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 |
|---|---|---|---|---|---|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jul 31, 2025 Q2 2025 |
4,070
shares
|
$294,464
0.05% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
4,052
shares
|
$293,162
0.08% of portfolio
|
Q2 2025
Added 23.27%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
4,020
shares
|
$290,847
0.0% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
4,009
shares
|
$290,051
0.01% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,002
shares
|
$289,544
0.09% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
3,991
shares
|
$288,748
0.02% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,958
shares
|
$286,361
0.01% of portfolio
|
Q4 2022
Reduced 13.26%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,931
shares
|
$284,407
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
3,918
shares
|
$283,467
0.06% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
3,907
shares
|
$282,671
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
3,903
shares
|
$282,382
0.2% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
3,901
shares
|
$282,237
0.02% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
3,898
shares
|
$282,020
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
3,896
shares
|
$281,875
0.05% of portfolio
|
Q3 2023
Reduced 3.4%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
3,881
shares
|
$280,790
0.07% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,873
shares
|
$280,211
0.02% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
3,845
shares
|
$278,185
0.03% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
3,842
shares
|
$277,968
0.09% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,818
shares
|
$276,232
0.01% of portfolio
|
Q2 2020
Added 7.0%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
3,805
shares
|
$275,291
0.04% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
3,802
shares
|
$275,074
0.17% of portfolio
|
Q2 2025
Added 11.5%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
3,800
shares
|
$274,930
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
3,798
shares
|
$274,785
0.1% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
3,780
shares
|
$273,483
0.02% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
3,778
shares
|
$273,338
0.01% of portfolio
|
Q1 2025
New holding
|