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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 187 | $15.2K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 189 | $15.2K | 0.01% | +189 | New |
| Koesten, Hirschmann & Crabtree, INC. | 192 | $15.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 192 | $15.5K | 0.01% | +192 | New |
| Corundum Trust Company, INC | 193 | $15.6K | 0.03% | +193 | New |
| Advantage Trust Co | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 202 | $16.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 207 | $16.7K | 0.00% | +142+218.5% | Added |
| Asset Dedication, LLC | 211 | $17.1K | 0.00% | −97−31.5% | Reduced |
| MV Capital Management, Inc. | 218 | $17.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 228 | $18.3K | 0.00% | +128+128.0% | Added |
| Global Wealth Strategies & Associates | 228 | $18.4K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 233 | $18.8K | 0.27% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 235 | $19.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 245 | $19.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 250 | $20.2K | 0.00% | −70−21.9% | Reduced |
| MB, Levis & Associates, LLC | 250 | $20.2K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 259 | $20.9K | 0.01% | −82−24.0% | Reduced |
| Pittenger & Anderson Inc | 271 | $21.9K | 0.00% | +199+276.4% | Added |
| MCF Advisors LLC | 270 | $21.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 276 | $22.3K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 277 | $22.5K | 0.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 285 | $23.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 287 | $23.1K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 287 | $23.1K | 0.02% | +287 | New |
| Steigerwald, Gordon & Koch Inc. | 288 | $23.2K | 0.00% | +288 | New |
| American National Bank | 290 | $23.4K | 0.00% | +290 | New |
| Main Street Group, LTD | 295 | $23.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 297 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 301 | $24.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 312 | $25.1K | 0.00% | +69+28.4% | Added |
| ORG Partners LLC | 314 | $25.4K | 0.00% | +197+168.4% | Added |
| Richard W. Paul & Associates, LLC | 318 | $25.6K | 0.01% | −1−0.3% | Reduced |
| Webster Bank, N. A. | 325 | $26.2K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 339 | $27.3K | 0.02% | +339 | New |
| Covestor Ltd | 344 | $28.0K | 0.02% | −55−13.8% | Reduced |
| Glen Eagle Advisors, LLC | 350 | $28.2K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 353 | $28.7K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 370 | $29.0K | 0.00% | −269−42.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 372 | $30.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 373 | $30.1K | 0.00% | +110+41.8% | Added |
| Adirondack Trust Co | 383 | $30.9K | 0.01% | −48−11.1% | Reduced |
| CVA Family Office, LLC | 383 | $30.9K | 0.00% | −30−7.3% | Reduced |
| Winch Advisory Services, LLC | 395 | $31.9K | 0.01% | −819−67.5% | Reduced |
| Trust Co of Vermont | 396 | $31.9K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 400 | $32.3K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 400 | $32.3K | 0.00% | +400 | New |
| Tanglewood Legacy Advisors, LLC | 410 | $33.1K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 426 | $34.4K | 0.01% | +426 | New |
| GW&K Investment Management, LLC | 435 | $35.0K | 0.00% | +12+2.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 454 | $36.6K | 0.02% | −14−3.0% | Reduced |
| Tidemark, LLC | 465 | $37.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 468 | $37.7K | 0.03% | 00.0% | Unchanged |
| Collier Financial | 469 | $37.8K | 0.03% | +469 | New |
| BankPlus Trust Department | 483 | $39.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $40.3K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $40.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 501 | $40.4K | 0.01% | +7+1.4% | Added |
| Crews Bank & Trust | 504 | $40.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 509 | $40.9K | 0.00% | +253+98.8% | Added |
| Measured Wealth Private Client Group, LLC | 519 | $41.9K | 0.01% | +519 | New |
| Rise Advisors, LLC | 525 | $42.3K | 0.02% | +7+1.4% | Added |
| Luken Investment Analytics, LLC | 526 | $42.4K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 527 | $42.5K | 0.02% | +4+0.8% | Added |
| TruNorth Capital Management, LLC | 557 | $44.9K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 571 | $46.1K | 0.00% | 00.0% | Unchanged |
| Canopy Partners, LLC | 573 | $46.2K | 0.02% | +51+9.8% | Added |
| Piscataqua Savings Bank | 575 | $46.4K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 577 | $46.9K | 0.00% | +54+10.3% | Added |
| Old Point Trust & Financial Services N A | 584 | $47.1K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 609 | $49.0K | 0.01% | +1+0.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 615 | $50.0K | 0.00% | +615 | New |
| Prestige Wealth Management Group LLC | 631 | $51.3K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 636 | $51.3K | 0.01% | −40−5.9% | Reduced |
| Kimelman & Baird, LLC | 652 | $52.6K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 648 | $52.6K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 658 | $53.1K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 660 | $53.2K | 0.00% | +205+45.1% | Added |
| Whittier Trust Co of Nevada Inc | 671 | $53.9K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 672 | $54.2K | 0.03% | +188+38.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 684 | $55.2K | 0.03% | +437+176.9% | Added |
| Ransom Advisory, Ltd | 702 | $56.6K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 704 | $56.8K | 0.02% | +43+6.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 704 | $57.2K | 0.01% | −580−45.2% | Reduced |
| McIlrath & Eck, LLC | 728 | $58.7K | 0.01% | +6+0.8% | Added |
| Strengthening Families & Communities, LLC | 743 | $60.0K | 0.01% | +5+0.7% | Added |
| Financial Perspectives, Inc | 767 | $61.9K | 0.02% | 00.0% | Unchanged |
| Financial Consulate, Inc | 829 | $66.8K | 0.01% | +829 | New |
| Bell Investment Advisors, Inc | 837 | $67.5K | 0.01% | −16−1.9% | Reduced |
| Creative Financial Designs Inc | 848 | $68.4K | 0.00% | +5+0.6% | Added |
| Addison Advisors LLC | 857 | $69.1K | 0.02% | −98−10.3% | Reduced |
| Caldwell Trust Co | 884 | $71.3K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 888 | $71.3K | 0.04% | +6+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 902 | $72.7K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 905 | $73.0K | 0.00% | −228−20.1% | Reduced |
| Truvestments Capital LLC | 913 | $73.6K | 0.01% | +13+1.4% | Added |
| Deseret Mutual Benefit Administrators | 920 | $74.2K | 0.03% | −16−1.7% | Reduced |
| Salem Investment Counselors Inc | 933 | $75.8K | 0.00% | +46+5.2% | Added |
| Centennial Bank | 947 | $76.4K | 0.03% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $77.1K | 0.05% | 00.0% | Unchanged |