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 |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,883
shares
|
$425,635
0.05% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
5,881
shares
|
$425,490
0.02% of portfolio
|
Q2 2025
Added 57.96%
|
|
|
Quaero Capital S.A.
|
Aug 06, 2025 Q2 2025 |
5,876
shares
|
$425,128
1.85% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
5,876
shares
|
$425,128
0.04% of portfolio
|
N/A
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
5,868
shares
|
$424,549
0.09% of portfolio
|
Q2 2025
Added 23.17%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
5,796
shares
|
$419,340
0.03% of portfolio
|
Q4 2023
Added 11.55%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
5,780
shares
|
$418,182
0.1% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
5,778
shares
|
$418,038
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
5,756
shares
|
$416,446
0.0% of portfolio
|
Q2 2025
Added 79.82%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
5,748
shares
|
$415,867
0.09% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
5,741
shares
|
$415,361
0.01% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
5,741
shares
|
$415,361
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,726
shares
|
$414,276
0.03% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
5,719
shares
|
$413,769
0.22% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
5,710
shares
|
$413,118
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
5,710
shares
|
$413,118
0.02% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
5,702
shares
|
$412,539
0.74% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
5,688
shares
|
$411,526
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,683
shares
|
$411,165
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
5,666
shares
|
$409,935
0.07% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,594
shares
|
$404,725
0.41% of portfolio
|
Q3 2022
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
5,592
shares
|
$404,581
0.07% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,586
shares
|
$404,147
0.01% of portfolio
|
Q2 2025
Reduced 21.76%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,562
shares
|
$402,410
0.01% of portfolio
|
Q2 2025
Added 40.24%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
5,550
shares
|
$401,542
0.04% of portfolio
|
Q2 2025
New holding
|