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 |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
20,261
shares
|
$1.47 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
20,230
shares
|
$1.46 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
20,093
shares
|
$1.45 Million
0.06% of portfolio
|
Q2 2025
Added 24.11%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
20,016
shares
|
$1.45 Million
0.06% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
19,878
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
19,775
shares
|
$1.43 Million
0.05% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
19,685
shares
|
$1.42 Million
0.62% of portfolio
|
Q4 2022
Added 1.75%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
19,684
shares
|
$1.42 Million
0.47% of portfolio
|
Q2 2025
Added 19.44%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
19,681
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
19,597
shares
|
$1.42 Million
0.04% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
19,452
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
19,196
shares
|
$1.39 Million
0.07% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
19,141
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
19,107
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
Added 374.35%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
19,013
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
18,973
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2025
Added 15.14%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
18,870
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.1%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
18,805
shares
|
$1.36 Million
0.22% of portfolio
|
Q2 2025
Added 78.21%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
18,399
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
18,380
shares
|
$1.33 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,367
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
17,922
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
17,827
shares
|
$1.29 Million
0.32% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
17,795
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Added 94.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
17,541
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.77%
|