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 |
|---|---|---|---|---|---|
| Spirit of America Management Corp | 20,150 | $1.63M | 0.33% | +3,250+19.2% | Added |
| Valtinson Bruner Financial Planning LLC | 20,094 | $1.62M | 0.48% | −167−0.8% | Reduced |
| RSM US Wealth Management LLC | 19,921 | $1.62M | 0.02% | −3,630−15.4% | Reduced |
| HB Wealth Management, LLC | 19,998 | $1.61M | 0.01% | +3,939+24.5% | Added |
| Dakota Wealth Management | 19,993 | $1.61M | 0.03% | −2,087−9.5% | Reduced |
| Cornercap Investment Counsel Inc | 19,895 | $1.60M | 0.80% | −335−1.7% | Reduced |
| Omers Administration Corp | 19,878 | $1.60M | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 19,777 | $1.60M | 0.03% | +907+4.8% | Added |
| Bond & Devick Financial Network, Inc. | 19,691 | $1.59M | 0.48% | +70.0% | Added |
| Empirical Finance, LLC | 19,406 | $1.57M | 0.07% | +210+1.1% | Added |
| GAMMA Investing LLC | 19,344 | $1.56M | 0.09% | +2,566+15.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 19,104 | $1.54M | 0.04% | −493−2.5% | Reduced |
| Simplex Trading, LLC | 19,059 | $1.54M | 0.03% | +19,059 | New |
| Tokio Marine Asset Management Co Ltd | 18,973 | $1.53M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 18,850 | $1.52M | 0.02% | +451+2.5% | Added |
| Schonfeld Strategic Advisors LLC | 18,847 | $1.52M | 0.01% | −8,665−31.5% | Reduced |
| Oppenheimer Asset Management Inc. | 18,820 | $1.52M | 0.02% | −3,242−14.7% | Reduced |
| Moloney Securities Asset Management, LLC | 18,819 | $1.52M | 0.18% | +439+2.4% | Added |
| Procyon Private Wealth Partners, LLC | 18,686 | $1.51M | 0.09% | −4,779−20.4% | Reduced |
| Royal Fund Management, LLC | 18,349 | $1.48M | 0.18% | −5,347−22.6% | Reduced |
| Keybank National Association | 18,228 | $1.47M | 0.01% | −785−4.1% | Reduced |
| AdvisorNet Financial, Inc | 18,072 | $1.46M | 0.08% | +894+5.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 17,938 | $1.45M | 0.05% | +16+0.1% | Added |
| Bailard, Inc. | 17,924 | $1.45M | 0.03% | +4,119+29.8% | Added |
| Johnson Financial Group, Inc. | 17,553 | $1.43M | 0.05% | −2,463−12.3% | Reduced |
| Andra AP-fonden | 17,553 | $1.42M | 0.02% | +4,057+30.1% | Added |
| Callan Family Office, LLC | 17,466 | $1.41M | 0.04% | −1,641−8.6% | Reduced |
| Icon Advisers Inc | 17,400 | $1.40M | 0.31% | 00.0% | Unchanged |
| Bessemer Group Inc | 17,369 | $1.40M | 0.00% | +1,295+8.1% | Added |
| Snowden Capital Advisors LLC | 17,218 | $1.40M | 0.04% | +2,085+13.8% | Added |
| DeDora Capital, Inc. | 17,324 | $1.40M | 0.34% | −74−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 17,306 | $1.40M | 0.02% | +5,775+50.1% | Added |
| Ameriflex Group, Inc. | 17,306 | $1.40M | 0.52% | +8,392+94.1% | Added |
| Jump Financial, LLC | 17,228 | $1.39M | 0.02% | −117,810−87.2% | Reduced |
| Savant Capital, LLC | 17,005 | $1.37M | 0.01% | +3,887+29.6% | Added |
| Equitable Trust Co | 16,946 | $1.37M | 0.06% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 16,917 | $1.36M | 0.02% | −32−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 16,675 | $1.34M | 0.01% | +736+4.6% | Added |
| CWA Asset Management Group, LLC | 16,616 | $1.34M | 0.05% | +1,495+9.9% | Added |
| Steward Partners Investment Advisory, LLC | 16,583 | $1.34M | 0.01% | −958−5.5% | Reduced |
| Vise Technologies, Inc. | 16,474 | $1.33M | 0.05% | −1,321−7.4% | Reduced |
| BKD Wealth Advisors, LLC | 16,284 | $1.31M | 0.03% | +1,322+8.8% | Added |
| Reuter James Wealth Management, LLC | 16,273 | $1.31M | 0.19% | +29+0.2% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.31M | 0.14% | 00.0% | Unchanged |
| South Dakota Investment Council | 16,141 | $1.30M | 0.03% | −3,000−15.7% | Reduced |
| Arkadios Wealth Advisors | 16,115 | $1.30M | 0.03% | +7,409+85.1% | Added |
| Assenagon Asset Management S.A. | 16,106 | $1.30M | 0.00% | −982,401−98.4% | Reduced |
| Quantitative Investment Management, LLC | 16,061 | $1.29M | 0.18% | +16,061 | New |
| First Western Trust Bank | 15,993 | $1.29M | 0.06% | −1,426−8.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,956 | $1.29M | 0.01% | +5,152+47.7% | Added |
| MUFG Securities Americas Inc. | 15,949 | $1.29M | 0.08% | +3,167+24.8% | Added |
| China Universal Asset Management Co., Ltd. | 15,613 | $1.27M | 0.10% | +2,518+19.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 15,575 | $1.26M | 0.08% | −56−0.4% | Reduced |
| Vermillion Wealth Management, Inc. | 15,573 | $1.26M | 0.34% | +66+0.4% | Added |
| Machina Capital S.A.S. | 15,554 | $1.25M | 0.22% | −16,957−52.2% | Reduced |
| Enhancing Capital LLC | 15,500 | $1.25M | 0.91% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 15,170 | $1.22M | 0.03% | −4,282−22.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 14,684 | $1.19M | 0.15% | +5,684+63.2% | Added |
| VCI Wealth Management LLC | 14,581 | $1.18M | 0.36% | +14,581 | New |
| Meiji Yasuda Asset Management Co Ltd. | 14,433 | $1.16M | 0.06% | +79+0.6% | Added |
| J.W. Cole Advisors, Inc. | 14,238 | $1.15M | 0.02% | +18+0.1% | Added |
| Tower Research Capital LLC (TRC) | 14,233 | $1.15M | 0.03% | +5,745+67.7% | Added |
| STRS Ohio | 14,152 | $1.14M | 0.00% | +357+2.6% | Added |
| Tradewinds Capital Management, LLC | 13,987 | $1.13M | 0.25% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 13,941 | $1.12M | 0.06% | −9−0.1% | Reduced |
| Western Wealth Management, LLC | 13,830 | $1.12M | 0.06% | −15−0.1% | Reduced |
| Aspen Wealth Strategies, LLC | 13,805 | $1.11M | 0.62% | +306+2.3% | Added |
| Modern Wealth Management, LLC | 13,752 | $1.11M | 0.02% | +5,019+57.5% | Added |
| Savvy Advisors, Inc. | 13,697 | $1.10M | 0.05% | +715+5.5% | Added |
| Mission Wealth Management, LP | 13,577 | $1.09M | 0.02% | −566−4.0% | Reduced |
| OmniStar Financial Group, Inc. | 13,371 | $1.08M | 0.65% | −7,501−35.9% | Reduced |
| WealthTrust Axiom LLC | 13,251 | $1.07M | 0.29% | −1,250−8.6% | Reduced |
| Foundations Investment Advisors, LLC | 13,222 | $1.07M | 0.02% | +7,660+137.7% | Added |
| Koshinski Asset Management, Inc. | 13,129 | $1.06M | 0.07% | +1,379+11.7% | Added |
| Tectonic Advisors LLC | 12,982 | $1.05M | 0.06% | −541−4.0% | Reduced |
| HighMark Wealth Management LLC | 12,937 | $1.04M | 0.46% | +72+0.6% | Added |
| Argent Trust Co | 12,896 | $1.04M | 0.04% | +808+6.7% | Added |
| Midwest Professional Planners, LTD. | 12,867 | $1.04M | 0.25% | +45+0.4% | Added |
| Exchange Traded Concepts, LLC | 12,858 | $1.04M | 0.01% | +9,785+318.4% | Added |
| Thompson Investment Management, Inc. | 12,704 | $1.02M | 0.14% | +5,215+69.6% | Added |
| Tiaa Trust, National Association | 12,683 | $1.02M | 0.00% | +126+1.0% | Added |
| Resources Investment Advisors, LLC. | 12,560 | $1.01M | 0.01% | −11−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 12,513 | $1.01M | 0.00% | +2,256+22.0% | Added |
| Stratos Wealth Partners, LTD. | 12,503 | $1.01M | 0.01% | +6,762+117.8% | Added |
| Farther Finance Advisors, LLC | 12,497 | $1.01M | 0.02% | +3,452+38.2% | Added |
| Concurrent Investment Advisors, LLC | 12,314 | $993.1K | 0.02% | −222−1.8% | Reduced |
| Ci Investments Inc. | 12,289 | $991.0K | 0.00% | −3,913−24.2% | Reduced |
| Catalytic Wealth RIA, LLC | 12,241 | $987.2K | 0.03% | +8,679+243.7% | Added |
| Wolverine Trading, LLC | 12,246 | $980.3K | 0.02% | +12,246 | New |
| Shell Asset Management Co | 12,028 | $970.0K | 0.10% | −19,939−62.4% | Reduced |
| Alps Advisors Inc | 11,998 | $967.6K | 0.01% | +5,628+88.4% | Added |
| Greenleaf Trust | 11,942 | $963.1K | 0.01% | −124−1.0% | Reduced |
| 17 Capital Partners, LLC | 11,923 | $961.6K | 0.52% | 00.0% | Unchanged |
| Croban | 11,834 | $954.4K | 0.64% | +11,834 | New |
| Great Valley Advisor Group, Inc. | 11,789 | $950.5K | 0.02% | −1,010−7.9% | Reduced |
| Advisory Services Network, LLC | 11,776 | $949.8K | 0.01% | −344−2.8% | Reduced |
| CAPROCK Group, Inc. | 13,107 | $948.9K | 0.02% | +13,107 | New |
| Fundamentun, LLC | 11,745 | $947.3K | 0.04% | +376+3.3% | Added |
| Sigma Planning Corp | 11,613 | $936.7K | 0.03% | −1,095−8.6% | Reduced |
| Chronos Wealth Management, LLC | 11,491 | $926.7K | 0.45% | 00.0% | Unchanged |