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 |
|---|---|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 10,610 | $722.6K | 0.26% | +127+1.2% | Added |
| Banque Cantonale Vaudoise | 10,597 | $722.0K | 0.03% | +587+5.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,552 | $718.6K | 0.00% | +10,552 | New |
| Kestra Private Wealth Services, LLC | 10,551 | $718.5K | 0.01% | +935+9.7% | Added |
| Stonegate Investment Group, LLC | 10,522 | $716.5K | 0.02% | +10,522 | New |
| Mosaic Family Wealth Partners, LLC | 10,479 | $713.6K | 0.09% | 00.0% | Unchanged |
| David Loasby | 9,641 | $708.3K | 0.06% | +1,501+18.4% | Added |
| Hodges Capital Management Inc. | 10,397 | $708.0K | 0.07% | −2,591−19.9% | Reduced |
| IMC-Chicago, LLC | 10,355 | $705.2K | 0.02% | +10,355 | New |
| CIBC Private Wealth Group, LLC | 10,257 | $698.5K | 0.00% | −380−3.6% | Reduced |
| Prosperity Consulting Group, LLC | 10,251 | $698.1K | 0.05% | +8+0.1% | Added |
| Trust Point Inc. | 10,242 | $697.5K | 0.07% | +331+3.3% | Added |
| Brown Advisory Inc | 10,193 | $694.1K | 0.00% | +469+4.8% | Added |
| IHT Wealth Management, LLC | 10,094 | $687.4K | 0.02% | +1,976+24.3% | Added |
| Cypress Capital Group | 10,060 | $685.1K | 0.09% | −100−1.0% | Reduced |
| Brevan Howard Capital Management LP | 9,985 | $680.0K | 0.01% | +9,985 | New |
| Moors & Cabot, Inc. | 9,939 | $676.9K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 9,900 | $674.2K | 0.02% | 00.0% | Unchanged |
| Aviva PLC | 9,518 | $648.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 9,500 | $647.0K | 0.00% | −453,400−97.9% | Reduced |
| Chicago Partners Investment Group LLC | 8,913 | $646.2K | 0.02% | −341−3.7% | Reduced |
| Code Waechter LLC | 9,304 | $633.6K | 0.45% | +3,067+49.2% | Added |
| Venturi Wealth Management, LLC | 9,282 | $632.1K | 0.03% | −458−4.7% | Reduced |
| Garda Capital Partners LP | 9,208 | $627.1K | 0.18% | +9,208 | New |
| D. E. Shaw & Co., Inc. | 9,200 | $626.5K | 0.00% | −4,500−32.8% | Reduced |
| Norden Group LLC | 9,199 | $626.5K | 0.07% | +1,036+12.7% | Added |
| Sym Financial Corp | 9,136 | $622.2K | 0.07% | −92−1.0% | Reduced |
| Lifelong Wealth Advisors, Inc. | 9,116 | $620.8K | 0.21% | +7+0.1% | Added |
| FineMark National Bank & Trust | 9,113 | $620.6K | 0.02% | −67−0.7% | Reduced |
| Townsend & Associates, Inc | 8,486 | $616.6K | 0.06% | +2,338+38.0% | Added |
| Farther Finance Advisors, LLC | 9,045 | $615.9K | 0.01% | −2,095−18.8% | Reduced |
| Everence Capital Management Inc | 9,014 | $614.0K | 0.04% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 9,000 | $612.9K | 0.07% | +9,000 | New |
| M&G Plc | 8,970 | $610.0K | 0.00% | −10,434−53.8% | Reduced |
| Ronald Blue Trust, Inc. | 8,908 | $606.6K | 0.01% | +1,484+20.0% | Added |
| Warren Averett Asset Management, LLC | 8,888 | $605.3K | 0.01% | +363+4.3% | Added |
| Ameriflex Group, Inc. | 8,914 | $603.9K | 0.32% | 00.0% | Unchanged |
| American State Bank (Iowa) | 8,809 | $599.9K | 0.33% | 00.0% | Unchanged |
| Quest Partners LLC | 8,797 | $599.1K | 0.06% | −470−5.1% | Reduced |
| Modern Wealth Management, LLC | 8,733 | $594.7K | 0.01% | +227+2.7% | Added |
| Csenge Advisory Group | 8,484 | $594.7K | 0.03% | +1,770+26.4% | Added |
| STF Management LP | 8,717 | $593.6K | 0.23% | +226+2.7% | Added |
| LVW Advisors, LLC | 8,709 | $593.1K | 0.07% | +15+0.2% | Added |
| Arkadios Wealth Advisors | 8,706 | $592.9K | 0.02% | +368+4.4% | Added |
| Union Bancaire Privee, UBP SA | 9,838 | $583.7K | 0.01% | −3,266−24.9% | Reduced |
| Glenview Trust Co | 8,546 | $582.0K | 0.01% | +8+0.1% | Added |
| Sagespring Wealth Partners, LLC | 8,534 | $581.2K | 0.01% | +3,292+62.8% | Added |
| Old Port Advisors | 8,505 | $579.2K | 0.16% | −50−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 8,488 | $578.0K | 0.02% | −28,359−77.0% | Reduced |
| Wedmont Private Capital | 8,485 | $575.6K | 0.02% | +349+4.3% | Added |
| Level Four Advisory Services, LLC | 8,351 | $568.8K | 0.02% | +2,353+39.2% | Added |
| Central Trust Co | 8,315 | $566.3K | 0.01% | +142+1.7% | Added |
| Oarsman Capital, Inc. | 8,222 | $559.9K | 0.09% | −50−0.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,202 | $558.6K | 0.14% | −67−0.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,137 | $554.1K | 0.02% | +198+2.5% | Added |
| Cohen Klingenstein LLC | 8,100 | $551.6K | 0.02% | 00.0% | Unchanged |
| Amarillo National Bank | 8,097 | $551.4K | 0.10% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8,001 | $544.9K | 0.01% | +200+2.6% | Added |
| First National Bank & Trust Co of Newtown | 7,951 | $541.5K | 0.11% | −65−0.8% | Reduced |
| Mather Group, LLC. | 7,937 | $540.5K | 0.01% | −347−4.2% | Reduced |
| Cascade Investment Group, Inc. | 7,880 | $536.6K | 0.37% | −100−1.3% | Reduced |
| Summit Financial, LLC | 7,811 | $536.4K | 0.01% | +599+8.3% | Added |
| Ballentine Partners, LLC | 7,858 | $535.1K | 0.01% | −213−2.6% | Reduced |
| Meeder Advisory Services, Inc. | 7,857 | $535.1K | 0.03% | +5+0.1% | Added |
| Change Path, LLC | 7,849 | $534.5K | 0.01% | +375+5.0% | Added |
| Laraway Financial Inc | 7,845 | $534.3K | 0.41% | +9+0.1% | Added |
| Financial Advocates Investment Management | 7,781 | $529.9K | 0.04% | −2,133−21.5% | Reduced |
| Kingsview Wealth Management, LLC | 7,717 | $525.5K | 0.01% | +821+11.9% | Added |
| Stonebridge Capital Advisors LLC | 7,693 | $523.9K | 0.04% | −81−1.0% | Reduced |
| SFMG, LLC | 7,675 | $522.7K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,576 | $516.0K | 0.01% | −1,303−14.7% | Reduced |
| SageView Advisory Group, LLC | 7,244 | $515.3K | 0.02% | +2,222+44.2% | Added |
| Cahill Financial Advisors Inc | 7,523 | $512.3K | 0.06% | −332−4.2% | Reduced |
| Fiduciary Alliance LLC | 7,514 | $511.7K | 0.04% | +33+0.4% | Added |
| Freedom Financial Partners LLC | 7,499 | $510.7K | 0.22% | −50−0.7% | Reduced |
| Thompson Investment Management, Inc. | 7,489 | $510.0K | 0.07% | −600−7.4% | Reduced |
| Parsons Capital Management Inc | 7,447 | $507.1K | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,409 | $504.6K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,310 | $496.6K | 0.01% | −885−14.3% | Reduced |
| Altshuler Shaham Ltd | 7,291 | $496.5K | 0.02% | +2,184+42.8% | Added |
| Marks Group Wealth Management, Inc | 7,251 | $493.8K | 0.05% | −1,223−14.4% | Reduced |
| Quadrant Capital Group LLC | 7,233 | $492.6K | 0.02% | +953+15.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 7,228 | $492.2K | 0.06% | −141−1.9% | Reduced |
| Clearstead Advisors, LLC | 7,220 | $491.7K | 0.01% | +2,005+38.4% | Added |
| Stephens Inc | 7,214 | $491.3K | 0.01% | −330−4.4% | Reduced |
| International Assets Investment Management, LLC | 7,209 | $490.9K | 0.04% | +407+6.0% | Added |
| Alteri Wealth LLC | 7,156 | $487.3K | 0.19% | +826+13.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,140 | $486.2K | 0.00% | −1,597−18.3% | Reduced |
| Romano Brothers and Company | 7,124 | $485.1K | 0.06% | +362+5.4% | Added |
| Fosun International Ltd | 7,122 | $485.0K | 0.15% | −3,609−33.6% | Reduced |
| Signaturefd, LLC | 7,118 | $484.7K | 0.01% | −6−0.1% | Reduced |
| Citizens Financial Group Inc | 7,084 | $482.4K | 0.01% | +2,122+42.8% | Added |
| Nicollet Investment Management, Inc. | 7,075 | $482.0K | 0.16% | −1,200−14.5% | Reduced |
| Aigen Investment Management, LP | 7,067 | $481.3K | 0.07% | +7,067 | New |
| VestGen Advisors, LLC | 7,053 | $480.3K | 0.02% | +720+11.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,055 | $480.0K | 0.00% | −810−10.3% | Reduced |
| Prospera Financial Services Inc | 7,042 | $479.7K | 0.01% | −928−11.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 6,952 | $473.4K | 0.03% | 00.0% | Unchanged |
| Corundum Group, Inc. | 6,922 | $471.4K | 0.21% | +502+7.8% | Added |
| Synovus Financial Corp | 6,921 | $471.4K | 0.01% | +85+1.2% | Added |