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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 3,400 | $274.2K | 0.12% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,394 | $273.7K | 0.00% | −626−15.6% | Reduced |
| FDx Advisors, Inc. | 3,351 | $272.0K | 0.08% | +82+2.5% | Added |
| Chesley Taft & Associates LLC | 3,370 | $271.8K | 0.01% | −60−1.7% | Reduced |
| CoreFirst Bank & Trust | 3,370 | $271.8K | 0.15% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,352 | $270.3K | 0.06% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,349 | $270.1K | 0.02% | +12+0.4% | Added |
| Boston Trust Walden Corp | 3,347 | $269.9K | 0.00% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 3,325 | $268.2K | 0.11% | −38−1.1% | Reduced |
| Knollwood Investment Advisory, LLC | 3,323 | $268.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 3,314 | $267.3K | 0.07% | +2,200+197.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,310 | $267.0K | 0.01% | −145−4.2% | Reduced |
| Smithfield Trust Co | 3,301 | $266.0K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,292 | $265.5K | 0.00% | −39−1.2% | Reduced |
| Boulder Wealth Advisors, LLC | 3,270 | $263.7K | 0.12% | +3,270 | New |
| Patriot Investment Management Inc. | 3,267 | $263.5K | 0.02% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 3,266 | $263.4K | 0.03% | +5+0.2% | Added |
| Sunbelt Securities, Inc. | 3,246 | $261.8K | 0.02% | +936+40.5% | Added |
| Occidental Asset Management, LLC | 3,242 | $261.5K | 0.03% | +7+0.2% | Added |
| Exencial Wealth Advisors, LLC | 3,242 | $261.5K | 0.01% | +3,242 | New |
| Portside Wealth Group, LLC | 3,238 | $261.1K | 0.04% | +120+3.8% | Added |
| Phillips Wealth Planners LLC | 3,219 | $260.7K | 0.22% | −115−3.4% | Reduced |
| Centric Wealth Management | 3,183 | $258.4K | 0.06% | +33+1.0% | Added |
| Concord Asset Management, LLC | 3,201 | $258.2K | 0.05% | −1,544−32.5% | Reduced |
| Patton Fund Management, Inc. | 3,192 | $257.4K | 0.05% | 00.0% | Unchanged |
| Advocate Group LLC | 3,189 | $257.2K | 0.04% | +3,189 | New |
| GeoWealth Management, LLC | 3,185 | $256.9K | 0.01% | +145+4.8% | Added |
| Leverty Financial Group, LLC | 3,166 | $255.3K | 0.07% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 3,163 | $255.1K | 0.03% | 00.0% | Unchanged |
| IFS Group,LLC | 3,171 | $254.7K | 0.22% | +3,171 | New |
| USAdvisors Wealth Management, LLC | 3,153 | $254.0K | 0.09% | +19+0.6% | Added |
| Integrity Alliance, LLC. | 3,133 | $252.7K | 0.01% | +3,133 | New |
| Avidian Wealth Solutions, LLC | 3,127 | $252.2K | 0.01% | +87+2.9% | Added |
| Drive Wealth Management, LLC | 3,089 | $250.9K | 0.05% | +3,089 | New |
| Old National Bancorp | 3,104 | $250.3K | 0.00% | −1,202−27.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,104 | $250.3K | 0.01% | +11+0.4% | Added |
| Crestwood Advisors Group LLC | 3,095 | $249.6K | 0.00% | +3,095 | New |
| Alta Advisers Ltd | 3,083 | $248.6K | 0.08% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,080 | $248.4K | 0.00% | +2+0.1% | Added |
| Independent Financial Group, LLC | 3,079 | $248.3K | 0.01% | +65+2.2% | Added |
| Kennedy Capital Management, Inc. | 3,074 | $247.9K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,057 | $246.5K | 0.02% | +3,057 | New |
| Wrapmanager Inc | 3,050 | $246.0K | 0.08% | −831−21.4% | Reduced |
| Fiduciary Trust Co | 3,013 | $243.0K | 0.00% | +3,013 | New |
| Avantax Planning Partners, Inc. | 3,011 | $242.8K | 0.01% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 3,004 | $242.3K | 0.20% | −30−1.0% | Reduced |
| Mutual Advisors, LLC | 3,000 | $241.3K | 0.01% | −114−3.7% | Reduced |
| North Star Asset Management Inc | 2,987 | $240.9K | 0.01% | +2,987 | New |
| NTV Asset Management LLC | 2,968 | $239.4K | 0.03% | +2,968 | New |
| Camden Capital, LLC | 2,954 | $238.3K | 0.02% | +2,954 | New |
| Accurate Wealth Management, LLC | 2,945 | $238.1K | 0.03% | +2,945 | New |
| Sherbrooke Park Advisers LLC | 2,938 | $236.9K | 0.11% | +2,938 | New |
| Cranbrook Wealth Management, LLC | 2,905 | $234.3K | 0.05% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,904 | $234.2K | 0.01% | +13+0.4% | Added |
| Ellenbecker Investment Group | 2,897 | $233.7K | 0.03% | +2,897 | New |
| Trust Co | 2,882 | $232.4K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 2,880 | $232.3K | 0.17% | −193,248−98.5% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 2,879 | $232.2K | 0.19% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,877 | $232.1K | 0.03% | −202−6.6% | Reduced |
| Longboard Asset Management, LP | 2,872 | $231.6K | 0.37% | +2,872 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 2,870 | $231.5K | 0.04% | −1,200−29.5% | Reduced |
| Pinnacle Associates Ltd | 2,864 | $230.9K | 0.00% | +2,864 | New |
| Ullmann Financial Group, Inc. | 2,843 | $229.3K | 0.03% | −370−11.5% | Reduced |
| One Wealth Capital Management, LLC | 2,838 | $228.9K | 0.10% | +2,838 | New |
| Fullcircle Wealth LLC | 2,794 | $228.0K | 0.08% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 2,792 | $226.9K | 0.01% | −37−1.3% | Reduced |
| Mindset Wealth Management, LLC | 2,806 | $226.3K | 0.06% | +2,806 | New |
| Confluence Wealth Services, Inc. | 2,805 | $226.2K | 0.01% | +2,805 | New |
| Baker Boyer National Bank | 2,800 | $225.8K | 0.08% | +2,800 | New |
| Clifford Swan Investment Counsel LLC | 2,796 | $225.5K | 0.01% | +2,796 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,780 | $224.2K | 0.05% | −120−4.1% | Reduced |
| Inspire Advisors, LLC | 2,777 | $224.0K | 0.02% | +2,777 | New |
| MAI Capital Management | 2,766 | $223.1K | 0.00% | −106−3.7% | Reduced |
| Gilman Hill Asset Management, LLC | 2,750 | $221.8K | 0.03% | +2,750 | New |
| Wealth Group Ltd | 2,747 | $221.5K | 0.05% | +2,747 | New |
| Colonial Trust Co | 2,746 | $221.5K | 0.03% | +151+5.8% | Added |
| Quantum Financial Advisors, LLC | 2,727 | $219.9K | 0.03% | +2,727 | New |
| Pitcairn Co | 2,715 | $219.0K | 0.02% | +2,715 | New |
| Walker Asset Management, LLC | 2,712 | $218.7K | 0.12% | +2,712 | New |
| L2 Asset Management, LLC | 2,708 | $218.4K | 0.03% | +2,708 | New |
| Jacobi Capital Management LLC | 2,701 | $217.8K | 0.01% | +2,701 | New |
| High Note Wealth, LLC | 2,696 | $217.4K | 0.04% | +2+0.1% | Added |
| Perennial Investment Advisors, LLC | 2,686 | $216.6K | 0.02% | +2,686 | New |
| Old Second National Bank of Aurora | 2,648 | $213.6K | 0.04% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 2,648 | $213.6K | 0.04% | +2,648 | New |
| Atlanta Consulting Group Advisors, LLC | 2,614 | $212.4K | 0.05% | +2,614 | New |
| Capital Investment Advisory Services, LLC | 2,632 | $212.3K | 0.02% | +2,632 | New |
| TownSquare Capital, LLC | 2,616 | $211.0K | 0.03% | −2,247−46.2% | Reduced |
| Golden State Equity Partners | 2,614 | $210.8K | 0.04% | +2,614 | New |
| Cary Street Partners Financial LLC | 2,612 | $210.7K | 0.01% | −8−0.3% | Reduced |
| Capital Advisors Inc | 2,607 | $210.3K | 0.00% | +2,607 | New |
| City State Bank | 2,593 | $209.1K | 0.06% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 2,577 | $207.8K | 0.00% | +2,577 | New |
| Lloyd Advisory Services, LLC. | 2,572 | $207.5K | 0.10% | +2,572 | New |
| Sonora Investment Management Group, LLC | 2,570 | $207.2K | 0.01% | +2,570 | New |
| Journey Strategic Wealth LLC | 2,553 | $205.9K | 0.01% | +2,553 | New |
| Guardian Wealth Advisors, LLC | 2,545 | $205.7K | 0.01% | +2,545 | New |
| Longview Financial Advisors, Inc. | 2,550 | $205.7K | 0.15% | +2,550 | New |
| Alpine Bank Wealth Management | 2,535 | $204.4K | 0.03% | −652−20.5% | Reduced |
| Advisors Capital Management, LLC | 2,534 | $204.4K | 0.00% | +2,534 | New |