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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 7,201 | $531.9K | 0.02% | +46+0.6% | Added |
| Umb Bank N A | 7,209 | $532.5K | 0.01% | +3,297+84.3% | Added |
| Marks Group Wealth Management, Inc | 7,220 | $533.3K | 0.05% | +78+1.1% | Added |
| CWA Asset Management Group, LLC | 7,232 | $534.1K | 0.02% | −9,384−56.5% | Reduced |
| Fideuram Asset Management (Ireland) dac | 7,614 | $534.8K | 0.04% | +7,614 | New |
| Level Four Advisory Services, LLC | 7,292 | $538.6K | 0.02% | −1,092−13.0% | Reduced |
| Danske Bank A/S | 7,299 | $539.1K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 7,306 | $540.0K | 0.02% | +337+4.8% | Added |
| Paradigm Financial Partners, LLC | 7,357 | $543.4K | 0.05% | −383−4.9% | Reduced |
| Ameritas Advisory Services, LLC | 7,370 | $544.4K | 0.02% | +5,761+358.0% | Added |
| KCM Investment Advisors LLC | 7,409 | $547.2K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,447 | $550.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,448 | $550.1K | 0.01% | −41−0.5% | Reduced |
| Goelzer Investment Management, Inc. | 7,486 | $552.9K | 0.03% | +1,436+23.7% | Added |
| Perigon Wealth Management, LLC | 7,513 | $554.9K | 0.01% | +50+0.7% | Added |
| Cahill Financial Advisors Inc | 7,523 | $555.7K | 0.06% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7,569 | $559.0K | 0.04% | −117−1.5% | Reduced |
| Fiduciary Alliance LLC | 7,585 | $560.2K | 0.04% | +61+0.8% | Added |
| Quadrant Capital Group LLC | 7,596 | $561.0K | 0.02% | +238+3.2% | Added |
| Oarsman Capital, Inc. | 7,600 | $561.3K | 0.07% | 00.0% | Unchanged |
| GTS Securities LLC | 7,610 | $562.1K | 0.02% | −18,097−70.4% | Reduced |
| Lifelong Wealth Advisors, Inc. | 7,625 | $563.2K | 0.15% | −1,495−16.4% | Reduced |
| RFG Advisory, LLC | 7,627 | $563.3K | 0.01% | +76+1.0% | Added |
| SFMG, LLC | 7,675 | $566.9K | 0.04% | 00.0% | Unchanged |
| IFG Advisory, LLC | 7,686 | $567.7K | 0.02% | +47+0.6% | Added |
| Aprio Wealth Management, LLC | 7,726 | $570.6K | 0.03% | +1,428+22.7% | Added |
| Alteri Wealth LLC | 7,739 | $571.6K | 0.19% | −25−0.3% | Reduced |
| Amarillo National Bank | 7,821 | $577.7K | 0.10% | −251−3.1% | Reduced |
| OneAscent Financial Services LLC | 7,829 | $578.3K | 0.05% | +7,829 | New |
| Laraway Financial Inc | 7,855 | $580.1K | 0.38% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 7,880 | $582.0K | 0.39% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8,001 | $591.0K | 0.01% | 00.0% | Unchanged |
| HighVista Strategies LLC | 8,058 | $595.2K | 0.15% | +8,058 | New |
| Central Trust Co | 8,098 | $598.1K | 0.01% | +13+0.2% | Added |
| Cohen Klingenstein LLC | 8,100 | $598.3K | 0.02% | 00.0% | Unchanged |
| Summit Financial, LLC | 8,047 | $598.9K | 0.01% | −543−6.3% | Reduced |
| Ballentine Partners, LLC | 8,110 | $599.0K | 0.01% | +69+0.9% | Added |
| Ronald Blue Trust, Inc. | 8,213 | $606.6K | 0.01% | −726−8.1% | Reduced |
| Prospera Financial Services Inc | 8,239 | $608.7K | 0.01% | −99−1.2% | Reduced |
| Old Port Advisors | 8,245 | $609.0K | 0.15% | −102−1.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,262 | $610.2K | 0.15% | +5+0.1% | Added |
| Change Path, LLC | 8,324 | $614.8K | 0.01% | +519+6.6% | Added |
| Sagespring Wealth Partners, LLC | 8,362 | $617.6K | 0.01% | −17−0.2% | Reduced |
| Gateway Investment Advisers LLC | 8,363 | $617.7K | 0.01% | +1,158+16.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,385 | $619.3K | 0.00% | +8,385 | New |
| Tradewinds Capital Management, LLC | 8,469 | $625.5K | 0.13% | −5,518−39.5% | Reduced |
| Drucker Wealth 3.0, LLC | 8,555 | $631.9K | 0.11% | +875+11.4% | Added |
| LMR Partners LLP | 8,578 | $633.6K | 0.01% | +4,285+99.8% | Added |
| Hilltop Holdings Inc. | 8,619 | $636.5K | 0.04% | −102−1.2% | Reduced |
| Ameriflex Group, Inc. | 8,653 | $639.1K | 0.33% | −8,653−50.0% | Reduced |
| Townsend & Associates, Inc | 8,486 | $639.5K | 0.06% | 00.0% | Unchanged |
| We Are One Seven, LLC | 8,767 | $647.6K | 0.01% | −18−0.2% | Reduced |
| Wedmont Private Capital | 8,908 | $652.2K | 0.02% | −121−1.3% | Reduced |
| Meeder Advisory Services, Inc. | 8,835 | $652.6K | 0.03% | +173+2.0% | Added |
| Chicago Partners Investment Group LLC | 8,721 | $654.2K | 0.02% | −642−6.9% | Reduced |
| Sym Financial Corp | 8,876 | $655.6K | 0.07% | −267−2.9% | Reduced |
| American State Bank (Iowa) | 8,954 | $661.3K | 0.32% | +145+1.6% | Added |
| LVW Advisors, LLC | 8,992 | $664.1K | 0.07% | −414−4.4% | Reduced |
| Everence Capital Management Inc | 9,014 | $666.0K | 0.04% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9,056 | $668.9K | 0.02% | −79−0.9% | Reduced |
| Birchwood Financial Partners, Inc. | 9,094 | $671.7K | 0.67% | +9,094 | New |
| Pensionmark Financial Group, LLC | 9,106 | $672.6K | 0.01% | +476+5.5% | Added |
| Coldstream Capital Management Inc | 9,225 | $681.4K | 0.01% | −88−0.9% | Reduced |
| VestGen Advisors, LLC | 9,243 | $682.7K | 0.03% | +1,206+15.0% | Added |
| Calton & Associates, Inc. | 9,304 | $687.2K | 0.10% | +9,304 | New |
| TCW Group Inc | 9,308 | $687.5K | 0.00% | +9,308 | New |
| ICICI Prudential Asset Management Co Ltd | 9,493 | $701.2K | 0.08% | +411+4.5% | Added |
| Brown Advisory Inc | 9,514 | $702.7K | 0.00% | −1,186−11.1% | Reduced |
| Kingsview Wealth Management, LLC | 9,580 | $707.5K | 0.01% | +241+2.6% | Added |
| Venturi Wealth Management, LLC | 9,600 | $709.1K | 0.03% | −142−1.5% | Reduced |
| Integrity Alliance, LLC. | 9,641 | $712.1K | 0.03% | +6,508+207.7% | Added |
| Code Waechter LLC | 9,651 | $712.8K | 0.46% | +92+1.0% | Added |
| Aigen Investment Management, LP | 9,654 | $713.0K | 0.17% | +3,503+57.0% | Added |
| Simplex Trading, LLC | 9,811 | $724.6K | 0.02% | −9,248−48.5% | Reduced |
| Aviva PLC | 10,100 | $746.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Group | 10,160 | $750.4K | 0.08% | −300−2.9% | Reduced |
| R Squared Ltd | 10,296 | $760.5K | 0.36% | +10,296 | New |
| Moors & Cabot, Inc. | 10,338 | $763.6K | 0.03% | +499+5.1% | Added |
| Mosaic Family Wealth Partners, LLC | 10,479 | $774.0K | 0.08% | 00.0% | Unchanged |
| Advisors Management Group Inc | 10,485 | $774.0K | 0.14% | −274−2.5% | Reduced |
| Prosperity Consulting Group, LLC | 10,507 | $776.1K | 0.03% | +34+0.3% | Added |
| 111 Capital | 10,521 | $777.1K | 0.17% | −11,593−52.4% | Reduced |
| Great Waters Wealth Management | 10,525 | $777.4K | 0.09% | +16+0.2% | Added |
| Mather Group, LLC. | 10,559 | $779.9K | 0.01% | +667+6.7% | Added |
| Smartleaf Asset Management LLC | 10,553 | $783.0K | 0.03% | +698+7.1% | Added |
| Aaron Wealth Advisors | 10,691 | $789.6K | 0.04% | −149−1.4% | Reduced |
| Independent Advisor Alliance | 10,793 | $797.2K | 0.02% | −499−4.4% | Reduced |
| Kestra Private Wealth Services, LLC | 10,831 | $800.0K | 0.01% | +2,055+23.4% | Added |
| Altshuler Shaham Ltd | 10,848 | $801.2K | 0.01% | +847+8.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,919 | $806.5K | 0.24% | +21+0.2% | Added |
| Trust Point Inc. | 10,921 | $806.6K | 0.06% | −87−0.8% | Reduced |
| Heritage Wealth Management, Inc. | 10,923 | $806.8K | 0.22% | +24+0.2% | Added |
| Legacy Financial Advisors, Inc. | 10,930 | $807.3K | 0.11% | −407−3.6% | Reduced |
| Finer Wealth Management, Inc. | 10,942 | $808.2K | 0.39% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 10,950 | $808.8K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,981 | $811.0K | 0.02% | +893+8.9% | Added |
| Dearborn Partners LLC | 11,014 | $813.5K | 0.04% | 00.0% | Unchanged |
| Norden Group LLC | 11,085 | $818.7K | 0.08% | +109+1.0% | Added |
| CAPROCK Group, Inc. | 11,006 | $820.6K | 0.02% | −2,101−16.0% | Reduced |
| Intrust Bank NA | 11,170 | $825.0K | 0.07% | −190−1.7% | Reduced |