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 |
|---|---|---|---|---|---|
| Invesco, LLC | 11,405 | $919.8K | 0.31% | +79+0.7% | Added |
| Brevan Howard Capital Management LP | 11,392 | $918.8K | 0.01% | +1,407+14.1% | Added |
| EverSource Wealth Advisors, LLC | 11,390 | $918.6K | 0.04% | −85−0.7% | Reduced |
| Summit Global Investments | 11,386 | $918.0K | 0.05% | −437−3.7% | Reduced |
| Emerald Advisors, LLC | 11,366 | $916.7K | 0.12% | 00.0% | Unchanged |
| Intrust Bank NA | 11,360 | $916.2K | 0.08% | +142+1.3% | Added |
| Legacy Financial Advisors, Inc. | 11,337 | $914.3K | 0.13% | +5,007+79.1% | Added |
| MUFG Securities EMEA plc | 11,320 | $913.0K | 0.02% | +9,628+569.0% | Added |
| Independent Advisor Alliance | 11,292 | $910.7K | 0.02% | +429+3.9% | Added |
| Hodges Capital Management Inc. | 11,137 | $898.2K | 0.08% | +740+7.1% | Added |
| Union Bancaire Privee, UBP SA | 12,978 | $898.1K | 0.02% | +3,140+31.9% | Added |
| RIA Advisory Group LLC | 11,062 | $892.2K | 0.23% | +6,293+132.0% | Added |
| Citizens Financial Group Inc | 11,059 | $891.9K | 0.01% | +3,975+56.1% | Added |
| Dearborn Partners LLC | 11,014 | $888.3K | 0.04% | −11−0.1% | Reduced |
| Trust Point Inc. | 11,008 | $887.8K | 0.07% | +766+7.5% | Added |
| Norden Group LLC | 10,976 | $885.3K | 0.09% | +1,777+19.3% | Added |
| KLCM Advisors, Inc. | 10,950 | $883.1K | 0.09% | −2,250−17.0% | Reduced |
| Finer Wealth Management, Inc. | 10,942 | $882.5K | 0.44% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 10,899 | $879.0K | 0.26% | +45+0.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,898 | $879.0K | 0.27% | +288+2.7% | Added |
| Aaron Wealth Advisors | 10,840 | $874.2K | 0.05% | +4,597+73.6% | Added |
| Advisors Management Group Inc | 10,759 | $868.0K | 0.15% | −328−3.0% | Reduced |
| Brown Advisory Inc | 10,700 | $863.0K | 0.00% | +507+5.0% | Added |
| Bard Financial Services, Inc. | 10,625 | $856.9K | 0.09% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 10,541 | $855.8K | 0.01% | +6,958+194.2% | Added |
| Stonegate Investment Group, LLC | 10,546 | $850.5K | 0.02% | +24+0.2% | Added |
| Great Waters Wealth Management | 10,509 | $847.6K | 0.10% | −3,019−22.3% | Reduced |
| Prosperity Consulting Group, LLC | 10,473 | $844.7K | 0.04% | +222+2.2% | Added |
| Cypress Capital Group | 10,460 | $843.6K | 0.10% | +400+4.0% | Added |
| Mosaic Family Wealth Partners, LLC | 10,479 | $838.8K | 0.10% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 10,382 | $831.1K | 0.04% | +3,430+49.3% | Added |
| David Loasby | 10,067 | $824.0K | 0.06% | +426+4.4% | Added |
| Aviva PLC | 10,100 | $814.6K | 0.00% | +582+6.1% | Added |
| IHT Wealth Management, LLC | 10,088 | $813.6K | 0.02% | −6−0.1% | Reduced |
| Altshuler Shaham Ltd | 10,001 | $806.6K | 0.01% | +2,710+37.2% | Added |
| SFE Investment Counsel | 9,920 | $800.0K | 0.13% | −950−8.7% | Reduced |
| Cornerstone Advisors, LLC | 9,900 | $798.4K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 9,892 | $797.8K | 0.01% | +1,955+24.6% | Added |
| Moors & Cabot, Inc. | 9,839 | $793.5K | 0.03% | −100−1.0% | Reduced |
| Smartleaf Asset Management LLC | 9,855 | $789.0K | 0.05% | +3,608+57.8% | Added |
| Venturi Wealth Management, LLC | 9,742 | $785.7K | 0.04% | +460+5.0% | Added |
| Code Waechter LLC | 9,559 | $772.8K | 0.50% | +255+2.7% | Added |
| Quest Partners LLC | 9,513 | $767.2K | 0.05% | +716+8.1% | Added |
| LVW Advisors, LLC | 9,406 | $758.6K | 0.08% | +697+8.0% | Added |
| Kingsview Wealth Management, LLC | 9,339 | $753.2K | 0.01% | +1,622+21.0% | Added |
| Coldstream Capital Management Inc | 9,313 | $751.1K | 0.01% | −7,149−43.4% | Reduced |
| Warren Averett Asset Management, LLC | 9,268 | $747.5K | 0.01% | +380+4.3% | Added |
| Chicago Partners Investment Group LLC | 9,363 | $747.3K | 0.02% | +450+5.0% | Added |
| Scientech Research LLC | 9,221 | $743.7K | 0.26% | +9,221 | New |
| Glenview Trust Co | 9,164 | $739.1K | 0.01% | +618+7.2% | Added |
| Wedmont Private Capital | 9,029 | $739.0K | 0.03% | +544+6.4% | Added |
| Sym Financial Corp | 9,143 | $737.4K | 0.08% | +7+0.1% | Added |
| FineMark National Bank & Trust | 9,135 | $736.7K | 0.02% | +22+0.2% | Added |
| Lifelong Wealth Advisors, Inc. | 9,120 | $735.5K | 0.22% | +40.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 9,082 | $732.5K | 0.08% | +1,854+25.7% | Added |
| Everence Capital Management Inc | 9,014 | $727.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,939 | $720.9K | 0.01% | +31+0.3% | Added |
| American State Bank (Iowa) | 8,809 | $710.4K | 0.36% | 00.0% | Unchanged |
| We Are One Seven, LLC | 8,785 | $708.5K | 0.02% | +4,776+119.1% | Added |
| Kestra Private Wealth Services, LLC | 8,776 | $707.8K | 0.01% | −1,775−16.8% | Reduced |
| Hilltop Holdings Inc. | 8,721 | $703.3K | 0.04% | +2,995+52.3% | Added |
| Wexford Capital LP | 8,714 | $702.8K | 0.21% | −18,508−68.0% | Reduced |
| Meeder Advisory Services, Inc. | 8,662 | $698.6K | 0.03% | +805+10.2% | Added |
| Pensionmark Financial Group, LLC | 8,630 | $696.0K | 0.01% | +1,842+27.1% | Added |
| Summit Financial, LLC | 8,590 | $692.8K | 0.01% | +779+10.0% | Added |
| Townsend & Associates, Inc | 8,486 | $688.7K | 0.07% | 00.0% | Unchanged |
| STF Management LP | 8,507 | $686.1K | 0.25% | −210−2.4% | Reduced |
| Leonteq Securities AG | 8,461 | $682.4K | 0.04% | +3,891+85.1% | Added |
| Level Four Advisory Services, LLC | 8,384 | $676.2K | 0.02% | +33+0.4% | Added |
| CSS LLC | 8,383 | $676.1K | 0.04% | −6,460−43.5% | Reduced |
| Sagespring Wealth Partners, LLC | 8,379 | $675.8K | 0.01% | −155−1.8% | Reduced |
| Old Port Advisors | 8,347 | $673.2K | 0.17% | −158−1.9% | Reduced |
| Prospera Financial Services Inc | 8,338 | $672.6K | 0.01% | +1,296+18.4% | Added |
| Voleon Capital Management LP | 8,319 | $670.9K | 0.02% | +3,882+87.5% | Added |
| Legacy Wealth Asset Management, LLC | 8,257 | $665.9K | 0.16% | +55+0.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,107 | $653.8K | 0.02% | −30−0.4% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $653.3K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 8,085 | $652.1K | 0.01% | −230−2.8% | Reduced |
| Amarillo National Bank | 8,072 | $651.0K | 0.11% | −25−0.3% | Reduced |
| Ballentine Partners, LLC | 8,041 | $648.5K | 0.01% | +183+2.3% | Added |
| VestGen Advisors, LLC | 8,037 | $648.2K | 0.02% | +984+14.0% | Added |
| Global Retirement Partners, LLC | 8,016 | $646.5K | 0.01% | +1,433+21.8% | Added |
| Bradley Foster & Sargent Inc | 8,001 | $645.3K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 7,880 | $635.5K | 0.42% | 00.0% | Unchanged |
| Laraway Financial Inc | 7,855 | $633.5K | 0.43% | +10+0.1% | Added |
| Change Path, LLC | 7,805 | $629.5K | 0.02% | −44−0.6% | Reduced |
| Alteri Wealth LLC | 7,764 | $626.1K | 0.22% | +608+8.5% | Added |
| Paradigm Financial Partners, LLC | 7,740 | $624.2K | 0.06% | +856+12.4% | Added |
| Stonebridge Capital Advisors LLC | 7,686 | $619.9K | 0.04% | −7−0.1% | Reduced |
| Drucker Wealth 3.0, LLC | 7,680 | $619.4K | 0.11% | +3,773+96.6% | Added |
| SFMG, LLC | 7,675 | $619.0K | 0.04% | 00.0% | Unchanged |
| IFG Advisory, LLC | 7,639 | $616.1K | 0.03% | +7,639 | New |
| Oarsman Capital, Inc. | 7,600 | $612.9K | 0.09% | −622−7.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,580 | $611.3K | 0.00% | +440+6.2% | Added |
| RFG Advisory, LLC | 7,551 | $609.0K | 0.01% | −25−0.3% | Reduced |
| Fiduciary Alliance LLC | 7,524 | $606.8K | 0.04% | +10+0.1% | Added |
| Cahill Financial Advisors Inc | 7,523 | $606.7K | 0.07% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 7,504 | $605.2K | 0.05% | +4,094+120.1% | Added |
| Signaturefd, LLC | 7,489 | $604.0K | 0.01% | +371+5.2% | Added |
| Perigon Wealth Management, LLC | 7,463 | $601.9K | 0.01% | +774+11.6% | Added |