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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,106
shares
|
$250,281
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
3,104
shares
|
$250,120
0.0% of portfolio
|
Q3 2025
Reduced 27.91%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
3,104
shares
|
$250,120
0.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
3,095
shares
|
$249,395
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
3,089
shares
|
$248,911
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
3,083
shares
|
$248,428
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,080
shares
|
$248,186
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
3,074
shares
|
$247,702
0.01% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
3,057
shares
|
$246,333
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
3,050
shares
|
$245,769
0.08% of portfolio
|
Q3 2025
Reduced 21.41%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,013
shares
|
$242,787
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
3,011
shares
|
$242,626
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
3,004
shares
|
$242,062
0.2% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
3,000
shares
|
$241,740
0.01% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
2,987
shares
|
$240,692
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
2,968
shares
|
$239,161
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
2,954
shares
|
$238,033
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,951
shares
|
$237,791
0.02% of portfolio
|
Q2 2024
Reduced 13.38%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,945
shares
|
$237,308
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
2,938
shares
|
$236,744
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,905
shares
|
$234,084
0.05% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
2,904
shares
|
$234,004
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
2,897
shares
|
$233,440
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
2,882
shares
|
$232,231
0.02% of portfolio
|
Q4 2023
Reduced 44.68%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
2,880
shares
|
$232,070
0.17% of portfolio
|
Q3 2024
Reduced 20.0%
|
|