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 |
|---|---|---|---|---|---|
| Sunpointe, LLC | 3,422 | $254.7K | 0.08% | −198−5.5% | Reduced |
| Scissortail Wealth Management, LLC | 3,449 | $254.7K | 0.06% | −200−5.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,456 | $255.3K | 0.08% | +2+0.1% | Added |
| Farmers & Merchants Investments Inc | 3,459 | $255.5K | 0.01% | −1,351−28.1% | Reduced |
| Ausdal Financial Partners, Inc. | 3,463 | $255.8K | 0.01% | −206−5.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,456 | $256.9K | 0.01% | +24+0.7% | Added |
| STF Management LP | 3,489 | $257.7K | 0.24% | −5,018−59.0% | Reduced |
| Kozak & Associates, Inc. | 3,473 | $257.9K | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 3,500 | $258.5K | 0.18% | 00.0% | Unchanged |
| HM Payson & Co | 3,515 | $259.6K | 0.00% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 3,491 | $259.8K | 0.06% | +877+33.6% | Added |
| Alley Investment Management Company, LLC | 3,541 | $261.5K | 0.03% | −246−6.5% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,549 | $262.1K | 0.05% | +7+0.2% | Added |
| Rosenberg Matthew Hamilton | 3,560 | $262.9K | 0.05% | +9+0.3% | Added |
| LCM Capital Management Inc | 3,588 | $265.0K | 0.13% | +16+0.4% | Added |
| Daymark Wealth Partners, LLC | 3,609 | $266.6K | 0.01% | −76−2.1% | Reduced |
| Accel Wealth Management | 3,618 | $267.2K | 0.07% | −278−7.1% | Reduced |
| Premier Path Wealth Partners, LLC | 3,620 | $267.3K | 0.03% | +192+5.6% | Added |
| Lazari Capital Management, Inc. | 3,620 | $267.4K | 0.09% | +6+0.2% | Added |
| Fortress Financial Group, LLC | 3,628 | $268.0K | 0.20% | +25+0.7% | Added |
| Howe & Rusling Inc | 3,635 | $268.5K | 0.02% | +286+8.5% | Added |
| Prelude Capital Management, LLC | 3,690 | $272.5K | 0.02% | +138+3.9% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 3,703 | $273.5K | 0.03% | +3,703 | New |
| Quarry LP | 3,705 | $273.7K | 0.04% | +391+11.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,706 | $273.8K | 0.00% | −1,867−33.5% | Reduced |
| Summit Wealth Group LLC | 3,711 | $274.1K | 0.04% | +3,711 | New |
| Integrated Advisors Network LLC | 3,734 | $275.8K | 0.01% | −164−4.2% | Reduced |
| Planning Center, Inc. | 3,736 | $275.9K | 0.03% | −69−1.8% | Reduced |
| Austin Private Wealth, LLC | 3,745 | $276.6K | 0.02% | −20−0.5% | Reduced |
| Anchyra Partners LLC | 3,745 | $276.6K | 0.08% | +3,745 | New |
| Wellspring Financial Advisors, LLC | 3,756 | $278.0K | 0.02% | +3,756 | New |
| South State Corp. | 3,786 | $279.6K | 0.01% | −70−1.8% | Reduced |
| M.E. Allison & Co., Inc. | 3,800 | $280.7K | 0.19% | 00.0% | Unchanged |
| Financially Speaking Inc | 3,806 | $281.1K | 0.18% | +2+0.1% | Added |
| DORVAL Corp | 3,842 | $283.8K | 0.09% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,848 | $284.2K | 0.00% | +110+2.9% | Added |
| Birch Financial Group, LLC | 3,856 | $284.8K | 0.16% | +3,856 | New |
| Sofos Investments, Inc. | 3,867 | $285.6K | 0.05% | −27−0.7% | Reduced |
| Crestwood Advisors Group LLC | 3,889 | $287.2K | 0.00% | +794+25.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,910 | $288.8K | 0.07% | +1,130+40.6% | Added |
| RNC Capital Management LLC | 3,913 | $289.0K | 0.01% | +7+0.2% | Added |
| Paragon Capital Management LLC | 3,931 | $290.3K | 0.15% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 3,981 | $294.0K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 3,983 | $294.2K | 0.02% | −4,400−52.5% | Reduced |
| Cidel Asset Management Inc | 3,991 | $294.8K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,041 | $298.5K | 0.03% | +196+5.1% | Added |
| Leverty Financial Group, LLC | 4,058 | $299.8K | 0.07% | +892+28.2% | Added |
| Ballast Advisors LLC | 4,065 | $300.3K | 0.08% | +6+0.1% | Added |
| Heritage Wealth Architects, Inc. | 4,016 | $301.3K | 0.14% | +108+2.8% | Added |
| Triumph Capital Management | 4,082 | $301.5K | 0.07% | +10+0.2% | Added |
| MAI Capital Management | 4,102 | $303.0K | 0.00% | +1,336+48.3% | Added |
| RDA Financial Network | 4,109 | $303.5K | 0.07% | +51+1.3% | Added |
| Patrick M Sweeney & Associates, Inc | 4,120 | $304.3K | 0.19% | 00.0% | Unchanged |
| Apella Capital, LLC | 4,120 | $304.3K | 0.01% | +4,120 | New |
| Gotham Asset Management, LLC | 4,128 | $304.9K | 0.00% | −197−4.6% | Reduced |
| Montag A & Associates Inc | 4,099 | $305.1K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,139 | $305.7K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 4,147 | $306.3K | 0.01% | −30−0.7% | Reduced |
| Trueblood Wealth Management, LLC | 4,171 | $308.0K | 0.12% | −219−5.0% | Reduced |
| First Business Financial Services, Inc. | 4,184 | $309.0K | 0.03% | −128−3.0% | Reduced |
| Simplicity Wealth,LLC | 4,199 | $310.1K | 0.02% | +153+3.8% | Added |
| Equitable Holdings, Inc. | 4,216 | $311.4K | 0.00% | +1,136+36.9% | Added |
| Blue Water Asset Management | 4,221 | $311.8K | 0.11% | +4,221 | New |
| Redhawk Wealth Advisors, Inc. | 4,223 | $311.9K | 0.03% | +13+0.3% | Added |
| Atlantic Family Wealth, LLC | 4,247 | $313.7K | 0.24% | −10−0.2% | Reduced |
| Tyche Wealth Partners LLC | 4,254 | $314.2K | 0.05% | +272+6.8% | Added |
| Nations Financial Group Inc, | 4,255 | $314.3K | 0.02% | +1,727+68.3% | Added |
| Sheets Smith Wealth Management | 4,283 | $316.3K | 0.03% | −770−15.2% | Reduced |
| Bingham Private Wealth, LLC | 4,302 | $317.7K | 0.27% | +4,302 | New |
| Aventura Private Wealth, LLC | 4,317 | $318.9K | 0.11% | −46−1.1% | Reduced |
| Advisory Alpha, LLC | 4,332 | $320.0K | 0.01% | −151−3.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,361 | $322.1K | 0.01% | −305−6.5% | Reduced |
| First Commonwealth Financial Corp | 4,403 | $325.2K | 0.05% | −148−3.3% | Reduced |
| Victory Financial Group, LLC | 4,415 | $326.1K | 0.04% | +528+13.6% | Added |
| Panagora Asset Management Inc | 4,418 | $326.3K | 0.00% | +241+5.8% | Added |
| nVerses Capital, LLC | 4,447 | $328.5K | 0.74% | +4,447 | New |
| Evergreen Capital Management LLC | 4,437 | $330.2K | 0.01% | +34+0.8% | Added |
| SageGuard Financial Group, LLC | 4,498 | $332.2K | 0.05% | +4,498 | New |
| Evansbrook LLC | 4,507 | $332.9K | 0.22% | +4,507 | New |
| Horizon Investment Services, LLC | 4,514 | $333.5K | 0.12% | +82+1.9% | Added |
| NorthCrest Asset Manangement, LLC | 4,509 | $334.0K | 0.01% | −2,598−36.6% | Reduced |
| Principle Wealth Partners LLC | 4,523 | $334.1K | 0.02% | +36+0.8% | Added |
| Brown Brothers Harriman & Co | 4,523 | $334.1K | 0.00% | +3,026+202.1% | Added |
| Poinciana Advisors Group, LLC | 4,524 | $334.1K | 0.26% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,531 | $334.7K | 0.05% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,552 | $336.2K | 0.08% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 4,577 | $338.1K | 0.22% | −569−11.1% | Reduced |
| Affiance Financial, LLC | 4,592 | $339.2K | 0.05% | −1,397−23.3% | Reduced |
| Winton Group Ltd | 4,600 | $339.8K | 0.01% | −23,719−83.8% | Reduced |
| Concord Wealth Partners | 4,622 | $341.4K | 0.04% | −123−2.6% | Reduced |
| Lifeworks Advisors, LLC | 4,633 | $342.2K | 0.04% | +473+11.4% | Added |
| Buska Wealth Management, LLC | 4,646 | $343.2K | 0.13% | −30−0.6% | Reduced |
| Atomi Financial Group, Inc. | 4,654 | $343.8K | 0.01% | +576+14.1% | Added |
| Everpar Advisors LLC | 4,658 | $344.0K | 0.13% | −816−14.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,666 | $344.6K | 0.00% | +41+0.9% | Added |
| MorganRosel Wealth Management, LLC | 4,700 | $347.1K | 0.09% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 4,705 | $347.5K | 0.13% | −885−15.8% | Reduced |
| Waterloo Capital, L.P. | 4,738 | $350.0K | 0.03% | −234−4.7% | Reduced |
| World Equity Group, Inc. | 4,808 | $355.1K | 0.10% | +4,808 | New |
| First Horizon Corp | 4,835 | $357.1K | 0.02% | +706+17.1% | Added |