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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 5,139 | $414.5K | 0.01% | −65−1.2% | Reduced |
| Nautilus Advisors LLC | 5,146 | $415.0K | 0.28% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,157 | $415.9K | 0.02% | +74+1.5% | Added |
| Intrua Financial, LLC | 5,159 | $416.1K | 0.05% | −330−6.0% | Reduced |
| Stock Yards Bank & Trust Co | 5,171 | $417.0K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,177 | $417.5K | 0.02% | −166−3.1% | Reduced |
| EntryPoint Capital, LLC | 5,178 | $417.6K | 0.16% | +5,178 | New |
| Heritage Trust Co | 5,191 | $418.7K | 0.04% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 5,211 | $420.3K | 0.02% | +5,211 | New |
| Venture Visionary Partners LLC | 5,273 | $425.3K | 0.01% | −608−10.3% | Reduced |
| Welch Group, LLC | 5,279 | $425.8K | 0.02% | +290+5.8% | Added |
| National Asset Management, Inc. | 5,331 | $429.9K | 0.02% | −154−2.8% | Reduced |
| Lakeridge Wealth Management LLC | 5,337 | $430.4K | 0.19% | −3−0.1% | Reduced |
| Keel Point, LLC | 5,348 | $431.3K | 0.03% | +52+1.0% | Added |
| Moody National Bank Trust Division | 5,388 | $434.5K | 0.04% | 00.0% | Unchanged |
| Charter Trust Co | 5,389 | $434.6K | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,394 | $435.1K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 5,397 | $435.3K | 0.01% | −189−3.4% | Reduced |
| James Hambro & Partners | 5,400 | $435.5K | 0.02% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 5,420 | $437.2K | 0.01% | −6,258−53.6% | Reduced |
| Everpar Advisors LLC | 5,474 | $441.5K | 0.17% | −32−0.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,526 | $445.7K | 0.01% | +5,526 | New |
| HBK Sorce Advisory LLC | 5,463 | $446.9K | 0.01% | −315−5.5% | Reduced |
| Waycross Partners, LLC | 5,550 | $447.6K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,573 | $449.5K | 0.01% | −22,327−80.0% | Reduced |
| Access Financial Services, Inc. | 5,590 | $450.8K | 0.16% | −129−2.3% | Reduced |
| SC&H Financial Advisors, Inc. | 5,592 | $451.0K | 0.07% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 5,604 | $452.0K | 0.09% | −2,347−29.5% | Reduced |
| Cigna Investments Inc | 5,666 | $457.0K | 0.06% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 5,729 | $462.0K | 0.28% | +5,729 | New |
| Capital Performance Advisors LLP | 5,738 | $462.7K | 0.08% | +271+5.0% | Added |
| SkyView Investment Advisors, LLC | 5,741 | $463.0K | 0.06% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 5,812 | $468.7K | 0.01% | −261−4.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,815 | $469.0K | 0.02% | +1,635+39.1% | Added |
| Pinnacle Financial Partners Inc | 5,856 | $472.3K | 0.01% | +493+9.2% | Added |
| Personal Cfo Solutions, LLC | 5,965 | $481.1K | 0.08% | +45+0.8% | Added |
| Park Place Capital Corp | 5,988 | $482.9K | 0.10% | −19−0.3% | Reduced |
| Affiance Financial, LLC | 5,989 | $483.0K | 0.09% | −78−1.3% | Reduced |
| Goelzer Investment Management, Inc. | 6,050 | $487.9K | 0.03% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 6,051 | $488.0K | 0.03% | +255+4.4% | Added |
| Vontobel Holding Ltd. | 6,093 | $491.4K | 0.00% | +6,093 | New |
| Atlantic Union Bankshares Corp | 6,110 | $492.8K | 0.01% | +400+7.0% | Added |
| Csenge Advisory Group | 6,125 | $494.0K | 0.02% | −2,359−27.8% | Reduced |
| International Assets Investment Management, LLC | 7,209 | $495.3K | 0.04% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,151 | $496.1K | 0.08% | −916−13.0% | Reduced |
| Segment Wealth Management, LLC | 6,201 | $500.1K | 0.03% | +135+2.2% | Added |
| First Foundation Advisors | 6,250 | $504.1K | 0.02% | −409−6.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,265 | $505.3K | 0.13% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 6,288 | $507.2K | 0.25% | +868+16.0% | Added |
| Legacy Capital Group California, Inc. | 6,291 | $507.4K | 0.13% | −70−1.1% | Reduced |
| Aprio Wealth Management, LLC | 6,298 | $508.0K | 0.05% | +1,553+32.7% | Added |
| Integris Wealth Management, LLC | 6,340 | $511.3K | 0.12% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 6,404 | $516.5K | 0.07% | −302−4.5% | Reduced |
| Brookstone Capital Management | 6,407 | $516.7K | 0.01% | +18+0.3% | Added |
| Synovus Financial Corp | 6,442 | $519.6K | 0.01% | −479−6.9% | Reduced |
| Coastline Trust Co | 6,450 | $520.2K | 0.06% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,466 | $521.5K | 0.03% | +205+3.3% | Added |
| IFP Advisors, Inc | 6,493 | $523.7K | 0.01% | +1,183+22.3% | Added |
| Lantz Financial LLC | 6,510 | $525.0K | 0.12% | +730+12.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 6,569 | $529.8K | 0.08% | +6,569 | New |
| Freedom Financial Partners LLC | 6,575 | $530.3K | 0.20% | −924−12.3% | Reduced |
| Wetherby Asset Management Inc | 6,621 | $534.0K | 0.02% | +185+2.9% | Added |
| SNS Financial Group, LLC | 6,578 | $534.2K | 0.05% | +9+0.1% | Added |
| Checchi Capital Advisers, LLC | 6,683 | $539.0K | 0.04% | +230+3.6% | Added |
| Bank of Hawaii | 6,906 | $557.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,945 | $560.2K | 0.01% | +363+5.5% | Added |
| CX Institutional | 6,969 | $562.0K | 0.02% | +208+3.1% | Added |
| Nicollet Investment Management, Inc. | 7,011 | $565.0K | 0.18% | −64−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 7,015 | $565.8K | 0.00% | −2,185−23.8% | Reduced |
| Buckingham Strategic Partners | 7,072 | $568.7K | 0.01% | +7,072 | New |
| Corundum Group, Inc. | 7,083 | $571.2K | 0.23% | +161+2.3% | Added |
| Romano Brothers and Company | 7,124 | $574.6K | 0.07% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 7,142 | $576.0K | 0.05% | −109−1.5% | Reduced |
| SageView Advisory Group, LLC | 7,155 | $577.0K | 0.02% | −89−1.2% | Reduced |
| Gateway Investment Advisers LLC | 7,205 | $581.1K | 0.01% | +491+7.3% | Added |
| Clearstead Advisors, LLC | 7,207 | $581.2K | 0.01% | −13−0.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,107 | $581.7K | 0.01% | +215+3.1% | Added |
| Jackson Square Capital, LLC | 7,225 | $582.7K | 0.13% | +7,225 | New |
| Endeavor Private Wealth, Inc. | 7,229 | $583.1K | 0.18% | +2,946+68.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,252 | $585.0K | 0.00% | +197+2.8% | Added |
| Stephens Inc | 7,254 | $585.0K | 0.01% | +40+0.6% | Added |
| Danske Bank A/S | 7,299 | $588.7K | 0.00% | +400+5.8% | Added |
| Quadrant Capital Group LLC | 7,358 | $593.4K | 0.02% | +125+1.7% | Added |
| KCM Investment Advisors LLC | 7,409 | $597.5K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 7,440 | $600.0K | 0.15% | +7,440 | New |
| Parsons Capital Management Inc | 7,447 | $600.6K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,463 | $601.9K | 0.01% | +774+11.6% | Added |
| Signaturefd, LLC | 7,489 | $604.0K | 0.01% | +371+5.2% | Added |
| Fidelis Capital Partners, LLC | 7,504 | $605.2K | 0.05% | +4,094+120.1% | Added |
| Cahill Financial Advisors Inc | 7,523 | $606.7K | 0.07% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7,524 | $606.8K | 0.04% | +10+0.1% | Added |
| RFG Advisory, LLC | 7,551 | $609.0K | 0.01% | −25−0.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,580 | $611.3K | 0.00% | +440+6.2% | Added |
| Oarsman Capital, Inc. | 7,600 | $612.9K | 0.09% | −622−7.6% | Reduced |
| IFG Advisory, LLC | 7,639 | $616.1K | 0.03% | +7,639 | New |
| SFMG, LLC | 7,675 | $619.0K | 0.04% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 7,680 | $619.4K | 0.11% | +3,773+96.6% | Added |
| Stonebridge Capital Advisors LLC | 7,686 | $619.9K | 0.04% | −7−0.1% | Reduced |
| Paradigm Financial Partners, LLC | 7,740 | $624.2K | 0.06% | +856+12.4% | Added |
| Alteri Wealth LLC | 7,764 | $626.1K | 0.22% | +608+8.5% | Added |