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 |
|---|---|---|---|---|---|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
3,856
shares
|
$310,716
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
3,849
shares
|
$310,152
0.0% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
3,845
shares
|
$309,830
0.03% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
3,842
shares
|
$309,588
0.1% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,818
shares
|
$307,654
0.01% of portfolio
|
Q2 2020
Added 7.0%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
3,805
shares
|
$306,606
0.04% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
3,804
shares
|
$306,526
0.2% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
3,800
shares
|
$306,204
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
3,787
shares
|
$305,156
0.04% of portfolio
|
Q3 2025
Reduced 19.25%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,771
shares
|
$303,867
0.02% of portfolio
|
Q1 2025
Added 53.29%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
3,765
shares
|
$303,383
0.03% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
3,765
shares
|
$303,383
0.07% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
3,743
shares
|
$301,610
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,738
shares
|
$301,208
0.0% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,710
shares
|
$298,951
0.01% of portfolio
|
Q4 2023
Reduced 11.81%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
3,669
shares
|
$295,648
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
3,657
shares
|
$294,681
0.05% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
3,652
shares
|
$294,278
0.05% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
3,649
shares
|
$294,036
0.07% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
3,634
shares
|
$292,827
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,620
shares
|
$291,699
0.11% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
3,614
shares
|
$291,216
0.1% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
3,609
shares
|
$290,813
0.01% of portfolio
|
Q4 2025
Reduced 2.06%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
3,603
shares
|
$290,329
0.22% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
3,572
shares
|
$287,831
0.14% of portfolio
|
Q2 2025
Added 4.29%
|
|