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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
57
shares
|
$4,123
0.0% of portfolio
|
Q3 2024
Added 256.25%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
57
shares
|
$4,123
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
56
shares
|
$4,051
0.0% of portfolio
|
Q1 2025
Added 64.71%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
54
shares
|
$3,906
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
52
shares
|
$3,762
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
48
shares
|
$3,472
0.0% of portfolio
|
Q1 2025
Reduced 96.8%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
48
shares
|
$3,472
0.0% of portfolio
|
Q1 2024
Added 54.84%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
45
shares
|
$3,255
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
45
shares
|
$3,255
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
42
shares
|
$3,038
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
40
shares
|
$2,894
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
40
shares
|
$2,894
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
39
shares
|
$2,821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
38
shares
|
$2,749
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
34
shares
|
$2,459
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
33
shares
|
$2,387
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
32
shares
|
$2,315
0.0% of portfolio
|
Q2 2025
Reduced 39.62%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
32
shares
|
$2,315
0.0% of portfolio
|
Q1 2025
Reduced 57.33%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
29
shares
|
$2,098
0.0% of portfolio
|
Q2 2024
Added 45.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
28
shares
|
$2,025
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
25
shares
|
$1,808
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
25
shares
|
$1,808
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
24
shares
|
$1,736
0.0% of portfolio
|
Q2 2025
Added 84.62%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
23
shares
|
$1,664
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
22
shares
|
$1,591
0.0% of portfolio
|
Q2 2025
Added 120.0%
|