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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 8,908 | $652.2K | 0.02% | −121−1.3% | Reduced |
| We Are One Seven, LLC | 8,767 | $647.6K | 0.01% | −18−0.2% | Reduced |
| Townsend & Associates, Inc | 8,486 | $639.5K | 0.06% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 8,653 | $639.1K | 0.33% | −8,653−50.0% | Reduced |
| Hilltop Holdings Inc. | 8,619 | $636.5K | 0.04% | −102−1.2% | Reduced |
| LMR Partners LLP | 8,578 | $633.6K | 0.01% | +4,285+99.8% | Added |
| Drucker Wealth 3.0, LLC | 8,555 | $631.9K | 0.11% | +875+11.4% | Added |
| Tradewinds Capital Management, LLC | 8,469 | $625.5K | 0.13% | −5,518−39.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,385 | $619.3K | 0.00% | +8,385 | New |
| Gateway Investment Advisers LLC | 8,363 | $617.7K | 0.01% | +1,158+16.1% | Added |
| Sagespring Wealth Partners, LLC | 8,362 | $617.6K | 0.01% | −17−0.2% | Reduced |
| Change Path, LLC | 8,324 | $614.8K | 0.01% | +519+6.6% | Added |
| Legacy Wealth Asset Management, LLC | 8,262 | $610.2K | 0.15% | +5+0.1% | Added |
| Old Port Advisors | 8,245 | $609.0K | 0.15% | −102−1.2% | Reduced |
| Prospera Financial Services Inc | 8,239 | $608.7K | 0.01% | −99−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 8,213 | $606.6K | 0.01% | −726−8.1% | Reduced |
| Ballentine Partners, LLC | 8,110 | $599.0K | 0.01% | +69+0.9% | Added |
| Summit Financial, LLC | 8,047 | $598.9K | 0.01% | −543−6.3% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $598.3K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 8,098 | $598.1K | 0.01% | +13+0.2% | Added |
| HighVista Strategies LLC | 8,058 | $595.2K | 0.15% | +8,058 | New |
| Bradley Foster & Sargent Inc | 8,001 | $591.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 7,880 | $582.0K | 0.39% | 00.0% | Unchanged |
| Laraway Financial Inc | 7,855 | $580.1K | 0.38% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 7,829 | $578.3K | 0.05% | +7,829 | New |
| Amarillo National Bank | 7,821 | $577.7K | 0.10% | −251−3.1% | Reduced |
| Alteri Wealth LLC | 7,739 | $571.6K | 0.19% | −25−0.3% | Reduced |
| Aprio Wealth Management, LLC | 7,726 | $570.6K | 0.03% | +1,428+22.7% | Added |
| IFG Advisory, LLC | 7,686 | $567.7K | 0.02% | +47+0.6% | Added |
| SFMG, LLC | 7,675 | $566.9K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,627 | $563.3K | 0.01% | +76+1.0% | Added |
| Lifelong Wealth Advisors, Inc. | 7,625 | $563.2K | 0.15% | −1,495−16.4% | Reduced |
| GTS Securities LLC | 7,610 | $562.1K | 0.02% | −18,097−70.4% | Reduced |
| Oarsman Capital, Inc. | 7,600 | $561.3K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,596 | $561.0K | 0.02% | +238+3.2% | Added |
| Fiduciary Alliance LLC | 7,585 | $560.2K | 0.04% | +61+0.8% | Added |
| Stonebridge Capital Advisors LLC | 7,569 | $559.0K | 0.04% | −117−1.5% | Reduced |
| Cahill Financial Advisors Inc | 7,523 | $555.7K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,513 | $554.9K | 0.01% | +50+0.7% | Added |
| Goelzer Investment Management, Inc. | 7,486 | $552.9K | 0.03% | +1,436+23.7% | Added |
| Signaturefd, LLC | 7,448 | $550.1K | 0.01% | −41−0.5% | Reduced |
| Parsons Capital Management Inc | 7,447 | $550.0K | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,409 | $547.2K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,370 | $544.4K | 0.02% | +5,761+358.0% | Added |
| Paradigm Financial Partners, LLC | 7,357 | $543.4K | 0.05% | −383−4.9% | Reduced |
| CX Institutional | 7,306 | $540.0K | 0.02% | +337+4.8% | Added |
| Danske Bank A/S | 7,299 | $539.1K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 7,292 | $538.6K | 0.02% | −1,092−13.0% | Reduced |
| Fideuram Asset Management (Ireland) dac | 7,614 | $534.8K | 0.04% | +7,614 | New |
| CWA Asset Management Group, LLC | 7,232 | $534.1K | 0.02% | −9,384−56.5% | Reduced |
| Marks Group Wealth Management, Inc | 7,220 | $533.3K | 0.05% | +78+1.1% | Added |
| Umb Bank N A | 7,209 | $532.5K | 0.01% | +3,297+84.3% | Added |
| SageView Advisory Group, LLC | 7,201 | $531.9K | 0.02% | +46+0.6% | Added |
| Corundum Group, Inc. | 7,120 | $525.9K | 0.18% | +37+0.5% | Added |
| IFP Advisors, Inc | 7,115 | $525.5K | 0.01% | +622+9.6% | Added |
| Parallel Advisors, LLC | 7,105 | $524.8K | 0.01% | +160+2.3% | Added |
| Jackson Square Capital, LLC | 7,091 | $523.7K | 0.10% | −134−1.9% | Reduced |
| Nicollet Investment Management, Inc. | 7,011 | $518.0K | 0.16% | 00.0% | Unchanged |
| Martingale Asset Management L P | 7,011 | $517.8K | 0.01% | −106,426−93.8% | Reduced |
| Glenview Trust Co | 6,951 | $513.4K | 0.01% | −2,213−24.1% | Reduced |
| Mirabella Financial Services LLP | 6,900 | $509.6K | 0.05% | +6,900 | New |
| Peak Asset Management, LLC | 6,864 | $507.0K | 0.09% | +2,968+76.2% | Added |
| RMB Capital Management, LLC | 6,814 | $506.4K | 0.01% | +1,825+36.6% | Added |
| Romano Brothers and Company | 6,824 | $504.0K | 0.06% | −300−4.2% | Reduced |
| Essex Financial Services, Inc. | 6,742 | $498.0K | 0.03% | +276+4.3% | Added |
| Endeavor Private Wealth, Inc. | 6,742 | $498.0K | 0.14% | −487−6.7% | Reduced |
| Stephens Inc | 6,663 | $492.1K | 0.01% | −591−8.1% | Reduced |
| Freedom Financial Partners LLC | 6,576 | $485.7K | 0.18% | +10.0% | Added |
| Beese Fulmer Investment Management, Inc. | 6,576 | $485.6K | 0.03% | +6,576 | New |
| Candriam Luxembourg S.C.A. | 6,550 | $483.8K | 0.00% | +6,550 | New |
| Personal Cfo Solutions, LLC | 6,540 | $483.0K | 0.08% | +575+9.6% | Added |
| Ashton Thomas Securities, LLC | 6,495 | $479.7K | 0.09% | +91+1.4% | Added |
| Checchi Capital Advisers, LLC | 6,476 | $478.3K | 0.03% | −207−3.1% | Reduced |
| Coastline Trust Co | 6,450 | $476.4K | 0.04% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 6,385 | $471.6K | 0.03% | +184+3.0% | Added |
| SNS Financial Group, LLC | 6,261 | $466.0K | 0.04% | −317−4.8% | Reduced |
| Lantz Financial LLC | 6,294 | $464.9K | 0.10% | −216−3.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,293 | $464.8K | 0.12% | +28+0.4% | Added |
| Csenge Advisory Group | 6,292 | $464.8K | 0.02% | +167+2.7% | Added |
| Clearstead Advisors, LLC | 6,286 | $464.3K | 0.01% | −921−12.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,275 | $463.5K | 0.01% | −1,832−22.6% | Reduced |
| Legacy Capital Group California, Inc. | 6,251 | $461.7K | 0.11% | −40−0.6% | Reduced |
| First Foundation Advisors | 6,250 | $461.6K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 6,184 | $456.8K | 0.03% | +133+2.2% | Added |
| Financial Engines Advisors L.L.C. | 6,127 | $452.5K | 0.00% | +1,167+23.5% | Added |
| Atlantic Union Bankshares Corp | 6,110 | $451.3K | 0.01% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 6,016 | $448.2K | 0.30% | +6,016 | New |
| Virtu Financial LLC | 6,011 | $444.0K | 0.02% | +6,011 | New |
| Integris Wealth Management, LLC | 6,000 | $443.2K | 0.10% | −340−5.4% | Reduced |
| Leonteq Securities AG | 5,929 | $438.0K | 0.02% | −2,532−29.9% | Reduced |
| Fisher Asset Management, LLC | 5,843 | $431.6K | 0.00% | +1,860+46.7% | Added |
| AlTi Global, Inc. | 5,786 | $430.7K | 0.01% | +5,786 | New |
| Sumitomo Life Insurance Co | 5,808 | $429.0K | 0.01% | −4−0.1% | Reduced |
| Capital Performance Advisors LLP | 5,728 | $423.0K | 0.03% | −10−0.2% | Reduced |
| Cigna Investments Inc | 5,729 | $423.0K | 0.06% | +63+1.1% | Added |
| Petros Family Wealth, LLC | 5,720 | $422.5K | 0.28% | +2,716+90.4% | Added |
| Catalytic Wealth RIA, LLC | 5,642 | $416.7K | 0.02% | −6,599−53.9% | Reduced |
| Spire Wealth Management | 5,637 | $416.3K | 0.01% | +240+4.4% | Added |
| Private Trust Co NA | 5,612 | $414.5K | 0.04% | +750+15.4% | Added |
| First National Bank & Trust Co of Newtown | 5,604 | $413.9K | 0.08% | 00.0% | Unchanged |