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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,642
shares
|
$335,848
0.02% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
4,641
shares
|
$335,776
0.09% of portfolio
|
Q2 2025
Added 13.78%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
4,609
shares
|
$333,461
0.03% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
4,574
shares
|
$330,928
0.07% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
4,557
shares
|
$329,698
0.07% of portfolio
|
Q2 2025
Added 76.22%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
4,552
shares
|
$329,337
0.05% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
4,546
shares
|
$328,903
0.25% of portfolio
|
Q2 2025
Added 59.34%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
4,545
shares
|
$328,830
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,530
shares
|
$327,745
0.05% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
4,524
shares
|
$327,311
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
4,520
shares
|
$327,022
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
4,507
shares
|
$326,081
0.11% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,499
shares
|
$325,502
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
4,487
shares
|
$324,634
0.02% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
4,483
shares
|
$324,345
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
4,483
shares
|
$324,345
0.04% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,480
shares
|
$324,128
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
4,465
shares
|
$323,042
0.13% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
4,437
shares
|
$321,016
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
4,338
shares
|
$313,854
0.04% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
4,324
shares
|
$312,841
0.01% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
4,323
shares
|
$312,769
0.13% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
4,306
shares
|
$311,539
0.06% of portfolio
|
Q4 2024
Reduced 28.45%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
4,306
shares
|
$311,539
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
4,301
shares
|
$311,177
0.01% of portfolio
|
Q2 2025
Reduced 77.12%
|