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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,459
shares
|
$105,558
0.01% of portfolio
|
Q4 2023
Reduced 12.95%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
1,428
shares
|
$103,315
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,367
shares
|
$98,902
0.03% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
1,356
shares
|
$98,106
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
1,330
shares
|
$96,225
0.03% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,312
shares
|
$94,923
0.01% of portfolio
|
Q4 2022
Added 20.15%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,301
shares
|
$94,127
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,284
shares
|
$92,897
0.03% of portfolio
|
Q2 2025
Added 94.55%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,276
shares
|
$92,318
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
1,267
shares
|
$91,667
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
1,265
shares
|
$91,522
0.0% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,241
shares
|
$89,786
0.0% of portfolio
|
Q2 2023
Added 19.21%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
1,225
shares
|
$88,628
0.03% of portfolio
|
Q2 2024
Reduced 27.3%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,220
shares
|
$88,267
0.01% of portfolio
|
Q4 2021
Reduced 38.07%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
1,214
shares
|
$87,832
0.02% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
1,200
shares
|
$86,820
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,188
shares
|
$85,951
0.01% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
1,160
shares
|
$83,926
0.05% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
1,133
shares
|
$81,972
0.0% of portfolio
|
Q2 2025
Added 327.55%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,130
shares
|
$81,755
0.03% of portfolio
|
Q3 2024
Reduced 35.8%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,114
shares
|
$80,597
0.02% of portfolio
|
Q2 2025
Reduced 42.81%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
1,110
shares
|
$80,308
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,097
shares
|
$79,367
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
1,092
shares
|
$79,006
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
1,069
shares
|
$77,342
0.01% of portfolio
|
Q2 2024
Reduced 15.29%
|