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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,139
shares
|
$414,100
0.01% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
5,137
shares
|
$413,939
0.02% of portfolio
|
Q3 2025
Added 22.28%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
5,097
shares
|
$410,716
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,093
shares
|
$410,393
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
5,053
shares
|
$407,170
0.05% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,989
shares
|
$402,013
0.01% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
4,972
shares
|
$400,643
0.03% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
4,970
shares
|
$400,482
0.07% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
4,960
shares
|
$399,676
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
4,947
shares
|
$398,629
0.0% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
4,940
shares
|
$398,065
0.1% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
4,901
shares
|
$394,922
0.02% of portfolio
|
Q3 2025
Added 25.63%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,862
shares
|
$391,779
0.04% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
4,845
shares
|
$390,410
0.02% of portfolio
|
Q3 2025
Reduced 62.28%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
4,839
shares
|
$389,926
0.1% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,837
shares
|
$389,765
0.02% of portfolio
|
Q4 2024
Added 25.6%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
4,821
shares
|
$388,476
0.03% of portfolio
|
Q3 2025
Added 16.65%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
4,810
shares
|
$387,589
0.01% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Scp Investment, LP
|
Nov 07, 2025 Q3 2025 |
4,800
shares
|
$386,784
0.39% of portfolio
|
Q3 2025
Reduced 62.5%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,786
shares
|
$385,655
0.01% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
4,756
shares
|
$383,238
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
4,745
shares
|
$382,352
0.05% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,728
shares
|
$380,982
0.03% of portfolio
|
Q3 2022
Reduced 26.61%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
4,716
shares
|
$380,015
0.05% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
4,700
shares
|
$378,726
0.1% of portfolio
|
Q2 2025
New holding
|
|