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 |
|---|---|---|---|---|---|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
10,546
shares
|
$849,796
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
10,545
shares
|
$849,716
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,541
shares
|
$849,393
0.01% of portfolio
|
Q3 2025
Added 194.19%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 15, 2026 Q4 2025 |
10,525
shares
|
$848,104
0.09% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
10,485
shares
|
$844,881
0.14% of portfolio
|
Q4 2025
Reduced 2.55%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
10,479
shares
|
$844,397
0.1% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
10,473
shares
|
$843,914
0.04% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
10,460
shares
|
$842,866
0.1% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
10,382
shares
|
$836,581
0.04% of portfolio
|
Q3 2025
Added 49.34%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
10,100
shares
|
$813,858
0.0% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,088
shares
|
$812,891
0.02% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
10,067
shares
|
$811,198
0.06% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
10,001
shares
|
$805,880
0.01% of portfolio
|
Q3 2025
Added 37.17%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
9,920
shares
|
$799,353
0.13% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
9,900
shares
|
$797,742
0.03% of portfolio
|
Q2 2024
Reduced 71.63%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
9,855
shares
|
$794,115
0.05% of portfolio
|
Q3 2025
Added 57.76%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,839
shares
|
$792,826
0.04% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
9,742
shares
|
$785,010
0.04% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
9,651
shares
|
$777,677
0.0% of portfolio
|
Q3 2025
Reduced 86.86%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
9,559
shares
|
$770,264
0.5% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
9,513
shares
|
$766,557
0.05% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
9,363
shares
|
$754,470
0.02% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
9,339
shares
|
$752,536
0.01% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
9,313
shares
|
$750,441
0.01% of portfolio
|
Q3 2025
Reduced 43.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
9,268
shares
|
$746,815
0.01% of portfolio
|
Q3 2025
Added 4.28%
|
|