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 |
|---|---|---|---|---|---|
| McCarthy Grittinger Financial Group, LLC | 148 | $11.9K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 148 | $11.9K | 0.01% | +81+120.9% | Added |
| Financial Management Professionals, Inc. | 145 | $11.8K | 0.00% | +4+2.8% | Added |
| Investors Research Corp | 142 | $11.5K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 132 | $10.6K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 129 | $10.4K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 127 | $10.2K | 0.01% | +3+2.4% | Added |
| Toth Financial Advisory Corp | 126 | $10.2K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 133 | $10.0K | 0.00% | −16−10.7% | Reduced |
| DAGCO, Inc. | 118 | $9.52K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 113 | $9.20K | 0.00% | +1+0.9% | Added |
| Valley National Advisers Inc | 113 | $9.00K | 0.00% | −1−0.9% | Reduced |
| Duncker Streett & Co Inc | 100 | $8.06K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 100 | $8.06K | 0.00% | +8+8.7% | Added |
| DT Investment Partners, LLC | 98 | $7.90K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 97 | $7.82K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 95 | $7.66K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 85 | $6.86K | 0.00% | +85 | New |
| Aspect Partners, LLC | 85 | $6.86K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 85 | $6.84K | 0.01% | +1+1.2% | Added |
| Sachetta, LLC | 79 | $6.37K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 78 | $6.29K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $6.05K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 75 | $6.05K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 75 | $6.05K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 75 | $6.05K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 73 | $5.91K | 0.00% | +4+5.8% | Added |
| Boreal Capital Management LLC | 72 | $5.85K | 0.00% | +72 | New |
| Raffa Wealth Management, LLC | 72 | $5.81K | 0.00% | +15+26.3% | Added |
| Great Lakes Advisors, LLC | 69 | $5.56K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 65 | $5.24K | 0.00% | +43+195.5% | Added |
| Bare Financial Services, Inc | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 61 | $4.92K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $4.84K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $4.60K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 56 | $4.52K | 0.00% | −1−1.8% | Reduced |
| Highline Wealth Partners LLC | 56 | $4.52K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 52 | $4.22K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 51 | $4.07K | 0.00% | +44+628.6% | Added |
| Cloud Capital Management, LLC | 58 | $4.00K | 0.00% | +58 | New |
| Anchor Investment Management, LLC | 48 | $3.87K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 45 | $3.63K | 0.00% | +20+80.0% | Added |
| Pacifica Partners Inc. | 45 | $3.61K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 40 | $3.23K | 0.00% | −35−46.7% | Reduced |
| Granite FO LLC | 39 | $3.15K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 38 | $3.06K | 0.00% | +24+171.4% | Added |
| Ogorek Anthony Joseph | 42 | $3.00K | 0.00% | −12−22.2% | Reduced |
| Penserra Capital Management LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 40 | $2.95K | 0.00% | +8+25.0% | Added |
| Holos Integrated Wealth LLC | 33 | $2.67K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 33 | $2.66K | 0.00% | +33 | New |
| WPG Advisers, LLC | 32 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 32 | $2.58K | 0.00% | +8+33.3% | Added |
| Hughes Financial Services, LLC | 32 | $2.57K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 30 | $2.42K | 0.00% | +30 | New |
| Key Financial Inc | 29 | $2.33K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $2.26K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 27 | $2.18K | 0.00% | +27 | New |
| Heartwood Wealth Advisors LLC | 25 | $2.02K | 0.00% | +25 | New |
| Principia Wealth Advisory, LLC | 24 | $1.94K | 0.00% | +2+9.1% | Added |
| Wealth Watch Advisors, INC | 21 | $1.69K | 0.00% | +21 | New |
| Guerra Advisors Inc | 20 | $1.61K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 19 | $1.53K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 19 | $1.53K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 18 | $1.45K | 0.00% | −1−5.3% | Reduced |
| Core Alternative Capital | 18 | $1.45K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 17 | $1.38K | 0.00% | +17 | New |
| Albion Financial Group | 17 | $1.37K | 0.00% | +17 | New |
| United Community Bank | 16 | $1.29K | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 9 | $1.22K | 0.00% | −57−86.4% | Reduced |
| Texas Capital Bancshares Inc | 15 | $1.21K | 0.00% | +15 | New |
| TD Capital Management LLC | 14 | $1.16K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 13 | $1.05K | 0.00% | −25−65.8% | Reduced |
| DecisionPoint Financial, LLC | 13 | $1.04K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $968 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $968 | 0.00% | +2+20.0% | Added |
| Retirement Wealth Solutions LLC | 12 | $968 | 0.00% | +12 | New |
| Proffitt & Goodson Inc | 11 | $888 | 0.00% | +11 | New |
| Quaker Wealth Management, LLC | 7 | $565 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 7 | $565 | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 5 | $404 | 0.00% | +5 | New |
| Hurley Capital, LLC | 5 | $403 | 0.00% | +5 | New |
| Davis Capital Management | 4 | $323 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 3 | $244 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 158 | $38 | 0.00% | +158 | New |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −361,999−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −259,916−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −201,545−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −198,030−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −183,700−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −169,257−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −132,578−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −117,474−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −106,100−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −91,631−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −88,605−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −70,472−100.0% | Sold out |
| Berkley W R Corp | 0 | $0 | 0.00% | −61,800−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −39,418−100.0% | Sold out |