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 |
|---|---|---|---|---|---|
| GenTrust, LLC | 3,437 | $236.0K | 0.01% | −150−4.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,432 | $235.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,455 | $235.3K | 0.01% | +10.0% | Added |
| Atomi Financial Group, Inc. | 3,453 | $235.2K | 0.01% | +83+2.5% | Added |
| Great Diamond Partners, LLC | 3,442 | $234.4K | 0.05% | +3,442 | New |
| Twinbeech Capital LP | 3,436 | $234.0K | 0.01% | −10,451−75.3% | Reduced |
| Chesley Taft & Associates LLC | 3,430 | $233.6K | 0.01% | +60+1.8% | Added |
| ICONIQ Capital, LLC | 3,427 | $233.4K | 0.00% | +71+2.1% | Added |
| Windsor Capital Management, LLC | 3,419 | $232.8K | 0.07% | +22+0.6% | Added |
| BlueStem Wealth Partners, LLC | 3,410 | $232.2K | 0.03% | +28+0.8% | Added |
| First National Bank Sioux Falls | 3,404 | $231.8K | 0.09% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,400 | $231.5K | 0.11% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 3,400 | $231.5K | 0.20% | +3,400 | New |
| Centric Wealth Management | 3,150 | $231.0K | 0.06% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 3,373 | $229.7K | 0.33% | +3,373 | New |
| CoreFirst Bank & Trust | 3,370 | $229.5K | 0.13% | 00.0% | Unchanged |
| HM Payson & Co | 3,369 | $229.4K | 0.00% | +478+16.5% | Added |
| Victory Financial Group, LLC | 3,366 | $229.2K | 0.04% | +3,366 | New |
| Genesis Private Wealth, LLC | 3,363 | $229.0K | 0.11% | +4+0.1% | Added |
| Mystic Asset Management, Inc. | 3,352 | $228.3K | 0.06% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,347 | $227.9K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,337 | $227.3K | 0.02% | +10.0% | Added |
| JPL Wealth Management, LLC | 3,331 | $226.8K | 0.06% | +8+0.2% | Added |
| Hancock Whitney Corp | 3,331 | $226.8K | 0.00% | +3,331 | New |
| Knollwood Investment Advisory, LLC | 3,323 | $226.3K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,114 | $226.3K | 0.01% | +172+5.8% | Added |
| Phillips Wealth Planners LLC | 3,334 | $225.2K | 0.20% | +97+3.0% | Added |
| Smithfield Trust Co | 3,301 | $224.0K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,269 | $223.0K | 0.07% | −122−3.6% | Reduced |
| Patriot Investment Management Inc. | 3,267 | $222.5K | 0.02% | +3,267 | New |
| ARS Wealth Advisors Group, LLC | 3,261 | $222.1K | 0.03% | +3,261 | New |
| Integrated Advisors Network LLC | 3,233 | $220.3K | 0.01% | −38,305−92.2% | Reduced |
| Occidental Asset Management, LLC | 3,235 | $220.3K | 0.03% | +5+0.2% | Added |
| LMR Partners LLP | 3,233 | $220.2K | 0.00% | +3,233 | New |
| Zacks Investment Management | 3,216 | $219.0K | 0.00% | −3,319−50.8% | Reduced |
| Ullmann Financial Group, Inc. | 3,213 | $218.8K | 0.03% | +32+1.0% | Added |
| Patton Fund Management, Inc. | 3,192 | $217.4K | 0.05% | +3,192 | New |
| Alpine Bank Wealth Management | 3,187 | $217.0K | 0.03% | +2,443+328.4% | Added |
| Leverty Financial Group, LLC | 3,166 | $215.6K | 0.06% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 3,163 | $215.4K | 0.03% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 3,134 | $213.0K | 0.08% | +20+0.6% | Added |
| Ariadne Wealth Management, LP | 2,914 | $212.5K | 0.10% | −577−16.5% | Reduced |
| Portside Wealth Group, LLC | 3,118 | $212.3K | 0.03% | +271+9.5% | Added |
| Cyndeo Wealth Partners, LLC | 3,093 | $210.6K | 0.01% | −204−6.2% | Reduced |
| Alta Advisers Ltd | 3,083 | $210.0K | 0.07% | 00.0% | Unchanged |
| Compass Financial Group, INC | 3,079 | $209.7K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,078 | $209.6K | 0.00% | −398−11.4% | Reduced |
| Kennedy Capital Management, Inc. | 3,074 | $209.3K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,073 | $209.3K | 0.00% | +1,728+128.5% | Added |
| Premier Path Wealth Partners, LLC | 3,064 | $208.6K | 0.03% | +7+0.2% | Added |
| Fullcircle Wealth LLC | 2,794 | $207.4K | 0.08% | +2,794 | New |
| Avidian Wealth Solutions, LLC | 3,040 | $207.0K | 0.01% | −253−7.7% | Reduced |
| GeoWealth Management, LLC | 3,040 | $207.0K | 0.01% | +299+10.9% | Added |
| Petros Family Wealth, LLC | 3,034 | $206.6K | 0.19% | +3,034 | New |
| Independent Financial Group, LLC | 3,014 | $205.3K | 0.01% | +3,014 | New |
| Avantax Planning Partners, Inc. | 3,011 | $205.0K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 2,829 | $204.8K | 0.01% | −2,575−47.6% | Reduced |
| Challenger Wealth Management | 3,000 | $204.3K | 0.14% | −1,004−25.1% | Reduced |
| St Germain D J Co Inc | 2,993 | $203.8K | 0.01% | +1,513+102.2% | Added |
| Morningstar Investment Management LLC | 2,985 | $203.0K | 0.02% | +2,985 | New |
| Summit Wealth Group LLC | 2,977 | $202.7K | 0.05% | +2,977 | New |
| Cranbrook Wealth Management, LLC | 2,905 | $197.8K | 0.04% | −45−1.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,900 | $197.5K | 0.06% | +2,320+400.0% | Added |
| GHP Investment Advisors, Inc. | 2,891 | $196.8K | 0.01% | +14+0.5% | Added |
| Trust Co | 2,882 | $196.3K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 196,128 | $196.1K | 0.15% | +193,248+6,710.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 2,879 | $196.1K | 0.24% | −300−9.4% | Reduced |
| MAI Capital Management | 2,872 | $195.6K | 0.00% | +336+13.2% | Added |
| N.E.W. Advisory Services LLC | 2,798 | $190.5K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,694 | $183.5K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,648 | $180.3K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,620 | $178.4K | 0.01% | +362+16.0% | Added |
| Skopos Labs, Inc. | 2,597 | $176.8K | 0.02% | +255+10.9% | Added |
| Colonial Trust Co | 2,595 | $176.7K | 0.03% | −141−5.2% | Reduced |
| City State Bank | 2,593 | $176.6K | 0.06% | +67+2.7% | Added |
| Cherry Tree Wealth Management, LLC | 2,551 | $173.7K | 0.04% | −7−0.3% | Reduced |
| Ancora Advisors, LLC | 2,530 | $172.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2,529 | $172.2K | 0.04% | +2,529 | New |
| Founders Capital Management | 2,500 | $170.3K | 0.10% | 00.0% | Unchanged |
| Motco | 2,266 | $166.4K | 0.02% | −251−10.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $161.8K | 0.06% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2,346 | $159.8K | 0.09% | −6−0.3% | Reduced |
| Whittier Trust Co | 2,308 | $157.2K | 0.00% | +78+3.5% | Added |
| Sunbelt Securities, Inc. | 2,310 | $156.0K | 0.01% | −712−23.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,251 | $153.4K | 0.00% | +15+0.7% | Added |
| Catalyst Capital Advisors LLC | 2,169 | $147.7K | 0.00% | +145+7.2% | Added |
| Sound Income Strategies, LLC | 2,128 | $144.9K | 0.01% | −422−16.5% | Reduced |
| Massmutual Trust Co FSB | 2,108 | $143.6K | 0.00% | +84+4.2% | Added |
| Creative Capital Management Investments LLC | 2,089 | $142.3K | 0.05% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,081 | $141.7K | 0.04% | +2,081 | New |
| LRI Investments, LLC | 2,068 | $140.8K | 0.01% | +165+8.7% | Added |
| Wolff Wiese Magana LLC | 2,043 | $139.1K | 0.09% | +4+0.2% | Added |
| Versant Capital Management, Inc | 2,009 | $136.8K | 0.02% | +3+0.1% | Added |
| Chilton Capital Management LLC | 2,000 | $136.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,988 | $135.4K | 0.17% | −345−14.8% | Reduced |
| Cromwell Holdings LLC | 1,918 | $131.7K | 0.08% | +66+3.6% | Added |
| Lummis Asset Management, LP | 1,899 | $129.3K | 0.08% | −3,050−61.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,859 | $126.6K | 0.01% | −345−15.7% | Reduced |
| Costello Asset Management, INC | 1,841 | $125.4K | 0.05% | +1+0.1% | Added |
| Golden State Wealth Management, LLC | 1,823 | $124.2K | 0.02% | −48−2.6% | Reduced |