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 |
|---|---|---|---|---|---|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
522
shares
|
$37,766
0.01% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
518
shares
|
$37,477
0.01% of portfolio
|
Q2 2025
Added 62.89%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
504
shares
|
$36,464
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
500
shares
|
$36,175
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
500
shares
|
$36,175
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
500
shares
|
$36,175
0.01% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
494
shares
|
$35,740
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
487
shares
|
$35,234
0.0% of portfolio
|
Q2 2025
Reduced 78.08%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
484
shares
|
$35,017
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
483
shares
|
$34,945
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
468
shares
|
$33,859
0.02% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
468
shares
|
$33,859
0.02% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
465
shares
|
$33,642
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
455
shares
|
$32,919
0.0% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
432
shares
|
$31,255
0.0% of portfolio
|
Q2 2024
Reduced 30.43%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
431
shares
|
$31,182
0.01% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
423
shares
|
$30,604
0.0% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
417
shares
|
$30,169
0.01% of portfolio
|
Q2 2025
Added 202.17%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
413
shares
|
$29,880
0.0% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
412
shares
|
$29,808
0.01% of portfolio
|
Q2 2022
Reduced 32.68%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
410
shares
|
$29,663
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
400
shares
|
$28,939
0.01% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
399
shares
|
$28,867
0.02% of portfolio
|
Q2 2025
Reduced 76.57%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
396
shares
|
$28,650
0.0% of portfolio
|
Q1 2025
Reduced 73.17%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
396
shares
|
$28,650
0.01% of portfolio
|
Q4 2023
New holding
|