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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,054
shares
|
$76,256
0.0% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,042
shares
|
$75,388
0.0% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,040
shares
|
$75,244
0.0% of portfolio
|
Q4 2024
Added 160.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,038
shares
|
$75,099
0.0% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,030
shares
|
$74,520
0.01% of portfolio
|
Q2 2023
Reduced 10.36%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,030
shares
|
$74,520
0.0% of portfolio
|
Q2 2025
Added 347.83%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,019
shares
|
$73,724
0.03% of portfolio
|
Q2 2024
Reduced 91.04%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
1,013
shares
|
$73,290
0.02% of portfolio
|
Q2 2025
Reduced 33.05%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,000
shares
|
$72,350
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$72,350
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
956
shares
|
$69,166
0.05% of portfolio
|
Q2 2025
Reduced 17.3%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
955
shares
|
$69,094
0.02% of portfolio
|
Q2 2025
Added 35.85%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
952
shares
|
$68,877
0.02% of portfolio
|
Q2 2025
Reduced 53.26%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
947
shares
|
$68,515
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
936
shares
|
$67,719
0.03% of portfolio
|
Q2 2024
Added 21.24%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
906
shares
|
$65,549
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
902
shares
|
$65,259
0.02% of portfolio
|
Q4 2023
Added 190.97%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
900
shares
|
$65,114
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
887
shares
|
$64,174
0.0% of portfolio
|
Q2 2024
Added 1330.65%
|
|
|
Caldwell Trust CO
Venice, FL |
Sep 22, 2025 Q2 2025 |
884
shares
|
$63,957
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
853
shares
|
$61,714
0.01% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
850
shares
|
$61,497
0.03% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
843
shares
|
$60,991
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
841
shares
|
$60,846
0.01% of portfolio
|
Q2 2023
Added 13.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
794
shares
|
$57,445
0.0% of portfolio
|
Q2 2025
Reduced 7.46%
|