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 |
|---|---|---|---|---|---|
|
Williamson Legacy Group, LLC
Carmel, IN |
Aug 13, 2025 Q2 2025 |
13,807
shares
|
$998,936
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
13,805
shares
|
$998,791
0.02% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
13,795
shares
|
$998,068
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
13,528
shares
|
$978,750
0.12% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
13,523
shares
|
$978,389
0.05% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
13,499
shares
|
$976,652
0.55% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Aug 06, 2025 Q2 2025 |
13,496
shares
|
$976,435
0.01% of portfolio
|
Q2 2025
Reduced 23.11%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
13,200
shares
|
$955,019
0.1% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
13,095
shares
|
$947,423
0.09% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
12,982
shares
|
$939,247
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
12,865
shares
|
$930,782
0.44% of portfolio
|
Q2 2025
Added 73.78%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
12,844
shares
|
$929,263
0.04% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
12,822
shares
|
$927,671
0.24% of portfolio
|
Q2 2025
Added 16.95%
|
|
|
Scp Investment, LP
|
Aug 12, 2025 Q2 2025 |
12,800
shares
|
$926,079
0.79% of portfolio
|
Q2 2025
Added 45.45%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
12,799
shares
|
$926,007
0.02% of portfolio
|
Q2 2025
Reduced 33.56%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
12,782
shares
|
$924,777
0.07% of portfolio
|
Q2 2025
Added 25.75%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
12,759
shares
|
$923,113
0.12% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Ing Groep Nv
|
Aug 06, 2025 Q2 2025 |
12,722
shares
|
$920,436
0.01% of portfolio
|
Q2 2025
Reduced 86.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
12,708
shares
|
$919,423
0.03% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
12,571
shares
|
$909,511
0.01% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
12,557
shares
|
$908,498
0.0% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
12,556
shares
|
$908,426
1.65% of portfolio
|
Q3 2022
Reduced 43.53%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
12,536
shares
|
$906,979
0.02% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
12,500
shares
|
$904,374
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
12,120
shares
|
$876,881
0.01% of portfolio
|
Q2 2025
Added 2.93%
|