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 Link Financial Advisors, LLC | 3,556 | $286.8K | 0.02% | −120−3.3% | Reduced |
| LCM Capital Management Inc | 3,572 | $288.1K | 0.14% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 3,603 | $290.6K | 0.22% | +29+0.8% | Added |
| Lazari Capital Management, Inc. | 3,614 | $291.5K | 0.10% | +8+0.2% | Added |
| USA Financial Portformulas Corp | 3,625 | $292.4K | 0.05% | +3,625 | New |
| FIL Ltd | 3,634 | $293.1K | 0.00% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,620 | $294.0K | 0.11% | +41+1.1% | Added |
| Scissortail Wealth Management, LLC | 3,649 | $294.3K | 0.06% | −8−0.2% | Reduced |
| Brass Tax Wealth Management, Inc | 3,652 | $294.6K | 0.05% | +27+0.7% | Added |
| Gries Financial LLC | 3,657 | $294.9K | 0.05% | +159+4.5% | Added |
| Ausdal Financial Partners, Inc. | 3,669 | $295.9K | 0.01% | +3,669 | New |
| Daymark Wealth Partners, LLC | 3,685 | $297.2K | 0.01% | +3,685 | New |
| Williams Jones Wealth Management, LLC. | 3,738 | $301.5K | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,743 | $301.9K | 0.05% | +3,743 | New |
| JPL Wealth Management, LLC | 3,765 | $303.6K | 0.07% | +434+13.0% | Added |
| Austin Private Wealth, LLC | 3,765 | $303.6K | 0.02% | −15−0.4% | Reduced |
| Alley Investment Management Company, LLC | 3,787 | $305.4K | 0.04% | −903−19.3% | Reduced |
| M.E. Allison & Co., Inc. | 3,800 | $306.5K | 0.21% | 00.0% | Unchanged |
| Financially Speaking Inc | 3,804 | $306.8K | 0.20% | +2+0.1% | Added |
| Planning Center, Inc. | 3,805 | $306.9K | 0.03% | 00.0% | Unchanged |
| DORVAL Corp | 3,842 | $309.9K | 0.10% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3,845 | $310.1K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,849 | $310.4K | 0.00% | +152+4.1% | Added |
| South State Corp. | 3,856 | $311.0K | 0.01% | −627−14.0% | Reduced |
| Victory Financial Group, LLC | 3,887 | $313.8K | 0.04% | +521+15.5% | Added |
| Sofos Investments, Inc. | 3,894 | $314.1K | 0.06% | +3,894 | New |
| Accel Wealth Management | 3,896 | $314.2K | 0.09% | +326+9.1% | Added |
| Peak Asset Management, LLC | 3,896 | $314.2K | 0.05% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,898 | $314.4K | 0.01% | +665+20.6% | Added |
| Conning Inc. | 3,903 | $314.8K | 0.01% | −421−9.7% | Reduced |
| RNC Capital Management LLC | 3,906 | $315.0K | 0.01% | +8+0.2% | Added |
| Krilogy Financial LLC | 3,881 | $315.1K | 0.01% | +3,881 | New |
| Heritage Wealth Architects, Inc. | 3,908 | $315.1K | 0.19% | +5+0.1% | Added |
| Umb Bank N A | 3,912 | $315.5K | 0.00% | +357+10.0% | Added |
| Paragon Capital Management LLC | 3,931 | $317.0K | 0.15% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 3,981 | $321.0K | 0.01% | −1,320−24.9% | Reduced |
| Tyche Wealth Partners LLC | 3,982 | $321.1K | 0.06% | −1,352−25.3% | Reduced |
| Fisher Asset Management, LLC | 3,983 | $321.3K | 0.00% | +3,983 | New |
| Cidel Asset Management Inc | 3,991 | $321.9K | 0.02% | 00.0% | Unchanged |
| Thomasville National Bank | 4,024 | $324.5K | 0.02% | +4,024 | New |
| Simplicity Wealth,LLC | 4,046 | $326.3K | 0.02% | +4,046 | New |
| RDA Financial Network | 4,058 | $327.3K | 0.08% | −193−4.5% | Reduced |
| Ballast Advisors LLC | 4,059 | $327.4K | 0.09% | +7+0.2% | Added |
| Triumph Capital Management | 4,072 | $328.4K | 0.09% | +70+1.7% | Added |
| Atomi Financial Group, Inc. | 4,078 | $328.9K | 0.01% | +625+18.1% | Added |
| PFG Advisors | 4,107 | $331.2K | 0.01% | +515+14.3% | Added |
| Patrick M Sweeney & Associates, Inc | 4,120 | $332.2K | 0.21% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,099 | $332.9K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 4,129 | $333.0K | 0.02% | +4,129 | New |
| Johnson Investment Counsel Inc | 4,139 | $333.8K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,144 | $334.2K | 0.01% | +10.0% | Added |
| Lifeworks Advisors, LLC | 4,160 | $335.5K | 0.04% | +4,160 | New |
| Panagora Asset Management Inc | 4,177 | $336.9K | 0.00% | −13,202−76.0% | Reduced |
| Sowell Financial Services LLC | 4,177 | $336.9K | 0.01% | +90+2.2% | Added |
| Redhawk Wealth Advisors, Inc. | 4,210 | $339.5K | 0.04% | −128−3.0% | Reduced |
| Atlantic Family Wealth, LLC | 4,257 | $343.3K | 0.27% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 4,298 | $345.5K | 0.00% | +4,298 | New |
| CFS Investment Advisory Services, LLC | 4,304 | $346.0K | 0.03% | +722+20.2% | Added |
| LMR Partners LLP | 4,293 | $346.2K | 0.00% | +1,060+32.8% | Added |
| Astoria Portfolio Advisors LLC. | 4,231 | $346.3K | 0.09% | +4,231 | New |
| First Business Financial Services, Inc. | 4,312 | $347.8K | 0.03% | +150+3.6% | Added |
| Gotham Asset Management, LLC | 4,325 | $348.8K | 0.00% | −1,431−24.9% | Reduced |
| Aventura Private Wealth, LLC | 4,363 | $351.9K | 0.13% | −515−10.6% | Reduced |
| Frank, Rimerman Advisors LLC | 4,368 | $352.3K | 0.02% | +4,368 | New |
| Eisler Capital Management Ltd. | 4,517 | $352.9K | 0.01% | +4,517 | New |
| Trueblood Wealth Management, LLC | 4,390 | $354.1K | 0.14% | −75−1.7% | Reduced |
| Advisory Alpha, LLC | 4,483 | $356.9K | 0.01% | −62−1.4% | Reduced |
| Horizon Investment Services, LLC | 4,432 | $357.5K | 0.13% | +109+2.5% | Added |
| Evergreen Capital Management LLC | 4,403 | $357.6K | 0.01% | +195+4.6% | Added |
| First County Bank | 4,469 | $360.4K | 0.18% | −952−17.6% | Reduced |
| Principle Wealth Partners LLC | 4,487 | $361.9K | 0.02% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 4,524 | $364.9K | 0.31% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,531 | $365.4K | 0.05% | +10.0% | Added |
| First Commonwealth Financial Corp | 4,551 | $367.0K | 0.06% | −23−0.5% | Reduced |
| West Family Investments, Inc. | 4,552 | $367.1K | 0.08% | +32+0.7% | Added |
| Prime Capital Investment Advisors, LLC | 4,625 | $373.0K | 0.00% | −93−2.0% | Reduced |
| Eastern Bank | 4,640 | $374.2K | 0.01% | −1,884−28.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,666 | $376.4K | 0.01% | −289−5.8% | Reduced |
| Buska Wealth Management, LLC | 4,676 | $377.2K | 0.11% | +35+0.8% | Added |
| MorganRosel Wealth Management, LLC | 4,700 | $379.1K | 0.10% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,716 | $380.4K | 0.05% | +164+3.6% | Added |
| Concord Wealth Partners | 4,745 | $382.7K | 0.05% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 4,756 | $383.6K | 0.08% | +4,756 | New |
| Brighton Jones LLC | 4,786 | $386.0K | 0.01% | −130−2.6% | Reduced |
| SCP Investment, LP | 4,800 | $387.1K | 0.31% | −8,000−62.5% | Reduced |
| Farmers & Merchants Investments Inc | 4,810 | $387.9K | 0.01% | −66−1.4% | Reduced |
| TCI Wealth Advisors, Inc. | 4,821 | $388.8K | 0.02% | +688+16.6% | Added |
| Vantage Financial Partners, LLC | 4,839 | $390.3K | 0.08% | −349−6.7% | Reduced |
| Bell Bank | 4,845 | $390.7K | 0.02% | −7,999−62.3% | Reduced |
| Private Trust Co NA | 4,862 | $392.1K | 0.03% | −107−2.2% | Reduced |
| Castle Rock Wealth Management, LLC | 4,940 | $394.7K | 0.09% | +10+0.2% | Added |
| Alerus Financial NA | 4,901 | $395.3K | 0.02% | +1,000+25.6% | Added |
| Cullen/Frost Bankers, Inc. | 4,947 | $399.0K | 0.00% | −741−13.0% | Reduced |
| Financial Engines Advisors L.L.C. | 4,960 | $400.0K | 0.00% | +4,960 | New |
| Warwick Investment Management, Inc. | 4,970 | $400.8K | 0.07% | +140+2.9% | Added |
| Waterloo Capital, L.P. | 4,972 | $401.0K | 0.03% | +363+7.9% | Added |
| RMB Capital Management, LLC | 4,989 | $405.2K | 0.01% | +218+4.6% | Added |
| Sheets Smith Wealth Management | 5,053 | $407.5K | 0.05% | −830−14.1% | Reduced |
| Alpha Cubed Investments, LLC | 5,097 | $411.1K | 0.01% | +5+0.1% | Added |
| Syon Capital LLC | 5,137 | $414.3K | 0.02% | +936+22.3% | Added |