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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 4,810 | $387.9K | 0.01% | −66−1.4% | Reduced |
| SCP Investment, LP | 4,800 | $387.1K | 0.31% | −8,000−62.5% | Reduced |
| Brighton Jones LLC | 4,786 | $386.0K | 0.01% | −130−2.6% | Reduced |
| ISAM Funds (UK) Ltd | 4,756 | $383.6K | 0.08% | +4,756 | New |
| Concord Wealth Partners | 4,745 | $382.7K | 0.05% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,716 | $380.4K | 0.05% | +164+3.6% | Added |
| MorganRosel Wealth Management, LLC | 4,700 | $379.1K | 0.10% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 4,676 | $377.2K | 0.11% | +35+0.8% | Added |
| Mesirow Financial Investment Management, Inc. | 4,666 | $376.4K | 0.01% | −289−5.8% | Reduced |
| Eastern Bank | 4,640 | $374.2K | 0.01% | −1,884−28.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,625 | $373.0K | 0.00% | −93−2.0% | Reduced |
| West Family Investments, Inc. | 4,552 | $367.1K | 0.08% | +32+0.7% | Added |
| First Commonwealth Financial Corp | 4,551 | $367.0K | 0.06% | −23−0.5% | Reduced |
| Claro Advisors LLC | 4,531 | $365.4K | 0.05% | +10.0% | Added |
| Poinciana Advisors Group, LLC | 4,524 | $364.9K | 0.31% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,487 | $361.9K | 0.02% | 00.0% | Unchanged |
| First County Bank | 4,469 | $360.4K | 0.18% | −952−17.6% | Reduced |
| Evergreen Capital Management LLC | 4,403 | $357.6K | 0.01% | +195+4.6% | Added |
| Horizon Investment Services, LLC | 4,432 | $357.5K | 0.13% | +109+2.5% | Added |
| Advisory Alpha, LLC | 4,483 | $356.9K | 0.01% | −62−1.4% | Reduced |
| Trueblood Wealth Management, LLC | 4,390 | $354.1K | 0.14% | −75−1.7% | Reduced |
| Eisler Capital Management Ltd. | 4,517 | $352.9K | 0.01% | +4,517 | New |
| Frank, Rimerman Advisors LLC | 4,368 | $352.3K | 0.02% | +4,368 | New |
| Aventura Private Wealth, LLC | 4,363 | $351.9K | 0.13% | −515−10.6% | Reduced |
| Gotham Asset Management, LLC | 4,325 | $348.8K | 0.00% | −1,431−24.9% | Reduced |
| First Business Financial Services, Inc. | 4,312 | $347.8K | 0.03% | +150+3.6% | Added |
| Astoria Portfolio Advisors LLC. | 4,231 | $346.3K | 0.09% | +4,231 | New |
| LMR Partners LLP | 4,293 | $346.2K | 0.00% | +1,060+32.8% | Added |
| CFS Investment Advisory Services, LLC | 4,304 | $346.0K | 0.03% | +722+20.2% | Added |
| ABN AMRO Bank N.V. | 4,298 | $345.5K | 0.00% | +4,298 | New |
| Atlantic Family Wealth, LLC | 4,257 | $343.3K | 0.27% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,210 | $339.5K | 0.04% | −128−3.0% | Reduced |
| Sowell Financial Services LLC | 4,177 | $336.9K | 0.01% | +90+2.2% | Added |
| Panagora Asset Management Inc | 4,177 | $336.9K | 0.00% | −13,202−76.0% | Reduced |
| Lifeworks Advisors, LLC | 4,160 | $335.5K | 0.04% | +4,160 | New |
| Wesbanco Bank Inc | 4,144 | $334.2K | 0.01% | +10.0% | Added |
| Johnson Investment Counsel Inc | 4,139 | $333.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 4,129 | $333.0K | 0.02% | +4,129 | New |
| Montag A & Associates Inc | 4,099 | $332.9K | 0.02% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 4,120 | $332.2K | 0.21% | 00.0% | Unchanged |
| PFG Advisors | 4,107 | $331.2K | 0.01% | +515+14.3% | Added |
| Atomi Financial Group, Inc. | 4,078 | $328.9K | 0.01% | +625+18.1% | Added |
| Triumph Capital Management | 4,072 | $328.4K | 0.09% | +70+1.7% | Added |
| Ballast Advisors LLC | 4,059 | $327.4K | 0.09% | +7+0.2% | Added |
| RDA Financial Network | 4,058 | $327.3K | 0.08% | −193−4.5% | Reduced |
| Simplicity Wealth,LLC | 4,046 | $326.3K | 0.02% | +4,046 | New |
| Thomasville National Bank | 4,024 | $324.5K | 0.02% | +4,024 | New |
| Cidel Asset Management Inc | 3,991 | $321.9K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,983 | $321.3K | 0.00% | +3,983 | New |
| Tyche Wealth Partners LLC | 3,982 | $321.1K | 0.06% | −1,352−25.3% | Reduced |
| Ingalls & Snyder LLC | 3,981 | $321.0K | 0.01% | −1,320−24.9% | Reduced |
| Paragon Capital Management LLC | 3,931 | $317.0K | 0.15% | 00.0% | Unchanged |
| Umb Bank N A | 3,912 | $315.5K | 0.00% | +357+10.0% | Added |
| Heritage Wealth Architects, Inc. | 3,908 | $315.1K | 0.19% | +5+0.1% | Added |
| Krilogy Financial LLC | 3,881 | $315.1K | 0.01% | +3,881 | New |
| RNC Capital Management LLC | 3,906 | $315.0K | 0.01% | +8+0.2% | Added |
| Conning Inc. | 3,903 | $314.8K | 0.01% | −421−9.7% | Reduced |
| Integrated Advisors Network LLC | 3,898 | $314.4K | 0.01% | +665+20.6% | Added |
| Peak Asset Management, LLC | 3,896 | $314.2K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 3,896 | $314.2K | 0.09% | +326+9.1% | Added |
| Sofos Investments, Inc. | 3,894 | $314.1K | 0.06% | +3,894 | New |
| Victory Financial Group, LLC | 3,887 | $313.8K | 0.04% | +521+15.5% | Added |
| South State Corp. | 3,856 | $311.0K | 0.01% | −627−14.0% | Reduced |
| Moneta Group Investment Advisors LLC | 3,849 | $310.4K | 0.00% | +152+4.1% | Added |
| JNBA Financial Advisors | 3,845 | $310.1K | 0.03% | 00.0% | Unchanged |
| DORVAL Corp | 3,842 | $309.9K | 0.10% | 00.0% | Unchanged |
| Planning Center, Inc. | 3,805 | $306.9K | 0.03% | 00.0% | Unchanged |
| Financially Speaking Inc | 3,804 | $306.8K | 0.20% | +2+0.1% | Added |
| M.E. Allison & Co., Inc. | 3,800 | $306.5K | 0.21% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 3,787 | $305.4K | 0.04% | −903−19.3% | Reduced |
| Austin Private Wealth, LLC | 3,765 | $303.6K | 0.02% | −15−0.4% | Reduced |
| JPL Wealth Management, LLC | 3,765 | $303.6K | 0.07% | +434+13.0% | Added |
| Oak Thistle LLC | 3,743 | $301.9K | 0.05% | +3,743 | New |
| Williams Jones Wealth Management, LLC. | 3,738 | $301.5K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 3,685 | $297.2K | 0.01% | +3,685 | New |
| Ausdal Financial Partners, Inc. | 3,669 | $295.9K | 0.01% | +3,669 | New |
| Gries Financial LLC | 3,657 | $294.9K | 0.05% | +159+4.5% | Added |
| Brass Tax Wealth Management, Inc | 3,652 | $294.6K | 0.05% | +27+0.7% | Added |
| Scissortail Wealth Management, LLC | 3,649 | $294.3K | 0.06% | −8−0.2% | Reduced |
| Sunpointe, LLC | 3,620 | $294.0K | 0.11% | +41+1.1% | Added |
| FIL Ltd | 3,634 | $293.1K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3,625 | $292.4K | 0.05% | +3,625 | New |
| Lazari Capital Management, Inc. | 3,614 | $291.5K | 0.10% | +8+0.2% | Added |
| Fortress Financial Group, LLC | 3,603 | $290.6K | 0.22% | +29+0.8% | Added |
| LCM Capital Management Inc | 3,572 | $288.1K | 0.14% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 3,556 | $286.8K | 0.02% | −120−3.3% | Reduced |
| Prelude Capital Management, LLC | 3,552 | $286.5K | 0.02% | −637−15.2% | Reduced |
| Rosenberg Matthew Hamilton | 3,551 | $286.4K | 0.06% | −1,006−22.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,542 | $285.7K | 0.05% | 00.0% | Unchanged |
| Kure Advisory, LLC | 3,522 | $284.1K | 0.18% | −191−5.1% | Reduced |
| HM Payson & Co | 3,515 | $283.5K | 0.00% | +146+4.3% | Added |
| Kozak & Associates, Inc. | 3,473 | $282.4K | 0.06% | −445−11.4% | Reduced |
| Hoese & Co LLP | 3,500 | $282.3K | 0.22% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,490 | $281.5K | 0.04% | −2,193−38.6% | Reduced |
| BlueStem Wealth Partners, LLC | 3,455 | $278.6K | 0.03% | +45+1.3% | Added |
| FSB Premier Wealth Management, Inc. | 3,454 | $278.5K | 0.09% | −344−9.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,432 | $278.4K | 0.01% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,442 | $277.6K | 0.05% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,428 | $276.4K | 0.04% | +364+11.9% | Added |
| First National Bank Sioux Falls | 3,404 | $274.5K | 0.09% | 00.0% | Unchanged |