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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 965 | $77.8K | 0.02% | +13+1.4% | Added |
| Burkett Financial Services, LLC | 972 | $78.4K | 0.03% | −358−26.9% | Reduced |
| Point72 Europe (London) LLP | 985 | $79.4K | 0.00% | +985 | New |
| Oakworth Capital, Inc. | 989 | $79.8K | 0.00% | −65−6.2% | Reduced |
| Quent Capital, LLC | 998 | $80.5K | 0.01% | +998 | New |
| Hager Investment Management Services, LLC | 1,000 | $80.7K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,013 | $82.3K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,030 | $83.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,038 | $83.7K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,040 | $83.9K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $86.8K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,090 | $87.9K | 0.05% | −70−6.0% | Reduced |
| Harbor Asset Planning, Inc. | 1,092 | $88.1K | 0.08% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,095 | $88.3K | 0.00% | −2−0.2% | Reduced |
| Vision Financial Markets LLC | 1,110 | $89.5K | 0.08% | 00.0% | Unchanged |
| NBT Bank N A | 161 | $95.8K | 0.01% | −1,027−86.4% | Reduced |
| Delos Wealth Advisors, LLC | 1,200 | $96.8K | 0.07% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,219 | $98.3K | 0.06% | −824−40.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,225 | $99.0K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,267 | $102.2K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,276 | $102.9K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 1,283 | $103.5K | 0.00% | +18+1.4% | Added |
| Capital Advisors, Ltd. LLC | 1,301 | $105.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,335 | $107.7K | 0.01% | +1,335 | New |
| North Ridge Wealth Advisors, Inc. | 1,356 | $109.4K | 0.06% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,362 | $109.8K | 0.00% | +1,362 | New |
| Pinnacle Bancorp, Inc. | 1,367 | $110.2K | 0.03% | 00.0% | Unchanged |
| Onefund, LLC | 1,479 | $119.3K | 0.08% | +51+3.6% | Added |
| Brown Brothers Harriman & Co | 1,497 | $120.7K | 0.00% | +467+45.3% | Added |
| First Community Trust NA | 1,500 | $121.0K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,509 | $124.0K | 0.08% | −220−12.7% | Reduced |
| Parkside Financial Bank & Trust | 1,578 | $127.3K | 0.01% | +1+0.1% | Added |
| MTM Investment Management, LLC | 1,584 | $127.8K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,592 | $128.0K | 0.02% | +133+9.1% | Added |
| Catalyst Capital Advisors LLC | 1,590 | $128.2K | 0.00% | −579−26.7% | Reduced |
| Westfuller Advisors, LLC | 1,593 | $129.3K | 0.06% | +1,593 | New |
| Ameritas Advisory Services, LLC | 1,609 | $129.8K | 0.01% | −204−11.3% | Reduced |
| Hantz Financial Services, Inc. | 1,628 | $131.0K | 0.00% | +25+1.6% | Added |
| Bank of New Hampshire | 1,629 | $131.4K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,652 | $133.2K | 0.06% | +802+94.4% | Added |
| Whittier Trust Co | 1,666 | $133.7K | 0.00% | −642−27.8% | Reduced |
| AlphaCore Capital LLC | 1,671 | $135.9K | 0.00% | +74+4.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,700 | $136.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,704 | $137.4K | 0.01% | −155−8.3% | Reduced |
| Marquette Asset Management, LLC | 1,710 | $137.9K | 0.02% | +43+2.6% | Added |
| Millstone Evans Group, LLC | 1,779 | $143.4K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,795 | $144.8K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 1,808 | $145.8K | 0.01% | +8+0.4% | Added |
| Golden State Wealth Management, LLC | 1,823 | $147.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,824 | $147.2K | 0.01% | +1,030+129.7% | Added |
| Cherry Tree Wealth Management, LLC | 1,830 | $147.6K | 0.03% | −721−28.3% | Reduced |
| Ostrum Asset Management | 1,858 | $149.8K | 0.01% | +816+78.3% | Added |
| Costello Asset Management, INC | 1,887 | $152.1K | 0.05% | +46+2.5% | Added |
| Lummis Asset Management, LP | 1,899 | $153.2K | 0.10% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,913 | $154.3K | 0.05% | +200+11.7% | Added |
| Cromwell Holdings LLC | 1,918 | $155.8K | 0.08% | 00.0% | Unchanged |
| Riverview Trust Co | 1,988 | $160.3K | 0.19% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,000 | $161.3K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,076 | $167.0K | 0.01% | +1,589+326.3% | Added |
| Family Capital Trust Co | 2,103 | $169.6K | 0.06% | +2,103 | New |
| St Germain D J Co Inc | 2,108 | $170.0K | 0.01% | −885−29.6% | Reduced |
| Massmutual Trust Co FSB | 2,132 | $171.9K | 0.00% | +24+1.1% | Added |
| Creative Capital Management Investments LLC | 2,139 | $172.5K | 0.06% | +50+2.4% | Added |
| Sound Income Strategies, LLC | 2,132 | $173.2K | 0.01% | +4+0.2% | Added |
| Versant Capital Management, Inc | 2,209 | $178.2K | 0.02% | +200+10.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,241 | $180.8K | 0.00% | −10−0.4% | Reduced |
| LRI Investments, LLC | 2,259 | $182.2K | 0.01% | +191+9.2% | Added |
| Motco | 2,266 | $182.8K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,298 | $185.3K | 0.02% | −500−17.9% | Reduced |
| Manchester Capital Management LLC | 2,304 | $185.8K | 0.03% | −2,179−48.6% | Reduced |
| Whipplewood Advisors, LLC | 2,326 | $187.6K | 0.12% | −20−0.9% | Reduced |
| Ossiam | 2,335 | $188.3K | 0.00% | +1,992+580.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $191.6K | 0.06% | 00.0% | Unchanged |
| Hartline Investment Corp | 2,490 | $200.8K | 0.02% | +2,490 | New |
| Flow Traders U.S. LLC | 2,493 | $201.0K | 0.01% | +2,493 | New |
| Sharkey, Howes & Javer | 2,496 | $201.3K | 0.03% | +2,496 | New |
| Founders Capital Management | 2,500 | $201.6K | 0.11% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,500 | $201.6K | 0.06% | +2,500 | New |
| Arvest Bank Trust Division | 2,502 | $201.8K | 0.01% | +2,502 | New |
| Custom Index Systems, LLC | 2,506 | $202.1K | 0.06% | +2,506 | New |
| Impact Capital Partners LLC | 2,509 | $202.4K | 0.06% | +2,509 | New |
| Redwood Investment Management, LLC | 2,518 | $203.0K | 0.02% | +2,518 | New |
| Nations Financial Group Inc, | 2,528 | $203.9K | 0.01% | +2,528 | New |
| Hilltop National Bank | 2,529 | $204.0K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,530 | $204.0K | 0.00% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2,532 | $204.2K | 0.07% | +2,532 | New |
| Advisors Capital Management, LLC | 2,534 | $204.4K | 0.00% | +2,534 | New |
| Alpine Bank Wealth Management | 2,535 | $204.4K | 0.03% | −652−20.5% | Reduced |
| Longview Financial Advisors, Inc. | 2,550 | $205.7K | 0.15% | +2,550 | New |
| Guardian Wealth Advisors, LLC | 2,545 | $205.7K | 0.01% | +2,545 | New |
| Journey Strategic Wealth LLC | 2,553 | $205.9K | 0.01% | +2,553 | New |
| Sonora Investment Management Group, LLC | 2,570 | $207.2K | 0.01% | +2,570 | New |
| Lloyd Advisory Services, LLC. | 2,572 | $207.5K | 0.10% | +2,572 | New |
| Bridges Investment Management Inc | 2,577 | $207.8K | 0.00% | +2,577 | New |
| City State Bank | 2,593 | $209.1K | 0.06% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,607 | $210.3K | 0.00% | +2,607 | New |
| Cary Street Partners Financial LLC | 2,612 | $210.7K | 0.01% | −8−0.3% | Reduced |
| Golden State Equity Partners | 2,614 | $210.8K | 0.04% | +2,614 | New |
| TownSquare Capital, LLC | 2,616 | $211.0K | 0.03% | −2,247−46.2% | Reduced |
| Capital Investment Advisory Services, LLC | 2,632 | $212.3K | 0.02% | +2,632 | New |