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 |
|---|---|---|---|---|---|
| Warwick Investment Management, Inc. | 4,830 | $328.9K | 0.06% | +4,830 | New |
| RMB Capital Management, LLC | 4,771 | $327.6K | 0.01% | +4,771 | New |
| RIA Advisory Group LLC | 4,769 | $324.8K | 0.10% | +4,769 | New |
| Aprio Wealth Management, LLC | 4,745 | $323.2K | 0.04% | +4,745 | New |
| Concord Wealth Partners | 4,745 | $323.1K | 0.05% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 4,745 | $323.1K | 0.05% | +1,544+48.2% | Added |
| Prime Capital Investment Advisors, LLC | 4,718 | $321.3K | 0.00% | −2,026−30.0% | Reduced |
| MorganRosel Wealth Management, LLC | 4,700 | $320.1K | 0.09% | +4,700 | New |
| Alley Investment Management Company, LLC | 4,690 | $319.4K | 0.04% | −407−8.0% | Reduced |
| Financial Gravity Companies, Inc. | 4,652 | $316.8K | 0.06% | +4,652 | New |
| Graypoint LLC | 4,642 | $316.1K | 0.02% | +375+8.8% | Added |
| Buska Wealth Management, LLC | 4,641 | $316.0K | 0.09% | +562+13.8% | Added |
| Waterloo Capital, L.P. | 4,609 | $313.9K | 0.03% | +98+2.2% | Added |
| First Commonwealth Financial Corp | 4,574 | $311.5K | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,570 | $311.1K | 0.02% | −450−9.0% | Reduced |
| Rosenberg Matthew Hamilton | 4,557 | $310.3K | 0.07% | +1,971+76.2% | Added |
| Prossimo Advisors, LLC | 4,546 | $310.0K | 0.25% | +1,693+59.3% | Added |
| Financial Advisors Network, Inc. | 4,552 | $310.0K | 0.05% | +446+10.9% | Added |
| Advisory Alpha, LLC | 4,545 | $309.6K | 0.01% | +31+0.7% | Added |
| Claro Advisors LLC | 4,530 | $308.5K | 0.05% | −788−14.8% | Reduced |
| Poinciana Advisors Group, LLC | 4,524 | $308.1K | 0.28% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,520 | $307.8K | 0.08% | +4,520 | New |
| Christopher J. Hasenberg, Inc | 4,507 | $306.9K | 0.11% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,487 | $305.6K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,483 | $305.3K | 0.04% | −241−5.1% | Reduced |
| South State Corp. | 4,483 | $305.3K | 0.01% | −106−2.3% | Reduced |
| Trueblood Wealth Management, LLC | 4,465 | $304.1K | 0.13% | 00.0% | Unchanged |
| Voleon Capital Management LP | 4,437 | $302.2K | 0.02% | +4,437 | New |
| Redhawk Wealth Advisors, Inc. | 4,338 | $295.4K | 0.04% | −68−1.5% | Reduced |
| Conning Inc. | 4,324 | $294.5K | 0.01% | −76−1.7% | Reduced |
| Horizon Investment Services, LLC | 4,323 | $294.4K | 0.13% | −262−5.7% | Reduced |
| Old National Bancorp | 4,306 | $293.2K | 0.01% | +4,306 | New |
| GTS Securities LLC | 4,301 | $292.9K | 0.01% | −14,496−77.1% | Reduced |
| Endeavor Private Wealth, Inc. | 4,283 | $291.6K | 0.14% | +4,283 | New |
| Atlantic Family Wealth, LLC | 4,257 | $289.9K | 0.25% | −14−0.3% | Reduced |
| RDA Financial Network | 4,251 | $289.5K | 0.08% | −498−10.5% | Reduced |
| Evergreen Capital Management LLC | 4,208 | $289.0K | 0.01% | −595−12.4% | Reduced |
| Syon Capital LLC | 4,201 | $286.1K | 0.02% | +4,201 | New |
| Prelude Capital Management, LLC | 4,189 | $285.3K | 0.03% | −776−15.6% | Reduced |
| Atria Wealth Solutions, Inc. | 4,171 | $284.9K | 0.01% | −5,770−58.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,180 | $284.7K | 0.01% | +21+0.5% | Added |
| First Business Financial Services, Inc. | 4,162 | $283.4K | 0.03% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 4,161 | $283.4K | 0.27% | +8+0.2% | Added |
| Wesbanco Bank Inc | 4,143 | $282.1K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,139 | $281.9K | 0.00% | +21+0.5% | Added |
| Montag A & Associates Inc | 4,099 | $281.5K | 0.01% | +77+1.9% | Added |
| TCI Wealth Advisors, Inc. | 4,133 | $281.5K | 0.02% | −47−1.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,120 | $280.9K | 0.19% | +150+3.8% | Added |
| Stanley-Laman Group, Ltd. | 4,124 | $280.8K | 0.04% | +582+16.4% | Added |
| Group One Trading, L.P. | 4,089 | $278.5K | 0.01% | +1,369+50.3% | Added |
| Sowell Financial Services LLC | 4,087 | $278.3K | 0.01% | −897−18.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 4,070 | $277.2K | 0.05% | 00.0% | Unchanged |
| Ballast Advisors LLC | 4,052 | $275.9K | 0.08% | +765+23.3% | Added |
| Wealthspire Advisors, LLC | 4,020 | $273.8K | 0.00% | +548+15.8% | Added |
| We Are One Seven, LLC | 4,009 | $273.0K | 0.01% | −338−7.8% | Reduced |
| Triumph Capital Management | 4,002 | $272.5K | 0.08% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,991 | $271.8K | 0.02% | −375−8.6% | Reduced |
| Paragon Capital Management LLC | 3,931 | $267.7K | 0.14% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,873 | $266.0K | 0.02% | +44+1.1% | Added |
| Heritage Wealth Architects, Inc. | 3,903 | $265.8K | 0.20% | +387+11.0% | Added |
| Kozak & Associates, Inc. | 3,918 | $265.8K | 0.05% | +29+0.7% | Added |
| Alerus Financial NA | 3,901 | $265.7K | 0.02% | −60−1.5% | Reduced |
| RNC Capital Management LLC | 3,898 | $265.4K | 0.01% | +8+0.2% | Added |
| Peak Asset Management, LLC | 3,896 | $265.3K | 0.05% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 3,907 | $265.0K | 0.05% | +3,907 | New |
| Wrapmanager Inc | 3,881 | $264.3K | 0.06% | −115−2.9% | Reduced |
| NewEdge Wealth, LLC | 3,583 | $262.4K | 0.00% | −273−7.1% | Reduced |
| JNBA Financial Advisors | 3,845 | $261.9K | 0.03% | 00.0% | Unchanged |
| DORVAL Corp | 3,842 | $261.6K | 0.09% | 00.0% | Unchanged |
| Planning Center, Inc. | 3,805 | $259.1K | 0.03% | 00.0% | Unchanged |
| Financially Speaking Inc | 3,802 | $258.9K | 0.17% | +392+11.5% | Added |
| M.E. Allison & Co., Inc. | 3,800 | $258.8K | 0.21% | +3,800 | New |
| FSB Premier Wealth Management, Inc. | 3,798 | $258.6K | 0.09% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,780 | $257.4K | 0.02% | −100−2.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,738 | $254.6K | 0.00% | −328−8.1% | Reduced |
| Kure Advisory, LLC | 3,713 | $252.8K | 0.17% | −430−10.4% | Reduced |
| Clarius Group, LLC | 3,701 | $252.0K | 0.01% | +10.0% | Added |
| MBB Public Markets I LLC | 3,699 | $251.9K | 0.03% | −830−18.3% | Reduced |
| Moneta Group Investment Advisors LLC | 3,697 | $251.7K | 0.00% | +61+1.7% | Added |
| True Link Financial Advisors, LLC | 3,676 | $250.3K | 0.02% | −150−3.9% | Reduced |
| Fidelis Capital Partners, LLC | 3,410 | $250.0K | 0.02% | +45+1.3% | Added |
| Scissortail Wealth Management, LLC | 3,657 | $249.0K | 0.06% | +8+0.2% | Added |
| Keebeck Alpha, LP | 3,649 | $248.5K | 0.41% | −529−12.7% | Reduced |
| Nebula Research & Development LLC | 3,648 | $248.4K | 0.02% | +3,648 | New |
| FIL Ltd | 3,634 | $247.5K | 0.00% | +3,634 | New |
| Ieq Capital, LLC | 3,626 | $246.9K | 0.00% | −69,777−95.1% | Reduced |
| Brass Tax Wealth Management, Inc | 3,625 | $246.9K | 0.05% | +28+0.8% | Added |
| Sunpointe, LLC | 3,579 | $245.8K | 0.10% | +16+0.4% | Added |
| Lazari Capital Management, Inc. | 3,606 | $245.6K | 0.09% | +7+0.2% | Added |
| PFG Advisors | 3,592 | $244.6K | 0.01% | +85+2.4% | Added |
| CFS Investment Advisory Services, LLC | 3,582 | $244.0K | 0.02% | +413+13.0% | Added |
| Fortress Financial Group, LLC | 3,574 | $243.4K | 0.21% | +29+0.8% | Added |
| LCM Capital Management Inc | 3,572 | $243.3K | 0.13% | +147+4.3% | Added |
| Accel Wealth Management | 3,570 | $243.1K | 0.08% | +245+7.4% | Added |
| Catalytic Wealth RIA, LLC | 3,562 | $242.6K | 0.02% | +3,562 | New |
| Umb Bank N A | 3,555 | $242.1K | 0.00% | +30+0.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,542 | $241.2K | 0.05% | +3,542 | New |
| Good Steward Wealth Advisors,LLC | 3,525 | $240.1K | 0.19% | −3,132−47.0% | Reduced |
| Hoese & Co LLP | 3,500 | $238.3K | 0.19% | +3,480+17,400.0% | Added |
| Gries Financial LLC | 3,498 | $238.2K | 0.04% | −195−5.3% | Reduced |