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 |
|---|---|---|---|---|---|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2025 Q3 2025 |
3,522
shares
|
$283,802
0.18% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,520
shares
|
$283,641
0.02% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
3,515
shares
|
$283,238
0.0% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
3,500
shares
|
$282,030
0.22% of portfolio
|
Q2 2025
Added 17400.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,490
shares
|
$281,224
0.04% of portfolio
|
Q3 2025
Reduced 38.59%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
3,473
shares
|
$279,854
0.05% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
3,455
shares
|
$278,403
0.03% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
3,454
shares
|
$278,323
0.1% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
3,442
shares
|
$277,356
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
3,432
shares
|
$276,550
0.01% of portfolio
|
Q3 2024
Added 269.43%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
3,428
shares
|
$276,228
0.04% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
3,404
shares
|
$274,294
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
3,400
shares
|
$273,972
0.12% of portfolio
|
Q3 2018
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,394
shares
|
$273,488
0.0% of portfolio
|
Q3 2025
Reduced 15.57%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,393
shares
|
$273,407
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
3,370
shares
|
$271,554
0.01% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
3,370
shares
|
$271,554
0.15% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
3,352
shares
|
$270,104
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,351
shares
|
$270,023
0.08% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
3,349
shares
|
$269,862
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
3,347
shares
|
$269,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
3,325
shares
|
$267,928
0.11% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
3,323
shares
|
$267,767
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,314
shares
|
$267,042
0.06% of portfolio
|
Q3 2025
Added 197.49%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
3,310
shares
|
$266,719
0.01% of portfolio
|
Q3 2025
Reduced 4.2%
|
|