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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
2,798
shares
|
$202,435
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
2,794
shares
|
$202,145
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
2,694
shares
|
$194,910
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
2,648
shares
|
$191,582
0.04% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,620
shares
|
$189,556
0.01% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,595
shares
|
$187,748
0.03% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
2,593
shares
|
$187,603
0.06% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
2,551
shares
|
$184,564
0.04% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,536
shares
|
$183,479
0.0% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,530
shares
|
$183,045
0.0% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
2,529
shares
|
$182,973
0.04% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
2,500
shares
|
$180,875
0.1% of portfolio
|
Q1 2021
Reduced 69.04%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
2,376
shares
|
$171,903
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
2,346
shares
|
$169,733
0.09% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
2,342
shares
|
$169,443
0.03% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,310
shares
|
$167,128
0.01% of portfolio
|
Q2 2025
Reduced 23.56%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
2,308
shares
|
$166,983
0.0% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
2,266
shares
|
$163,945
0.02% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,251
shares
|
$162,859
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
2,169
shares
|
$156,927
0.0% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,128
shares
|
$153,960
0.01% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,108
shares
|
$152,513
0.0% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
2,089
shares
|
$151,139
0.06% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,081
shares
|
$150,560
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,068
shares
|
$149,619
0.01% of portfolio
|
Q2 2025
Added 8.67%
|