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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 12,314 | $993.1K | 0.02% | −222−1.8% | Reduced |
| Farther Finance Advisors, LLC | 12,497 | $1.01M | 0.02% | +3,452+38.2% | Added |
| Stratos Wealth Partners, LTD. | 12,503 | $1.01M | 0.01% | +6,762+117.8% | Added |
| CIBC Private Wealth Group, LLC | 12,513 | $1.01M | 0.00% | +2,256+22.0% | Added |
| Resources Investment Advisors, LLC. | 12,560 | $1.01M | 0.01% | −11−0.1% | Reduced |
| Tiaa Trust, National Association | 12,683 | $1.02M | 0.00% | +126+1.0% | Added |
| Thompson Investment Management, Inc. | 12,704 | $1.02M | 0.14% | +5,215+69.6% | Added |
| Exchange Traded Concepts, LLC | 12,858 | $1.04M | 0.01% | +9,785+318.4% | Added |
| Midwest Professional Planners, LTD. | 12,867 | $1.04M | 0.25% | +45+0.4% | Added |
| Argent Trust Co | 12,896 | $1.04M | 0.04% | +808+6.7% | Added |
| HighMark Wealth Management LLC | 12,937 | $1.04M | 0.46% | +72+0.6% | Added |
| Tectonic Advisors LLC | 12,982 | $1.05M | 0.06% | −541−4.0% | Reduced |
| Koshinski Asset Management, Inc. | 13,129 | $1.06M | 0.07% | +1,379+11.7% | Added |
| Foundations Investment Advisors, LLC | 13,222 | $1.07M | 0.02% | +7,660+137.7% | Added |
| WealthTrust Axiom LLC | 13,251 | $1.07M | 0.29% | −1,250−8.6% | Reduced |
| OmniStar Financial Group, Inc. | 13,371 | $1.08M | 0.65% | −7,501−35.9% | Reduced |
| Mission Wealth Management, LP | 13,577 | $1.09M | 0.02% | −566−4.0% | Reduced |
| Savvy Advisors, Inc. | 13,697 | $1.10M | 0.05% | +715+5.5% | Added |
| Modern Wealth Management, LLC | 13,752 | $1.11M | 0.02% | +5,019+57.5% | Added |
| Aspen Wealth Strategies, LLC | 13,805 | $1.11M | 0.62% | +306+2.3% | Added |
| Western Wealth Management, LLC | 13,830 | $1.12M | 0.06% | −15−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,941 | $1.12M | 0.06% | −9−0.1% | Reduced |
| Tradewinds Capital Management, LLC | 13,987 | $1.13M | 0.25% | 00.0% | Unchanged |
| STRS Ohio | 14,152 | $1.14M | 0.00% | +357+2.6% | Added |
| Tower Research Capital LLC (TRC) | 14,233 | $1.15M | 0.03% | +5,745+67.7% | Added |
| J.W. Cole Advisors, Inc. | 14,238 | $1.15M | 0.02% | +18+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,433 | $1.16M | 0.06% | +79+0.6% | Added |
| VCI Wealth Management LLC | 14,581 | $1.18M | 0.36% | +14,581 | New |
| Infrastructure Capital Advisors, LLC | 14,684 | $1.19M | 0.15% | +5,684+63.2% | Added |
| Bryn Mawr Trust Co | 15,170 | $1.22M | 0.03% | −4,282−22.0% | Reduced |
| Enhancing Capital LLC | 15,500 | $1.25M | 0.91% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 15,554 | $1.25M | 0.22% | −16,957−52.2% | Reduced |
| Vermillion Wealth Management, Inc. | 15,573 | $1.26M | 0.34% | +66+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 15,575 | $1.26M | 0.08% | −56−0.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 15,613 | $1.27M | 0.10% | +2,518+19.2% | Added |
| MUFG Securities Americas Inc. | 15,949 | $1.29M | 0.08% | +3,167+24.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,956 | $1.29M | 0.01% | +5,152+47.7% | Added |
| First Western Trust Bank | 15,993 | $1.29M | 0.06% | −1,426−8.2% | Reduced |
| Quantitative Investment Management, LLC | 16,061 | $1.29M | 0.18% | +16,061 | New |
| Assenagon Asset Management S.A. | 16,106 | $1.30M | 0.00% | −982,401−98.4% | Reduced |
| Arkadios Wealth Advisors | 16,115 | $1.30M | 0.03% | +7,409+85.1% | Added |
| South Dakota Investment Council | 16,141 | $1.30M | 0.03% | −3,000−15.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.31M | 0.14% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 16,273 | $1.31M | 0.19% | +29+0.2% | Added |
| BKD Wealth Advisors, LLC | 16,284 | $1.31M | 0.03% | +1,322+8.8% | Added |
| Vise Technologies, Inc. | 16,474 | $1.33M | 0.05% | −1,321−7.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,583 | $1.34M | 0.01% | −958−5.5% | Reduced |
| CWA Asset Management Group, LLC | 16,616 | $1.34M | 0.05% | +1,495+9.9% | Added |
| United Capital Financial Advisers, LLC | 16,675 | $1.34M | 0.01% | +736+4.6% | Added |
| Howard Capital Management Inc. | 16,917 | $1.36M | 0.02% | −32−0.2% | Reduced |
| Equitable Trust Co | 16,946 | $1.37M | 0.06% | 00.0% | Unchanged |
| Savant Capital, LLC | 17,005 | $1.37M | 0.01% | +3,887+29.6% | Added |
| Jump Financial, LLC | 17,228 | $1.39M | 0.02% | −117,810−87.2% | Reduced |
| Ameriflex Group, Inc. | 17,306 | $1.40M | 0.52% | +8,392+94.1% | Added |
| SRS Capital Advisors, Inc. | 17,306 | $1.40M | 0.02% | +5,775+50.1% | Added |
| DeDora Capital, Inc. | 17,324 | $1.40M | 0.34% | −74−0.4% | Reduced |
| Snowden Capital Advisors LLC | 17,218 | $1.40M | 0.04% | +2,085+13.8% | Added |
| Bessemer Group Inc | 17,369 | $1.40M | 0.00% | +1,295+8.1% | Added |
| Icon Advisers Inc | 17,400 | $1.40M | 0.31% | 00.0% | Unchanged |
| Callan Family Office, LLC | 17,466 | $1.41M | 0.04% | −1,641−8.6% | Reduced |
| Andra AP-fonden | 17,553 | $1.42M | 0.02% | +4,057+30.1% | Added |
| Johnson Financial Group, Inc. | 17,553 | $1.43M | 0.05% | −2,463−12.3% | Reduced |
| Bailard, Inc. | 17,924 | $1.45M | 0.03% | +4,119+29.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 17,938 | $1.45M | 0.05% | +16+0.1% | Added |
| AdvisorNet Financial, Inc | 18,072 | $1.46M | 0.08% | +894+5.2% | Added |
| Keybank National Association | 18,228 | $1.47M | 0.01% | −785−4.1% | Reduced |
| Royal Fund Management, LLC | 18,349 | $1.48M | 0.18% | −5,347−22.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,686 | $1.51M | 0.09% | −4,779−20.4% | Reduced |
| Moloney Securities Asset Management, LLC | 18,819 | $1.52M | 0.18% | +439+2.4% | Added |
| Oppenheimer Asset Management Inc. | 18,820 | $1.52M | 0.02% | −3,242−14.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,847 | $1.52M | 0.01% | −8,665−31.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,850 | $1.52M | 0.02% | +451+2.5% | Added |
| Tokio Marine Asset Management Co Ltd | 18,973 | $1.53M | 0.05% | 00.0% | Unchanged |
| Simplex Trading, LLC | 19,059 | $1.54M | 0.03% | +19,059 | New |
| Sanibel Captiva Trust Company, Inc. | 19,104 | $1.54M | 0.04% | −493−2.5% | Reduced |
| GAMMA Investing LLC | 19,344 | $1.56M | 0.09% | +2,566+15.3% | Added |
| Empirical Finance, LLC | 19,406 | $1.57M | 0.07% | +210+1.1% | Added |
| Bond & Devick Financial Network, Inc. | 19,691 | $1.59M | 0.48% | +70.0% | Added |
| NorthRock Partners, LLC | 19,777 | $1.60M | 0.03% | +907+4.8% | Added |
| Omers Administration Corp | 19,878 | $1.60M | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 19,895 | $1.60M | 0.80% | −335−1.7% | Reduced |
| Dakota Wealth Management | 19,993 | $1.61M | 0.03% | −2,087−9.5% | Reduced |
| HB Wealth Management, LLC | 19,998 | $1.61M | 0.01% | +3,939+24.5% | Added |
| RSM US Wealth Management LLC | 19,921 | $1.62M | 0.02% | −3,630−15.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 20,094 | $1.62M | 0.48% | −167−0.8% | Reduced |
| Spirit of America Management Corp | 20,150 | $1.63M | 0.33% | +3,250+19.2% | Added |
| Cookson Peirce & Co Inc | 20,156 | $1.63M | 0.07% | +63+0.3% | Added |
| White Pine Capital LLC | 20,280 | $1.64M | 0.47% | −25−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,715 | $1.67M | 0.01% | +5,911+39.9% | Added |
| Rakuten Investment Management, Inc. | 9,651 | $1.68M | 0.01% | +9,651 | New |
| HighPoint Advisor Group LLC | 21,114 | $1.70M | 0.08% | +29+0.1% | Added |
| Accredited Investors Inc. | 21,146 | $1.71M | 0.10% | −130−0.6% | Reduced |
| Allstate Corp | 21,266 | $1.72M | 0.04% | +21,266 | New |
| Advisors Asset Management, Inc. | 21,303 | $1.72M | 0.03% | +1,622+8.2% | Added |
| Empowered Funds, LLC | 21,411 | $1.73M | 0.02% | +6,146+40.3% | Added |
| Bokf, NA | 21,437 | $1.73M | 0.03% | −5,112−19.3% | Reduced |
| Central Bank & Trust Co | 21,469 | $1.73M | 0.27% | −1,382−6.0% | Reduced |
| Benjamin Edwards Inc | 21,659 | $1.75M | 0.02% | +452+2.1% | Added |
| Verdence Capital Advisors LLC | 21,758 | $1.76M | 0.10% | +385+1.8% | Added |
| Park Avenue Securities LLC | 21,861 | $1.76M | 0.01% | −181−0.8% | Reduced |