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 |
|---|---|---|---|---|---|
| Change Path, LLC | 7,805 | $629.5K | 0.02% | −44−0.6% | Reduced |
| Laraway Financial Inc | 7,855 | $633.5K | 0.43% | +10+0.1% | Added |
| Cascade Investment Group, Inc. | 7,880 | $635.5K | 0.42% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8,001 | $645.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,016 | $646.5K | 0.01% | +1,433+21.8% | Added |
| VestGen Advisors, LLC | 8,037 | $648.2K | 0.02% | +984+14.0% | Added |
| Ballentine Partners, LLC | 8,041 | $648.5K | 0.01% | +183+2.3% | Added |
| Amarillo National Bank | 8,072 | $651.0K | 0.11% | −25−0.3% | Reduced |
| Central Trust Co | 8,085 | $652.1K | 0.01% | −230−2.8% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $653.3K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 8,107 | $653.8K | 0.02% | −30−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,257 | $665.9K | 0.16% | +55+0.7% | Added |
| Voleon Capital Management LP | 8,319 | $670.9K | 0.02% | +3,882+87.5% | Added |
| Prospera Financial Services Inc | 8,338 | $672.6K | 0.01% | +1,296+18.4% | Added |
| Old Port Advisors | 8,347 | $673.2K | 0.17% | −158−1.9% | Reduced |
| Sagespring Wealth Partners, LLC | 8,379 | $675.8K | 0.01% | −155−1.8% | Reduced |
| CSS LLC | 8,383 | $676.1K | 0.04% | −6,460−43.5% | Reduced |
| Level Four Advisory Services, LLC | 8,384 | $676.2K | 0.02% | +33+0.4% | Added |
| Leonteq Securities AG | 8,461 | $682.4K | 0.04% | +3,891+85.1% | Added |
| STF Management LP | 8,507 | $686.1K | 0.25% | −210−2.4% | Reduced |
| Townsend & Associates, Inc | 8,486 | $688.7K | 0.07% | 00.0% | Unchanged |
| Summit Financial, LLC | 8,590 | $692.8K | 0.01% | +779+10.0% | Added |
| Pensionmark Financial Group, LLC | 8,630 | $696.0K | 0.01% | +1,842+27.1% | Added |
| Meeder Advisory Services, Inc. | 8,662 | $698.6K | 0.03% | +805+10.2% | Added |
| Wexford Capital LP | 8,714 | $702.8K | 0.21% | −18,508−68.0% | Reduced |
| Hilltop Holdings Inc. | 8,721 | $703.3K | 0.04% | +2,995+52.3% | Added |
| Kestra Private Wealth Services, LLC | 8,776 | $707.8K | 0.01% | −1,775−16.8% | Reduced |
| We Are One Seven, LLC | 8,785 | $708.5K | 0.02% | +4,776+119.1% | Added |
| American State Bank (Iowa) | 8,809 | $710.4K | 0.36% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,939 | $720.9K | 0.01% | +31+0.3% | Added |
| Everence Capital Management Inc | 9,014 | $727.0K | 0.04% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 9,082 | $732.5K | 0.08% | +1,854+25.7% | Added |
| Lifelong Wealth Advisors, Inc. | 9,120 | $735.5K | 0.22% | +40.0% | Added |
| FineMark National Bank & Trust | 9,135 | $736.7K | 0.02% | +22+0.2% | Added |
| Sym Financial Corp | 9,143 | $737.4K | 0.08% | +7+0.1% | Added |
| Wedmont Private Capital | 9,029 | $739.0K | 0.03% | +544+6.4% | Added |
| Glenview Trust Co | 9,164 | $739.1K | 0.01% | +618+7.2% | Added |
| Scientech Research LLC | 9,221 | $743.7K | 0.26% | +9,221 | New |
| Chicago Partners Investment Group LLC | 9,363 | $747.3K | 0.02% | +450+5.0% | Added |
| Warren Averett Asset Management, LLC | 9,268 | $747.5K | 0.01% | +380+4.3% | Added |
| Coldstream Capital Management Inc | 9,313 | $751.1K | 0.01% | −7,149−43.4% | Reduced |
| Kingsview Wealth Management, LLC | 9,339 | $753.2K | 0.01% | +1,622+21.0% | Added |
| LVW Advisors, LLC | 9,406 | $758.6K | 0.08% | +697+8.0% | Added |
| Quest Partners LLC | 9,513 | $767.2K | 0.05% | +716+8.1% | Added |
| Code Waechter LLC | 9,559 | $772.8K | 0.50% | +255+2.7% | Added |
| Venturi Wealth Management, LLC | 9,742 | $785.7K | 0.04% | +460+5.0% | Added |
| Smartleaf Asset Management LLC | 9,855 | $789.0K | 0.05% | +3,608+57.8% | Added |
| Moors & Cabot, Inc. | 9,839 | $793.5K | 0.03% | −100−1.0% | Reduced |
| Mather Group, LLC. | 9,892 | $797.8K | 0.01% | +1,955+24.6% | Added |
| Cornerstone Advisors, LLC | 9,900 | $798.4K | 0.03% | 00.0% | Unchanged |
| SFE Investment Counsel | 9,920 | $800.0K | 0.13% | −950−8.7% | Reduced |
| Altshuler Shaham Ltd | 10,001 | $806.6K | 0.01% | +2,710+37.2% | Added |
| IHT Wealth Management, LLC | 10,088 | $813.6K | 0.02% | −6−0.1% | Reduced |
| Aviva PLC | 10,100 | $814.6K | 0.00% | +582+6.1% | Added |
| David Loasby | 10,067 | $824.0K | 0.06% | +426+4.4% | Added |
| Canada Post Corp Registered Pension Plan | 10,382 | $831.1K | 0.04% | +3,430+49.3% | Added |
| Mosaic Family Wealth Partners, LLC | 10,479 | $838.8K | 0.10% | 00.0% | Unchanged |
| Cypress Capital Group | 10,460 | $843.6K | 0.10% | +400+4.0% | Added |
| Prosperity Consulting Group, LLC | 10,473 | $844.7K | 0.04% | +222+2.2% | Added |
| Great Waters Wealth Management | 10,509 | $847.6K | 0.10% | −3,019−22.3% | Reduced |
| Stonegate Investment Group, LLC | 10,546 | $850.5K | 0.02% | +24+0.2% | Added |
| NewEdge Wealth, LLC | 10,541 | $855.8K | 0.01% | +6,958+194.2% | Added |
| Bard Financial Services, Inc. | 10,625 | $856.9K | 0.09% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,700 | $863.0K | 0.00% | +507+5.0% | Added |
| Advisors Management Group Inc | 10,759 | $868.0K | 0.15% | −328−3.0% | Reduced |
| Aaron Wealth Advisors | 10,840 | $874.2K | 0.05% | +4,597+73.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,898 | $879.0K | 0.27% | +288+2.7% | Added |
| Heritage Wealth Management, Inc. | 10,899 | $879.0K | 0.26% | +45+0.4% | Added |
| Finer Wealth Management, Inc. | 10,942 | $882.5K | 0.44% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 10,950 | $883.1K | 0.09% | −2,250−17.0% | Reduced |
| Norden Group LLC | 10,976 | $885.3K | 0.09% | +1,777+19.3% | Added |
| Trust Point Inc. | 11,008 | $887.8K | 0.07% | +766+7.5% | Added |
| Dearborn Partners LLC | 11,014 | $888.3K | 0.04% | −11−0.1% | Reduced |
| Citizens Financial Group Inc | 11,059 | $891.9K | 0.01% | +3,975+56.1% | Added |
| RIA Advisory Group LLC | 11,062 | $892.2K | 0.23% | +6,293+132.0% | Added |
| Union Bancaire Privee, UBP SA | 12,978 | $898.1K | 0.02% | +3,140+31.9% | Added |
| Hodges Capital Management Inc. | 11,137 | $898.2K | 0.08% | +740+7.1% | Added |
| Independent Advisor Alliance | 11,292 | $910.7K | 0.02% | +429+3.9% | Added |
| MUFG Securities EMEA plc | 11,320 | $913.0K | 0.02% | +9,628+569.0% | Added |
| Legacy Financial Advisors, Inc. | 11,337 | $914.3K | 0.13% | +5,007+79.1% | Added |
| Intrust Bank NA | 11,360 | $916.2K | 0.08% | +142+1.3% | Added |
| Emerald Advisors, LLC | 11,366 | $916.7K | 0.12% | 00.0% | Unchanged |
| Summit Global Investments | 11,386 | $918.0K | 0.05% | −437−3.7% | Reduced |
| EverSource Wealth Advisors, LLC | 11,390 | $918.6K | 0.04% | −85−0.7% | Reduced |
| Brevan Howard Capital Management LP | 11,392 | $918.8K | 0.01% | +1,407+14.1% | Added |
| Invesco, LLC | 11,405 | $919.8K | 0.31% | +79+0.7% | Added |
| Chronos Wealth Management, LLC | 11,491 | $926.7K | 0.45% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,613 | $936.7K | 0.03% | −1,095−8.6% | Reduced |
| Fundamentun, LLC | 11,745 | $947.3K | 0.04% | +376+3.3% | Added |
| CAPROCK Group, Inc. | 13,107 | $948.9K | 0.02% | +13,107 | New |
| Advisory Services Network, LLC | 11,776 | $949.8K | 0.01% | −344−2.8% | Reduced |
| Great Valley Advisor Group, Inc. | 11,789 | $950.5K | 0.02% | −1,010−7.9% | Reduced |
| Croban | 11,834 | $954.4K | 0.64% | +11,834 | New |
| 17 Capital Partners, LLC | 11,923 | $961.6K | 0.52% | 00.0% | Unchanged |
| Greenleaf Trust | 11,942 | $963.1K | 0.01% | −124−1.0% | Reduced |
| Alps Advisors Inc | 11,998 | $967.6K | 0.01% | +5,628+88.4% | Added |
| Shell Asset Management Co | 12,028 | $970.0K | 0.10% | −19,939−62.4% | Reduced |
| Wolverine Trading, LLC | 12,246 | $980.3K | 0.02% | +12,246 | New |
| Catalytic Wealth RIA, LLC | 12,241 | $987.2K | 0.03% | +8,679+243.7% | Added |
| Ci Investments Inc. | 12,289 | $991.0K | 0.00% | −3,913−24.2% | Reduced |