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 |
|---|---|---|---|---|---|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
5,506
shares
|
$398,359
0.17% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
5,500
shares
|
$397,924
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
5,489
shares
|
$397,129
0.06% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
5,485
shares
|
$396,839
0.02% of portfolio
|
Q2 2025
Reduced 38.02%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
5,467
shares
|
$395,537
0.07% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
5,421
shares
|
$392,209
0.05% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
5,421
shares
|
$392,209
0.2% of portfolio
|
Q2 2025
Reduced 29.11%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
5,420
shares
|
$392,136
0.18% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
James Hambro & Partners
|
Jul 17, 2025 Q2 2025 |
5,400
shares
|
$390,689
0.01% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,394
shares
|
$390,255
0.04% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
5,389
shares
|
$389,894
0.02% of portfolio
|
Q1 2024
Reduced 5.27%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
5,388
shares
|
$389,821
0.03% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
5,343
shares
|
$386,566
0.01% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
5,340
shares
|
$386,348
0.17% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,334
shares
|
$385,914
0.07% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,310
shares
|
$384,178
0.01% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
5,301
shares
|
$383,527
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
5,296
shares
|
$383,165
0.02% of portfolio
|
Q2 2025
Added 70.4%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
5,278
shares
|
$381,863
0.03% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
5,211
shares
|
$377,015
0.04% of portfolio
|
Q4 2022
Reduced 83.25%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,204
shares
|
$376,509
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
5,191
shares
|
$375,568
0.04% of portfolio
|
Q2 2025
Reduced 16.23%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
5,188
shares
|
$375,351
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
5,171
shares
|
$374,121
0.01% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
5,146
shares
|
$372,313
0.26% of portfolio
|
Q4 2024
New holding
|