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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 767 | $56.7K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 777 | $57.6K | 0.01% | +268+52.7% | Added |
| Ossiam | 796 | $58.8K | 0.00% | −1,539−65.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 796 | $58.8K | 0.03% | +796 | New |
| Truvestments Capital LLC | 814 | $60.1K | 0.01% | −99−10.8% | Reduced |
| Burkett Financial Services, LLC | 818 | $60.5K | 0.02% | −154−15.8% | Reduced |
| DV Equities, LLC | 822 | $60.7K | 0.01% | +822 | New |
| Creative Financial Designs Inc | 853 | $63.0K | 0.00% | +5+0.6% | Added |
| Addison Advisors LLC | 857 | $63.3K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 873 | $64.5K | 0.02% | +715+452.5% | Added |
| Covestor Ltd | 883 | $65.0K | 0.03% | +539+156.7% | Added |
| True Wealth Design, LLC | 884 | $65.3K | 0.02% | −81−8.4% | Reduced |
| FSA Advisors, Inc. | 15,126 | $65.4K | 0.05% | +15,126 | New |
| Bullock Wealth Management Group | 893 | $66.0K | 0.03% | +5+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 902 | $66.6K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 906 | $66.9K | 0.01% | +69+8.2% | Added |
| Deseret Mutual Benefit Administrators | 920 | $68.0K | 0.03% | 00.0% | Unchanged |
| Insight Financial Services | 942 | $69.6K | 0.04% | −14−1.5% | Reduced |
| Centennial Bank | 947 | $69.9K | 0.03% | 00.0% | Unchanged |
| Financial Consulate, Inc | 982 | $72.6K | 0.01% | +153+18.5% | Added |
| Keating Financial Advisory Services, Inc. | 984 | $72.7K | 0.01% | +984 | New |
| Cary Street Partner Investment Advisory LLC | 986 | $72.8K | 0.02% | −666−40.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 980 | $72.9K | 0.01% | +276+39.2% | Added |
| Oakworth Capital, Inc. | 989 | $73.0K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 1,000 | $73.9K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,003 | $74.1K | 0.00% | +98+10.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,003 | $74.1K | 0.01% | +715+248.3% | Added |
| Capital Analysts, LLC | 1,016 | $75.0K | 0.00% | +719+242.1% | Added |
| Front Row Advisors LLC | 1,013 | $75.4K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,027 | $75.8K | 0.01% | +29+2.9% | Added |
| Washington Trust Advisors, Inc. | 1,030 | $76.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,040 | $76.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,051 | $77.6K | 0.00% | +13+1.3% | Added |
| NBT Bank N A | 148 | $78.5K | 0.01% | −13−8.1% | Reduced |
| Optiver Holding B.V. | 1,071 | $79.1K | 0.00% | −291−21.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $79.6K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 1,092 | $80.7K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,102 | $81.4K | 0.01% | +1,005+1,036.1% | Added |
| Vision Financial Markets LLC | 1,110 | $82.0K | 0.08% | 00.0% | Unchanged |
| Dorato Capital Management | 1,112 | $84.7K | 0.06% | +1,112 | New |
| SBI Securities Co., Ltd. | 1,174 | $86.7K | 0.00% | +79+7.2% | Added |
| Prudent Man Investment Management, Inc. | 1,178 | $87.0K | 0.03% | +978+489.0% | Added |
| Delos Wealth Advisors, LLC | 1,200 | $88.6K | 0.06% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,212 | $89.5K | 0.00% | −378−23.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,225 | $90.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,222 | $90.2K | 0.05% | +3+0.2% | Added |
| Flagship Wealth Advisors, LLC | 1,267 | $93.6K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,276 | $94.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,277 | $94.3K | 0.03% | −90−6.6% | Reduced |
| Country Trust Bank | 1,283 | $94.8K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,285 | $94.9K | 0.00% | −1,900−59.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,301 | $96.0K | 0.01% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 1,356 | $100.2K | 0.06% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,360 | $100.4K | 0.06% | +270+24.8% | Added |
| Ostrum Asset Management | 1,394 | $103.0K | 0.00% | −464−25.0% | Reduced |
| Manchester Capital Management LLC | 1,413 | $104.4K | 0.01% | −891−38.7% | Reduced |
| Root Financial Partners, LLC | 1,437 | $106.1K | 0.01% | +102+7.6% | Added |
| Intesa Sanpaolo Wealth Management | 1,464 | $108.1K | 0.02% | +1,464 | New |
| Whittier Trust Co of Nevada Inc | 1,471 | $109.5K | 0.00% | +800+119.2% | Added |
| First Community Trust NA | 1,500 | $110.8K | 0.08% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,509 | $111.0K | 0.07% | 00.0% | Unchanged |
| Avalon Trust Co | 1,509 | $111.5K | 0.01% | −299−16.5% | Reduced |
| Hanson & Doremus Investment Management | 1,549 | $114.0K | 0.01% | −43−2.7% | Reduced |
| Onefund, LLC | 1,583 | $116.9K | 0.07% | +104+7.0% | Added |
| MTM Investment Management, LLC | 1,584 | $117.0K | 0.04% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,574 | $117.1K | 0.05% | −19−1.2% | Reduced |
| Bank of New Hampshire | 1,629 | $120.3K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 1,672 | $124.4K | 0.00% | +6+0.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,700 | $129.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,779 | $131.4K | 0.02% | +1,587+826.6% | Added |
| Colonial Trust Advisors | 1,795 | $132.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,821 | $134.5K | 0.00% | −3−0.2% | Reduced |
| Golden State Wealth Management, LLC | 1,823 | $134.7K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,834 | $135.5K | 0.03% | +4+0.2% | Added |
| Elyxium Wealth, LLC | 1,851 | $136.7K | 0.04% | +1,851 | New |
| Stephenson National Bank & Trust | 1,853 | $136.9K | 0.04% | −60−3.1% | Reduced |
| Marquette Asset Management, LLC | 1,867 | $137.9K | 0.02% | +157+9.2% | Added |
| Parkside Financial Bank & Trust | 1,894 | $139.9K | 0.01% | +316+20.0% | Added |
| Lummis Asset Management, LP | 1,899 | $140.3K | 0.09% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,914 | $141.4K | 0.05% | +27+1.4% | Added |
| Cromwell Holdings LLC | 1,918 | $142.8K | 0.08% | 00.0% | Unchanged |
| Riverview Trust Co | 1,988 | $146.8K | 0.18% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,990 | $147.0K | 0.02% | +1,990 | New |
| Chilton Capital Management LLC | 2,000 | $147.7K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,020 | $149.2K | 0.04% | +2,020 | New |
| Millstone Evans Group, LLC | 2,052 | $151.5K | 0.09% | +273+15.3% | Added |
| LRI Investments, LLC | 2,068 | $152.7K | 0.01% | −191−8.5% | Reduced |
| Family Capital Trust Co | 2,129 | $157.2K | 0.05% | +26+1.2% | Added |
| Massmutual Trust Co FSB | 2,150 | $158.8K | 0.00% | +18+0.8% | Added |
| Creative Capital Management Investments LLC | 2,162 | $159.7K | 0.05% | +23+1.1% | Added |
| Virtus Investment Advisers, Inc. | 2,202 | $162.6K | 0.04% | +2,202 | New |
| Versant Capital Management, Inc | 2,239 | $165.4K | 0.02% | +30+1.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,241 | $165.6K | 0.00% | 00.0% | Unchanged |
| Motco | 2,266 | $167.4K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,321 | $171.4K | 0.01% | +213+10.1% | Added |
| Whipplewood Advisors, LLC | 2,326 | $171.8K | 0.11% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,349 | $173.5K | 0.01% | +51+2.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $175.5K | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,439 | $184.4K | 0.01% | +307+14.4% | Added |
| Founders Capital Management | 2,500 | $184.7K | 0.10% | 00.0% | Unchanged |