Institutional Ownership Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL). We have compiled data on the 1,280 institutions that hold shares in the stock, with a total of 511 Million shares, which have been reported (via 13F filing form) to have a value of $36.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
62,479
shares
|
$4.52 Million
1.38% of portfolio
|
Q2 2025
New holding
|
|
|
Woodline Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
62,387
shares
|
$4.51 Million
0.02% of portfolio
|
Q2 2025
Added 28.59%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
62,331
shares
|
$4.51 Million
0.56% of portfolio
|
Q1 2024
New holding
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
62,076
shares
|
$4.49 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Berkley W R Corp
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
61,800
shares
|
$4.47 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
60,852
shares
|
$4.4 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
60,509
shares
|
$4.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
60,186
shares
|
$4.35 Million
0.75% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
59,362
shares
|
$4.29 Million
0.3% of portfolio
|
Q3 2022
Reduced 0.5%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
58,233
shares
|
$4.21 Million
1.19% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
58,200
shares
|
$4.21 Million
0.17% of portfolio
|
Q2 2025
Reduced 16.92%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
57,612
shares
|
$4.17 Million
0.09% of portfolio
|
Q2 2025
Added 43.04%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
57,287
shares
|
$4.14 Million
0.97% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
57,253
shares
|
$4.14 Million
0.76% of portfolio
|
Q2 2025
Reduced 42.01%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
57,189
shares
|
$4.14 Million
0.02% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
55,789
shares
|
$4.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
53,571
shares
|
$3.88 Million
0.09% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
53,547
shares
|
$3.87 Million
0.02% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
53,399
shares
|
$3.86 Million
0.12% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
52,500
shares
|
$3.8 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
51,881
shares
|
$3.75 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
51,568
shares
|
$3.73 Million
0.09% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
51,082
shares
|
$3.7 Million
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
50,430
shares
|
$3.65 Million
0.1% of portfolio
|
Q3 2022
Added 88.67%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
50,278
shares
|
$3.64 Million
0.06% of portfolio
|
Q2 2025
Reduced 38.38%
|