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 1,345 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 |
|---|---|---|---|---|---|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
2,502
shares
|
$201,611
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
2,500
shares
|
$201,450
0.11% of portfolio
|
Q1 2021
Reduced 69.04%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,500
shares
|
$201,450
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
2,496
shares
|
$201,127
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,493
shares
|
$200,885
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
2,490
shares
|
$200,644
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
2,376
shares
|
$191,458
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
2,335
shares
|
$188,154
0.0% of portfolio
|
Q3 2025
Added 580.76%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
2,326
shares
|
$187,429
0.12% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
2,304
shares
|
$185,656
0.03% of portfolio
|
Q3 2025
Reduced 48.61%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,298
shares
|
$185,172
0.02% of portfolio
|
Q3 2025
Reduced 17.87%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
2,266
shares
|
$182,594
0.02% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,259
shares
|
$182,030
0.01% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2,241
shares
|
$180,579
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
2,209
shares
|
$178,001
0.03% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
2,150
shares
|
$173,247
0.0% of portfolio
|
Q4 2025
Added 0.84%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,139
shares
|
$172,360
0.06% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,132
shares
|
$171,796
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
2,108
shares
|
$169,862
0.01% of portfolio
|
Q3 2025
Reduced 29.57%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
2,103
shares
|
$169,459
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,076
shares
|
$167,284
0.01% of portfolio
|
Q3 2025
Added 326.28%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
2,000
shares
|
$161,160
0.01% of portfolio
|
Q1 2024
Reduced 38.4%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
1,988
shares
|
$160,193
0.25% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
1,918
shares
|
$154,552
0.08% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
1,913
shares
|
$154,149
0.05% of portfolio
|
Q3 2025
Added 11.68%
|
|