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 1,327 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $41.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
23,088
shares
|
$1.88 Million
0.02% of portfolio
|
Q2 2025
Reduced 36.04%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,087
shares
|
$1.88 Million
0.11% of portfolio
|
Q2 2022
Added 5.88%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
23,081
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
23,040
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
22,988
shares
|
$1.88 Million
0.13% of portfolio
|
Q3 2022
Added 73.17%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
22,953
shares
|
$1.87 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
22,777
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2023
Reduced 3.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
22,689
shares
|
$1.85 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
22,647
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
22,213
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
22,080
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
22,062
shares
|
$1.8 Million
0.02% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
21,861
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
21,758
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
21,659
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
21,635
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
21,629
shares
|
$1.76 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,620
shares
|
$1.76 Million
0.02% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Central Bank & Trust CO
|
Oct 09, 2025 Q3 2025 |
21,469
shares
|
$1.75 Million
0.29% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
21,399
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
Added 422.69%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
21,354
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2024
Added 13.6%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
21,266
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
21,146
shares
|
$1.73 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
21,114
shares
|
$1.72 Million
0.08% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
20,910
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.32%
|