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 |
|---|---|---|---|---|---|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
9,221
shares
|
$743,028
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
9,164
shares
|
$738,435
0.01% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
9,143
shares
|
$736,742
0.08% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
9,135
shares
|
$736,098
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 07, 2025 Q3 2025 |
9,082
shares
|
$731,827
0.08% of portfolio
|
Q3 2025
Added 25.65%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
9,014
shares
|
$726,348
0.04% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
8,992
shares
|
$724,575
0.08% of portfolio
|
Q4 2025
Reduced 4.4%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
8,939
shares
|
$720,304
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
8,908
shares
|
$717,806
0.03% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
8,785
shares
|
$707,895
0.02% of portfolio
|
Q3 2025
Added 119.13%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
8,776
shares
|
$707,170
0.01% of portfolio
|
Q3 2025
Reduced 16.82%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
8,721
shares
|
$702,738
0.04% of portfolio
|
Q3 2025
Added 52.31%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
8,714
shares
|
$702,174
0.11% of portfolio
|
Q3 2025
Reduced 67.99%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
8,662
shares
|
$697,983
0.03% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
8,630
shares
|
$695,405
0.01% of portfolio
|
Q3 2025
Added 27.14%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
8,590
shares
|
$692,182
0.01% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Stf Management LP
Frisco, TX |
Nov 12, 2025 Q3 2025 |
8,507
shares
|
$685,494
0.25% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
8,486
shares
|
$683,801
0.07% of portfolio
|
Q2 2025
Added 38.03%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
8,469
shares
|
$682,432
0.14% of portfolio
|
Q4 2025
Reduced 39.45%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
8,384
shares
|
$675,582
0.03% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
8,383
shares
|
$675,502
0.07% of portfolio
|
Q3 2025
Reduced 43.52%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
8,362
shares
|
$673,809
0.01% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
8,348
shares
|
$672,681
0.0% of portfolio
|
Q3 2024
Reduced 90.49%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
8,338
shares
|
$671,876
0.01% of portfolio
|
Q3 2025
Added 18.4%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
8,319
shares
|
$670,345
0.02% of portfolio
|
Q3 2025
Added 87.49%
|
|