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 |
|---|---|---|---|---|---|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
4,283
shares
|
$309,875
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Aug 12, 2025 Q2 2025 |
4,257
shares
|
$307,993
0.25% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
4,251
shares
|
$307,559
0.08% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
4,228
shares
|
$305,895
0.08% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
4,208
shares
|
$304,448
0.01% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,201
shares
|
$303,942
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,200
shares
|
$303,870
0.01% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,189
shares
|
$303,074
0.03% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
4,181
shares
|
$302,495
0.03% of portfolio
|
Q2 2024
Reduced 14.22%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
4,180
shares
|
$302,423
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,171
shares
|
$301,771
0.01% of portfolio
|
Q2 2025
Reduced 58.04%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
4,162
shares
|
$301,120
0.03% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
4,161
shares
|
$301,048
0.27% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,144
shares
|
$299,818
0.5% of portfolio
|
Q2 2022
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
4,143
shares
|
$299,746
0.01% of portfolio
|
Q4 2024
Added 14.8%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
4,143
shares
|
$299,746
0.22% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
4,139
shares
|
$299,456
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
4,133
shares
|
$299,022
0.02% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,129
shares
|
$298,733
0.05% of portfolio
|
Q2 2024
Added 317.91%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
4,124
shares
|
$298,371
0.05% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
4,120
shares
|
$298,082
0.19% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,112
shares
|
$297,503
0.0% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
4,099
shares
|
$296,562
0.01% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,089
shares
|
$295,839
0.01% of portfolio
|
Q2 2025
Added 50.33%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,087
shares
|
$295,694
0.01% of portfolio
|
Q2 2025
Reduced 18.0%
|