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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 5,603 | $413.8K | 0.01% | −212−3.6% | Reduced |
| SC&H Financial Advisors, Inc. | 5,592 | $413.0K | 0.06% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,575 | $411.8K | 0.00% | +2,181+64.3% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 5,564 | $411.0K | 0.24% | −165−2.9% | Reduced |
| Waycross Partners, LLC | 5,550 | $409.9K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,539 | $409.1K | 0.04% | +151+2.8% | Added |
| AlphaCore Capital LLC | 5,534 | $408.7K | 0.01% | +3,863+231.2% | Added |
| Syon Capital LLC | 5,511 | $407.0K | 0.02% | +374+7.3% | Added |
| Keel Point, LLC | 5,485 | $405.1K | 0.02% | +137+2.6% | Added |
| Park Place Capital Corp | 5,469 | $403.9K | 0.08% | −519−8.7% | Reduced |
| AlphaGrep UK Ltd | 5,452 | $402.7K | 0.13% | +5,452 | New |
| HBK Sorce Advisory LLC | 5,299 | $402.2K | 0.01% | −164−3.0% | Reduced |
| Everest Financial Group LLC | 5,403 | $399.1K | 0.09% | +5,403 | New |
| Carret Asset Management, LLC | 5,394 | $398.4K | 0.04% | 00.0% | Unchanged |
| Charter Trust Co | 5,389 | $398.0K | 0.02% | 00.0% | Unchanged |
| Bravera Wealth | 5,387 | $397.9K | 0.20% | +5,387 | New |
| Lakeridge Wealth Management LLC | 5,373 | $396.8K | 0.18% | +36+0.7% | Added |
| Skopos Labs, Inc. | 5,320 | $394.3K | 0.02% | +5,320 | New |
| Inceptionr LLC | 5,329 | $393.6K | 0.11% | +5,329 | New |
| National Asset Management, Inc. | 5,321 | $393.0K | 0.02% | −10−0.2% | Reduced |
| Welch Group, LLC | 5,279 | $389.9K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,273 | $389.5K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,255 | $388.2K | 0.01% | +78+1.5% | Added |
| Partners Capital Investment Group, LLP | 5,211 | $384.9K | 0.01% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 5,209 | $384.7K | 0.03% | +905+21.0% | Added |
| Heritage Trust Co | 5,197 | $383.9K | 0.04% | +6+0.1% | Added |
| Kestra Investment Management, LLC | 5,178 | $382.4K | 0.01% | −242−4.5% | Reduced |
| EntryPoint Capital, LLC | 5,178 | $382.4K | 0.15% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5,176 | $382.3K | 0.02% | +355+7.4% | Added |
| V-Square Quantitative Management LLC | 5,163 | $381.3K | 0.04% | +5,163 | New |
| Third View Private Wealth, LLC | 5,154 | $380.7K | 0.05% | +5,154 | New |
| Capital Investment Advisors, LLC | 5,144 | $379.9K | 0.01% | +5+0.1% | Added |
| Frank, Rimerman Advisors LLC | 5,107 | $377.2K | 0.02% | +739+16.9% | Added |
| Keudell/Morrison Wealth Management | 5,099 | $376.6K | 0.08% | +5,099 | New |
| Warwick Investment Management, Inc. | 5,095 | $376.3K | 0.06% | +125+2.5% | Added |
| SkyView Investment Advisors, LLC | 5,090 | $376.0K | 0.05% | −651−11.3% | Reduced |
| Castle Rock Wealth Management, LLC | 4,950 | $375.6K | 0.08% | +10+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,085 | $375.6K | 0.02% | −72−1.4% | Reduced |
| James Hambro & Partners | 5,075 | $374.9K | 0.01% | −325−6.0% | Reduced |
| Alpha Cubed Investments, LLC | 5,067 | $374.3K | 0.01% | −30−0.6% | Reduced |
| Intrua Financial, LLC | 5,048 | $372.8K | 0.04% | −111−2.2% | Reduced |
| Stock Yards Bank & Trust Co | 5,046 | $372.7K | 0.01% | −125−2.4% | Reduced |
| Bernicke Wealth Management, Ltd. | 4,985 | $368.2K | 0.05% | +4,985 | New |
| MQS Management LLC | 4,980 | $367.8K | 0.22% | +4,980 | New |
| Krilogy Financial LLC | 4,849 | $367.2K | 0.01% | +968+24.9% | Added |
| Fieldview Capital Management, LLC | 4,971 | $367.2K | 0.06% | +4,971 | New |
| Cullen/Frost Bankers, Inc. | 4,948 | $365.5K | 0.00% | +10.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,938 | $365.0K | 0.00% | +4,323+702.9% | Added |
| International Assets Investment Management, LLC | 4,925 | $363.7K | 0.02% | −2,284−31.7% | Reduced |
| Alerus Financial NA | 4,854 | $358.5K | 0.02% | −47−1.0% | Reduced |
| Financial Advisors Network, Inc. | 4,853 | $358.5K | 0.05% | +137+2.9% | Added |
| Bell Bank | 4,845 | $357.9K | 0.02% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 4,839 | $357.4K | 0.07% | 00.0% | Unchanged |
| First Horizon Corp | 4,835 | $357.1K | 0.02% | +706+17.1% | Added |
| World Equity Group, Inc. | 4,808 | $355.1K | 0.10% | +4,808 | New |
| Waterloo Capital, L.P. | 4,738 | $350.0K | 0.03% | −234−4.7% | Reduced |
| Access Financial Services, Inc. | 4,705 | $347.5K | 0.13% | −885−15.8% | Reduced |
| MorganRosel Wealth Management, LLC | 4,700 | $347.1K | 0.09% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,666 | $344.6K | 0.00% | +41+0.9% | Added |
| Everpar Advisors LLC | 4,658 | $344.0K | 0.13% | −816−14.9% | Reduced |
| Atomi Financial Group, Inc. | 4,654 | $343.8K | 0.01% | +576+14.1% | Added |
| Buska Wealth Management, LLC | 4,646 | $343.2K | 0.13% | −30−0.6% | Reduced |
| Lifeworks Advisors, LLC | 4,633 | $342.2K | 0.04% | +473+11.4% | Added |
| Concord Wealth Partners | 4,622 | $341.4K | 0.04% | −123−2.6% | Reduced |
| Winton Group Ltd | 4,600 | $339.8K | 0.01% | −23,719−83.8% | Reduced |
| Affiance Financial, LLC | 4,592 | $339.2K | 0.05% | −1,397−23.3% | Reduced |
| Nautilus Advisors LLC | 4,577 | $338.1K | 0.22% | −569−11.1% | Reduced |
| West Family Investments, Inc. | 4,552 | $336.2K | 0.08% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,531 | $334.7K | 0.05% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 4,524 | $334.1K | 0.26% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,523 | $334.1K | 0.02% | +36+0.8% | Added |
| Brown Brothers Harriman & Co | 4,523 | $334.1K | 0.00% | +3,026+202.1% | Added |
| NorthCrest Asset Manangement, LLC | 4,509 | $334.0K | 0.01% | −2,598−36.6% | Reduced |
| Horizon Investment Services, LLC | 4,514 | $333.5K | 0.12% | +82+1.9% | Added |
| Evansbrook LLC | 4,507 | $332.9K | 0.22% | +4,507 | New |
| SageGuard Financial Group, LLC | 4,498 | $332.2K | 0.05% | +4,498 | New |
| Evergreen Capital Management LLC | 4,437 | $330.2K | 0.01% | +34+0.8% | Added |
| nVerses Capital, LLC | 4,447 | $328.5K | 0.74% | +4,447 | New |
| Panagora Asset Management Inc | 4,418 | $326.3K | 0.00% | +241+5.8% | Added |
| Victory Financial Group, LLC | 4,415 | $326.1K | 0.04% | +528+13.6% | Added |
| First Commonwealth Financial Corp | 4,403 | $325.2K | 0.05% | −148−3.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,361 | $322.1K | 0.01% | −305−6.5% | Reduced |
| Advisory Alpha, LLC | 4,332 | $320.0K | 0.01% | −151−3.4% | Reduced |
| Aventura Private Wealth, LLC | 4,317 | $318.9K | 0.11% | −46−1.1% | Reduced |
| Bingham Private Wealth, LLC | 4,302 | $317.7K | 0.27% | +4,302 | New |
| Sheets Smith Wealth Management | 4,283 | $316.3K | 0.03% | −770−15.2% | Reduced |
| Nations Financial Group Inc, | 4,255 | $314.3K | 0.02% | +1,727+68.3% | Added |
| Tyche Wealth Partners LLC | 4,254 | $314.2K | 0.05% | +272+6.8% | Added |
| Atlantic Family Wealth, LLC | 4,247 | $313.7K | 0.24% | −10−0.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,223 | $311.9K | 0.03% | +13+0.3% | Added |
| Blue Water Asset Management | 4,221 | $311.8K | 0.11% | +4,221 | New |
| Equitable Holdings, Inc. | 4,216 | $311.4K | 0.00% | +1,136+36.9% | Added |
| Simplicity Wealth,LLC | 4,199 | $310.1K | 0.02% | +153+3.8% | Added |
| First Business Financial Services, Inc. | 4,184 | $309.0K | 0.03% | −128−3.0% | Reduced |
| Trueblood Wealth Management, LLC | 4,171 | $308.0K | 0.12% | −219−5.0% | Reduced |
| Sowell Financial Services LLC | 4,147 | $306.3K | 0.01% | −30−0.7% | Reduced |
| Johnson Investment Counsel Inc | 4,139 | $305.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,099 | $305.1K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,128 | $304.9K | 0.00% | −197−4.6% | Reduced |
| Apella Capital, LLC | 4,120 | $304.3K | 0.01% | +4,120 | New |