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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
7,504
shares
|
$604,672
0.05% of portfolio
|
Q3 2025
Added 120.06%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
7,489
shares
|
$603,463
0.01% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
7,486
shares
|
$603,221
0.03% of portfolio
|
Q4 2025
Added 23.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
7,463
shares
|
$601,368
0.01% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
7,447
shares
|
$600,079
0.03% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
7,440
shares
|
$599,515
0.16% of portfolio
|
Q3 2025
Reduced 74.91%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
7,434
shares
|
$599,031
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
7,409
shares
|
$597,017
0.02% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
7,358
shares
|
$592,907
0.02% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
7,254
shares
|
$584,527
0.01% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
7,252
shares
|
$584,366
0.0% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
7,232
shares
|
$582,754
0.02% of portfolio
|
Q4 2025
Reduced 56.48%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
7,229
shares
|
$582,512
0.18% of portfolio
|
Q3 2025
Added 68.78%
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
7,225
shares
|
$582,190
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
7,209
shares
|
$580,901
0.04% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
7,207
shares
|
$580,740
0.01% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
7,205
shares
|
$580,578
0.01% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
7,155
shares
|
$576,549
0.02% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
7,142
shares
|
$575,502
0.06% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
7,120
shares
|
$573,729
0.2% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
7,072
shares
|
$569,861
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,015
shares
|
$565,268
0.0% of portfolio
|
Q3 2025
Reduced 23.75%
|
|