Xcel Energy Inc. (xel 6.25 10/15/85)Preferred / convertible
13F holders, Q4 2025 (December 31)3holders +2
3new positions
1sold out
$25.02avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Xcel Energy Inc. (xel 6.25 10/15/85) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 1 sold out. The largest holders were Iat Reinsurance Co. LTD. ($2.0M), Lanark Financial, Inc. ($35K) and PNC Financial Services Group, Inc. ($3K).
- Company
- Xcel Energy Inc. (xel 6.25 10/15/85)
- CUSIP
- 98389B878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.0M |
| Exits | 1 | $5.0M |
All 13F filers, Q3 2025 → Q4 2025: 81,521 shares bought and 200,000 shares sold, net −118,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Iat Reinsurance Co. LTD. | — | New | 80,000 | $2.0M |
| Lanark Financial, Inc. | — | New | 1,416 | $35K |
| PNC Financial Services Group, Inc. | — | New | 105 | $3K |
"% of holder's portfolio" is XCEL ENERGY INC (XEL 6.25 10/15/85)'s weight in each manager's 13F, not the share of Xcel Energy Inc. (xel 6.25 10/15/85) the manager owns.