Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 1,253 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ4 2025: $41.8B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q3 2025.

Institutions holding XEL in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Strategic Wealth Partners, Ltd.372$27.5K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc353$27.0K0.02%00.0%Unchanged
Abound Wealth Management361$26.6K0.01%+288+394.5%Added
Adirondack Trust Co359$26.5K0.01%−24−6.3%Reduced
Curio Wealth, LLC341$25.3K0.01%+82+31.7%Added
Vermillion & White Wealth Management Group, LLC339$25.0K0.01%00.0%Unchanged
Webster Bank, N. A.325$24.0K0.00%00.0%Unchanged
Optima Capital LLC322$23.8K0.01%+322New
Nemes Rush Group LLC314$23.2K0.00%+2+0.6%Added
Commonwealth Retirement Investments LLC309$22.8K0.01%+309New
Gunpowder Capital Management, LLC dba Oliver Wealth Management307$22.7K0.02%+307New
Glen Eagle Advisors, LLC300$22.2K0.00%−50−14.3%Reduced
ORG Partners LLC296$21.9K0.00%−18−5.7%Reduced
Basepoint Wealth LLC290$21.5K0.01%+290New
Flagship Harbor Advisors, LLC290$21.4K0.00%+290New
Fortitude Family Office, LLC290$21.4K0.01%−11−3.7%Reduced
American National Bank290$21.4K0.00%00.0%Unchanged
Missouri Trust & Investment Co287$21.2K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC286$21.1K0.01%−32−10.1%Reduced
Fairscale Capital, LLC277$20.6K0.01%00.0%Unchanged
Blueline Advisors LLC278$20.5K0.02%+278New
Private Wealth Asset Management, LLC276$20.4K0.00%00.0%Unchanged
MCF Advisors LLC270$20.0K0.00%00.0%Unchanged
Olistico Wealth, LLC261$19.3K0.01%+261New
Rossby Financial, LCC252$18.6K0.01%+77+44.0%Added
MidFirst Bank252$18.6K0.00%+252New
Bangor Savings Bank250$18.5K0.00%00.0%Unchanged
MB, Levis & Associates, LLC250$18.5K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc245$18.1K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC242$17.9K0.00%+242New
Meeder Asset Management Inc239$17.7K0.00%−85,437−99.7%Reduced
Asset Dedication, LLC238$17.5K0.00%+27+12.8%Added
DHJJ Financial Advisors, Ltd.235$17.4K0.01%00.0%Unchanged
Kemnay Advisory Services Inc.235$17.4K0.00%+235New
Laurel Wealth Advisors LLC230$17.0K0.00%+230New
Global Wealth Strategies & Associates228$16.8K0.00%00.0%Unchanged
UMA Financial Services, Inc.219$16.2K0.00%+12+5.8%Added
MV Capital Management, Inc.218$16.1K0.00%00.0%Unchanged
DecisionPoint Financial, LLC205$15.1K0.00%+192+1,476.9%Added
Meramec Financial Planners, LLC196$14.9K0.01%+196New
Scarborough Advisors, LLC200$14.8K0.00%−85−29.8%Reduced
Westside Investment Management, Inc.197$14.6K0.00%+15+8.2%Added
Signature Equity Partners, LLC196$14.5K0.01%+196New
DiNuzzo Private Wealth, Inc.192$14.2K0.00%00.0%Unchanged
Caitlin John, LLC190$14.0K0.01%+1+0.5%Added
BOK Financial Private Wealth, Inc.187$13.9K0.00%00.0%Unchanged
Greenline Wealth Management LLC185$13.7K0.01%+185New
Medallion Wealth Advisors, LLC184$13.6K0.00%00.0%Unchanged
Kingdom Financial Group LLC.182$13.4K0.00%+182New
Motiv8 Investments LLC171$13.0K0.01%+171New
GPS Wealth Strategies Group, LLC175$12.9K0.01%−1,529−89.7%Reduced
Sittner & Nelson, LLC169$12.8K0.00%00.0%Unchanged
Rialto Wealth Management, LLC172$12.7K0.00%00.0%Unchanged
PFS Partners, LLC165$12.2K0.01%+1+0.6%Added
Financial Management Professionals, Inc.162$12.1K0.00%+17+11.7%Added
Ritter Daniher Financial Advisory LLC162$12.0K0.00%00.0%Unchanged
S&T Bank159$11.7K0.00%−20−11.2%Reduced
Eq Wealth Advisors, LLC158$11.7K0.01%+158New
Estate Planners Group, LLC158$11.7K0.01%+158New
Strive Financial Group ,LLC153$11.3K0.01%+153New
McCarthy Grittinger Financial Group, LLC148$10.9K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.144$10.6K0.01%+144New
Wellington-Altus USA Inc.141$10.4K0.01%+141New
Dunhill Financial, LLC139$10.3K0.00%+7+5.3%Added
Atlantic Trust, LLC138$10.2K0.00%−24−14.8%Reduced
Dogwood Wealth Management LLC137$10.1K0.00%−11−7.4%Reduced
United Community Bank134$9.90K0.00%+118+737.5%Added
Howard Hughes Medical Institute127$9.38K0.01%00.0%Unchanged
Investors Portfolio Services LLC121$8.94K0.01%+121New
Valued Wealth Advisors LLC117$8.72K0.00%+4+3.5%Added
DAGCO, Inc.118$8.71K0.00%00.0%Unchanged
Avion Wealth120$8.00K0.00%−13−9.8%Reduced
Valley National Advisers Inc116$8.00K0.00%+3+2.7%Added
Newbridge Financial Services Group, Inc.105$7.75K0.00%+105New
TD Waterhouse Canada Inc.100$7.39K0.00%−128−56.1%Reduced
Duncker Streett & Co Inc100$7.39K0.00%00.0%Unchanged
Clayton Financial Group LLC99$7.31K0.00%+99New
DT Investment Partners, LLC98$7.24K0.00%00.0%Unchanged
West Financial Advisors, LLC97$7.17K0.00%+97New
Red Tortoise LLC95$7.02K0.00%00.0%Unchanged
Torren Management, LLC95$7.02K0.00%+95New
Aspect Partners, LLC88$6.50K0.00%+3+3.5%Added
Fairman Group, LLC86$6.40K0.01%+86New
Cornerstone Planning Group LLC84$6.40K0.00%+75+833.3%Added
Highline Wealth Partners LLC86$6.35K0.00%+30+53.6%Added
LGT Financial Advisors LLC85$6.31K0.04%00.0%Unchanged
Arlington Trust Co LLC84$6.20K0.00%+84New
Sachetta, LLC79$5.83K0.00%00.0%Unchanged
Mascoma Wealth Management LLC75$5.54K0.00%00.0%Unchanged
GoalVest Advisory LLC75$5.54K0.00%00.0%Unchanged
Evolution Wealth Management Inc.75$5.54K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.74$5.47K0.00%+36+94.7%Added
Boreal Capital Management LLC72$5.36K0.00%00.0%Unchanged
Raffa Wealth Management, LLC72$5.32K0.00%00.0%Unchanged
Great Lakes Advisors, LLC69$5.10K0.00%00.0%Unchanged
Bare Financial Services, Inc62$4.58K0.00%00.0%Unchanged
Grove Bank & Trust61$4.50K0.00%00.0%Unchanged
Cornerstone Financial Management LLC60$4.43K0.00%+60New
Ares Financial Consulting, LLC59$4.36K0.00%+59New
TFC Financial Management57$4.21K0.00%00.0%Unchanged