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 1,349 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $43.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
4,109
shares
|
$331,103
0.08% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
4,107
shares
|
$330,942
0.01% of portfolio
|
Q3 2025
Added 14.34%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,099
shares
|
$330,297
0.02% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,078
shares
|
$328,605
0.01% of portfolio
|
Q3 2025
Added 18.1%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
4,072
shares
|
$328,121
0.1% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
4,059
shares
|
$327,074
0.09% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Leverty Financial Group, LLC
|
Jan 08, 2026 Q4 2025 |
4,058
shares
|
$326,993
0.1% of portfolio
|
Q4 2025
Added 28.17%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,046
shares
|
$326,026
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
4,024
shares
|
$324,253
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
3,991
shares
|
$321,594
0.02% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
3,983
shares
|
$320,950
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
3,982
shares
|
$320,869
0.06% of portfolio
|
Q3 2025
Reduced 25.35%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
3,981
shares
|
$320,788
0.01% of portfolio
|
Q3 2025
Reduced 24.9%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,958
shares
|
$318,935
0.01% of portfolio
|
Q4 2022
Reduced 13.26%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
3,931
shares
|
$316,759
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,912
shares
|
$315,228
0.0% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
3,908
shares
|
$314,906
0.19% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
3,906
shares
|
$314,745
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
3,903
shares
|
$314,503
0.01% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
3,898
shares
|
$314,100
0.01% of portfolio
|
Q3 2025
Added 20.57%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
3,896
shares
|
$313,939
0.1% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
3,896
shares
|
$313,939
0.06% of portfolio
|
Q3 2023
Reduced 3.4%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
3,894
shares
|
$313,778
0.06% of portfolio
|
Q3 2025
Reduced 16.29%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
3,881
shares
|
$312,730
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
3,856
shares
|
$310,716
0.01% of portfolio
|
Q3 2025
Reduced 13.99%
|
|