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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
Atlanta Consulting Group Advisors, LLC2,614$212.4K0.05%+2,614New
Old Second National Bank of Aurora2,648$213.6K0.04%00.0%Unchanged
Opes Wealth Management LLC2,648$213.6K0.04%+2,648New
Perennial Investment Advisors, LLC2,686$216.6K0.02%+2,686New
High Note Wealth, LLC2,696$217.4K0.04%+2+0.1%Added
Jacobi Capital Management LLC2,701$217.8K0.01%+2,701New
L2 Asset Management, LLC2,708$218.4K0.03%+2,708New
Walker Asset Management, LLC2,712$218.7K0.12%+2,712New
Pitcairn Co2,715$219.0K0.02%+2,715New
Quantum Financial Advisors, LLC2,727$219.9K0.03%+2,727New
Colonial Trust Co2,746$221.5K0.03%+151+5.8%Added
Wealth Group Ltd2,747$221.5K0.05%+2,747New
Gilman Hill Asset Management, LLC2,750$221.8K0.03%+2,750New
MAI Capital Management2,766$223.1K0.00%−106−3.7%Reduced
Inspire Advisors, LLC2,777$224.0K0.02%+2,777New
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,780$224.2K0.05%−120−4.1%Reduced
Clifford Swan Investment Counsel LLC2,796$225.5K0.01%+2,796New
Baker Boyer National Bank2,800$225.8K0.08%+2,800New
Confluence Wealth Services, Inc.2,805$226.2K0.01%+2,805New
Mindset Wealth Management, LLC2,806$226.3K0.06%+2,806New
Diversify Advisory Services, LLC2,792$226.9K0.01%−37−1.3%Reduced
Fullcircle Wealth LLC2,794$228.0K0.08%00.0%Unchanged
One Wealth Capital Management, LLC2,838$228.9K0.10%+2,838New
Ullmann Financial Group, Inc.2,843$229.3K0.03%−370−11.5%Reduced
Pinnacle Associates Ltd2,864$230.9K0.00%+2,864New
Ramsay, Stattman, Vela & Price, Inc.2,870$231.5K0.04%−1,200−29.5%Reduced
Longboard Asset Management, LP2,872$231.6K0.37%+2,872New
Compass Financial Group, INC2,877$232.1K0.03%−202−6.6%Reduced
MJT & Associates Financial Advisory Group, Inc.2,879$232.2K0.19%00.0%Unchanged
Broadwater Capital Management LLC2,880$232.3K0.17%−193,248−98.5%Reduced
Trust Co2,882$232.4K0.02%00.0%Unchanged
Ellenbecker Investment Group2,897$233.7K0.03%+2,897New
GHP Investment Advisors, Inc.2,904$234.2K0.01%+13+0.4%Added
Cranbrook Wealth Management, LLC2,905$234.3K0.05%00.0%Unchanged
Sherbrooke Park Advisers LLC2,938$236.9K0.11%+2,938New
Accurate Wealth Management, LLC2,945$238.1K0.03%+2,945New
Camden Capital, LLC2,954$238.3K0.02%+2,954New
NTV Asset Management LLC2,968$239.4K0.03%+2,968New
North Star Asset Management Inc2,987$240.9K0.01%+2,987New
Mutual Advisors, LLC3,000$241.3K0.01%−114−3.7%Reduced
Petros Family Wealth, LLC3,004$242.3K0.20%−30−1.0%Reduced
Avantax Planning Partners, Inc.3,011$242.8K0.01%00.0%Unchanged
Fiduciary Trust Co3,013$243.0K0.00%+3,013New
Wrapmanager Inc3,050$246.0K0.08%−831−21.4%Reduced
Insigneo Advisory Services, LLC3,057$246.5K0.02%+3,057New
Kennedy Capital Management, Inc.3,074$247.9K0.01%00.0%Unchanged
Independent Financial Group, LLC3,079$248.3K0.01%+65+2.2%Added
Equitable Holdings, Inc.3,080$248.4K0.00%+2+0.1%Added
Alta Advisers Ltd3,083$248.6K0.08%00.0%Unchanged
Crestwood Advisors Group LLC3,095$249.6K0.00%+3,095New
Old National Bancorp3,104$250.3K0.00%−1,202−27.9%Reduced
Cyndeo Wealth Partners, LLC3,104$250.3K0.01%+11+0.4%Added
Drive Wealth Management, LLC3,089$250.9K0.05%+3,089New
Avidian Wealth Solutions, LLC3,127$252.2K0.01%+87+2.9%Added
Integrity Alliance, LLC.3,133$252.7K0.01%+3,133New
USAdvisors Wealth Management, LLC3,153$254.0K0.09%+19+0.6%Added
IFS Group,LLC3,171$254.7K0.22%+3,171New
Aviance Capital Partners, LLC3,163$255.1K0.03%00.0%Unchanged
Leverty Financial Group, LLC3,166$255.3K0.07%00.0%Unchanged
GeoWealth Management, LLC3,185$256.9K0.01%+145+4.8%Added
Advocate Group LLC3,189$257.2K0.04%+3,189New
Patton Fund Management, Inc.3,192$257.4K0.05%00.0%Unchanged
Concord Asset Management, LLC3,201$258.2K0.05%−1,544−32.5%Reduced
Centric Wealth Management3,183$258.4K0.06%+33+1.0%Added
Phillips Wealth Planners LLC3,219$260.7K0.22%−115−3.4%Reduced
Portside Wealth Group, LLC3,238$261.1K0.04%+120+3.8%Added
Exencial Wealth Advisors, LLC3,242$261.5K0.01%+3,242New
Occidental Asset Management, LLC3,242$261.5K0.03%+7+0.2%Added
Sunbelt Securities, Inc.3,246$261.8K0.02%+936+40.5%Added
ARS Wealth Advisors Group, LLC3,266$263.4K0.03%+5+0.2%Added
Patriot Investment Management Inc.3,267$263.5K0.02%00.0%Unchanged
Boulder Wealth Advisors, LLC3,270$263.7K0.12%+3,270New
Hancock Whitney Corp3,292$265.5K0.00%−39−1.2%Reduced
Smithfield Trust Co3,301$266.0K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,310$267.0K0.01%−145−4.2%Reduced
Quarry LP3,314$267.3K0.07%+2,200+197.5%Added
Knollwood Investment Advisory, LLC3,323$268.0K0.02%00.0%Unchanged
Genesis Private Wealth, LLC3,325$268.2K0.11%−38−1.1%Reduced
Boston Trust Walden Corp3,347$269.9K0.00%00.0%Unchanged
Howe & Rusling Inc3,349$270.1K0.02%+12+0.4%Added
Mystic Asset Management, Inc.3,352$270.3K0.06%00.0%Unchanged
Chesley Taft & Associates LLC3,370$271.8K0.01%−60−1.7%Reduced
CoreFirst Bank & Trust3,370$271.8K0.15%00.0%Unchanged
FDx Advisors, Inc.3,351$272.0K0.08%+82+2.5%Added
Wealthspire Advisors, LLC3,394$273.7K0.00%−626−15.6%Reduced
Peoples Financial Services Corp.3,400$274.2K0.12%00.0%Unchanged
First National Bank Sioux Falls3,404$274.5K0.09%00.0%Unchanged
Premier Path Wealth Partners, LLC3,428$276.4K0.04%+364+11.9%Added
Great Diamond Partners, LLC3,442$277.6K0.05%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt3,432$278.4K0.01%00.0%Unchanged
FSB Premier Wealth Management, Inc.3,454$278.5K0.09%−344−9.1%Reduced
BlueStem Wealth Partners, LLC3,455$278.6K0.03%+45+1.3%Added
Two Sigma Securities, LLC3,490$281.5K0.04%−2,193−38.6%Reduced
Hoese & Co LLP3,500$282.3K0.22%00.0%Unchanged
Kozak & Associates, Inc.3,473$282.4K0.06%−445−11.4%Reduced
HM Payson & Co3,515$283.5K0.00%+146+4.3%Added
Kure Advisory, LLC3,522$284.1K0.18%−191−5.1%Reduced
Elwood & Goetz Wealth Advisory Group, LLC3,542$285.7K0.05%00.0%Unchanged
Rosenberg Matthew Hamilton3,551$286.4K0.06%−1,006−22.1%Reduced
Prelude Capital Management, LLC3,552$286.5K0.02%−637−15.2%Reduced