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 1,350 institutions that hold shares in the stock, with a total of 535 Million shares, which have been reported (via 13F filing form) to have a value of $43.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
28
shares
|
$2,256
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
27
shares
|
$2,175
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
25
shares
|
$2,014
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
25
shares
|
$2,014
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
25
shares
|
$2,014
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
23
shares
|
$1,853
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
22
shares
|
$1,772
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
22
shares
|
$1,772
0.0% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
21
shares
|
$1,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
20
shares
|
$1,611
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
19
shares
|
$1,531
0.0% of portfolio
|
Q2 2025
Reduced 45.71%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
19
shares
|
$1,531
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
18
shares
|
$1,450
0.0% of portfolio
|
Q1 2024
Reduced 90.53%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
18
shares
|
$1,450
0.0% of portfolio
|
Q2 2025
Reduced 99.89%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
18
shares
|
$1,450
0.0% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
17
shares
|
$1,369
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
17
shares
|
$1,369
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
16
shares
|
$1,289
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
15
shares
|
$1,208
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
14
shares
|
$1,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
14
shares
|
$1,128
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
13
shares
|
$1,047
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
13
shares
|
$1,047
0.0% of portfolio
|
Q3 2025
Reduced 65.79%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
12
shares
|
$966
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
12
shares
|
$966
0.0% of portfolio
|
Q3 2025
New holding
|
|