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 1,349 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $43.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
12,759
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
12,746
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2025
Added 98.94%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
12,704
shares
|
$1.02 Million
0.14% of portfolio
|
Q3 2025
Added 69.64%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
12,683
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
12,560
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
12,556
shares
|
$1.01 Million
1.65% of portfolio
|
Q3 2022
Reduced 43.53%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
12,513
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 17.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
12,503
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 117.78%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
12,500
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
12,497
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 38.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
12,314
shares
|
$992,262
0.02% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
12,289
shares
|
$990,247
0.0% of portfolio
|
Q3 2025
Reduced 24.15%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,246
shares
|
$986,782
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
12,241
shares
|
$986,379
0.03% of portfolio
|
Q3 2025
Added 243.66%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
12,028
shares
|
$969,216
0.1% of portfolio
|
Q3 2025
Reduced 62.37%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
11,998
shares
|
$966,798
0.01% of portfolio
|
Q3 2025
Added 88.35%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
11,954
shares
|
$963,253
0.06% of portfolio
|
Q4 2023
Reduced 24.68%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
11,942
shares
|
$962,286
0.01% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
11,923
shares
|
$960,755
0.53% of portfolio
|
Q3 2025
Added 22.26%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
11,834
shares
|
$953,583
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
11,789
shares
|
$949,957
0.02% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
11,776
shares
|
$948,910
0.01% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
11,745
shares
|
$946,412
0.04% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
11,613
shares
|
$935,775
0.03% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Chronos Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
11,491
shares
|
$925,944
0.46% of portfolio
|
Q4 2019
New holding
|
|