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 |
|---|---|---|---|---|---|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
3,334
shares
|
$241,214
0.2% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
3,331
shares
|
$240,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
3,331
shares
|
$240,997
0.06% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
3,323
shares
|
$240,419
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,301
shares
|
$238,827
0.01% of portfolio
|
Q1 2025
Added 37.48%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,292
shares
|
$238,176
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
3,276
shares
|
$237,018
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
3,269
shares
|
$236,512
0.07% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
3,267
shares
|
$236,367
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
3,261
shares
|
$235,933
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,235
shares
|
$234,052
0.03% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
3,233
shares
|
$233,907
0.01% of portfolio
|
Q2 2025
Reduced 92.22%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
3,233
shares
|
$233,907
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
3,216
shares
|
$232,677
0.0% of portfolio
|
Q2 2025
Reduced 50.79%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
3,213
shares
|
$232,460
0.03% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,200
shares
|
$231,519
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,192
shares
|
$230,941
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
3,187
shares
|
$230,579
0.03% of portfolio
|
Q2 2025
Added 328.36%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
3,166
shares
|
$229,060
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
3,163
shares
|
$228,843
0.03% of portfolio
|
Q4 2024
Reduced 35.62%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
3,150
shares
|
$227,902
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,145
shares
|
$227,540
0.02% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
3,134
shares
|
$226,744
0.08% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
3,118
shares
|
$225,587
0.03% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
3,114
shares
|
$225,297
0.01% of portfolio
|
Q2 2025
Added 5.85%
|