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 |
|---|---|---|---|---|---|
| Strengthening Families & Communities, LLC | 743 | $60.0K | 0.01% | +5+0.7% | Added |
| McIlrath & Eck, LLC | 728 | $58.7K | 0.01% | +6+0.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 704 | $57.2K | 0.01% | −580−45.2% | Reduced |
| Essential Partners LLC | 704 | $56.8K | 0.02% | +43+6.5% | Added |
| Ransom Advisory, Ltd | 702 | $56.6K | 0.03% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 684 | $55.2K | 0.03% | +437+176.9% | Added |
| Gs Investments, Inc. | 672 | $54.2K | 0.03% | +188+38.8% | Added |
| Whittier Trust Co of Nevada Inc | 671 | $53.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 660 | $53.2K | 0.00% | +205+45.1% | Added |
| Lowe Wealth Advisors, LLC | 658 | $53.1K | 0.02% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 648 | $52.6K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 652 | $52.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 636 | $51.3K | 0.01% | −40−5.9% | Reduced |
| Prestige Wealth Management Group LLC | 631 | $51.3K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 615 | $50.0K | 0.00% | +615 | New |
| TSFG, LLC | 609 | $49.0K | 0.01% | +1+0.2% | Added |
| Old Point Trust & Financial Services N A | 584 | $47.1K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 577 | $46.9K | 0.00% | +54+10.3% | Added |
| Piscataqua Savings Bank | 575 | $46.4K | 0.04% | 00.0% | Unchanged |
| Canopy Partners, LLC | 573 | $46.2K | 0.02% | +51+9.8% | Added |
| BFSG, LLC | 571 | $46.1K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 557 | $44.9K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 527 | $42.5K | 0.02% | +4+0.8% | Added |
| Luken Investment Analytics, LLC | 526 | $42.4K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 525 | $42.3K | 0.02% | +7+1.4% | Added |
| Measured Wealth Private Client Group, LLC | 519 | $41.9K | 0.01% | +519 | New |
| Salomon & Ludwin, LLC | 509 | $40.9K | 0.00% | +253+98.8% | Added |
| Crews Bank & Trust | 504 | $40.6K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 501 | $40.4K | 0.01% | +7+1.4% | Added |
| Monetary Management Group Inc | 500 | $40.3K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $40.3K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 483 | $39.0K | 0.01% | 00.0% | Unchanged |
| Collier Financial | 469 | $37.8K | 0.03% | +469 | New |
| Bruce G. Allen Investments, LLC | 468 | $37.7K | 0.03% | 00.0% | Unchanged |
| Tidemark, LLC | 465 | $37.5K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 454 | $36.6K | 0.02% | −14−3.0% | Reduced |
| GW&K Investment Management, LLC | 435 | $35.0K | 0.00% | +12+2.8% | Added |
| Rakuten Securities, Inc. | 426 | $34.4K | 0.01% | +426 | New |
| Tanglewood Legacy Advisors, LLC | 410 | $33.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 400 | $32.3K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 400 | $32.3K | 0.00% | +400 | New |
| Trust Co of Vermont | 396 | $31.9K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 395 | $31.9K | 0.01% | −819−67.5% | Reduced |
| CVA Family Office, LLC | 383 | $30.9K | 0.00% | −30−7.3% | Reduced |
| Adirondack Trust Co | 383 | $30.9K | 0.01% | −48−11.1% | Reduced |
| JFS Wealth Advisors, LLC | 373 | $30.1K | 0.00% | +110+41.8% | Added |
| Strategic Wealth Partners, Ltd. | 372 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 370 | $29.0K | 0.00% | −269−42.1% | Reduced |
| Pin Oak Investment Advisors Inc | 353 | $28.7K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 350 | $28.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 344 | $28.0K | 0.02% | −55−13.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 339 | $27.3K | 0.02% | +339 | New |
| Webster Bank, N. A. | 325 | $26.2K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 318 | $25.6K | 0.01% | −1−0.3% | Reduced |
| ORG Partners LLC | 314 | $25.4K | 0.00% | +197+168.4% | Added |
| Nemes Rush Group LLC | 312 | $25.1K | 0.00% | +69+28.4% | Added |
| Fortitude Family Office, LLC | 301 | $24.3K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 297 | $24.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 295 | $23.8K | 0.01% | 00.0% | Unchanged |
| American National Bank | 290 | $23.4K | 0.00% | +290 | New |
| Steigerwald, Gordon & Koch Inc. | 288 | $23.2K | 0.00% | +288 | New |
| Missouri Trust & Investment Co | 287 | $23.1K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 287 | $23.1K | 0.02% | +287 | New |
| Scarborough Advisors, LLC | 285 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 277 | $22.5K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 276 | $22.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 270 | $21.9K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 271 | $21.9K | 0.00% | +199+276.4% | Added |
| Curio Wealth, LLC | 259 | $20.9K | 0.01% | −82−24.0% | Reduced |
| Bangor Savings Bank | 250 | $20.2K | 0.00% | −70−21.9% | Reduced |
| MB, Levis & Associates, LLC | 250 | $20.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 245 | $19.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 235 | $19.0K | 0.01% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 233 | $18.8K | 0.27% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 228 | $18.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 228 | $18.3K | 0.00% | +128+128.0% | Added |
| MV Capital Management, Inc. | 218 | $17.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 211 | $17.1K | 0.00% | −97−31.5% | Reduced |
| UMA Financial Services, Inc. | 207 | $16.7K | 0.00% | +142+218.5% | Added |
| Stuart Chaussee & Associates, Inc. | 202 | $16.3K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 193 | $15.6K | 0.03% | +193 | New |
| Koesten, Hirschmann & Crabtree, INC. | 192 | $15.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 192 | $15.5K | 0.01% | +192 | New |
| Caitlin John, LLC | 189 | $15.2K | 0.01% | +189 | New |
| BOK Financial Private Wealth, Inc. | 187 | $15.2K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 184 | $14.8K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 182 | $14.6K | 0.00% | +116+175.8% | Added |
| S&T Bank | 179 | $14.4K | 0.00% | +161+894.4% | Added |
| Rossby Financial, LCC | 175 | $14.1K | 0.00% | −5−2.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 192 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 172 | $13.9K | 0.00% | +2+1.2% | Added |
| Sittner & Nelson, LLC | 169 | $13.6K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 200 | $13.5K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 205 | $13.4K | 0.01% | +2+1.0% | Added |
| PFS Partners, LLC | 164 | $13.3K | 0.01% | +1+0.6% | Added |
| Atlantic Trust, LLC | 162 | $13.1K | 0.00% | −255−61.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 162 | $13.1K | 0.00% | +162 | New |
| Parvin Asset Management, LLC | 158 | $12.7K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 158 | $12.7K | 0.03% | −208−56.8% | Reduced |