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 |
|---|---|---|---|---|---|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
10,610
shares
|
$767,633
0.26% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
10,597
shares
|
$766,692
0.03% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
10,552
shares
|
$763,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
10,551
shares
|
$763,364
0.01% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
10,545
shares
|
$762,930
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
10,522
shares
|
$761,266
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
10,479
shares
|
$758,155
0.09% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
10,397
shares
|
$752,222
0.07% of portfolio
|
Q2 2025
Reduced 19.95%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
10,355
shares
|
$749,184
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
10,251
shares
|
$741,659
0.05% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
10,242
shares
|
$741,008
0.07% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
10,193
shares
|
$737,463
0.0% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,094
shares
|
$730,300
0.02% of portfolio
|
Q2 2025
Added 24.34%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
10,060
shares
|
$727,841
0.09% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
9,985
shares
|
$722,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
9,939
shares
|
$719,086
0.03% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
9,900
shares
|
$716,265
0.02% of portfolio
|
Q2 2024
Reduced 71.63%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
9,838
shares
|
$711,779
0.01% of portfolio
|
Q2 2025
Reduced 24.92%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
9,752
shares
|
$705,557
0.45% of portfolio
|
Q1 2025
Reduced 45.24%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
9,641
shares
|
$697,526
0.06% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
9,518
shares
|
$688,627
0.0% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
9,500
shares
|
$687,325
0.0% of portfolio
|
Q2 2025
Reduced 97.95%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
9,304
shares
|
$673,144
0.45% of portfolio
|
Q2 2025
Added 49.17%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
9,282
shares
|
$671,552
0.03% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
Aug 07, 2025 Q2 2025 |
9,208
shares
|
$666,198
0.18% of portfolio
|
Q2 2025
New holding
|