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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,301
shares
|
$265,994
0.01% of portfolio
|
Q1 2025
Added 37.48%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
3,292
shares
|
$265,269
0.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,292
shares
|
$265,269
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
3,276
shares
|
$263,980
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
3,270
shares
|
$263,496
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
3,267
shares
|
$263,254
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
3,266
shares
|
$263,174
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,246
shares
|
$261,562
0.02% of portfolio
|
Q3 2025
Added 40.52%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
3,242
shares
|
$261,240
0.03% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,242
shares
|
$261,240
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
3,238
shares
|
$260,918
0.04% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
3,219
shares
|
$259,387
0.22% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
3,201
shares
|
$257,936
0.05% of portfolio
|
Q3 2025
Reduced 32.54%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,200
shares
|
$257,856
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
3,192
shares
|
$257,211
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
3,189
shares
|
$256,969
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,185
shares
|
$256,647
0.01% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
3,183
shares
|
$256,486
0.06% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
3,171
shares
|
$255,519
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Leverty Financial Group, LLC
|
Oct 07, 2025 Q3 2025 |
3,166
shares
|
$255,116
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
3,163
shares
|
$254,874
0.03% of portfolio
|
Q4 2024
Reduced 35.62%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
3,153
shares
|
$254,068
0.09% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,145
shares
|
$253,424
0.02% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,133
shares
|
$252,457
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
3,127
shares
|
$251,973
0.01% of portfolio
|
Q3 2025
Added 2.86%
|
|