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 |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 11,315 | $835.7K | 0.07% | +178+1.6% | Added |
| Emerald Advisors, LLC | 11,366 | $839.5K | 0.11% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 11,382 | $840.7K | 0.01% | +323+2.9% | Added |
| Chronos Wealth Management, LLC | 11,491 | $848.7K | 0.39% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,618 | $858.1K | 0.02% | +50.0% | Added |
| Invesco, LLC | 11,699 | $864.1K | 0.29% | +294+2.6% | Added |
| Fidelis Capital Partners, LLC | 11,768 | $869.2K | 0.06% | +4,264+56.8% | Added |
| Hancock Whitney Corp | 11,815 | $872.7K | 0.02% | +8,523+258.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 11,821 | $873.1K | 0.11% | +11,821 | New |
| EverSource Wealth Advisors, LLC | 11,885 | $877.8K | 0.03% | +495+4.3% | Added |
| David Loasby | 12,044 | $891.3K | 0.06% | +1,977+19.6% | Added |
| Croban | 12,098 | $893.5K | 0.43% | +264+2.2% | Added |
| NorthRock Partners, LLC | 12,171 | $896.2K | 0.02% | −7,606−38.5% | Reduced |
| Fundamentun, LLC | 12,423 | $917.6K | 0.04% | +678+5.8% | Added |
| Resources Investment Advisors, LLC. | 12,464 | $920.6K | 0.01% | −96−0.8% | Reduced |
| Tudor Investment Corp Et Al | 12,566 | $928.1K | 0.01% | +12,566 | New |
| Argent Trust Co | 12,650 | $934.3K | 0.03% | −246−1.9% | Reduced |
| Thompson Investment Management, Inc. | 12,704 | $938.3K | 0.12% | 00.0% | Unchanged |
| Brookstone Capital Management | 12,746 | $941.4K | 0.01% | +6,339+98.9% | Added |
| FIL Ltd | 12,832 | $947.8K | 0.00% | +9,198+253.1% | Added |
| Great Valley Advisor Group, Inc. | 12,837 | $948.4K | 0.02% | +1,048+8.9% | Added |
| Gsa Capital Partners LLP | 12,951 | $957.0K | 0.08% | +12,951 | New |
| HighMark Wealth Management LLC | 13,001 | $960.3K | 0.39% | +64+0.5% | Added |
| WealthTrust Axiom LLC | 13,251 | $978.7K | 0.25% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 13,281 | $980.9K | 0.05% | +299+2.3% | Added |
| Los Angeles Capital Management LLC | 12,092 | $986.6K | 0.00% | −17,876−59.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 13,522 | $998.7K | 0.04% | +3,140+30.2% | Added |
| Exchange Traded Concepts, LLC | 13,527 | $999.1K | 0.01% | +669+5.2% | Added |
| Midwest Professional Planners, LTD. | 13,566 | $1.00M | 0.24% | +699+5.4% | Added |
| Mission Wealth Management, LP | 13,566 | $1.00M | 0.02% | −11−0.1% | Reduced |
| Pinnacle Financial Partners, Inc. | 13,595 | $1.00M | 0.01% | +13,595 | New |
| 17 Capital Partners, LLC | 13,727 | $1.01M | 0.53% | +1,804+15.1% | Added |
| J.W. Cole Advisors, Inc. | 14,098 | $1.02M | 0.02% | −140−1.0% | Reduced |
| Aspen Wealth Strategies, LLC | 13,813 | $1.02M | 0.56% | +8+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 13,925 | $1.03M | 0.05% | −16−0.1% | Reduced |
| OmniStar Financial Group, Inc. | 14,036 | $1.04M | 0.61% | +665+5.0% | Added |
| Stratos Wealth Partners, LTD. | 14,069 | $1.04M | 0.01% | +1,566+12.5% | Added |
| SBI Okasan Asset Management Co.Ltd. | 14,100 | $1.05M | 0.06% | +14,100 | New |
| STRS Ohio | 14,177 | $1.05M | 0.00% | +25+0.2% | Added |
| Koshinski Asset Management, Inc. | 14,506 | $1.07M | 0.07% | +1,377+10.5% | Added |
| NewEdge Wealth, LLC | 14,551 | $1.07M | 0.01% | +4,010+38.0% | Added |
| SRS Capital Advisors, Inc. | 14,582 | $1.08M | 0.03% | −2,724−15.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,623 | $1.08M | 0.05% | +190+1.3% | Added |
| Bryn Mawr Trust Co | 14,631 | $1.08M | 0.03% | −539−3.6% | Reduced |
| First Western Trust Bank | 14,705 | $1.09M | 0.05% | −1,288−8.1% | Reduced |
| Reuter James Wealth Management, LLC | 14,714 | $1.09M | 0.15% | −1,559−9.6% | Reduced |
| Greenleaf Trust | 15,082 | $1.11M | 0.01% | +3,140+26.3% | Added |
| Alps Advisors Inc | 15,233 | $1.13M | 0.01% | +3,235+27.0% | Added |
| South Dakota Investment Council | 15,241 | $1.13M | 0.02% | −900−5.6% | Reduced |
| Modern Wealth Management, LLC | 15,418 | $1.14M | 0.02% | +1,666+12.1% | Added |
| Enhancing Capital LLC | 15,500 | $1.14M | 0.82% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 15,575 | $1.15M | 0.07% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 15,478 | $1.15M | 0.02% | +15,478 | New |
| RIA Advisory Group LLC | 15,761 | $1.16M | 0.28% | +4,699+42.5% | Added |
| Tounjian Advisory Partners, LLC | 15,772 | $1.16M | 0.39% | +15,772 | New |
| Valtinson Bruner Financial Planning LLC | 15,830 | $1.17M | 0.34% | −4,264−21.2% | Reduced |
| MUFG Securities Americas Inc. | 15,936 | $1.18M | 0.07% | −13−0.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,029 | $1.18M | 0.06% | −2,657−14.2% | Reduced |
| Securian Asset Management, Inc | 16,085 | $1.19M | 0.05% | −12,476−43.7% | Reduced |
| Equitable Trust Co | 16,147 | $1.19M | 0.05% | −799−4.7% | Reduced |
| Vermillion Wealth Management, Inc. | 16,193 | $1.20M | 0.49% | +620+4.0% | Added |
| Elo Mutual Pension Insurance Co | 16,197 | $1.20M | 0.02% | +16,197 | New |
| Machina Capital S.A.S. | 16,213 | $1.20M | 0.23% | +659+4.2% | Added |
| Empowered Funds, LLC | 16,264 | $1.20M | 0.02% | −5,147−24.0% | Reduced |
| BKD Wealth Advisors, LLC | 16,284 | $1.20M | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 16,337 | $1.21M | 0.01% | +4,048+32.9% | Added |
| Picton Mahoney Asset Management | 16,423 | $1.21M | 0.01% | +16,405+91,138.9% | Added |
| Evolve Private Wealth, LLC | 16,576 | $1.23M | 0.07% | +16,576 | New |
| Bessemer Group Inc | 16,746 | $1.24M | 0.00% | −623−3.6% | Reduced |
| United Capital Financial Advisers, LLC | 16,746 | $1.24M | 0.01% | +71+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,814 | $1.24M | 0.01% | +858+5.4% | Added |
| Global Retirement Partners, LLC | 16,823 | $1.24M | 0.02% | +8,807+109.9% | Added |
| China Universal Asset Management Co., Ltd. | 16,740 | $1.25M | 0.10% | +1,127+7.2% | Added |
| Johnson Financial Group, Inc. | 16,833 | $1.25M | 0.05% | −720−4.1% | Reduced |
| Concurrent Investment Advisors, LLC | 17,149 | $1.27M | 0.01% | +4,835+39.3% | Added |
| Snowden Capital Advisors LLC | 17,072 | $1.27M | 0.03% | −146−0.8% | Reduced |
| DeDora Capital, Inc. | 17,397 | $1.28M | 0.30% | +73+0.4% | Added |
| Icon Advisers Inc | 17,400 | $1.29M | 0.28% | 00.0% | Unchanged |
| Savant Capital, LLC | 17,534 | $1.30M | 0.01% | +529+3.1% | Added |
| Howard Capital Management Inc. | 17,542 | $1.30M | 0.02% | +625+3.7% | Added |
| Keybank National Association | 17,578 | $1.30M | 0.00% | −650−3.6% | Reduced |
| Andra AP-fonden | 17,722 | $1.31M | 0.02% | +169+1.0% | Added |
| Matrix Trust Co | 17,736 | $1.31M | 0.22% | +17,736 | New |
| Oppenheimer Asset Management Inc. | 17,829 | $1.32M | 0.02% | −991−5.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 17,945 | $1.33M | 0.04% | +70.0% | Added |
| Bridgewater Associates, LP | 18,031 | $1.33M | 0.00% | −47,363−72.4% | Reduced |
| Assenagon Asset Management S.A. | 18,166 | $1.34M | 0.00% | +2,060+12.8% | Added |
| Bayban | 18,230 | $1.35M | 1.19% | +18,230 | New |
| Arkadios Wealth Advisors | 18,388 | $1.36M | 0.03% | +2,273+14.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 18,515 | $1.37M | 0.04% | −589−3.1% | Reduced |
| Bokf, NA | 18,581 | $1.37M | 0.02% | −2,856−13.3% | Reduced |
| Empirical Finance, LLC | 18,601 | $1.37M | 0.07% | −805−4.1% | Reduced |
| SCP Investment, LP | 18,800 | $1.39M | 1.13% | +14,000+291.7% | Added |
| Dakota Wealth Management | 18,819 | $1.39M | 0.02% | −1,174−5.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,900 | $1.40M | 0.02% | +50+0.3% | Added |
| RSM US Wealth Management LLC | 18,866 | $1.40M | 0.02% | −1,055−5.3% | Reduced |
| Advisory Services Network, LLC | 18,981 | $1.40M | 0.02% | +7,205+61.2% | Added |
| AdvisorNet Financial, Inc | 19,036 | $1.41M | 0.07% | +964+5.3% | Added |
| Farther Finance Advisors, LLC | 19,189 | $1.42M | 0.02% | +6,692+53.5% | Added |
| Western Wealth Management, LLC | 19,488 | $1.44M | 0.07% | +5,658+40.9% | Added |