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 |
|---|---|---|---|---|---|
|
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
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
4,676
shares
|
$376,792
0.11% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,666
shares
|
$375,986
0.01% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
4,652
shares
|
$374,858
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,642
shares
|
$374,052
0.02% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
4,640
shares
|
$373,891
0.01% of portfolio
|
Q3 2025
Reduced 28.88%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,625
shares
|
$372,682
0.0% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
4,552
shares
|
$366,800
0.08% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,531
shares
|
$365,107
0.06% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
4,524
shares
|
$364,543
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
4,517
shares
|
$363,979
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
4,507
shares
|
$363,174
0.11% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,499
shares
|
$362,529
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
4,487
shares
|
$361,562
0.02% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
4,483
shares
|
$361,240
0.01% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,480
shares
|
$360,998
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
4,469
shares
|
$360,112
0.18% of portfolio
|
Q3 2025
Reduced 17.56%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
4,432
shares
|
$357,130
0.14% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
4,403
shares
|
$354,793
0.01% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
4,390
shares
|
$353,746
0.14% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
4,368
shares
|
$351,973
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
4,325
shares
|
$348,508
0.0% of portfolio
|
Q3 2025
Reduced 24.86%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
4,312
shares
|
$347,460
0.03% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
4,306
shares
|
$346,977
0.06% of portfolio
|
Q4 2024
Reduced 28.45%
|
|