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 |
|---|---|---|---|---|---|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
1,899
shares
|
$153,021
0.1% of portfolio
|
Q2 2025
Reduced 61.63%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
1,887
shares
|
$152,054
0.05% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
1,858
shares
|
$149,717
0.01% of portfolio
|
Q3 2025
Added 78.31%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,830
shares
|
$147,461
0.03% of portfolio
|
Q3 2025
Reduced 28.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,824
shares
|
$146,977
0.01% of portfolio
|
Q3 2025
Added 129.72%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,823
shares
|
$146,897
0.02% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,808
shares
|
$145,688
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,795
shares
|
$144,641
0.01% of portfolio
|
Q1 2025
Added 16.18%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,779
shares
|
$143,351
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,710
shares
|
$137,791
0.02% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,704
shares
|
$137,308
0.02% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
1,700
shares
|
$136,986
0.0% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,671
shares
|
$134,649
0.0% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,666
shares
|
$134,246
0.0% of portfolio
|
Q3 2025
Reduced 27.82%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,652
shares
|
$133,118
0.06% of portfolio
|
Q3 2025
Added 94.35%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,629
shares
|
$131,264
0.03% of portfolio
|
Q3 2022
Added 526.54%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,628
shares
|
$131,184
0.0% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,609
shares
|
$129,653
0.01% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
1,593
shares
|
$128,363
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
1,592
shares
|
$128,283
0.02% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
1,590
shares
|
$128,122
0.0% of portfolio
|
Q3 2025
Reduced 26.69%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,584
shares
|
$127,638
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,578
shares
|
$127,155
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,509
shares
|
$121,595
0.08% of portfolio
|
Q3 2025
Reduced 12.72%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
1,500
shares
|
$120,870
0.09% of portfolio
|
Q2 2025
Reduced 16.67%
|
|