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 |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 6,918 | $471.1K | 0.00% | +6,918 | New |
| Bank of Hawaii | 6,906 | $470.3K | 0.02% | −496−6.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,892 | $469.9K | 0.01% | +2,236+48.0% | Added |
| Danske Bank A/S | 6,899 | $469.8K | 0.00% | +2,100+43.8% | Added |
| Paradigm Financial Partners, LLC | 6,884 | $468.8K | 0.05% | −24−0.3% | Reduced |
| Capital Management Associates, Inc | 6,840 | $465.8K | 0.15% | −6,762−49.7% | Reduced |
| Pensionmark Financial Group, LLC | 6,788 | $462.3K | 0.01% | +2,172+47.1% | Added |
| CX Institutional | 6,761 | $460.0K | 0.02% | −65−1.0% | Reduced |
| Gateway Investment Advisers LLC | 6,714 | $457.2K | 0.00% | −141−2.1% | Reduced |
| Ashton Thomas Securities, LLC | 6,706 | $456.7K | 0.11% | +6,706 | New |
| Perigon Wealth Management, LLC | 6,689 | $455.5K | 0.01% | +555+9.0% | Added |
| First Foundation Advisors | 6,659 | $453.5K | 0.02% | −3,352−33.5% | Reduced |
| SNS Financial Group, LLC | 6,569 | $451.1K | 0.04% | −39−0.6% | Reduced |
| Nomura Holdings Inc | 6,623 | $451.0K | 0.00% | −4,806−42.1% | Reduced |
| Brown Financial Advisors | 6,622 | $451.0K | 0.18% | −139−2.1% | Reduced |
| Global Retirement Partners, LLC | 6,583 | $448.3K | 0.01% | +6,583 | New |
| Parallel Advisors, LLC | 6,582 | $448.2K | 0.01% | +2,517+61.9% | Added |
| Eastern Bank | 6,524 | $444.3K | 0.01% | +556+9.3% | Added |
| Checchi Capital Advisers, LLC | 6,453 | $439.5K | 0.03% | +33+0.5% | Added |
| Coastline Trust Co | 6,450 | $439.2K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,436 | $438.3K | 0.02% | +6,436 | New |
| Aster Capital Management (DIFC) Ltd | 6,411 | $436.6K | 0.10% | −32,916−83.7% | Reduced |
| Brookstone Capital Management | 6,389 | $435.1K | 0.01% | +597+10.3% | Added |
| My Legacy Advisors, LLC | 6,346 | $434.4K | 0.15% | +2,233+54.3% | Added |
| Alps Advisors Inc | 6,370 | $433.8K | 0.00% | +6,370 | New |
| Legacy Capital Group California, Inc. | 6,361 | $433.2K | 0.12% | +62+1.0% | Added |
| Integris Wealth Management, LLC | 6,340 | $431.8K | 0.11% | +17+0.3% | Added |
| Legacy Financial Advisors, Inc. | 6,330 | $431.0K | 0.07% | +206+3.4% | Added |
| First Horizon Advisors, Inc. | 6,290 | $428.4K | 0.01% | +292+4.9% | Added |
| Blueshift Asset Management, LLC | 6,277 | $427.5K | 0.13% | +6,277 | New |
| Safeguard Investment Advisory Group, LLC | 6,265 | $426.7K | 0.11% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,261 | $426.4K | 0.03% | +2,458+64.6% | Added |
| Aaron Wealth Advisors | 6,243 | $425.1K | 0.04% | −234−3.6% | Reduced |
| Copley Financial Group, Inc. | 6,238 | $424.8K | 0.32% | −714−10.3% | Reduced |
| Smartleaf Asset Management LLC | 6,247 | $423.5K | 0.04% | −736−10.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,122 | $416.9K | 0.03% | +1,767+40.6% | Added |
| Sumitomo Life Insurance Co | 6,073 | $413.6K | 0.03% | −9−0.1% | Reduced |
| Affiance Financial, LLC | 6,067 | $413.2K | 0.08% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 6,066 | $413.1K | 0.03% | +1,759+40.8% | Added |
| V-Square Quantitative Management LLC | 6,063 | $412.9K | 0.06% | +498+8.9% | Added |
| Park Place Capital Corp | 6,007 | $412.7K | 0.09% | −22−0.4% | Reduced |
| Goelzer Investment Management, Inc. | 6,050 | $412.0K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,920 | $403.2K | 0.07% | −83−1.4% | Reduced |
| Sheets Smith Wealth Management | 5,883 | $400.6K | 0.05% | −183−3.0% | Reduced |
| Venture Visionary Partners LLC | 5,881 | $400.5K | 0.02% | +2,158+58.0% | Added |
| Quaero Capital S.A. | 5,876 | $400.2K | 0.50% | +5,876 | New |
| Net Worth Advisory Group | 5,868 | $399.6K | 0.09% | +1,104+23.2% | Added |
| Hills Bank & Trust Co | 5,796 | $394.7K | 0.02% | 00.0% | Unchanged |
| Lantz Financial LLC | 5,780 | $393.6K | 0.10% | +77+1.4% | Added |
| HBK Sorce Advisory LLC | 5,778 | $393.5K | 0.01% | +40+0.7% | Added |
| Gotham Asset Management, LLC | 5,756 | $392.0K | 0.00% | +2,555+79.8% | Added |
| Keudell/Morrison Wealth Management | 5,748 | $391.4K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5,741 | $391.0K | 0.01% | −356−5.8% | Reduced |
| Hilltop Holdings Inc. | 5,726 | $389.9K | 0.02% | +87+1.5% | Added |
| Access Financial Services, Inc. | 5,719 | $389.4K | 0.15% | −219−3.7% | Reduced |
| SkyView Investment Advisors, LLC | 5,741 | $389.0K | 0.06% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,710 | $388.9K | 0.01% | +5,710 | New |
| Cullen/Frost Bankers, Inc. | 5,688 | $387.3K | 0.00% | −75−1.3% | Reduced |
| Two Sigma Securities, LLC | 5,683 | $387.0K | 0.05% | +5,683 | New |
| Cigna Investments Inc | 5,666 | $386.0K | 0.07% | −134−2.3% | Reduced |
| SC&H Financial Advisors, Inc. | 5,592 | $380.8K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 5,586 | $380.4K | 0.01% | −1,554−21.8% | Reduced |
| Foundations Investment Advisors, LLC | 5,562 | $378.8K | 0.01% | +1,596+40.2% | Added |
| Waycross Partners, LLC | 5,550 | $378.0K | 0.04% | +5,550 | New |
| Everpar Advisors LLC | 5,506 | $375.0K | 0.17% | +88+1.6% | Added |
| Bayesian Capital Management, LP | 5,500 | $374.6K | 0.06% | +5,500 | New |
| Intrua Financial, LLC | 5,489 | $373.8K | 0.05% | +301+5.8% | Added |
| National Asset Management, Inc. | 5,485 | $373.5K | 0.02% | −4,113−42.9% | Reduced |
| Capital Performance Advisors LLP | 5,467 | $372.3K | 0.07% | −306−5.3% | Reduced |
| First County Bank | 5,421 | $369.2K | 0.20% | −2,226−29.1% | Reduced |
| Smith Anglin Financial, LLC | 5,421 | $369.2K | 0.03% | +44+0.8% | Added |
| Significant Wealth Partners LLC | 5,420 | $369.1K | 0.18% | −294−5.1% | Reduced |
| James Hambro & Partners | 5,400 | $367.7K | 0.01% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,394 | $367.4K | 0.04% | 00.0% | Unchanged |
| Charter Trust Co | 5,389 | $367.0K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,388 | $366.9K | 0.03% | +184+3.5% | Added |
| Pinnacle Financial Partners Inc | 5,363 | $365.2K | 0.01% | +1,585+42.0% | Added |
| TCG Advisory Services, LLC | 5,343 | $363.9K | 0.01% | +436+8.9% | Added |
| Lakeridge Wealth Management LLC | 5,340 | $363.6K | 0.17% | −234−4.2% | Reduced |
| Tyche Wealth Partners LLC | 5,334 | $363.2K | 0.07% | −34−0.6% | Reduced |
| Ingalls & Snyder LLC | 5,301 | $361.0K | 0.01% | −10−0.2% | Reduced |
| Keel Point, LLC | 5,296 | $360.7K | 0.02% | +2,188+70.4% | Added |
| PrairieView Partners, LLC | 5,278 | $359.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,204 | $354.4K | 0.01% | +508+10.8% | Added |
| Castle Rock Wealth Management, LLC | 4,930 | $353.6K | 0.08% | 00.0% | Unchanged |
| Heritage Trust Co | 5,191 | $353.5K | 0.04% | −1,006−16.2% | Reduced |
| Vantage Financial Partners, LLC | 5,188 | $353.3K | 0.08% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 5,171 | $352.1K | 0.01% | −838−13.9% | Reduced |
| Nautilus Advisors LLC | 5,146 | $350.4K | 0.26% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 5,092 | $346.8K | 0.01% | +1,197+30.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,083 | $346.2K | 0.02% | +347+7.3% | Added |
| Eqis Capital Management, Inc. | 5,050 | $343.9K | 0.03% | −1,021−16.8% | Reduced |
| Welch Group, LLC | 4,989 | $339.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 4,969 | $338.4K | 0.03% | −453−8.4% | Reduced |
| Ritholtz Wealth Management | 4,958 | $337.7K | 0.01% | +120+2.5% | Added |
| Mesirow Financial Investment Management, Inc. | 4,955 | $337.5K | 0.01% | +941+23.4% | Added |
| Brighton Jones LLC | 4,916 | $334.8K | 0.01% | −17−0.3% | Reduced |
| Aventura Private Wealth, LLC | 4,878 | $332.2K | 0.14% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,876 | $332.1K | 0.01% | −99−2.0% | Reduced |
| TownSquare Capital, LLC | 4,863 | $331.2K | 0.03% | −32,713−87.1% | Reduced |