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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 15,478 | $1.15M | 0.02% | +15,478 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 15,575 | $1.15M | 0.07% | 00.0% | Unchanged |
| Enhancing Capital LLC | 15,500 | $1.14M | 0.82% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 15,418 | $1.14M | 0.02% | +1,666+12.1% | Added |
| South Dakota Investment Council | 15,241 | $1.13M | 0.02% | −900−5.6% | Reduced |
| Alps Advisors Inc | 15,233 | $1.13M | 0.01% | +3,235+27.0% | Added |
| Greenleaf Trust | 15,082 | $1.11M | 0.01% | +3,140+26.3% | Added |
| Reuter James Wealth Management, LLC | 14,714 | $1.09M | 0.15% | −1,559−9.6% | Reduced |
| First Western Trust Bank | 14,705 | $1.09M | 0.05% | −1,288−8.1% | Reduced |
| Bryn Mawr Trust Co | 14,631 | $1.08M | 0.03% | −539−3.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,623 | $1.08M | 0.05% | +190+1.3% | Added |
| SRS Capital Advisors, Inc. | 14,582 | $1.08M | 0.03% | −2,724−15.7% | Reduced |
| NewEdge Wealth, LLC | 14,551 | $1.07M | 0.01% | +4,010+38.0% | Added |
| Koshinski Asset Management, Inc. | 14,506 | $1.07M | 0.07% | +1,377+10.5% | Added |
| STRS Ohio | 14,177 | $1.05M | 0.00% | +25+0.2% | Added |
| SBI Okasan Asset Management Co.Ltd. | 14,100 | $1.05M | 0.06% | +14,100 | New |
| Stratos Wealth Partners, LTD. | 14,069 | $1.04M | 0.01% | +1,566+12.5% | Added |
| OmniStar Financial Group, Inc. | 14,036 | $1.04M | 0.61% | +665+5.0% | Added |
| Dorsey & Whitney Trust CO LLC | 13,925 | $1.03M | 0.05% | −16−0.1% | Reduced |
| Aspen Wealth Strategies, LLC | 13,813 | $1.02M | 0.56% | +8+0.1% | Added |
| J.W. Cole Advisors, Inc. | 14,098 | $1.02M | 0.02% | −140−1.0% | Reduced |
| 17 Capital Partners, LLC | 13,727 | $1.01M | 0.53% | +1,804+15.1% | Added |
| Pinnacle Financial Partners, Inc. | 13,595 | $1.00M | 0.01% | +13,595 | New |
| Mission Wealth Management, LP | 13,566 | $1.00M | 0.02% | −11−0.1% | Reduced |
| Midwest Professional Planners, LTD. | 13,566 | $1.00M | 0.24% | +699+5.4% | Added |
| Exchange Traded Concepts, LLC | 13,527 | $999.1K | 0.01% | +669+5.2% | Added |
| Canada Post Corp Registered Pension Plan | 13,522 | $998.7K | 0.04% | +3,140+30.2% | Added |
| Los Angeles Capital Management LLC | 12,092 | $986.6K | 0.00% | −17,876−59.7% | Reduced |
| Tectonic Advisors LLC | 13,281 | $980.9K | 0.05% | +299+2.3% | Added |
| WealthTrust Axiom LLC | 13,251 | $978.7K | 0.25% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13,001 | $960.3K | 0.39% | +64+0.5% | Added |
| Gsa Capital Partners LLP | 12,951 | $957.0K | 0.08% | +12,951 | New |
| Great Valley Advisor Group, Inc. | 12,837 | $948.4K | 0.02% | +1,048+8.9% | Added |
| FIL Ltd | 12,832 | $947.8K | 0.00% | +9,198+253.1% | Added |
| Brookstone Capital Management | 12,746 | $941.4K | 0.01% | +6,339+98.9% | Added |
| Thompson Investment Management, Inc. | 12,704 | $938.3K | 0.12% | 00.0% | Unchanged |
| Argent Trust Co | 12,650 | $934.3K | 0.03% | −246−1.9% | Reduced |
| Tudor Investment Corp Et Al | 12,566 | $928.1K | 0.01% | +12,566 | New |
| Resources Investment Advisors, LLC. | 12,464 | $920.6K | 0.01% | −96−0.8% | Reduced |
| Fundamentun, LLC | 12,423 | $917.6K | 0.04% | +678+5.8% | Added |
| NorthRock Partners, LLC | 12,171 | $896.2K | 0.02% | −7,606−38.5% | Reduced |
| Croban | 12,098 | $893.5K | 0.43% | +264+2.2% | Added |
| David Loasby | 12,044 | $891.3K | 0.06% | +1,977+19.6% | Added |
| EverSource Wealth Advisors, LLC | 11,885 | $877.8K | 0.03% | +495+4.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 11,821 | $873.1K | 0.11% | +11,821 | New |
| Hancock Whitney Corp | 11,815 | $872.7K | 0.02% | +8,523+258.9% | Added |
| Fidelis Capital Partners, LLC | 11,768 | $869.2K | 0.06% | +4,264+56.8% | Added |
| Invesco, LLC | 11,699 | $864.1K | 0.29% | +294+2.6% | Added |
| Sigma Planning Corp | 11,618 | $858.1K | 0.02% | +50.0% | Added |
| Chronos Wealth Management, LLC | 11,491 | $848.7K | 0.39% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 11,382 | $840.7K | 0.01% | +323+2.9% | Added |
| Emerald Advisors, LLC | 11,366 | $839.5K | 0.11% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 11,315 | $835.7K | 0.07% | +178+1.6% | Added |
| Intrust Bank NA | 11,170 | $825.0K | 0.07% | −190−1.7% | Reduced |
| CAPROCK Group, Inc. | 11,006 | $820.6K | 0.02% | −2,101−16.0% | Reduced |
| Norden Group LLC | 11,085 | $818.7K | 0.08% | +109+1.0% | Added |
| Dearborn Partners LLC | 11,014 | $813.5K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,981 | $811.0K | 0.02% | +893+8.9% | Added |
| KLCM Advisors, Inc. | 10,950 | $808.8K | 0.07% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 10,942 | $808.2K | 0.39% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 10,930 | $807.3K | 0.11% | −407−3.6% | Reduced |
| Heritage Wealth Management, Inc. | 10,923 | $806.8K | 0.22% | +24+0.2% | Added |
| Trust Point Inc. | 10,921 | $806.6K | 0.06% | −87−0.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,919 | $806.5K | 0.24% | +21+0.2% | Added |
| Altshuler Shaham Ltd | 10,848 | $801.2K | 0.01% | +847+8.5% | Added |
| Kestra Private Wealth Services, LLC | 10,831 | $800.0K | 0.01% | +2,055+23.4% | Added |
| Independent Advisor Alliance | 10,793 | $797.2K | 0.02% | −499−4.4% | Reduced |
| Aaron Wealth Advisors | 10,691 | $789.6K | 0.04% | −149−1.4% | Reduced |
| Smartleaf Asset Management LLC | 10,553 | $783.0K | 0.03% | +698+7.1% | Added |
| Mather Group, LLC. | 10,559 | $779.9K | 0.01% | +667+6.7% | Added |
| Great Waters Wealth Management | 10,525 | $777.4K | 0.09% | +16+0.2% | Added |
| 111 Capital | 10,521 | $777.1K | 0.17% | −11,593−52.4% | Reduced |
| Prosperity Consulting Group, LLC | 10,507 | $776.1K | 0.03% | +34+0.3% | Added |
| Advisors Management Group Inc | 10,485 | $774.0K | 0.14% | −274−2.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,479 | $774.0K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,338 | $763.6K | 0.03% | +499+5.1% | Added |
| R Squared Ltd | 10,296 | $760.5K | 0.36% | +10,296 | New |
| Cypress Capital Group | 10,160 | $750.4K | 0.08% | −300−2.9% | Reduced |
| Aviva PLC | 10,100 | $746.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 9,811 | $724.6K | 0.02% | −9,248−48.5% | Reduced |
| Aigen Investment Management, LP | 9,654 | $713.0K | 0.17% | +3,503+57.0% | Added |
| Code Waechter LLC | 9,651 | $712.8K | 0.46% | +92+1.0% | Added |
| Integrity Alliance, LLC. | 9,641 | $712.1K | 0.03% | +6,508+207.7% | Added |
| Venturi Wealth Management, LLC | 9,600 | $709.1K | 0.03% | −142−1.5% | Reduced |
| Kingsview Wealth Management, LLC | 9,580 | $707.5K | 0.01% | +241+2.6% | Added |
| Brown Advisory Inc | 9,514 | $702.7K | 0.00% | −1,186−11.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 9,493 | $701.2K | 0.08% | +411+4.5% | Added |
| TCW Group Inc | 9,308 | $687.5K | 0.00% | +9,308 | New |
| Calton & Associates, Inc. | 9,304 | $687.2K | 0.10% | +9,304 | New |
| VestGen Advisors, LLC | 9,243 | $682.7K | 0.03% | +1,206+15.0% | Added |
| Coldstream Capital Management Inc | 9,225 | $681.4K | 0.01% | −88−0.9% | Reduced |
| Pensionmark Financial Group, LLC | 9,106 | $672.6K | 0.01% | +476+5.5% | Added |
| Birchwood Financial Partners, Inc. | 9,094 | $671.7K | 0.67% | +9,094 | New |
| FineMark National Bank & Trust | 9,056 | $668.9K | 0.02% | −79−0.9% | Reduced |
| Everence Capital Management Inc | 9,014 | $666.0K | 0.04% | 00.0% | Unchanged |
| LVW Advisors, LLC | 8,992 | $664.1K | 0.07% | −414−4.4% | Reduced |
| American State Bank (Iowa) | 8,954 | $661.3K | 0.32% | +145+1.6% | Added |
| Sym Financial Corp | 8,876 | $655.6K | 0.07% | −267−2.9% | Reduced |
| Chicago Partners Investment Group LLC | 8,721 | $654.2K | 0.02% | −642−6.9% | Reduced |
| Meeder Advisory Services, Inc. | 8,835 | $652.6K | 0.03% | +173+2.0% | Added |