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 |
|---|---|---|---|---|---|
|
Invesco, LLC
Des Plaines, IL |
Oct 21, 2025 Q3 2025 |
11,405
shares
|
$919,014
0.31% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
11,392
shares
|
$917,967
0.01% of portfolio
|
Q3 2025
Added 14.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11,390
shares
|
$917,806
0.04% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
11,386
shares
|
$917,483
0.05% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
11,366
shares
|
$915,872
0.12% of portfolio
|
Q2 2022
Added 23.14%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
11,360
shares
|
$915,388
0.08% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
11,337
shares
|
$913,535
0.15% of portfolio
|
Q3 2025
Added 79.1%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
11,320
shares
|
$912,165
0.02% of portfolio
|
Q3 2025
Added 569.03%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
11,292
shares
|
$909,909
0.02% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
11,195
shares
|
$902,093
0.59% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
11,155
shares
|
$898,869
0.7% of portfolio
|
Q1 2023
Added 28.4%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
11,137
shares
|
$897,419
0.08% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
11,085
shares
|
$893,229
0.08% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
11,062
shares
|
$891,375
0.23% of portfolio
|
Q3 2025
Added 131.96%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
11,059
shares
|
$891,134
0.01% of portfolio
|
Q3 2025
Added 56.11%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
11,014
shares
|
$887,508
0.04% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
10,950
shares
|
$882,351
0.09% of portfolio
|
Q3 2025
Reduced 17.05%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
10,942
shares
|
$881,706
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
10,921
shares
|
$880,014
0.06% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
10,899
shares
|
$878,241
0.26% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
10,898
shares
|
$878,160
0.28% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
10,840
shares
|
$873,487
0.05% of portfolio
|
Q3 2025
Added 73.63%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
10,700
shares
|
$862,206
0.0% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
10,625
shares
|
$856,162
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
10,559
shares
|
$850,844
0.01% of portfolio
|
Q4 2025
Added 6.74%
|
|