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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,520
shares
|
$254,671
0.02% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
3,500
shares
|
$253,224
0.19% of portfolio
|
Q2 2025
Added 17400.0%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
3,498
shares
|
$253,080
0.05% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
3,455
shares
|
$249,969
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,453
shares
|
$249,824
0.01% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
3,442
shares
|
$249,028
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
3,437
shares
|
$248,666
0.01% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
3,436
shares
|
$248,594
0.01% of portfolio
|
Q2 2025
Reduced 75.26%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
3,432
shares
|
$248,305
0.01% of portfolio
|
Q3 2024
Added 269.43%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
3,430
shares
|
$248,160
0.01% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,427
shares
|
$247,943
0.01% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,419
shares
|
$247,364
0.07% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
3,410
shares
|
$246,713
0.02% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
3,410
shares
|
$246,713
0.03% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
3,404
shares
|
$246,279
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
3,400
shares
|
$245,989
0.12% of portfolio
|
Q3 2018
New holding
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,400
shares
|
$245,989
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,393
shares
|
$245,483
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Aug 13, 2025 Q2 2025 |
3,373
shares
|
$244,036
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
3,370
shares
|
$243,819
0.13% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
3,366
shares
|
$243,530
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
3,363
shares
|
$243,313
0.11% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
3,352
shares
|
$242,517
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
3,347
shares
|
$242,155
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,336
shares
|
$241,359
0.02% of portfolio
|
Q3 2024
New holding
|