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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
15,507
shares
|
$1.12 Million
0.5% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
15,500
shares
|
$1.12 Million
0.81% of portfolio
|
Q4 2021
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
15,314
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
15,265
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,133
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
15,121
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Added 20.24%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
15,004
shares
|
$1.09 Million
0.38% of portfolio
|
Q1 2024
Reduced 28.05%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
14,975
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
14,962
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,843
shares
|
$1.07 Million
0.1% of portfolio
|
Q2 2025
Added 53.93%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
14,807
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2022
Added 1.43%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
14,804
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 25.28%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,678
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2023
Reduced 3.96%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
14,501
shares
|
$1.05 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
14,495
shares
|
$1.05 Million
0.21% of portfolio
|
Q4 2022
Added 1.78%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
14,495
shares
|
$1.05 Million
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
14,484
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2023
Reduced 2.39%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
14,354
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 32.81%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
14,220
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
14,143
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
14,100
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2022
Reduced 1.89%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
14,079
shares
|
$1.02 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
13,987
shares
|
$1.01 Million
0.24% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
13,950
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
13,845
shares
|
$1 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.3%
|