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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
263
shares
|
$19,028
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
256
shares
|
$18,521
0.0% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
250
shares
|
$18,087
0.01% of portfolio
|
Q2 2022
Reduced 24.01%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
250
shares
|
$18,087
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jul 24, 2025 Q2 2025 |
247
shares
|
$17,870
0.02% of portfolio
|
Q1 2025
Added 349.09%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
245
shares
|
$17,725
0.0% of portfolio
|
Q3 2024
Reduced 31.18%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
243
shares
|
$17,581
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
235
shares
|
$17,002
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
233
shares
|
$16,857
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
228
shares
|
$16,495
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
225
shares
|
$16,278
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
225
shares
|
$16,278
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
223
shares
|
$16,134
0.0% of portfolio
|
Q2 2025
Added 42.04%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
218
shares
|
$15,772
0.0% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
203
shares
|
$14,687
0.01% of portfolio
|
Q2 2025
Reduced 82.05%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
202
shares
|
$14,614
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
200
shares
|
$14,469
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
200
shares
|
$14,469
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
200
shares
|
$14,469
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
192
shares
|
$13,891
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
192
shares
|
$13,891
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
187
shares
|
$13,529
0.0% of portfolio
|
Q2 2025
Reduced 33.45%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
186
shares
|
$13,457
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
180
shares
|
$13,022
0.0% of portfolio
|
Q2 2025
Reduced 75.34%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
178
shares
|
$12,878
0.0% of portfolio
|
Q2 2025
Added 1.14%
|