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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2,043
shares
|
$147,811
0.09% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,009
shares
|
$145,351
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$144,700
0.01% of portfolio
|
Q1 2024
Reduced 38.4%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
1,988
shares
|
$143,831
0.22% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,918
shares
|
$138,767
0.08% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
1,899
shares
|
$137,392
0.08% of portfolio
|
Q2 2025
Reduced 61.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,859
shares
|
$134,498
0.02% of portfolio
|
Q2 2025
Reduced 15.65%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,841
shares
|
$133,196
0.05% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,823
shares
|
$131,894
0.02% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,813
shares
|
$131,170
0.01% of portfolio
|
Q2 2025
Reduced 65.33%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
1,800
shares
|
$130,229
0.01% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,795
shares
|
$129,868
0.01% of portfolio
|
Q1 2025
Added 16.18%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,779
shares
|
$128,710
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
1,729
shares
|
$125,093
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
1,713
shares
|
$123,935
0.04% of portfolio
|
Q1 2021
Reduced 28.27%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
1,700
shares
|
$122,994
0.0% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
1,692
shares
|
$122,416
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,667
shares
|
$120,607
0.02% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,629
shares
|
$117,858
0.03% of portfolio
|
Q3 2022
Added 526.54%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,603
shares
|
$115,977
0.0% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,597
shares
|
$115,542
0.0% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,584
shares
|
$114,602
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,577
shares
|
$114,095
0.01% of portfolio
|
Q2 2025
Added 50.19%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
1,528
shares
|
$110,550
0.03% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,500
shares
|
$108,524
0.08% of portfolio
|
Q2 2025
Reduced 16.67%
|