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Livermore
Livermore
ZHEN

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, Q4 2025

Institutional positions in Xcel Energy Inc as of Dec 31, 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
1,253
+93 vs. Q3 2025
Shares held
565.6M
+26.9M (+5.0%) vs. Q3 2025
Total value
$41.8B
−$1.65B (−3.8%) vs. Q3 2025
New holders
176
501 more added
Sold out
83
370 more reduced

26 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,253 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ4 2025: $41.8B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q3 2025.

Institutions holding XEL in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Murphy & Mullick Capital Management Corp1$740.00%+1New
Arcadia Investment Management Corp2$1480.00%+2New
IMA Wealth, Inc.3$2230.00%00.0%Unchanged
Seneschal Advisors, LLC5$3700.00%00.0%Unchanged
Breakwater Investment Management7$5180.00%00.0%Unchanged
NorthAvenue LLC7$5180.00%+7New
Atlas Capital Advisors LLC8$5900.00%+8New
Davis Capital Management8$5910.00%+4+100.0%Added
Wealth Watch Advisors, INC9$6650.00%−12−57.1%Reduced
Prosperity Bancshares Inc9$6650.00%+9New
Networth Advisors, LLC9$6650.00%+9New
Quattro Advisors LLC9$6650.00%+9New
Three Bearings Fiduciary Advisors, Inc.10$7610.00%+10New
Caitong International Asset Management Co., Ltd11$8120.00%−276−96.2%Reduced
1015 Capital Partners, LLC11$8120.00%+11New
Quaker Wealth Management, LLC11$8130.00%+4+57.1%Added
Retirement Wealth Solutions LLC12$8870.00%00.0%Unchanged
HFM Investment Advisors, LLC12$8870.00%00.0%Unchanged
WealthCollab, LLC13$9610.00%00.0%Unchanged
Ogorek Anthony Joseph18$1.00K0.00%−24−57.1%Reduced
Hazlett, Burt & Watson, Inc.19$1.00K0.00%+19New
TD Capital Management LLC14$1.07K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.15$1.11K0.00%−3−16.7%Reduced
Private Wealth Management Group, LLC17$1.26K0.00%−61−78.2%Reduced
Winnow Wealth LLC17$1.26K0.00%00.0%Unchanged
Sunrise Financial Services, LLC18$1.33K0.00%+18New
Signature Resources Capital Management, LLC19$1.40K0.00%00.0%Unchanged
American Capital Advisory, LLC21$1.55K0.00%+9+75.0%Added
WestEnd Advisors, LLC25$1.85K0.00%−2−7.4%Reduced
Key Financial Inc29$2.14K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC29$2.14K0.00%+5+20.8%Added
Beaird Harris Wealth Management, LLC30$2.22K0.00%00.0%Unchanged
Key Capital Management, INC30$2.22K0.00%+30New
WPG Advisers, LLC32$2.36K0.00%00.0%Unchanged
Holos Integrated Wealth LLC33$2.46K0.00%00.0%Unchanged
Kilter Group LLC35$2.59K0.00%−10−22.2%Reduced
Granite FO LLC39$2.88K0.00%00.0%Unchanged
Hughes Financial Services, LLC39$2.88K0.00%+7+21.9%Added
SJS Investment Consulting Inc.39$2.88K0.00%+20+105.3%Added
Stone House Investment Management, LLC40$2.95K0.00%00.0%Unchanged
Clark Wealth Partners40$2.95K0.00%00.0%Unchanged
Penserra Capital Management LLC51$3.00K0.00%+3+6.3%Added
Wilkerson Advisory Group LLC44$3.25K0.00%+44New
Pacifica Partners Inc.45$3.36K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.46$3.40K0.00%+46New
Bay Harbor Wealth Management, LLC46$3.42K0.00%+14+43.8%Added
Anchor Investment Management, LLC48$3.54K0.00%00.0%Unchanged
Independence Bank of Kentucky50$3.69K0.00%−25−33.3%Reduced
Plante Moran Financial Advisors, LLC50$3.69K0.00%+17+51.5%Added
CBIZ Investment Advisory Services, LLC52$3.87K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.52$3.89K0.00%+1+2.0%Added
POM Investment Strategies, LLC56$4.14K0.00%+56New
Proathlete Wealth Management LLC57$4.21K0.00%+57New
TFC Financial Management57$4.21K0.00%00.0%Unchanged
Ares Financial Consulting, LLC59$4.36K0.00%+59New
Cornerstone Financial Management LLC60$4.43K0.00%+60New
Grove Bank & Trust61$4.50K0.00%00.0%Unchanged
Bare Financial Services, Inc62$4.58K0.00%00.0%Unchanged
Great Lakes Advisors, LLC69$5.10K0.00%00.0%Unchanged
Raffa Wealth Management, LLC72$5.32K0.00%00.0%Unchanged
Boreal Capital Management LLC72$5.36K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.74$5.47K0.00%+36+94.7%Added
Mascoma Wealth Management LLC75$5.54K0.00%00.0%Unchanged
GoalVest Advisory LLC75$5.54K0.00%00.0%Unchanged
Evolution Wealth Management Inc.75$5.54K0.00%00.0%Unchanged
Sachetta, LLC79$5.83K0.00%00.0%Unchanged
Arlington Trust Co LLC84$6.20K0.00%+84New
LGT Financial Advisors LLC85$6.31K0.04%00.0%Unchanged
Highline Wealth Partners LLC86$6.35K0.00%+30+53.6%Added
Cornerstone Planning Group LLC84$6.40K0.00%+75+833.3%Added
Fairman Group, LLC86$6.40K0.01%+86New
Aspect Partners, LLC88$6.50K0.00%+3+3.5%Added
Red Tortoise LLC95$7.02K0.00%00.0%Unchanged
Torren Management, LLC95$7.02K0.00%+95New
West Financial Advisors, LLC97$7.17K0.00%+97New
DT Investment Partners, LLC98$7.24K0.00%00.0%Unchanged
Clayton Financial Group LLC99$7.31K0.00%+99New
TD Waterhouse Canada Inc.100$7.39K0.00%−128−56.1%Reduced
Duncker Streett & Co Inc100$7.39K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.105$7.75K0.00%+105New
Avion Wealth120$8.00K0.00%−13−9.8%Reduced
Valley National Advisers Inc116$8.00K0.00%+3+2.7%Added
DAGCO, Inc.118$8.71K0.00%00.0%Unchanged
Valued Wealth Advisors LLC117$8.72K0.00%+4+3.5%Added
Investors Portfolio Services LLC121$8.94K0.01%+121New
Howard Hughes Medical Institute127$9.38K0.01%00.0%Unchanged
United Community Bank134$9.90K0.00%+118+737.5%Added
Dogwood Wealth Management LLC137$10.1K0.00%−11−7.4%Reduced
Atlantic Trust, LLC138$10.2K0.00%−24−14.8%Reduced
Dunhill Financial, LLC139$10.3K0.00%+7+5.3%Added
Wellington-Altus USA Inc.141$10.4K0.01%+141New
Godfrey Financial Associates, Inc.144$10.6K0.01%+144New
McCarthy Grittinger Financial Group, LLC148$10.9K0.00%00.0%Unchanged
Strive Financial Group ,LLC153$11.3K0.01%+153New
Eq Wealth Advisors, LLC158$11.7K0.01%+158New
Estate Planners Group, LLC158$11.7K0.01%+158New
S&T Bank159$11.7K0.00%−20−11.2%Reduced
Ritter Daniher Financial Advisory LLC162$12.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.162$12.1K0.00%+17+11.7%Added
PFS Partners, LLC165$12.2K0.01%+1+0.6%Added