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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
170
shares
|
$12,299
0.0% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
169
shares
|
$12,227
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
163
shares
|
$11,793
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
158
shares
|
$11,431
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
149
shares
|
$10,780
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
148
shares
|
$10,707
0.0% of portfolio
|
Q2 2024
Reduced 67.83%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
142
shares
|
$10,273
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
141
shares
|
$10,201
0.0% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
132
shares
|
$9,550
0.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
129
shares
|
$9,333
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
126
shares
|
$9,116
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
124
shares
|
$8,971
0.0% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
124
shares
|
$8,971
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
118
shares
|
$8,537
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
117
shares
|
$8,464
0.0% of portfolio
|
Q2 2025
Added 85.71%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
114
shares
|
$8,247
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
112
shares
|
$8,103
0.0% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
110
shares
|
$7,958
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
100
shares
|
$7,234
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
100
shares
|
$7,234
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
100
shares
|
$7,234
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
100
shares
|
$7,234
0.0% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
100
shares
|
$7,234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
98
shares
|
$7,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
97
shares
|
$7,017
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|