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 |
|---|---|---|---|---|---|
| 360 Financial, Inc. | 2,532 | $204.2K | 0.07% | +2,532 | New |
| Ancora Advisors, LLC | 2,530 | $204.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2,529 | $204.0K | 0.05% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,528 | $203.9K | 0.01% | +2,528 | New |
| Redwood Investment Management, LLC | 2,518 | $203.0K | 0.02% | +2,518 | New |
| Impact Capital Partners LLC | 2,509 | $202.4K | 0.06% | +2,509 | New |
| Custom Index Systems, LLC | 2,506 | $202.1K | 0.06% | +2,506 | New |
| Arvest Bank Trust Division | 2,502 | $201.8K | 0.01% | +2,502 | New |
| Founders Capital Management | 2,500 | $201.6K | 0.11% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,500 | $201.6K | 0.06% | +2,500 | New |
| Sharkey, Howes & Javer | 2,496 | $201.3K | 0.03% | +2,496 | New |
| Flow Traders U.S. LLC | 2,493 | $201.0K | 0.01% | +2,493 | New |
| Hartline Investment Corp | 2,490 | $200.8K | 0.02% | +2,490 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $191.6K | 0.06% | 00.0% | Unchanged |
| Ossiam | 2,335 | $188.3K | 0.00% | +1,992+580.8% | Added |
| Whipplewood Advisors, LLC | 2,326 | $187.6K | 0.12% | −20−0.9% | Reduced |
| Manchester Capital Management LLC | 2,304 | $185.8K | 0.03% | −2,179−48.6% | Reduced |
| N.E.W. Advisory Services LLC | 2,298 | $185.3K | 0.02% | −500−17.9% | Reduced |
| Motco | 2,266 | $182.8K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,259 | $182.2K | 0.01% | +191+9.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,241 | $180.8K | 0.00% | −10−0.4% | Reduced |
| Versant Capital Management, Inc | 2,209 | $178.2K | 0.02% | +200+10.0% | Added |
| Sound Income Strategies, LLC | 2,132 | $173.2K | 0.01% | +4+0.2% | Added |
| Creative Capital Management Investments LLC | 2,139 | $172.5K | 0.06% | +50+2.4% | Added |
| Massmutual Trust Co FSB | 2,132 | $171.9K | 0.00% | +24+1.1% | Added |
| St Germain D J Co Inc | 2,108 | $170.0K | 0.01% | −885−29.6% | Reduced |
| Family Capital Trust Co | 2,103 | $169.6K | 0.06% | +2,103 | New |
| Vestor Capital, LLC | 2,076 | $167.0K | 0.01% | +1,589+326.3% | Added |
| Chilton Capital Management LLC | 2,000 | $161.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,988 | $160.3K | 0.19% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,918 | $155.8K | 0.08% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,913 | $154.3K | 0.05% | +200+11.7% | Added |
| Lummis Asset Management, LP | 1,899 | $153.2K | 0.10% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,887 | $152.1K | 0.05% | +46+2.5% | Added |
| Ostrum Asset Management | 1,858 | $149.8K | 0.01% | +816+78.3% | Added |
| Cherry Tree Wealth Management, LLC | 1,830 | $147.6K | 0.03% | −721−28.3% | Reduced |
| CoreCap Advisors, LLC | 1,824 | $147.2K | 0.01% | +1,030+129.7% | Added |
| Golden State Wealth Management, LLC | 1,823 | $147.0K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 1,808 | $145.8K | 0.01% | +8+0.4% | Added |
| Colonial Trust Advisors | 1,795 | $144.8K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,779 | $143.4K | 0.09% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,710 | $137.9K | 0.02% | +43+2.6% | Added |
| GPS Wealth Strategies Group, LLC | 1,704 | $137.4K | 0.01% | −155−8.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,700 | $136.7K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,671 | $135.9K | 0.00% | +74+4.6% | Added |
| Whittier Trust Co | 1,666 | $133.7K | 0.00% | −642−27.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,652 | $133.2K | 0.06% | +802+94.4% | Added |
| Bank of New Hampshire | 1,629 | $131.4K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,628 | $131.0K | 0.00% | +25+1.6% | Added |
| Ameritas Advisory Services, LLC | 1,609 | $129.8K | 0.01% | −204−11.3% | Reduced |
| Westfuller Advisors, LLC | 1,593 | $129.3K | 0.06% | +1,593 | New |
| Catalyst Capital Advisors LLC | 1,590 | $128.2K | 0.00% | −579−26.7% | Reduced |
| Hanson & Doremus Investment Management | 1,592 | $128.0K | 0.02% | +133+9.1% | Added |
| MTM Investment Management, LLC | 1,584 | $127.8K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,578 | $127.3K | 0.01% | +1+0.1% | Added |
| Sentry Investment Management LLC | 1,509 | $124.0K | 0.08% | −220−12.7% | Reduced |
| First Community Trust NA | 1,500 | $121.0K | 0.09% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,497 | $120.7K | 0.00% | +467+45.3% | Added |
| Onefund, LLC | 1,479 | $119.3K | 0.08% | +51+3.6% | Added |
| Pinnacle Bancorp, Inc. | 1,367 | $110.2K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,362 | $109.8K | 0.00% | +1,362 | New |
| North Ridge Wealth Advisors, Inc. | 1,356 | $109.4K | 0.06% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,335 | $107.7K | 0.01% | +1,335 | New |
| Capital Advisors, Ltd. LLC | 1,301 | $105.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 1,283 | $103.5K | 0.00% | +18+1.4% | Added |
| IAG Wealth Partners, LLC | 1,276 | $102.9K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,267 | $102.2K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,225 | $99.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,219 | $98.3K | 0.06% | −824−40.3% | Reduced |
| Delos Wealth Advisors, LLC | 1,200 | $96.8K | 0.07% | 00.0% | Unchanged |
| NBT Bank N A | 161 | $95.8K | 0.01% | −1,027−86.4% | Reduced |
| Vision Financial Markets LLC | 1,110 | $89.5K | 0.08% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,095 | $88.3K | 0.00% | −2−0.2% | Reduced |
| Harbor Asset Planning, Inc. | 1,092 | $88.1K | 0.08% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,090 | $87.9K | 0.05% | −70−6.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $86.8K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,040 | $83.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,038 | $83.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,030 | $83.1K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,013 | $82.3K | 0.03% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 1,000 | $80.7K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 998 | $80.5K | 0.01% | +998 | New |
| Oakworth Capital, Inc. | 989 | $79.8K | 0.00% | −65−6.2% | Reduced |
| Point72 Europe (London) LLP | 985 | $79.4K | 0.00% | +985 | New |
| Burkett Financial Services, LLC | 972 | $78.4K | 0.03% | −358−26.9% | Reduced |
| True Wealth Design, LLC | 965 | $77.8K | 0.02% | +13+1.4% | Added |
| Insight Financial Services | 956 | $77.1K | 0.05% | 00.0% | Unchanged |
| Centennial Bank | 947 | $76.4K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 933 | $75.8K | 0.00% | +46+5.2% | Added |
| Deseret Mutual Benefit Administrators | 920 | $74.2K | 0.03% | −16−1.7% | Reduced |
| Truvestments Capital LLC | 913 | $73.6K | 0.01% | +13+1.4% | Added |
| Loomis Sayles & Co L P | 905 | $73.0K | 0.00% | −228−20.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 902 | $72.7K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 888 | $71.3K | 0.04% | +6+0.7% | Added |
| Caldwell Trust Co | 884 | $71.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 857 | $69.1K | 0.02% | −98−10.3% | Reduced |
| Creative Financial Designs Inc | 848 | $68.4K | 0.00% | +5+0.6% | Added |
| Bell Investment Advisors, Inc | 837 | $67.5K | 0.01% | −16−1.9% | Reduced |
| Financial Consulate, Inc | 829 | $66.8K | 0.01% | +829 | New |
| Financial Perspectives, Inc | 767 | $61.9K | 0.02% | 00.0% | Unchanged |