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 1,346 institutions that hold shares in the stock, with a total of 534 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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
6,093
shares
|
$490,973
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,061
shares
|
$488,395
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
6,051
shares
|
$487,589
0.03% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
6,050
shares
|
$487,509
0.03% of portfolio
|
Q1 2023
Reduced 3.2%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
5,989
shares
|
$482,593
0.09% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
5,988
shares
|
$482,513
0.12% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
5,965
shares
|
$480,659
0.09% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
5,911
shares
|
$476,308
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Quaero Capital S.A.
|
Aug 06, 2025 Q2 2025 |
5,876
shares
|
$473,488
1.85% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
5,856
shares
|
$471,876
0.01% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
5,815
shares
|
$468,572
0.02% of portfolio
|
Q3 2025
Added 39.11%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
5,812
shares
|
$468,330
0.02% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
5,748
shares
|
$463,173
0.09% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
5,741
shares
|
$462,609
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
5,738
shares
|
$462,368
0.08% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 28, 2025 Q3 2025 |
5,729
shares
|
$461,642
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
5,710
shares
|
$460,111
0.02% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
5,702
shares
|
$459,467
0.74% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
5,666
shares
|
$456,566
0.06% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
5,604
shares
|
$451,570
0.09% of portfolio
|
Q3 2025
Reduced 29.52%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,594
shares
|
$450,764
0.41% of portfolio
|
Q3 2022
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
5,592
shares
|
$450,603
0.08% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
5,590
shares
|
$450,442
0.22% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
5,573
shares
|
$449,072
0.01% of portfolio
|
Q3 2025
Reduced 80.03%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Nov 07, 2025 Q3 2025 |
5,550
shares
|
$447,219
0.04% of portfolio
|
Q2 2025
New holding
|
|