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 1,347 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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
8,107
shares
|
$653,262
0.02% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
8,100
shares
|
$652,698
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
8,085
shares
|
$651,489
0.01% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
8,072
shares
|
$650,441
0.11% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
8,041
shares
|
$647,943
0.01% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
8,037
shares
|
$647,621
0.02% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
8,016
shares
|
$645,929
0.02% of portfolio
|
Q3 2025
Added 21.77%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
8,001
shares
|
$644,720
0.01% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,907
shares
|
$637,146
0.05% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
7,880
shares
|
$634,970
0.42% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
7,855
shares
|
$632,955
0.44% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,830
shares
|
$630,941
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,805
shares
|
$628,926
0.02% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
7,764
shares
|
$625,623
0.22% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
7,740
shares
|
$623,689
0.07% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
7,686
shares
|
$619,337
0.05% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
7,680
shares
|
$618,854
0.11% of portfolio
|
Q3 2025
Added 96.57%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
7,675
shares
|
$618,451
0.04% of portfolio
|
Q4 2023
Reduced 0.05%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,639
shares
|
$615,550
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
7,608
shares
|
$613,052
0.1% of portfolio
|
Q1 2023
Added 0.53%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
7,600
shares
|
$612,408
0.09% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
7,580
shares
|
$610,796
0.0% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
7,551
shares
|
$608,459
0.02% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
7,524
shares
|
$606,283
0.04% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
7,523
shares
|
$606,203
0.07% of portfolio
|
Q2 2025
Reduced 4.23%
|
|