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 |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
12,088
shares
|
$874,566
0.03% of portfolio
|
Q2 2025
Added 12.67%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
12,066
shares
|
$872,975
0.01% of portfolio
|
Q2 2025
Reduced 20.27%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
11,954
shares
|
$864,871
0.06% of portfolio
|
Q4 2023
Reduced 24.68%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
11,834
shares
|
$856,189
0.03% of portfolio
|
Q1 2025
Added 34.43%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
11,823
shares
|
$855,394
0.05% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
11,779
shares
|
$852,210
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
11,750
shares
|
$850,112
0.06% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
11,531
shares
|
$834,267
0.04% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,491
shares
|
$831,373
0.41% of portfolio
|
Q4 2019
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
11,475
shares
|
$830,216
0.04% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
11,369
shares
|
$822,547
0.04% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,366
shares
|
$822,330
0.1% of portfolio
|
Q2 2022
Added 23.14%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
11,326
shares
|
$819,436
0.29% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
11,218
shares
|
$811,622
0.07% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
11,195
shares
|
$809,958
0.59% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
11,155
shares
|
$807,064
0.7% of portfolio
|
Q1 2023
Added 28.4%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
11,087
shares
|
$802,144
0.14% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
11,025
shares
|
$797,658
0.04% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
10,942
shares
|
$791,653
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
10,870
shares
|
$786,444
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
10,863
shares
|
$785,938
0.02% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
10,854
shares
|
$785,286
0.24% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
10,804
shares
|
$781,669
0.01% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,637
shares
|
$769,586
0.0% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
10,625
shares
|
$768,718
0.09% of portfolio
|
Q3 2024
New holding
|