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 |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
2,715
shares
|
$218,774
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,712
shares
|
$218,532
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
2,708
shares
|
$218,210
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
2,701
shares
|
$217,646
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
2,696
shares
|
$217,243
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
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%
|
|
|
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
|
|
|
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 |
Jan 07, 2026 Q4 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
|
|