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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
22
shares
|
$1,591
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
22
shares
|
$1,591
0.0% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
22
shares
|
$1,591
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
20
shares
|
$1,447
0.0% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
19
shares
|
$1,374
0.0% of portfolio
|
Q2 2025
Reduced 45.71%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
19
shares
|
$1,374
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
18
shares
|
$1,302
0.0% of portfolio
|
Q1 2024
Reduced 90.53%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
18
shares
|
$1,302
0.0% of portfolio
|
Q2 2025
Reduced 99.89%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
18
shares
|
$1,302
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
18
shares
|
$1,302
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
15
shares
|
$1,085
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
14
shares
|
$1,012
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
14
shares
|
$1,012
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
13
shares
|
$940
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
12
shares
|
$868
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
10
shares
|
$723
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
10
shares
|
$723
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
9
shares
|
$651
0.0% of portfolio
|
Q3 2023
Reduced 35.71%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
8
shares
|
$578
0.0% of portfolio
|
Q2 2022
Reduced 92.16%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
8
shares
|
$578
0.0% of portfolio
|
Q1 2025
Reduced 92.59%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
7
shares
|
$506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
7
shares
|
$506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
7
shares
|
$506
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
7
shares
|
$506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
7
shares
|
$506
0.0% of portfolio
|
Q2 2025
Added 40.0%
|