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 |
|---|---|---|---|---|---|
| Wexford Capital LP | 3,022 | $223.2K | 0.06% | −5,692−65.3% | Reduced |
| Diversified Enterprises, LLC | 3,007 | $222.1K | 0.01% | +3,007 | New |
| Moneta Group Investment Advisors LLC | 3,006 | $222.0K | 0.00% | −843−21.9% | Reduced |
| North Star Asset Management Inc | 2,989 | $220.7K | 0.01% | +2+0.1% | Added |
| Accurate Wealth Management, LLC | 2,960 | $219.8K | 0.03% | +15+0.5% | Added |
| L2 Asset Management, LLC | 2,976 | $219.8K | 0.03% | +268+9.9% | Added |
| NTV Asset Management LLC | 2,968 | $219.2K | 0.02% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 2,963 | $218.9K | 0.21% | +2,963 | New |
| Capital Investment Advisory Services, LLC | 2,958 | $218.5K | 0.02% | +326+12.4% | Added |
| Patton Fund Management, Inc. | 2,950 | $217.9K | 0.03% | −242−7.6% | Reduced |
| Patriot Investment Management Inc. | 2,942 | $217.3K | 0.01% | −325−9.9% | Reduced |
| Trust Co | 2,942 | $217.3K | 0.02% | +60+2.1% | Added |
| Sharpepoint LLC | 2,933 | $216.6K | 0.13% | +2,933 | New |
| Diversify Advisory Services, LLC | 2,851 | $215.6K | 0.01% | +59+2.1% | Added |
| GHP Investment Advisors, Inc. | 2,916 | $215.4K | 0.01% | +12+0.4% | Added |
| Madison Wealth Partners, Inc | 2,914 | $215.3K | 0.04% | +2,914 | New |
| Cranbrook Wealth Management, LLC | 2,905 | $214.6K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 2,904 | $214.5K | 0.00% | −200−6.4% | Reduced |
| Ellenbecker Investment Group | 2,900 | $214.3K | 0.03% | +3+0.1% | Added |
| Insigneo Advisory Services, LLC | 2,899 | $214.1K | 0.02% | −158−5.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 2,879 | $212.6K | 0.16% | 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 |
| Ramsay, Stattman, Vela & Price, Inc. | 2,870 | $212.0K | 0.04% | 00.0% | Unchanged |
| Midwest Trust Co | 2,843 | $210.0K | 0.00% | +2,843 | New |
| Lloyd Advisory Services, LLC. | 2,819 | $208.2K | 0.08% | +247+9.6% | Added |
| Avantax Planning Partners, Inc. | 2,819 | $208.2K | 0.01% | −192−6.4% | Reduced |
| Mindset Wealth Management, LLC | 2,806 | $207.3K | 0.05% | 00.0% | Unchanged |
| Price Financial Group Wealth Management, Inc | 2,697 | $206.9K | 6.55% | +2,697 | New |
| Baker Boyer National Bank | 2,800 | $206.8K | 0.06% | 00.0% | Unchanged |
| 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 |
| Inspire Advisors, LLC | 2,790 | $206.1K | 0.02% | +13+0.5% | Added |
| Pinnacle Associates Ltd | 2,787 | $205.8K | 0.00% | −77−2.7% | Reduced |
| Hantz Financial Services, Inc. | 2,774 | $205.0K | 0.00% | +1,146+70.4% | Added |
| Signal Advisors Wealth, LLC | 2,770 | $204.6K | 0.02% | +2,770 | New |
| Significant Wealth Partners LLC | 2,763 | $204.1K | 0.23% | −3,525−56.1% | Reduced |
| Gilman Hill Asset Management, LLC | 2,750 | $203.1K | 0.03% | 00.0% | Unchanged |
| Wealth Group Ltd | 2,747 | $202.9K | 0.05% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,743 | $202.6K | 0.03% | +129+4.9% | Added |
| Colonial Trust Co | 2,732 | $201.8K | 0.03% | −14−0.5% | Reduced |
| Walker Asset Management, LLC | 2,730 | $201.6K | 0.11% | +18+0.7% | Added |
| SilverOak Wealth Management LLC | 2,721 | $201.0K | 0.03% | +2,721 | New |
| Purpose Unlimited Inc. | 2,682 | $198.1K | 0.01% | +2,682 | New |
| Ancora Advisors, LLC | 2,660 | $196.5K | 0.00% | +130+5.1% | Added |
| Cary Street Partners Financial LLC | 2,648 | $195.6K | 0.00% | +36+1.4% | Added |
| High Note Wealth, LLC | 2,621 | $193.6K | 0.04% | −75−2.8% | Reduced |
| City State Bank | 2,603 | $192.3K | 0.05% | +10+0.4% | Added |
| Basecamp Wealth Advisors LLC | 2,586 | $191.0K | 0.04% | +2,586 | New |
| Old Second National Bank of Aurora | 2,548 | $188.2K | 0.04% | −100−3.8% | Reduced |
| Hilltop National Bank | 2,529 | $186.8K | 0.05% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2,500 | $186.3K | 0.08% | +1,816+265.5% | Added |
| State of Wyoming | 2,513 | $185.6K | 0.02% | +2,513 | New |
| Founders Capital Management | 2,500 | $184.7K | 0.10% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,439 | $184.4K | 0.01% | +307+14.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $175.5K | 0.06% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,349 | $173.5K | 0.01% | +51+2.2% | Added |
| Whipplewood Advisors, LLC | 2,326 | $171.8K | 0.11% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,321 | $171.4K | 0.01% | +213+10.1% | Added |
| Motco | 2,266 | $167.4K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,241 | $165.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,239 | $165.4K | 0.02% | +30+1.4% | Added |
| Virtus Investment Advisers, Inc. | 2,202 | $162.6K | 0.04% | +2,202 | New |
| Creative Capital Management Investments LLC | 2,162 | $159.7K | 0.05% | +23+1.1% | Added |
| Massmutual Trust Co FSB | 2,150 | $158.8K | 0.00% | +18+0.8% | Added |
| Family Capital Trust Co | 2,129 | $157.2K | 0.05% | +26+1.2% | Added |
| LRI Investments, LLC | 2,068 | $152.7K | 0.01% | −191−8.5% | Reduced |
| Millstone Evans Group, LLC | 2,052 | $151.5K | 0.09% | +273+15.3% | Added |
| ORG Wealth Partners, LLC | 2,020 | $149.2K | 0.04% | +2,020 | New |
| Chilton Capital Management LLC | 2,000 | $147.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,990 | $147.0K | 0.02% | +1,990 | New |
| Riverview Trust Co | 1,988 | $146.8K | 0.18% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,918 | $142.8K | 0.08% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,914 | $141.4K | 0.05% | +27+1.4% | Added |
| Lummis Asset Management, LP | 1,899 | $140.3K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,894 | $139.9K | 0.01% | +316+20.0% | Added |
| Marquette Asset Management, LLC | 1,867 | $137.9K | 0.02% | +157+9.2% | Added |
| Stephenson National Bank & Trust | 1,853 | $136.9K | 0.04% | −60−3.1% | Reduced |
| Elyxium Wealth, LLC | 1,851 | $136.7K | 0.04% | +1,851 | New |
| Cherry Tree Wealth Management, LLC | 1,834 | $135.5K | 0.03% | +4+0.2% | Added |
| Golden State Wealth Management, LLC | 1,823 | $134.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,821 | $134.5K | 0.00% | −3−0.2% | Reduced |
| Colonial Trust Advisors | 1,795 | $132.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,779 | $131.4K | 0.02% | +1,587+826.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,700 | $129.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,672 | $124.4K | 0.00% | +6+0.4% | Added |
| Bank of New Hampshire | 1,629 | $120.3K | 0.03% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,574 | $117.1K | 0.05% | −19−1.2% | Reduced |
| MTM Investment Management, LLC | 1,584 | $117.0K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 1,583 | $116.9K | 0.07% | +104+7.0% | Added |
| Hanson & Doremus Investment Management | 1,549 | $114.0K | 0.01% | −43−2.7% | Reduced |
| Avalon Trust Co | 1,509 | $111.5K | 0.01% | −299−16.5% | Reduced |
| Sentry Investment Management LLC | 1,509 | $111.0K | 0.07% | 00.0% | Unchanged |
| First Community Trust NA | 1,500 | $110.8K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,471 | $109.5K | 0.00% | +800+119.2% | Added |
| Intesa Sanpaolo Wealth Management | 1,464 | $108.1K | 0.02% | +1,464 | New |
| Root Financial Partners, LLC | 1,437 | $106.1K | 0.01% | +102+7.6% | Added |
| Manchester Capital Management LLC | 1,413 | $104.4K | 0.01% | −891−38.7% | Reduced |
| Ostrum Asset Management | 1,394 | $103.0K | 0.00% | −464−25.0% | Reduced |
| Richardson Financial Services Inc. | 1,360 | $100.4K | 0.06% | +270+24.8% | Added |