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 |
|---|---|---|---|---|---|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
6,906
shares
|
$556,485
0.03% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
6,683
shares
|
$538,516
0.03% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,621
shares
|
$533,520
0.02% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,578
shares
|
$530,055
0.05% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
6,576
shares
|
$529,894
0.18% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
6,569
shares
|
$529,330
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
6,510
shares
|
$524,575
0.12% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
6,466
shares
|
$521,030
0.03% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
6,450
shares
|
$519,741
0.05% of portfolio
|
Q4 2024
Reduced 26.33%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
6,442
shares
|
$519,096
0.01% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,407
shares
|
$516,276
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
6,404
shares
|
$516,034
0.07% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,346
shares
|
$511,360
0.16% of portfolio
|
Q2 2025
Added 54.29%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
6,340
shares
|
$510,877
0.12% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
6,298
shares
|
$507,492
0.06% of portfolio
|
Q3 2025
Added 32.73%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
6,291
shares
|
$506,928
0.13% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
6,290
shares
|
$506,848
0.01% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
6,265
shares
|
$504,833
0.13% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
6,250
shares
|
$503,625
0.02% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,201
shares
|
$499,676
0.03% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,195
shares
|
$499,193
0.01% of portfolio
|
Q4 2022
Reduced 8.83%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
6,160
shares
|
$496,372
0.56% of portfolio
|
Q3 2023
Reduced 2.25%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
6,151
shares
|
$495,647
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
6,125
shares
|
$493,552
0.02% of portfolio
|
Q3 2025
Reduced 27.81%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
6,110
shares
|
$492,343
0.01% of portfolio
|
Q3 2025
Added 7.01%
|
|