |
| Savant Capital, LLC | 13,118 | $893.4K | 0.01% | +1,870+16.6% | Added |
| Advisory Services Network, LLC | 12,120 | $890.1K | 0.01% | +345+2.9% | Added |
| Savvy Advisors, Inc. | 12,982 | $884.1K | 0.06% | +12,982 | New |
| HighMark Wealth Management LLC | 12,865 | $876.1K | 0.43% | +5,462+73.8% | Added |
| Bell Bank | 12,844 | $874.7K | 0.04% | +1,773+16.0% | Added |
| Midwest Professional Planners, LTD. | 12,822 | $873.2K | 0.23% | +1,858+16.9% | Added |
| SCP Investment, LP | 12,800 | $871.7K | 0.70% | +4,000+45.5% | Added |
| Great Valley Advisor Group, Inc. | 12,799 | $871.2K | 0.02% | −6,465−33.6% | Reduced |
| MUFG Securities Americas Inc. | 12,782 | $870.5K | 0.07% | +2,617+25.7% | Added |
| ING Groep NV | 12,722 | $866.4K | 0.01% | −81,791−86.5% | Reduced |
| Sigma Planning Corp | 12,708 | $865.4K | 0.03% | −514−3.9% | Reduced |
| Resources Investment Advisors, LLC. | 12,571 | $856.1K | 0.01% | −499−3.8% | Reduced |
| Tiaa Trust, National Association | 12,557 | $854.9K | 0.00% | −1,067−7.8% | Reduced |
| Concurrent Investment Advisors, LLC | 12,536 | $853.7K | 0.02% | −235−1.8% | Reduced |
| Argent Trust Co | 12,088 | $823.2K | 0.03% | +1,359+12.7% | Added |
| Greenleaf Trust | 12,066 | $821.7K | 0.01% | −3,067−20.3% | Reduced |
| Kestra Investment Management, LLC | 11,678 | $812.2K | 0.01% | +5,403+86.1% | Added |
| 17 Capital Partners, LLC | 11,923 | $812.0K | 0.47% | +2,171+22.3% | Added |
| Summit Global Investments | 11,823 | $805.0K | 0.05% | +8+0.1% | Added |
| Walleye Trading LLC | 11,779 | $802.1K | 0.02% | +11,779 | New |
| Koshinski Asset Management, Inc. | 11,750 | $800.2K | 0.06% | −26−0.2% | Reduced |
| SRS Capital Advisors, Inc. | 11,531 | $785.3K | 0.04% | +712+6.6% | Added |
| Chronos Wealth Management, LLC | 11,491 | $782.5K | 0.41% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11,475 | $781.4K | 0.04% | +1,363+13.5% | Added |
| Fundamentun, LLC | 11,369 | $774.2K | 0.04% | +543+5.0% | Added |
| Emerald Advisors, LLC | 11,366 | $774.0K | 0.10% | 00.0% | Unchanged |
| Invesco, LLC | 11,326 | $771.3K | 0.29% | −231−2.0% | Reduced |
| Intrust Bank NA | 11,218 | $763.9K | 0.07% | +674+6.4% | Added |
| Advisors Management Group Inc | 11,087 | $755.0K | 0.14% | +22+0.2% | Added |
| Dearborn Partners LLC | 11,025 | $750.8K | 0.04% | +103+0.9% | Added |
| Finer Wealth Management, Inc. | 10,942 | $745.1K | 0.40% | 00.0% | Unchanged |
| SFE Investment Counsel | 10,870 | $740.2K | 0.13% | +10,870 | New |
| Independent Advisor Alliance | 10,863 | $739.8K | 0.02% | +241+2.3% | Added |
| Heritage Wealth Management, Inc. | 10,854 | $739.2K | 0.24% | −276−2.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,804 | $736.2K | 0.01% | −1,639−13.2% | Reduced |
| Bard Financial Services, Inc. | 10,625 | $723.6K | 0.09% | 00.0% | Unchanged |