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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
767
shares
|
$55,492
0.02% of portfolio
|
Q1 2025
Reduced 62.51%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
745
shares
|
$53,900
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
738
shares
|
$53,394
0.03% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
728
shares
|
$52,670
0.03% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
722
shares
|
$52,236
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
702
shares
|
$50,789
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
676
shares
|
$48,908
0.01% of portfolio
|
Q2 2024
Reduced 44.68%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
671
shares
|
$48,546
0.0% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
662
shares
|
$47,895
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
658
shares
|
$47,606
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
652
shares
|
$47,172
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
648
shares
|
$46,882
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
642
shares
|
$46,448
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
639
shares
|
$46,231
0.01% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
636
shares
|
$46,014
0.01% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
631
shares
|
$45,652
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
608
shares
|
$43,988
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
600
shares
|
$43,410
0.03% of portfolio
|
Q1 2023
Added 3.67%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
584
shares
|
$42,252
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
575
shares
|
$41,601
0.03% of portfolio
|
Q3 2023
Reduced 17.39%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
571
shares
|
$41,311
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
557
shares
|
$40,298
0.01% of portfolio
|
Q2 2025
Reduced 61.93%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
526
shares
|
$38,056
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
523
shares
|
$37,839
0.02% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
523
shares
|
$37,839
0.0% of portfolio
|
Q1 2025
Reduced 61.0%
|