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 |
|---|---|---|---|---|---|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
6,370
shares
|
$460,869
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
6,361
shares
|
$460,218
0.12% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,346
shares
|
$459,133
0.16% of portfolio
|
Q2 2025
Added 54.29%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
6,340
shares
|
$458,698
0.11% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
6,330
shares
|
$457,975
0.08% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
6,290
shares
|
$455,081
0.01% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
6,277
shares
|
$454,140
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,275
shares
|
$453,996
0.01% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
6,265
shares
|
$453,272
0.11% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
6,261
shares
|
$452,983
0.03% of portfolio
|
Q2 2025
Added 64.63%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,247
shares
|
$451,970
0.04% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,243
shares
|
$451,681
0.04% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
6,238
shares
|
$451,319
0.32% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,195
shares
|
$448,208
0.01% of portfolio
|
Q4 2022
Reduced 8.83%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
6,160
shares
|
$445,675
0.56% of portfolio
|
Q3 2023
Reduced 2.25%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
6,122
shares
|
$442,926
0.03% of portfolio
|
Q2 2025
Added 40.57%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
6,073
shares
|
$439,381
0.03% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
6,067
shares
|
$438,947
0.08% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
6,066
shares
|
$438,875
0.03% of portfolio
|
Q2 2025
Added 40.84%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
6,063
shares
|
$438,658
0.06% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,061
shares
|
$438,513
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
6,050
shares
|
$437,717
0.02% of portfolio
|
Q1 2023
Reduced 3.2%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
6,007
shares
|
$434,606
0.11% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
6,003
shares
|
$434,317
0.09% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
5,911
shares
|
$427,660
0.34% of portfolio
|
Q2 2022
New holding
|