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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,771
shares
|
$272,831
0.02% of portfolio
|
Q1 2025
Added 53.29%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,738
shares
|
$270,444
0.0% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,710
shares
|
$268,418
0.01% of portfolio
|
Q4 2023
Reduced 11.81%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
3,701
shares
|
$267,767
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,699
shares
|
$267,622
0.03% of portfolio
|
Q2 2025
Reduced 18.33%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,697
shares
|
$267,477
0.0% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,676
shares
|
$265,958
0.02% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
3,657
shares
|
$264,583
0.06% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Aug 08, 2025 Q2 2025 |
3,649
shares
|
$264,005
0.43% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,648
shares
|
$263,932
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
3,634
shares
|
$262,919
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,626
shares
|
$262,341
0.0% of portfolio
|
Q2 2025
Reduced 95.06%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,625
shares
|
$262,268
0.05% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
3,606
shares
|
$260,894
0.09% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
3,592
shares
|
$259,881
0.01% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
3,583
shares
|
$259,230
0.0% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
3,582
shares
|
$259,157
0.02% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
3,579
shares
|
$258,940
0.1% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
3,574
shares
|
$258,578
0.21% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
3,572
shares
|
$258,434
0.13% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,570
shares
|
$258,289
0.08% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
3,562
shares
|
$257,710
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,555
shares
|
$257,204
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
3,542
shares
|
$256,263
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
3,525
shares
|
$255,033
0.19% of portfolio
|
Q2 2025
Reduced 47.05%
|