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 |
|---|---|---|---|---|---|
| Patrick M Sweeney & Associates, Inc | 4,120 | $304.3K | 0.19% | 00.0% | Unchanged |
| RDA Financial Network | 4,109 | $303.5K | 0.07% | +51+1.3% | Added |
| MAI Capital Management | 4,102 | $303.0K | 0.00% | +1,336+48.3% | Added |
| Triumph Capital Management | 4,082 | $301.5K | 0.07% | +10+0.2% | Added |
| Heritage Wealth Architects, Inc. | 4,016 | $301.3K | 0.14% | +108+2.8% | Added |
| Ballast Advisors LLC | 4,065 | $300.3K | 0.08% | +6+0.1% | Added |
| Leverty Financial Group, LLC | 4,058 | $299.8K | 0.07% | +892+28.2% | Added |
| JNBA Financial Advisors | 4,041 | $298.5K | 0.03% | +196+5.1% | Added |
| Cidel Asset Management Inc | 3,991 | $294.8K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 3,983 | $294.2K | 0.02% | −4,400−52.5% | Reduced |
| Ingalls & Snyder LLC | 3,981 | $294.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 3,931 | $290.3K | 0.15% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,913 | $289.0K | 0.01% | +7+0.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,910 | $288.8K | 0.07% | +1,130+40.6% | Added |
| Crestwood Advisors Group LLC | 3,889 | $287.2K | 0.00% | +794+25.7% | Added |
| Sofos Investments, Inc. | 3,867 | $285.6K | 0.05% | −27−0.7% | Reduced |
| Birch Financial Group, LLC | 3,856 | $284.8K | 0.16% | +3,856 | New |
| Williams Jones Wealth Management, LLC. | 3,848 | $284.2K | 0.00% | +110+2.9% | Added |
| DORVAL Corp | 3,842 | $283.8K | 0.09% | 00.0% | Unchanged |
| Financially Speaking Inc | 3,806 | $281.1K | 0.18% | +2+0.1% | Added |
| M.E. Allison & Co., Inc. | 3,800 | $280.7K | 0.19% | 00.0% | Unchanged |
| South State Corp. | 3,786 | $279.6K | 0.01% | −70−1.8% | Reduced |
| Wellspring Financial Advisors, LLC | 3,756 | $278.0K | 0.02% | +3,756 | New |
| Austin Private Wealth, LLC | 3,745 | $276.6K | 0.02% | −20−0.5% | Reduced |
| Anchyra Partners LLC | 3,745 | $276.6K | 0.08% | +3,745 | New |
| Planning Center, Inc. | 3,736 | $275.9K | 0.03% | −69−1.8% | Reduced |
| Integrated Advisors Network LLC | 3,734 | $275.8K | 0.01% | −164−4.2% | Reduced |
| Summit Wealth Group LLC | 3,711 | $274.1K | 0.04% | +3,711 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,706 | $273.8K | 0.00% | −1,867−33.5% | Reduced |
| Quarry LP | 3,705 | $273.7K | 0.04% | +391+11.8% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 3,703 | $273.5K | 0.03% | +3,703 | New |
| Prelude Capital Management, LLC | 3,690 | $272.5K | 0.02% | +138+3.9% | Added |
| Howe & Rusling Inc | 3,635 | $268.5K | 0.02% | +286+8.5% | Added |
| Fortress Financial Group, LLC | 3,628 | $268.0K | 0.20% | +25+0.7% | Added |
| Lazari Capital Management, Inc. | 3,620 | $267.4K | 0.09% | +6+0.2% | Added |
| Premier Path Wealth Partners, LLC | 3,620 | $267.3K | 0.03% | +192+5.6% | Added |
| Accel Wealth Management | 3,618 | $267.2K | 0.07% | −278−7.1% | Reduced |
| Daymark Wealth Partners, LLC | 3,609 | $266.6K | 0.01% | −76−2.1% | Reduced |
| LCM Capital Management Inc | 3,588 | $265.0K | 0.13% | +16+0.4% | Added |
| Rosenberg Matthew Hamilton | 3,560 | $262.9K | 0.05% | +9+0.3% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,549 | $262.1K | 0.05% | +7+0.2% | Added |
| Alley Investment Management Company, LLC | 3,541 | $261.5K | 0.03% | −246−6.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,491 | $259.8K | 0.06% | +877+33.6% | Added |
| HM Payson & Co | 3,515 | $259.6K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 3,500 | $258.5K | 0.18% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3,473 | $257.9K | 0.05% | 00.0% | Unchanged |
| STF Management LP | 3,489 | $257.7K | 0.24% | −5,018−59.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,456 | $256.9K | 0.01% | +24+0.7% | Added |
| Ausdal Financial Partners, Inc. | 3,463 | $255.8K | 0.01% | −206−5.6% | Reduced |
| Farmers & Merchants Investments Inc | 3,459 | $255.5K | 0.01% | −1,351−28.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,456 | $255.3K | 0.08% | +2+0.1% | Added |
| Scissortail Wealth Management, LLC | 3,449 | $254.7K | 0.06% | −200−5.5% | Reduced |
| Sunpointe, LLC | 3,422 | $254.7K | 0.08% | −198−5.5% | Reduced |
| First National Bank Sioux Falls | 3,404 | $251.4K | 0.08% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,400 | $251.1K | 0.12% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 3,400 | $251.1K | 0.11% | +562+19.8% | Added |
| Chesley Taft & Associates LLC | 3,382 | $249.8K | 0.01% | +12+0.4% | Added |
| PFG Advisors | 3,378 | $249.5K | 0.01% | −729−17.8% | Reduced |
| CoreFirst Bank & Trust | 3,370 | $248.9K | 0.13% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 3,367 | $248.7K | 0.03% | −88−2.5% | Reduced |
| Mystic Asset Management, Inc. | 3,352 | $247.6K | 0.06% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,347 | $247.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,335 | $246.4K | 0.02% | +89+2.7% | Added |
| Laurel Oak Wealth Management, LLC | 3,330 | $246.0K | 0.04% | +3,330 | New |
| Knollwood Investment Advisory, LLC | 3,323 | $245.4K | 0.02% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 3,312 | $244.6K | 0.09% | +3,312 | New |
| Smithfield Trust Co | 3,301 | $244.0K | 0.01% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 2,998 | $243.3K | 0.03% | +155+5.5% | Added |
| Great Diamond Partners, LLC | 3,292 | $243.1K | 0.05% | −150−4.4% | Reduced |
| Occidental Asset Management, LLC | 3,280 | $242.3K | 0.03% | +38+1.2% | Added |
| Compass Financial Group, INC | 3,275 | $241.9K | 0.03% | +398+13.8% | Added |
| Boulder Wealth Advisors, LLC | 3,270 | $241.5K | 0.10% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 3,269 | $241.5K | 0.02% | +3+0.1% | Added |
| Frec Markets, Inc. | 3,266 | $241.3K | 0.07% | +3,266 | New |
| Eastern Bank | 3,264 | $241.1K | 0.00% | −1,376−29.7% | Reduced |
| JPL Wealth Management, LLC | 3,254 | $240.3K | 0.06% | −511−13.6% | Reduced |
| Exencial Wealth Advisors, LLC | 3,242 | $239.5K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 3,236 | $239.0K | 0.02% | +550+20.5% | Added |
| Dynamic Technology Lab Private Ltd | 3,222 | $238.0K | 0.05% | +3,222 | New |
| Conning Inc. | 3,220 | $237.8K | 0.01% | −683−17.5% | Reduced |
| Journey Strategic Wealth LLC | 3,213 | $237.3K | 0.01% | +660+25.9% | Added |
| Kure Advisory, LLC | 3,211 | $237.2K | 0.13% | −311−8.8% | Reduced |
| Centric Wealth Management | 3,183 | $237.1K | 0.05% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 3,200 | $236.4K | 0.04% | −10.0% | Reduced |
| Avidian Wealth Solutions, LLC | 3,199 | $236.3K | 0.01% | +72+2.3% | Added |
| 180 Wealth Advisors, LLC | 3,193 | $235.9K | 0.03% | +3,193 | New |
| Bank of Hawaii | 3,172 | $234.3K | 0.01% | −3,734−54.1% | Reduced |
| Aviance Capital Partners, LLC | 3,163 | $233.6K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,155 | $233.0K | 0.01% | +3,155 | New |
| Drive Wealth Management, LLC | 3,116 | $231.9K | 0.05% | +27+0.9% | Added |
| Dougherty & Associates, LLC | 3,139 | $231.8K | 0.21% | +3,139 | New |
| Confluence Wealth Services, Inc. | 3,120 | $230.4K | 0.01% | +315+11.2% | Added |
| Portside Wealth Group, LLC | 3,112 | $229.9K | 0.03% | −126−3.9% | Reduced |
| USAdvisors Wealth Management, LLC | 3,108 | $229.0K | 0.08% | −45−1.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,089 | $228.2K | 0.01% | −15−0.5% | Reduced |
| Kennedy Capital Management, Inc. | 3,074 | $227.0K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 3,063 | $226.2K | 0.01% | −493−13.9% | Reduced |
| Mutual Advisors, LLC | 3,052 | $225.4K | 0.00% | +52+1.7% | Added |
| Phillips Wealth Planners LLC | 2,931 | $224.3K | 0.18% | −288−8.9% | Reduced |
| Genesis Private Wealth, LLC | 3,022 | $223.2K | 0.07% | −303−9.1% | Reduced |