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 |
|---|---|---|---|---|---|
| Vantage Financial Partners, LLC | 4,839 | $357.4K | 0.07% | 00.0% | Unchanged |
| Bell Bank | 4,845 | $357.9K | 0.02% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,853 | $358.5K | 0.05% | +137+2.9% | Added |
| Alerus Financial NA | 4,854 | $358.5K | 0.02% | −47−1.0% | Reduced |
| International Assets Investment Management, LLC | 4,925 | $363.7K | 0.02% | −2,284−31.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,938 | $365.0K | 0.00% | +4,323+702.9% | Added |
| Cullen/Frost Bankers, Inc. | 4,948 | $365.5K | 0.00% | +10.0% | Added |
| Fieldview Capital Management, LLC | 4,971 | $367.2K | 0.06% | +4,971 | New |
| Krilogy Financial LLC | 4,849 | $367.2K | 0.01% | +968+24.9% | Added |
| MQS Management LLC | 4,980 | $367.8K | 0.22% | +4,980 | New |
| Bernicke Wealth Management, Ltd. | 4,985 | $368.2K | 0.05% | +4,985 | New |
| Stock Yards Bank & Trust Co | 5,046 | $372.7K | 0.01% | −125−2.4% | Reduced |
| Intrua Financial, LLC | 5,048 | $372.8K | 0.04% | −111−2.2% | Reduced |
| Alpha Cubed Investments, LLC | 5,067 | $374.3K | 0.01% | −30−0.6% | Reduced |
| James Hambro & Partners | 5,075 | $374.9K | 0.01% | −325−6.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,085 | $375.6K | 0.02% | −72−1.4% | Reduced |
| Castle Rock Wealth Management, LLC | 4,950 | $375.6K | 0.08% | +10+0.2% | Added |
| SkyView Investment Advisors, LLC | 5,090 | $376.0K | 0.05% | −651−11.3% | Reduced |
| Warwick Investment Management, Inc. | 5,095 | $376.3K | 0.06% | +125+2.5% | Added |
| Keudell/Morrison Wealth Management | 5,099 | $376.6K | 0.08% | +5,099 | New |
| Frank, Rimerman Advisors LLC | 5,107 | $377.2K | 0.02% | +739+16.9% | Added |
| Capital Investment Advisors, LLC | 5,144 | $379.9K | 0.01% | +5+0.1% | Added |
| Third View Private Wealth, LLC | 5,154 | $380.7K | 0.05% | +5,154 | New |
| V-Square Quantitative Management LLC | 5,163 | $381.3K | 0.04% | +5,163 | New |
| TCI Wealth Advisors, Inc. | 5,176 | $382.3K | 0.02% | +355+7.4% | Added |
| Kestra Investment Management, LLC | 5,178 | $382.4K | 0.01% | −242−4.5% | Reduced |
| EntryPoint Capital, LLC | 5,178 | $382.4K | 0.15% | 00.0% | Unchanged |
| Heritage Trust Co | 5,197 | $383.9K | 0.04% | +6+0.1% | Added |
| CFS Investment Advisory Services, LLC | 5,209 | $384.7K | 0.03% | +905+21.0% | Added |
| Partners Capital Investment Group, LLP | 5,211 | $384.9K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,255 | $388.2K | 0.01% | +78+1.5% | Added |
| Venture Visionary Partners LLC | 5,273 | $389.5K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 5,279 | $389.9K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 5,321 | $393.0K | 0.02% | −10−0.2% | Reduced |
| Inceptionr LLC | 5,329 | $393.6K | 0.11% | +5,329 | New |
| Skopos Labs, Inc. | 5,320 | $394.3K | 0.02% | +5,320 | New |
| Lakeridge Wealth Management LLC | 5,373 | $396.8K | 0.18% | +36+0.7% | Added |
| Bravera Wealth | 5,387 | $397.9K | 0.20% | +5,387 | New |
| Charter Trust Co | 5,389 | $398.0K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,394 | $398.4K | 0.04% | 00.0% | Unchanged |
| Everest Financial Group LLC | 5,403 | $399.1K | 0.09% | +5,403 | New |
| HBK Sorce Advisory LLC | 5,299 | $402.2K | 0.01% | −164−3.0% | Reduced |
| AlphaGrep UK Ltd | 5,452 | $402.7K | 0.13% | +5,452 | New |
| Park Place Capital Corp | 5,469 | $403.9K | 0.08% | −519−8.7% | Reduced |
| Keel Point, LLC | 5,485 | $405.1K | 0.02% | +137+2.6% | Added |
| Syon Capital LLC | 5,511 | $407.0K | 0.02% | +374+7.3% | Added |
| AlphaCore Capital LLC | 5,534 | $408.7K | 0.01% | +3,863+231.2% | Added |
| Moody National Bank Trust Division | 5,539 | $409.1K | 0.04% | +151+2.8% | Added |
| Waycross Partners, LLC | 5,550 | $409.9K | 0.03% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 5,564 | $411.0K | 0.24% | −165−2.9% | Reduced |
| Wealthspire Advisors, LLC | 5,575 | $411.8K | 0.00% | +2,181+64.3% | Added |
| SC&H Financial Advisors, Inc. | 5,592 | $413.0K | 0.06% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,603 | $413.8K | 0.01% | −212−3.6% | Reduced |
| First National Bank & Trust Co of Newtown | 5,604 | $413.9K | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 5,612 | $414.5K | 0.04% | +750+15.4% | Added |
| Spire Wealth Management | 5,637 | $416.3K | 0.01% | +240+4.4% | Added |
| Catalytic Wealth RIA, LLC | 5,642 | $416.7K | 0.02% | −6,599−53.9% | Reduced |
| Petros Family Wealth, LLC | 5,720 | $422.5K | 0.28% | +2,716+90.4% | Added |
| Cigna Investments Inc | 5,729 | $423.0K | 0.06% | +63+1.1% | Added |
| Capital Performance Advisors LLP | 5,728 | $423.0K | 0.03% | −10−0.2% | Reduced |
| Sumitomo Life Insurance Co | 5,808 | $429.0K | 0.01% | −4−0.1% | Reduced |
| AlTi Global, Inc. | 5,786 | $430.7K | 0.01% | +5,786 | New |
| Fisher Asset Management, LLC | 5,843 | $431.6K | 0.00% | +1,860+46.7% | Added |
| Leonteq Securities AG | 5,929 | $438.0K | 0.02% | −2,532−29.9% | Reduced |
| Integris Wealth Management, LLC | 6,000 | $443.2K | 0.10% | −340−5.4% | Reduced |
| Virtu Financial LLC | 6,011 | $444.0K | 0.02% | +6,011 | New |
| Beto Financial Group, LLC | 6,016 | $448.2K | 0.30% | +6,016 | New |
| Atlantic Union Bankshares Corp | 6,110 | $451.3K | 0.01% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 6,127 | $452.5K | 0.00% | +1,167+23.5% | Added |
| Hills Bank & Trust Co | 6,184 | $456.8K | 0.03% | +133+2.2% | Added |
| First Foundation Advisors | 6,250 | $461.6K | 0.02% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 6,251 | $461.7K | 0.11% | −40−0.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,275 | $463.5K | 0.01% | −1,832−22.6% | Reduced |
| Clearstead Advisors, LLC | 6,286 | $464.3K | 0.01% | −921−12.8% | Reduced |
| Csenge Advisory Group | 6,292 | $464.8K | 0.02% | +167+2.7% | Added |
| Safeguard Investment Advisory Group, LLC | 6,293 | $464.8K | 0.12% | +28+0.4% | Added |
| Lantz Financial LLC | 6,294 | $464.9K | 0.10% | −216−3.3% | Reduced |
| SNS Financial Group, LLC | 6,261 | $466.0K | 0.04% | −317−4.8% | Reduced |
| Segment Wealth Management, LLC | 6,385 | $471.6K | 0.03% | +184+3.0% | Added |
| Coastline Trust Co | 6,450 | $476.4K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,476 | $478.3K | 0.03% | −207−3.1% | Reduced |
| Ashton Thomas Securities, LLC | 6,495 | $479.7K | 0.09% | +91+1.4% | Added |
| Personal Cfo Solutions, LLC | 6,540 | $483.0K | 0.08% | +575+9.6% | Added |
| Candriam Luxembourg S.C.A. | 6,550 | $483.8K | 0.00% | +6,550 | New |
| Beese Fulmer Investment Management, Inc. | 6,576 | $485.6K | 0.03% | +6,576 | New |
| Freedom Financial Partners LLC | 6,576 | $485.7K | 0.18% | +10.0% | Added |
| Stephens Inc | 6,663 | $492.1K | 0.01% | −591−8.1% | Reduced |
| Endeavor Private Wealth, Inc. | 6,742 | $498.0K | 0.14% | −487−6.7% | Reduced |
| Essex Financial Services, Inc. | 6,742 | $498.0K | 0.03% | +276+4.3% | Added |
| Romano Brothers and Company | 6,824 | $504.0K | 0.06% | −300−4.2% | Reduced |
| RMB Capital Management, LLC | 6,814 | $506.4K | 0.01% | +1,825+36.6% | Added |
| Peak Asset Management, LLC | 6,864 | $507.0K | 0.09% | +2,968+76.2% | Added |
| Mirabella Financial Services LLP | 6,900 | $509.6K | 0.05% | +6,900 | New |
| Glenview Trust Co | 6,951 | $513.4K | 0.01% | −2,213−24.1% | Reduced |
| Martingale Asset Management L P | 7,011 | $517.8K | 0.01% | −106,426−93.8% | Reduced |
| Nicollet Investment Management, Inc. | 7,011 | $518.0K | 0.16% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 7,091 | $523.7K | 0.10% | −134−1.9% | Reduced |
| Parallel Advisors, LLC | 7,105 | $524.8K | 0.01% | +160+2.3% | Added |
| IFP Advisors, Inc | 7,115 | $525.5K | 0.01% | +622+9.6% | Added |
| Corundum Group, Inc. | 7,120 | $525.9K | 0.18% | +37+0.5% | Added |