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 |
|---|---|---|---|---|---|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
3,572
shares
|
$260,970
0.13% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,570
shares
|
$260,824
0.08% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
3,562
shares
|
$260,239
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,555
shares
|
$259,728
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
3,545
shares
|
$258,997
0.25% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
3,542
shares
|
$258,778
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
3,542
shares
|
$258,778
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
3,525
shares
|
$257,536
0.19% of portfolio
|
Q2 2025
Reduced 47.05%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,520
shares
|
$257,171
0.02% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,518
shares
|
$257,025
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,507
shares
|
$256,221
0.01% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
3,498
shares
|
$255,563
0.05% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
3,491
shares
|
$255,052
0.13% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,476
shares
|
$253,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
3,472
shares
|
$253,664
0.0% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
3,472
shares
|
$253,664
0.02% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
3,455
shares
|
$252,422
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
3,432
shares
|
$250,741
0.01% of portfolio
|
Q3 2024
Added 269.43%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
3,430
shares
|
$250,595
0.01% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,419
shares
|
$249,792
0.07% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
May 07, 2025 Q1 2025 |
3,410
shares
|
$249,134
0.18% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
3,404
shares
|
$248,696
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
3,400
shares
|
$248,404
0.12% of portfolio
|
Q3 2018
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,393
shares
|
$247,892
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
3,391
shares
|
$247,746
0.08% of portfolio
|
Q1 2025
Reduced 1.97%
|