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 1,262 institutions that hold shares in the stock, with a total of 489 Million shares, which have been reported (via 13F filing form) to have a value of $35.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
3,895
shares
|
$284,568
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
3,890
shares
|
$284,203
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
3,880
shares
|
$283,472
0.03% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
3,874
shares
|
$283,034
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,856
shares
|
$281,719
0.01% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
3,845
shares
|
$280,915
0.03% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
3,842
shares
|
$280,696
0.11% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,829
shares
|
$279,746
0.02% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,826
shares
|
$279,527
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,818
shares
|
$278,943
0.01% of portfolio
|
Q2 2020
Added 7.0%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
3,805
shares
|
$277,993
0.04% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
3,798
shares
|
$277,481
0.11% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
3,794
shares
|
$277,189
0.05% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
3,778
shares
|
$276,020
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,771
shares
|
$275,509
0.02% of portfolio
|
Q1 2025
Added 53.29%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,710
shares
|
$271,052
0.01% of portfolio
|
Q4 2023
Reduced 11.81%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
3,701
shares
|
$270,395
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
3,649
shares
|
$266,595
0.07% of portfolio
|
Q4 2024
Added 91125.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
3,636
shares
|
$265,646
0.0% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
3,635
shares
|
$265,573
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
3,617
shares
|
$264,258
0.01% of portfolio
|
Q1 2025
Added 73.49%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
3,606
shares
|
$263,454
0.09% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,597
shares
|
$262,796
0.05% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
3,587
shares
|
$262,066
0.01% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
3,579
shares
|
$261,481
0.1% of portfolio
|
Q2 2025
Added 0.45%
|