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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
372
shares
|
$26,914
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
366
shares
|
$26,480
0.0% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
353
shares
|
$25,539
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
352
shares
|
$25,467
0.01% of portfolio
|
Q3 2023
Added 28.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
350
shares
|
$25,322
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
347
shares
|
$25,105
0.02% of portfolio
|
Q1 2021
Reduced 64.84%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
346
shares
|
$25,033
0.01% of portfolio
|
Q2 2022
Added 10.19%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
343
shares
|
$24,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
341
shares
|
$24,671
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
341
shares
|
$24,671
0.01% of portfolio
|
Q2 2025
Added 16950.0%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
325
shares
|
$23,513
0.0% of portfolio
|
Q4 2018
Reduced 58.01%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
320
shares
|
$23,152
0.0% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
319
shares
|
$23,079
0.01% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
308
shares
|
$22,283
0.0% of portfolio
|
Q2 2025
Reduced 38.89%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
308
shares
|
$22,283
0.02% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
304
shares
|
$21,994
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
301
shares
|
$21,777
0.01% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
300
shares
|
$21,705
0.0% of portfolio
|
Q4 2023
Reduced 4.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
297
shares
|
$21,487
0.0% of portfolio
|
Q2 2025
Reduced 30.61%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
295
shares
|
$21,343
0.01% of portfolio
|
Q4 2024
Reduced 49.92%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
287
shares
|
$20,764
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
285
shares
|
$20,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
277
shares
|
$20,040
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
276
shares
|
$19,968
0.0% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
270
shares
|
$19,534
0.0% of portfolio
|
Q1 2025
Reduced 54.47%
|