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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 7,447 | $600.6K | 0.03% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 7,440 | $600.0K | 0.15% | +7,440 | New |
| KCM Investment Advisors LLC | 7,409 | $597.5K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,358 | $593.4K | 0.02% | +125+1.7% | Added |
| Danske Bank A/S | 7,299 | $588.7K | 0.00% | +400+5.8% | Added |
| Stephens Inc | 7,254 | $585.0K | 0.01% | +40+0.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,252 | $585.0K | 0.00% | +197+2.8% | Added |
| Endeavor Private Wealth, Inc. | 7,229 | $583.1K | 0.18% | +2,946+68.8% | Added |
| Jackson Square Capital, LLC | 7,225 | $582.7K | 0.13% | +7,225 | New |
| NorthCrest Asset Manangement, LLC | 7,107 | $581.7K | 0.01% | +215+3.1% | Added |
| Clearstead Advisors, LLC | 7,207 | $581.2K | 0.01% | −13−0.2% | Reduced |
| Gateway Investment Advisers LLC | 7,205 | $581.1K | 0.01% | +491+7.3% | Added |
| SageView Advisory Group, LLC | 7,155 | $577.0K | 0.02% | −89−1.2% | Reduced |
| Marks Group Wealth Management, Inc | 7,142 | $576.0K | 0.05% | −109−1.5% | Reduced |
| Romano Brothers and Company | 7,124 | $574.6K | 0.07% | 00.0% | Unchanged |
| Corundum Group, Inc. | 7,083 | $571.2K | 0.23% | +161+2.3% | Added |
| Buckingham Strategic Partners | 7,072 | $568.7K | 0.01% | +7,072 | New |
| D. E. Shaw & Co., Inc. | 7,015 | $565.8K | 0.00% | −2,185−23.8% | Reduced |
| Nicollet Investment Management, Inc. | 7,011 | $565.0K | 0.18% | −64−0.9% | Reduced |
| CX Institutional | 6,969 | $562.0K | 0.02% | +208+3.1% | Added |
| Parallel Advisors, LLC | 6,945 | $560.2K | 0.01% | +363+5.5% | Added |
| Bank of Hawaii | 6,906 | $557.0K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,683 | $539.0K | 0.04% | +230+3.6% | Added |
| SNS Financial Group, LLC | 6,578 | $534.2K | 0.05% | +9+0.1% | Added |
| Wetherby Asset Management Inc | 6,621 | $534.0K | 0.02% | +185+2.9% | Added |
| Freedom Financial Partners LLC | 6,575 | $530.3K | 0.20% | −924−12.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 6,569 | $529.8K | 0.08% | +6,569 | New |
| Lantz Financial LLC | 6,510 | $525.0K | 0.12% | +730+12.6% | Added |
| IFP Advisors, Inc | 6,493 | $523.7K | 0.01% | +1,183+22.3% | Added |
| Essex Financial Services, Inc. | 6,466 | $521.5K | 0.03% | +205+3.3% | Added |
| Coastline Trust Co | 6,450 | $520.2K | 0.06% | 00.0% | Unchanged |
| Synovus Financial Corp | 6,442 | $519.6K | 0.01% | −479−6.9% | Reduced |
| Brookstone Capital Management | 6,407 | $516.7K | 0.01% | +18+0.3% | Added |
| Ashton Thomas Securities, LLC | 6,404 | $516.5K | 0.07% | −302−4.5% | Reduced |
| Integris Wealth Management, LLC | 6,340 | $511.3K | 0.12% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 6,298 | $508.0K | 0.05% | +1,553+32.7% | Added |
| Legacy Capital Group California, Inc. | 6,291 | $507.4K | 0.13% | −70−1.1% | Reduced |
| Significant Wealth Partners LLC | 6,288 | $507.2K | 0.25% | +868+16.0% | Added |
| Safeguard Investment Advisory Group, LLC | 6,265 | $505.3K | 0.13% | 00.0% | Unchanged |
| First Foundation Advisors | 6,250 | $504.1K | 0.02% | −409−6.1% | Reduced |
| Segment Wealth Management, LLC | 6,201 | $500.1K | 0.03% | +135+2.2% | Added |
| Aigen Investment Management, LP | 6,151 | $496.1K | 0.08% | −916−13.0% | Reduced |
| International Assets Investment Management, LLC | 7,209 | $495.3K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,125 | $494.0K | 0.02% | −2,359−27.8% | Reduced |
| Atlantic Union Bankshares Corp | 6,110 | $492.8K | 0.01% | +400+7.0% | Added |
| Vontobel Holding Ltd. | 6,093 | $491.4K | 0.00% | +6,093 | New |
| Hills Bank & Trust Co | 6,051 | $488.0K | 0.03% | +255+4.4% | Added |
| Goelzer Investment Management, Inc. | 6,050 | $487.9K | 0.03% | 00.0% | Unchanged |
| Affiance Financial, LLC | 5,989 | $483.0K | 0.09% | −78−1.3% | Reduced |
| Park Place Capital Corp | 5,988 | $482.9K | 0.10% | −19−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 5,965 | $481.1K | 0.08% | +45+0.8% | Added |
| Pinnacle Financial Partners Inc | 5,856 | $472.3K | 0.01% | +493+9.2% | Added |
| Fifth Third Wealth Advisors LLC | 5,815 | $469.0K | 0.02% | +1,635+39.1% | Added |
| Sumitomo Life Insurance Co | 5,812 | $468.7K | 0.01% | −261−4.3% | Reduced |
| SkyView Investment Advisors, LLC | 5,741 | $463.0K | 0.06% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 5,738 | $462.7K | 0.08% | +271+5.0% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 5,729 | $462.0K | 0.28% | +5,729 | New |
| Cigna Investments Inc | 5,666 | $457.0K | 0.06% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 5,604 | $452.0K | 0.09% | −2,347−29.5% | Reduced |
| SC&H Financial Advisors, Inc. | 5,592 | $451.0K | 0.07% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 5,590 | $450.8K | 0.16% | −129−2.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,573 | $449.5K | 0.01% | −22,327−80.0% | Reduced |
| Waycross Partners, LLC | 5,550 | $447.6K | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,463 | $446.9K | 0.01% | −315−5.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,526 | $445.7K | 0.01% | +5,526 | New |
| Everpar Advisors LLC | 5,474 | $441.5K | 0.17% | −32−0.6% | Reduced |
| Kestra Investment Management, LLC | 5,420 | $437.2K | 0.01% | −6,258−53.6% | Reduced |
| James Hambro & Partners | 5,400 | $435.5K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 5,397 | $435.3K | 0.01% | −189−3.4% | Reduced |
| Carret Asset Management, LLC | 5,394 | $435.1K | 0.04% | 00.0% | Unchanged |
| Charter Trust Co | 5,389 | $434.6K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,388 | $434.5K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 5,348 | $431.3K | 0.03% | +52+1.0% | Added |
| Lakeridge Wealth Management LLC | 5,337 | $430.4K | 0.19% | −3−0.1% | Reduced |
| National Asset Management, Inc. | 5,331 | $429.9K | 0.02% | −154−2.8% | Reduced |
| Welch Group, LLC | 5,279 | $425.8K | 0.02% | +290+5.8% | Added |
| Venture Visionary Partners LLC | 5,273 | $425.3K | 0.01% | −608−10.3% | Reduced |
| Partners Capital Investment Group, LLP | 5,211 | $420.3K | 0.02% | +5,211 | New |
| Heritage Trust Co | 5,191 | $418.7K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,178 | $417.6K | 0.16% | +5,178 | New |
| TCG Advisory Services, LLC | 5,177 | $417.5K | 0.02% | −166−3.1% | Reduced |
| Stock Yards Bank & Trust Co | 5,171 | $417.0K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 5,159 | $416.1K | 0.05% | −330−6.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,157 | $415.9K | 0.02% | +74+1.5% | Added |
| Nautilus Advisors LLC | 5,146 | $415.0K | 0.28% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,139 | $414.5K | 0.01% | −65−1.2% | Reduced |
| Syon Capital LLC | 5,137 | $414.3K | 0.02% | +936+22.3% | Added |
| Alpha Cubed Investments, LLC | 5,097 | $411.1K | 0.01% | +5+0.1% | Added |
| Sheets Smith Wealth Management | 5,053 | $407.5K | 0.05% | −830−14.1% | Reduced |
| RMB Capital Management, LLC | 4,989 | $405.2K | 0.01% | +218+4.6% | Added |
| Waterloo Capital, L.P. | 4,972 | $401.0K | 0.03% | +363+7.9% | Added |
| Warwick Investment Management, Inc. | 4,970 | $400.8K | 0.07% | +140+2.9% | Added |
| Financial Engines Advisors L.L.C. | 4,960 | $400.0K | 0.00% | +4,960 | New |
| Cullen/Frost Bankers, Inc. | 4,947 | $399.0K | 0.00% | −741−13.0% | Reduced |
| Alerus Financial NA | 4,901 | $395.3K | 0.02% | +1,000+25.6% | Added |
| Castle Rock Wealth Management, LLC | 4,940 | $394.7K | 0.09% | +10+0.2% | Added |
| Private Trust Co NA | 4,862 | $392.1K | 0.03% | −107−2.2% | Reduced |
| Bell Bank | 4,845 | $390.7K | 0.02% | −7,999−62.3% | Reduced |
| Vantage Financial Partners, LLC | 4,839 | $390.3K | 0.08% | −349−6.7% | Reduced |
| TCI Wealth Advisors, Inc. | 4,821 | $388.8K | 0.02% | +688+16.6% | Added |