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 |
|---|---|---|---|---|---|
| State of Wyoming | 2,513 | $185.6K | 0.02% | +2,513 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2,500 | $186.3K | 0.08% | +1,816+265.5% | Added |
| Hilltop National Bank | 2,529 | $186.8K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,548 | $188.2K | 0.04% | −100−3.8% | Reduced |
| Basecamp Wealth Advisors LLC | 2,586 | $191.0K | 0.04% | +2,586 | New |
| City State Bank | 2,603 | $192.3K | 0.05% | +10+0.4% | Added |
| High Note Wealth, LLC | 2,621 | $193.6K | 0.04% | −75−2.8% | Reduced |
| Cary Street Partners Financial LLC | 2,648 | $195.6K | 0.00% | +36+1.4% | Added |
| Ancora Advisors, LLC | 2,660 | $196.5K | 0.00% | +130+5.1% | Added |
| Purpose Unlimited Inc. | 2,682 | $198.1K | 0.01% | +2,682 | New |
| SilverOak Wealth Management LLC | 2,721 | $201.0K | 0.03% | +2,721 | New |
| Walker Asset Management, LLC | 2,730 | $201.6K | 0.11% | +18+0.7% | Added |
| Colonial Trust Co | 2,732 | $201.8K | 0.03% | −14−0.5% | Reduced |
| Golden State Equity Partners | 2,743 | $202.6K | 0.03% | +129+4.9% | Added |
| Wealth Group Ltd | 2,747 | $202.9K | 0.05% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 2,750 | $203.1K | 0.03% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 2,763 | $204.1K | 0.23% | −3,525−56.1% | Reduced |
| Signal Advisors Wealth, LLC | 2,770 | $204.6K | 0.02% | +2,770 | New |
| Hantz Financial Services, Inc. | 2,774 | $205.0K | 0.00% | +1,146+70.4% | Added |
| Pinnacle Associates Ltd | 2,787 | $205.8K | 0.00% | −77−2.7% | Reduced |
| Inspire Advisors, LLC | 2,790 | $206.1K | 0.02% | +13+0.5% | Added |
| Clifford Swan Investment Counsel LLC | 2,796 | $206.5K | 0.01% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,796 | $206.5K | 0.02% | +69+2.5% | Added |
| Baker Boyer National Bank | 2,800 | $206.8K | 0.06% | 00.0% | Unchanged |
| Price Financial Group Wealth Management, Inc | 2,697 | $206.9K | 6.55% | +2,697 | New |
| Mindset Wealth Management, LLC | 2,806 | $207.3K | 0.05% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,819 | $208.2K | 0.01% | −192−6.4% | Reduced |
| Lloyd Advisory Services, LLC. | 2,819 | $208.2K | 0.08% | +247+9.6% | Added |
| Midwest Trust Co | 2,843 | $210.0K | 0.00% | +2,843 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 2,870 | $212.0K | 0.04% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,872 | $212.1K | 1.35% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,872 | $212.1K | 0.02% | +2,872 | New |
| MJT & Associates Financial Advisory Group, Inc. | 2,879 | $212.6K | 0.16% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,899 | $214.1K | 0.02% | −158−5.2% | Reduced |
| Ellenbecker Investment Group | 2,900 | $214.3K | 0.03% | +3+0.1% | Added |
| Old National Bancorp | 2,904 | $214.5K | 0.00% | −200−6.4% | Reduced |
| Cranbrook Wealth Management, LLC | 2,905 | $214.6K | 0.04% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 2,914 | $215.3K | 0.04% | +2,914 | New |
| GHP Investment Advisors, Inc. | 2,916 | $215.4K | 0.01% | +12+0.4% | Added |
| Diversify Advisory Services, LLC | 2,851 | $215.6K | 0.01% | +59+2.1% | Added |
| Sharpepoint LLC | 2,933 | $216.6K | 0.13% | +2,933 | New |
| Trust Co | 2,942 | $217.3K | 0.02% | +60+2.1% | Added |
| Patriot Investment Management Inc. | 2,942 | $217.3K | 0.01% | −325−9.9% | Reduced |
| Patton Fund Management, Inc. | 2,950 | $217.9K | 0.03% | −242−7.6% | Reduced |
| Capital Investment Advisory Services, LLC | 2,958 | $218.5K | 0.02% | +326+12.4% | Added |
| Valued Retirements, Inc. | 2,963 | $218.9K | 0.21% | +2,963 | New |
| NTV Asset Management LLC | 2,968 | $219.2K | 0.02% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 2,976 | $219.8K | 0.03% | +268+9.9% | Added |
| Accurate Wealth Management, LLC | 2,960 | $219.8K | 0.03% | +15+0.5% | Added |
| North Star Asset Management Inc | 2,989 | $220.7K | 0.01% | +2+0.1% | Added |
| Moneta Group Investment Advisors LLC | 3,006 | $222.0K | 0.00% | −843−21.9% | Reduced |
| Diversified Enterprises, LLC | 3,007 | $222.1K | 0.01% | +3,007 | New |
| Wexford Capital LP | 3,022 | $223.2K | 0.06% | −5,692−65.3% | Reduced |
| Genesis Private Wealth, LLC | 3,022 | $223.2K | 0.07% | −303−9.1% | Reduced |
| Phillips Wealth Planners LLC | 2,931 | $224.3K | 0.18% | −288−8.9% | Reduced |
| Mutual Advisors, LLC | 3,052 | $225.4K | 0.00% | +52+1.7% | Added |
| True Link Financial Advisors, LLC | 3,063 | $226.2K | 0.01% | −493−13.9% | Reduced |
| Kennedy Capital Management, Inc. | 3,074 | $227.0K | 0.00% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,089 | $228.2K | 0.01% | −15−0.5% | Reduced |
| USAdvisors Wealth Management, LLC | 3,108 | $229.0K | 0.08% | −45−1.4% | Reduced |
| Portside Wealth Group, LLC | 3,112 | $229.9K | 0.03% | −126−3.9% | Reduced |
| Confluence Wealth Services, Inc. | 3,120 | $230.4K | 0.01% | +315+11.2% | Added |
| Dougherty & Associates, LLC | 3,139 | $231.8K | 0.21% | +3,139 | New |
| Drive Wealth Management, LLC | 3,116 | $231.9K | 0.05% | +27+0.9% | Added |
| Cornerstone Wealth Management, LLC | 3,155 | $233.0K | 0.01% | +3,155 | New |
| Aviance Capital Partners, LLC | 3,163 | $233.6K | 0.03% | 00.0% | Unchanged |
| Bank of Hawaii | 3,172 | $234.3K | 0.01% | −3,734−54.1% | Reduced |
| 180 Wealth Advisors, LLC | 3,193 | $235.9K | 0.03% | +3,193 | New |
| Avidian Wealth Solutions, LLC | 3,199 | $236.3K | 0.01% | +72+2.3% | Added |
| Concord Asset Management, LLC | 3,200 | $236.4K | 0.04% | −10.0% | Reduced |
| Centric Wealth Management | 3,183 | $237.1K | 0.05% | 00.0% | Unchanged |
| Kure Advisory, LLC | 3,211 | $237.2K | 0.13% | −311−8.8% | Reduced |
| Journey Strategic Wealth LLC | 3,213 | $237.3K | 0.01% | +660+25.9% | Added |
| Conning Inc. | 3,220 | $237.8K | 0.01% | −683−17.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,222 | $238.0K | 0.05% | +3,222 | New |
| Perennial Investment Advisors, LLC | 3,236 | $239.0K | 0.02% | +550+20.5% | Added |
| Exencial Wealth Advisors, LLC | 3,242 | $239.5K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3,254 | $240.3K | 0.06% | −511−13.6% | Reduced |
| Eastern Bank | 3,264 | $241.1K | 0.00% | −1,376−29.7% | Reduced |
| Frec Markets, Inc. | 3,266 | $241.3K | 0.07% | +3,266 | New |
| ARS Wealth Advisors Group, LLC | 3,269 | $241.5K | 0.02% | +3+0.1% | Added |
| Boulder Wealth Advisors, LLC | 3,270 | $241.5K | 0.10% | 00.0% | Unchanged |
| Compass Financial Group, INC | 3,275 | $241.9K | 0.03% | +398+13.8% | Added |
| Occidental Asset Management, LLC | 3,280 | $242.3K | 0.03% | +38+1.2% | Added |
| Great Diamond Partners, LLC | 3,292 | $243.1K | 0.05% | −150−4.4% | Reduced |
| Ullmann Financial Group, Inc. | 2,998 | $243.3K | 0.03% | +155+5.5% | Added |
| Smithfield Trust Co | 3,301 | $244.0K | 0.01% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 3,312 | $244.6K | 0.09% | +3,312 | New |
| Knollwood Investment Advisory, LLC | 3,323 | $245.4K | 0.02% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 3,330 | $246.0K | 0.04% | +3,330 | New |
| Sunbelt Securities, Inc. | 3,335 | $246.4K | 0.02% | +89+2.7% | Added |
| Boston Trust Walden Corp | 3,347 | $247.2K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,352 | $247.6K | 0.06% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 3,367 | $248.7K | 0.03% | −88−2.5% | Reduced |
| CoreFirst Bank & Trust | 3,370 | $248.9K | 0.13% | 00.0% | Unchanged |
| PFG Advisors | 3,378 | $249.5K | 0.01% | −729−17.8% | Reduced |
| Chesley Taft & Associates LLC | 3,382 | $249.8K | 0.01% | +12+0.4% | Added |
| Peoples Financial Services Corp. | 3,400 | $251.1K | 0.12% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 3,400 | $251.1K | 0.11% | +562+19.8% | Added |
| First National Bank Sioux Falls | 3,404 | $251.4K | 0.08% | 00.0% | Unchanged |