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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 115,415 | $9.31M | 0.02% | +3,982+3.6% | Added |
| Amalgamated Bank | 115,318 | $9.30M | 0.07% | +743+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 114,979 | $9.27M | 0.01% | +6,265+5.8% | Added |
| GF Fund Management Co. Ltd. | 114,869 | $9.26M | 0.17% | 00.0% | Unchanged |
| Martingale Asset Management L P | 113,437 | $9.15M | 0.23% | −17,378−13.3% | Reduced |
| First National Bank of Omaha | 111,865 | $9.02M | 0.57% | −2,824−2.5% | Reduced |
| Illinois Municipal Retirement Fund | 110,568 | $8.92M | 0.11% | −36,761−25.0% | Reduced |
| GWM Advisors LLC | 110,473 | $8.91M | 0.04% | +43,997+66.2% | Added |
| CIBC Bancorp USA Inc. | 102,723 | $8.28M | 0.05% | +102,723 | New |
| Harvest Fund Management Co., Ltd | 114,086 | $8.27M | 0.35% | +3,551+3.2% | Added |
| Bank of Nova Scotia | 101,568 | $8.19M | 0.01% | +20,610+25.5% | Added |
| Contravisory Investment Management, Inc. | 101,415 | $8.18M | 1.58% | −4,297−4.1% | Reduced |
| Hennessy Advisors Inc | 99,799 | $8.05M | 0.28% | −12,200−10.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 97,964 | $7.90M | 0.06% | +10,505+12.0% | Added |
| Utah Retirement Systems | 97,796 | $7.89M | 0.08% | +2,889+3.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 97,606 | $7.87M | 0.02% | +5,449+5.9% | Added |
| Focus Financial Network, Inc. | 95,813 | $7.73M | 0.28% | +536+0.6% | Added |
| Employees Retirement System of Texas | 93,316 | $7.53M | 0.06% | −14,571−13.5% | Reduced |
| DekaBank Deutsche Girozentrale | 93,013 | $7.40M | 0.01% | 00.0% | Unchanged |
| Opus Investment Management Inc | 91,709 | $7.40M | 4.59% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 91,033 | $7.34M | 0.02% | −17,860−16.4% | Reduced |
| Principal Street Partners, LLC | 90,916 | $7.33M | 1.17% | −12,444−12.0% | Reduced |
| Pathstone Holdings, LLC | 90,531 | $7.31M | 0.03% | +74+0.1% | Added |
| Swiss Life Asset Management Ltd | 89,215 | $7.20M | 0.04% | +42,711+91.8% | Added |
| Miller Howard Investments Inc | 88,406 | $7.13M | 0.22% | +2,864+3.3% | Added |
| Yousif Capital Management, LLC | 86,930 | $7.01M | 0.07% | −2,960−3.3% | Reduced |
| CIBC World Markets Inc. | 86,726 | $6.99M | 0.01% | +86,726 | New |
| Abn Amro Investment Solutions | 86,500 | $6.98M | 0.14% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 85,676 | $6.91M | 0.39% | +85,676 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 85,177 | $6.87M | 0.06% | +1,494+1.8% | Added |
| Palisade Asset Management, LLC | 84,468 | $6.81M | 0.63% | +50.0% | Added |
| Xponance, Inc. | 83,784 | $6.76M | 0.05% | −9,468−10.2% | Reduced |
| BTG Pactual Asset Management US LLC | 83,462 | $6.73M | 0.79% | +10,094+13.8% | Added |
| USS Investment Management Ltd | 83,432 | $6.73M | 0.03% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 83,100 | $6.70M | 0.20% | +15,600+23.1% | Added |
| British Columbia Investment Management Corp | 82,889 | $6.68M | 0.04% | −7,734−8.5% | Reduced |
| New York Life Investment Management LLC | 80,479 | $6.49M | 0.06% | +1,826+2.3% | Added |
| Woodline Partners LP | 78,162 | $6.30M | 0.03% | +15,775+25.3% | Added |
| MML Investors Services, LLC | 77,647 | $6.26M | 0.02% | −2,099−2.6% | Reduced |
| Shelton Capital Management | 77,502 | $6.25M | 0.13% | −1,261−1.6% | Reduced |
| Mercer Global Advisors Inc | 76,988 | $6.21M | 0.01% | +5,123+7.1% | Added |
| First PREMIER Bank | 76,510 | $6.17M | 1.40% | −144−0.2% | Reduced |
| Teacher Retirement System of Texas | 75,533 | $6.09M | 0.02% | −11,930−13.6% | Reduced |
| Davenport & Co LLC | 74,742 | $6.03M | 0.03% | +2,201+3.0% | Added |
| Louisiana State Employees Retirement System | 74,100 | $5.98M | 0.10% | +1,500+2.1% | Added |
| Profund Advisors LLC | 73,674 | $5.94M | 0.19% | +1,775+2.5% | Added |
| JustInvest LLC | 70,278 | $5.67M | 0.06% | +5,047+7.7% | Added |
| American Assets Investment Management, LLC | 70,000 | $5.65M | 0.41% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 68,478 | $5.52M | 0.08% | +4,586+7.2% | Added |
| Atria Investments LLC | 67,665 | $5.46M | 0.06% | −69−0.1% | Reduced |
| Socorro Asset Management LP | 67,640 | $5.46M | 1.97% | +67,640 | New |
| Oregon Public Employees Retirement Fund | 67,585 | $5.45M | 0.07% | +17,817+35.8% | Added |
| Morningstar Investment Management LLC | 66,585 | $5.37M | 0.20% | +63,600+2,130.7% | Added |
| Walleye Capital LLC | 66,201 | $5.34M | 0.04% | +34,818+110.9% | Added |
| Bridgewater Associates, LP | 65,394 | $5.27M | 0.02% | +65,394 | New |
| Larson Financial Group LLC | 65,121 | $5.25M | 0.18% | +840+1.3% | Added |
| Mutual of America Capital Management LLC | 64,098 | $5.17M | 0.05% | −2,033−3.1% | Reduced |
| State of Alaska, Department of Revenue | 63,238 | $5.10M | 0.05% | −1,432−2.2% | Reduced |
| Hartree Partners, LP | 63,000 | $5.08M | 1.76% | +63,000 | New |
| CWM, LLC | 62,989 | $5.08M | 0.02% | −6,429−9.3% | Reduced |
| Private Advisor Group, LLC | 62,660 | $5.05M | 0.02% | +5,471+9.6% | Added |
| Rockefeller Capital Management L.P. | 62,514 | $5.04M | 0.01% | −15,848−20.2% | Reduced |
| Resolution Capital Ltd | 62,401 | $5.03M | 0.10% | +37,428+149.9% | Added |
| Vestcor Inc | 61,793 | $4.98M | 0.15% | −2,412−3.8% | Reduced |
| Metis Global Partners, LLC | 61,259 | $4.94M | 0.12% | +9,691+18.8% | Added |
| First Bank & Trust | 60,971 | $4.92M | 0.83% | +785+1.3% | Added |
| Morton Community Bank | 60,457 | $4.91M | 1.14% | +3,170+5.5% | Added |
| M&T Bank Corp | 60,281 | $4.86M | 0.02% | −16,209−21.2% | Reduced |
| Bogart Wealth, LLC | 59,922 | $4.83M | 0.20% | +1,722+3.0% | Added |
| Glenmede Investment Management, LP | 59,817 | $4.82M | 0.02% | −1,035−1.7% | Reduced |
| Oliver Luxxe Assets LLC | 58,559 | $4.72M | 0.75% | +1,306+2.3% | Added |
| TD Private Client Wealth LLC | 58,455 | $4.71M | 0.11% | +4,884+9.1% | Added |
| UniSuper Management Pty Ltd | 57,927 | $4.67M | 0.03% | +6,845+13.4% | Added |
| Bridge Creek Capital Management LLC | 57,438 | $4.63M | 1.29% | −795−1.4% | Reduced |
| Sanctuary Advisors, LLC | 57,417 | $4.63M | 0.03% | +4,409+8.3% | Added |
| Public Employees Retirement Association of Colorado | 55,038 | $4.44M | 0.02% | −751−1.3% | Reduced |
| Boothbay Fund Management, LLC | 55,028 | $4.44M | 0.11% | −2,584−4.5% | Reduced |
| KBC Group NV | 54,561 | $4.40M | 0.01% | +6,652+13.9% | Added |
| Tema ETFs LLC | 54,494 | $4.39M | 0.36% | +16,681+44.1% | Added |
| Kestra Advisory Services, LLC | 54,256 | $4.38M | 0.02% | +709+1.3% | Added |
| Colony Group, LLC | 53,590 | $4.32M | 0.01% | −8,121−13.2% | Reduced |
| Nisa Investment Advisors, LLC | 53,075 | $4.31M | 0.02% | −7,434−12.3% | Reduced |
| Ameritas Investment Partners, Inc. | 52,998 | $4.27M | 0.13% | −401−0.8% | Reduced |
| Prudential PLC | 50,679 | $4.09M | 0.03% | 00.0% | Unchanged |
| Nomura Holdings Inc | 50,625 | $4.08M | 0.02% | +44,002+664.4% | Added |
| Siemens Fonds Invest GmbH | 49,275 | $3.97M | 0.22% | +9,563+24.1% | Added |
| Meyer Handelman Co | 49,116 | $3.96M | 0.13% | −2,765−5.3% | Reduced |
| Capital Management Associates, Inc | 48,775 | $3.93M | 1.06% | +41,935+613.1% | Added |
| NBC Securities, Inc. | 47,377 | $3.82M | 0.29% | −294−0.6% | Reduced |
| Stiles Financial Services Inc | 47,372 | $3.82M | 1.20% | −78−0.2% | Reduced |
| Schroder Investment Management Group | 45,917 | $3.68M | 0.00% | −3,769−7.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 45,115 | $3.64M | 0.01% | −1,229−2.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 45,012 | $3.63M | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 44,645 | $3.62M | 0.05% | +17,079+62.0% | Added |
| Simon Quick Advisors, LLC | 44,833 | $3.62M | 0.16% | +781+1.8% | Added |
| Westpac Banking Corp | 44,801 | $3.61M | 0.22% | −34,787−43.7% | Reduced |
| Boston Partners | 43,720 | $3.53M | 0.00% | +43,720 | New |
| Norinchukin Bank, The | 42,894 | $3.46M | 0.05% | +619+1.5% | Added |
| Royal London Asset Management Ltd | 42,735 | $3.45M | 0.01% | +10,561+32.8% | Added |
| Fifth Third Bancorp | 42,097 | $3.40M | 0.01% | −1,067−2.5% | Reduced |