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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 26,048 | $1.92M | 0.06% | −792−3.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 25,958 | $1.92M | 0.80% | +103+0.4% | Added |
| Beacon Pointe Advisors, LLC | 25,811 | $1.91M | 0.01% | +1,732+7.2% | Added |
| Ashton Thomas Private Wealth, LLC | 25,519 | $1.90M | 0.05% | +2,872+12.7% | Added |
| Intech Investment Management LLC | 25,495 | $1.88M | 0.02% | −3,929−13.4% | Reduced |
| Wedbush Securities Inc | 25,407 | $1.88M | 0.05% | −309−1.2% | Reduced |
| D.A. Davidson & Co. | 25,315 | $1.87M | 0.01% | −2,207−8.0% | Reduced |
| Raleigh Capital Management Inc. | 25,274 | $1.87M | 0.68% | −1,785−6.6% | Reduced |
| Brevan Howard Capital Management LP | 25,142 | $1.86M | 0.04% | +13,750+120.7% | Added |
| Pinebridge Investments LLC | 25,149 | $1.86M | 0.01% | +25,149 | New |
| Quotient Wealth Partners, LLC | 24,954 | $1.84M | 0.05% | +40.0% | Added |
| Principal Securities, Inc. | 24,831 | $1.83M | 0.03% | +119+0.5% | Added |
| NVWM, LLC | 24,767 | $1.83M | 0.40% | −130−0.5% | Reduced |
| Advisors Asset Management, Inc. | 24,470 | $1.81M | 0.03% | +3,167+14.9% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 24,458 | $1.81M | 1.48% | +24,458 | New |
| Park Avenue Securities LLC | 24,415 | $1.80M | 0.02% | +2,554+11.7% | Added |
| MUFG Securities EMEA plc | 24,274 | $1.79M | 0.02% | +12,954+114.4% | Added |
| Ascent Group, LLC | 24,261 | $1.79M | 0.06% | +1,221+5.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,220 | $1.79M | 0.05% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 24,058 | $1.78M | 0.06% | +10,361+75.6% | Added |
| Oppenheimer & Co Inc | 23,957 | $1.77M | 0.03% | +234+1.0% | Added |
| First Dallas Securities Inc. | 23,736 | $1.75M | 0.65% | −796−3.2% | Reduced |
| Spirit of America Management Corp | 23,400 | $1.73M | 0.37% | +3,250+16.1% | Added |
| HB Wealth Management, LLC | 23,260 | $1.72M | 0.01% | +3,262+16.3% | Added |
| Foundations Investment Advisors, LLC | 23,168 | $1.71M | 0.02% | +9,946+75.2% | Added |
| Edgestream Partners, L.P. | 22,929 | $1.69M | 0.05% | −16,099−41.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 22,901 | $1.69M | 0.01% | −18,505−44.7% | Reduced |
| Jump Financial, LLC | 22,488 | $1.66M | 0.02% | +5,260+30.5% | Added |
| Harbour Investments, Inc. | 22,475 | $1.66M | 0.03% | −1,658−6.9% | Reduced |
| Accredited Investors Inc. | 22,413 | $1.66M | 0.09% | +1,267+6.0% | Added |
| Wealth Alliance | 21,804 | $1.61M | 0.16% | −1,875−7.9% | Reduced |
| Mariner, LLC | 21,798 | $1.60M | 0.00% | −106,481−83.0% | Reduced |
| USA Financial Portformulas Corp | 21,435 | $1.58M | 0.29% | +17,810+491.3% | Added |
| Apollon Wealth Management, LLC | 21,374 | $1.58M | 0.03% | −9,757−31.3% | Reduced |
| GAMMA Investing LLC | 21,319 | $1.57M | 0.08% | +1,975+10.2% | Added |
| Steward Partners Investment Advisory, LLC | 21,314 | $1.57M | 0.01% | +4,731+28.5% | Added |
| Central Bank & Trust Co | 21,251 | $1.57M | 0.24% | −218−1.0% | Reduced |
| HighPoint Advisor Group LLC | 20,954 | $1.55M | 0.03% | −160−0.8% | Reduced |
| Vise Technologies, Inc. | 20,732 | $1.53M | 0.03% | +4,258+25.8% | Added |
| Infrastructure Capital Advisors, LLC | 20,576 | $1.52M | 0.17% | +5,892+40.1% | Added |
| Bailard, Inc. | 20,524 | $1.52M | 0.03% | +2,600+14.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 20,378 | $1.51M | 0.21% | +13,809+210.2% | Added |
| North Dakota State Investment Board | 20,297 | $1.50M | 0.06% | +20,297 | New |
| Callan Family Office, LLC | 20,266 | $1.50M | 0.03% | +2,800+16.0% | Added |
| Benjamin Edwards Inc | 20,258 | $1.50M | 0.02% | −1,401−6.5% | Reduced |
| White Pine Capital LLC | 20,190 | $1.49M | 0.41% | −90−0.4% | Reduced |
| Verdence Capital Advisors LLC | 20,020 | $1.48M | 0.09% | −1,738−8.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 20,000 | $1.48M | 0.12% | +20,000 | New |
| Bond & Devick Financial Network, Inc. | 19,694 | $1.45M | 0.41% | +30.0% | Added |
| Cornercap Investment Counsel Inc | 19,627 | $1.45M | 0.71% | −268−1.3% | Reduced |
| VCI Wealth Management LLC | 19,592 | $1.45M | 0.40% | +5,011+34.4% | Added |
| Teacher Retirement System of Texas | 19,569 | $1.45M | 0.00% | −55,964−74.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,517 | $1.44M | 0.05% | +544+2.9% | Added |
| Western Wealth Management, LLC | 19,488 | $1.44M | 0.07% | +5,658+40.9% | Added |
| Farther Finance Advisors, LLC | 19,189 | $1.42M | 0.02% | +6,692+53.5% | Added |
| AdvisorNet Financial, Inc | 19,036 | $1.41M | 0.07% | +964+5.3% | Added |
| Advisory Services Network, LLC | 18,981 | $1.40M | 0.02% | +7,205+61.2% | Added |
| RSM US Wealth Management LLC | 18,866 | $1.40M | 0.02% | −1,055−5.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,900 | $1.40M | 0.02% | +50+0.3% | Added |
| Dakota Wealth Management | 18,819 | $1.39M | 0.02% | −1,174−5.9% | Reduced |
| SCP Investment, LP | 18,800 | $1.39M | 1.13% | +14,000+291.7% | Added |
| Empirical Finance, LLC | 18,601 | $1.37M | 0.07% | −805−4.1% | Reduced |
| Bokf, NA | 18,581 | $1.37M | 0.02% | −2,856−13.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 18,515 | $1.37M | 0.04% | −589−3.1% | Reduced |
| Arkadios Wealth Advisors | 18,388 | $1.36M | 0.03% | +2,273+14.1% | Added |
| Bayban | 18,230 | $1.35M | 1.19% | +18,230 | New |
| Assenagon Asset Management S.A. | 18,166 | $1.34M | 0.00% | +2,060+12.8% | Added |
| Bridgewater Associates, LP | 18,031 | $1.33M | 0.00% | −47,363−72.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 17,945 | $1.33M | 0.04% | +70.0% | Added |
| Oppenheimer Asset Management Inc. | 17,829 | $1.32M | 0.02% | −991−5.3% | Reduced |
| Matrix Trust Co | 17,736 | $1.31M | 0.22% | +17,736 | New |
| Andra AP-fonden | 17,722 | $1.31M | 0.02% | +169+1.0% | Added |
| Keybank National Association | 17,578 | $1.30M | 0.00% | −650−3.6% | Reduced |
| Howard Capital Management Inc. | 17,542 | $1.30M | 0.02% | +625+3.7% | Added |
| Savant Capital, LLC | 17,534 | $1.30M | 0.01% | +529+3.1% | Added |
| Icon Advisers Inc | 17,400 | $1.29M | 0.28% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 17,397 | $1.28M | 0.30% | +73+0.4% | Added |
| Snowden Capital Advisors LLC | 17,072 | $1.27M | 0.03% | −146−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 17,149 | $1.27M | 0.01% | +4,835+39.3% | Added |
| Johnson Financial Group, Inc. | 16,833 | $1.25M | 0.05% | −720−4.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 16,740 | $1.25M | 0.10% | +1,127+7.2% | Added |
| Global Retirement Partners, LLC | 16,823 | $1.24M | 0.02% | +8,807+109.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,814 | $1.24M | 0.01% | +858+5.4% | Added |
| United Capital Financial Advisers, LLC | 16,746 | $1.24M | 0.01% | +71+0.4% | Added |
| Bessemer Group Inc | 16,746 | $1.24M | 0.00% | −623−3.6% | Reduced |
| Evolve Private Wealth, LLC | 16,576 | $1.23M | 0.07% | +16,576 | New |
| Picton Mahoney Asset Management | 16,423 | $1.21M | 0.01% | +16,405+91,138.9% | Added |
| Ci Investments Inc. | 16,337 | $1.21M | 0.01% | +4,048+32.9% | Added |
| BKD Wealth Advisors, LLC | 16,284 | $1.20M | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 16,264 | $1.20M | 0.02% | −5,147−24.0% | Reduced |
| Machina Capital S.A.S. | 16,213 | $1.20M | 0.23% | +659+4.2% | Added |
| Elo Mutual Pension Insurance Co | 16,197 | $1.20M | 0.02% | +16,197 | New |
| Vermillion Wealth Management, Inc. | 16,193 | $1.20M | 0.49% | +620+4.0% | Added |
| Equitable Trust Co | 16,147 | $1.19M | 0.05% | −799−4.7% | Reduced |
| Securian Asset Management, Inc | 16,085 | $1.19M | 0.05% | −12,476−43.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,029 | $1.18M | 0.06% | −2,657−14.2% | Reduced |
| MUFG Securities Americas Inc. | 15,936 | $1.18M | 0.07% | −13−0.1% | Reduced |
| Valtinson Bruner Financial Planning LLC | 15,830 | $1.17M | 0.34% | −4,264−21.2% | Reduced |
| Tounjian Advisory Partners, LLC | 15,772 | $1.16M | 0.39% | +15,772 | New |
| RIA Advisory Group LLC | 15,761 | $1.16M | 0.28% | +4,699+42.5% | Added |