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 1,345 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 |
|---|---|---|---|---|---|
|
Waycross Partners, LLC
Louisville, KY |
Nov 07, 2025 Q3 2025 |
5,550
shares
|
$447,219
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
5,526
shares
|
$445,285
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
5,463
shares
|
$440,208
0.01% of portfolio
|
Q3 2025
Reduced 25.93%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
5,421
shares
|
$436,824
0.05% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
5,420
shares
|
$436,743
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,417
shares
|
$436,501
0.01% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
James Hambro & Partners
|
Oct 15, 2025 Q3 2025 |
5,400
shares
|
$435,132
0.02% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,397
shares
|
$434,890
0.02% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,394
shares
|
$434,648
0.04% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
5,389
shares
|
$434,245
0.03% of portfolio
|
Q1 2024
Reduced 5.27%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
5,388
shares
|
$434,165
0.04% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
5,373
shares
|
$432,956
0.18% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
5,348
shares
|
$430,941
0.03% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
5,331
shares
|
$429,571
0.0% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
5,279
shares
|
$425,381
0.02% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
5,278
shares
|
$425,301
0.03% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
5,273
shares
|
$424,898
0.02% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
5,211
shares
|
$419,902
0.04% of portfolio
|
Q4 2022
Reduced 83.25%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
5,211
shares
|
$419,902
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
5,191
shares
|
$418,290
0.05% of portfolio
|
Q2 2025
Reduced 16.23%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,178
shares
|
$417,243
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,177
shares
|
$417,162
0.01% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
5,171
shares
|
$416,679
0.01% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,159
shares
|
$415,712
0.05% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
5,157
shares
|
$415,551
0.02% of portfolio
|
Q3 2025
Added 1.46%
|
|