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 Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,093
shares
|
$368,478
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
5,092
shares
|
$368,406
0.01% of portfolio
|
Q2 2025
Added 30.73%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
5,083
shares
|
$367,755
0.02% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
5,050
shares
|
$365,367
0.03% of portfolio
|
Q2 2025
Reduced 16.82%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
4,989
shares
|
$360,954
0.01% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,969
shares
|
$359,507
0.03% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,958
shares
|
$358,711
0.01% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
4,955
shares
|
$358,494
0.01% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,930
shares
|
$356,685
0.09% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
4,916
shares
|
$355,672
0.01% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
4,876
shares
|
$352,778
0.01% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
4,863
shares
|
$351,838
0.03% of portfolio
|
Q2 2025
Reduced 87.06%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,837
shares
|
$349,956
0.02% of portfolio
|
Q4 2024
Added 25.6%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
4,830
shares
|
$349,450
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,771
shares
|
$345,181
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
4,769
shares
|
$345,037
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,745
shares
|
$343,300
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
4,745
shares
|
$343,300
0.05% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
4,745
shares
|
$343,300
0.05% of portfolio
|
Q2 2025
Added 48.23%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,728
shares
|
$342,070
0.03% of portfolio
|
Q3 2022
Reduced 26.61%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
4,718
shares
|
$341,347
0.0% of portfolio
|
Q2 2025
Reduced 30.04%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,700
shares
|
$340,045
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
4,690
shares
|
$339,321
0.04% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,652
shares
|
$336,572
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
4,652
shares
|
$336,572
0.06% of portfolio
|
Q4 2024
New holding
|