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Livermore
Livermore
ZHEN

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, Q3 2025

Institutional positions in Xcel Energy Inc as of Sep 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
1,186
+70 vs. Q2 2025
Shares held
539.4M
+27.0M (+5.3%) vs. Q2 2025
Total value
$43.5B
+$8.59B (+24.6%) vs. Q2 2025
New holders
149
483 more added
Sold out
79
328 more reduced

18 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,186 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ3 2025: $43.5B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q2 2025.

Institutions holding XEL in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd158$380.00%+158New
IMA Wealth, Inc.3$2440.00%00.0%Unchanged
Davis Capital Management4$3230.00%+4New
Hurley Capital, LLC5$4030.00%+5New
Seneschal Advisors, LLC5$4040.00%+5New
Quaker Wealth Management, LLC7$5650.00%00.0%Unchanged
Breakwater Investment Management7$5650.00%+7New
Proffitt & Goodson Inc11$8880.00%+11New
HFM Investment Advisors, LLC12$9680.00%00.0%Unchanged
American Capital Advisory, LLC12$9680.00%+2+20.0%Added
Retirement Wealth Solutions LLC12$9680.00%+12New
Picton Mahoney Asset Management18$1.00K0.00%00.0%Unchanged
DecisionPoint Financial, LLC13$1.04K0.00%00.0%Unchanged
WealthCollab, LLC13$1.05K0.00%−25−65.8%Reduced
TD Capital Management LLC14$1.16K0.00%00.0%Unchanged
Texas Capital Bancshares Inc15$1.21K0.00%+15New
Cornerstone Planning Group LLC9$1.22K0.00%−57−86.4%Reduced
United Community Bank16$1.29K0.00%+16New
Albion Financial Group17$1.37K0.00%+17New
Winnow Wealth LLC17$1.38K0.00%+17New
Quest 10 Wealth Builders, Inc.18$1.45K0.00%−1−5.3%Reduced
Core Alternative Capital18$1.45K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC19$1.53K0.00%00.0%Unchanged
SJS Investment Consulting Inc.19$1.53K0.00%00.0%Unchanged
Guerra Advisors Inc20$1.61K0.00%+20New
Wealth Watch Advisors, INC21$1.69K0.00%+21New
Principia Wealth Advisory, LLC24$1.94K0.00%+2+9.1%Added
Heartwood Wealth Advisors LLC25$2.02K0.00%+25New
WestEnd Advisors, LLC27$2.18K0.00%+27New
Trifecta Capital Advisors, LLC28$2.26K0.00%00.0%Unchanged
Key Financial Inc29$2.33K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC30$2.42K0.00%+30New
Hughes Financial Services, LLC32$2.57K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC32$2.58K0.00%+8+33.3%Added
WPG Advisers, LLC32$2.58K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC33$2.66K0.00%+33New
Holos Integrated Wealth LLC33$2.67K0.00%00.0%Unchanged
Clark Wealth Partners40$2.95K0.00%+8+25.0%Added
Ogorek Anthony Joseph42$3.00K0.00%−12−22.2%Reduced
Penserra Capital Management LLC48$3.00K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.38$3.06K0.00%+24+171.4%Added
Granite FO LLC39$3.15K0.00%00.0%Unchanged
Stone House Investment Management, LLC40$3.23K0.00%−35−46.7%Reduced
Pacifica Partners Inc.45$3.61K0.00%00.0%Unchanged
Kilter Group LLC45$3.63K0.00%+20+80.0%Added
Anchor Investment Management, LLC48$3.87K0.00%00.0%Unchanged
Cloud Capital Management, LLC58$4.00K0.00%+58New
Transamerica Financial Advisors, Inc.51$4.07K0.00%+44+628.6%Added
CBIZ Investment Advisory Services, LLC52$4.22K0.00%00.0%Unchanged
Tortoise Investment Management, LLC56$4.52K0.00%−1−1.8%Reduced
Highline Wealth Partners LLC56$4.52K0.00%00.0%Unchanged
TFC Financial Management57$4.60K0.00%00.0%Unchanged
Princeton Global Asset Management LLC60$4.84K0.00%00.0%Unchanged
Grove Bank & Trust61$4.92K0.00%00.0%Unchanged
Bare Financial Services, Inc62$5.00K0.00%00.0%Unchanged
Binnacle Investments Inc65$5.24K0.00%+43+195.5%Added
Great Lakes Advisors, LLC69$5.56K0.00%00.0%Unchanged
Raffa Wealth Management, LLC72$5.81K0.00%+15+26.3%Added
Boreal Capital Management LLC72$5.85K0.00%+72New
Abound Wealth Management73$5.91K0.00%+4+5.8%Added
Mascoma Wealth Management LLC75$6.05K0.00%00.0%Unchanged
Independence Bank of Kentucky75$6.05K0.00%00.0%Unchanged
GoalVest Advisory LLC75$6.05K0.00%00.0%Unchanged
Evolution Wealth Management Inc.75$6.05K0.01%00.0%Unchanged
Private Wealth Management Group, LLC78$6.29K0.00%00.0%Unchanged
Sachetta, LLC79$6.37K0.00%00.0%Unchanged
LGT Financial Advisors LLC85$6.84K0.01%+1+1.2%Added
Aspect Partners, LLC85$6.86K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC85$6.86K0.00%+85New
Red Tortoise LLC95$7.66K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC97$7.82K0.00%00.0%Unchanged
DT Investment Partners, LLC98$7.90K0.00%00.0%Unchanged
Duncker Streett & Co Inc100$8.06K0.00%00.0%Unchanged
Activest Wealth Management100$8.06K0.00%+8+8.7%Added
Valley National Advisers Inc113$9.00K0.00%−1−0.9%Reduced
Valued Wealth Advisors LLC113$9.20K0.00%+1+0.9%Added
DAGCO, Inc.118$9.52K0.00%00.0%Unchanged
Avion Wealth133$10.0K0.00%−16−10.7%Reduced
Toth Financial Advisory Corp126$10.2K0.00%00.0%Unchanged
Howard Hughes Medical Institute127$10.2K0.01%+3+2.4%Added
Future Financial Wealth Managment LLC129$10.4K0.01%00.0%Unchanged
Dunhill Financial, LLC132$10.6K0.00%00.0%Unchanged
Investors Research Corp142$11.5K0.00%00.0%Unchanged
Financial Management Professionals, Inc.145$11.8K0.00%+4+2.8%Added
Dogwood Wealth Management LLC148$11.9K0.01%+81+120.9%Added
McCarthy Grittinger Financial Group, LLC148$11.9K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.158$12.7K0.03%−208−56.8%Reduced
Parvin Asset Management, LLC158$12.7K0.01%00.0%Unchanged
Atlantic Trust, LLC162$13.1K0.00%−255−61.2%Reduced
Ritter Daniher Financial Advisory LLC162$13.1K0.00%+162New
PFS Partners, LLC164$13.3K0.01%+1+0.6%Added
WFA Asset Management Corp205$13.4K0.01%+2+1.0%Added
Prudent Man Investment Management, Inc.200$13.5K0.01%00.0%Unchanged
Sittner & Nelson, LLC169$13.6K0.00%00.0%Unchanged
Rialto Wealth Management, LLC172$13.9K0.00%+2+1.2%Added
DiNuzzo Private Wealth, Inc.192$13.9K0.00%00.0%Unchanged
Rossby Financial, LCC175$14.1K0.00%−5−2.8%Reduced
S&T Bank179$14.4K0.00%+161+894.4%Added
Westside Investment Management, Inc.182$14.6K0.00%+116+175.8%Added
Medallion Wealth Advisors, LLC184$14.8K0.01%00.0%Unchanged