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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
2,686
shares
|
$216,437
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
2,648
shares
|
$213,375
0.05% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
2,648
shares
|
$213,375
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,632
shares
|
$212,086
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
2,616
shares
|
$210,797
0.03% of portfolio
|
Q3 2025
Reduced 46.21%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
2,614
shares
|
$210,636
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
2,614
shares
|
$210,636
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,612
shares
|
$210,474
0.01% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
2,607
shares
|
$210,072
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
2,593
shares
|
$208,943
0.06% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
2,577
shares
|
$207,654
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
2,572
shares
|
$207,251
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
2,570
shares
|
$207,090
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
2,553
shares
|
$205,720
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
2,550
shares
|
$205,479
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
2,545
shares
|
$205,076
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
2,535
shares
|
$204,270
0.03% of portfolio
|
Q3 2025
Reduced 20.46%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
2,534
shares
|
$204,189
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
2,532
shares
|
$204,028
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,530
shares
|
$203,867
0.0% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
2,529
shares
|
$203,786
0.05% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
2,528
shares
|
$203,706
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
2,518
shares
|
$202,900
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Oct 27, 2025 Q3 2025 |
2,509
shares
|
$202,175
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
2,506
shares
|
$201,933
0.06% of portfolio
|
Q3 2025
New holding
|
|