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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,497
shares
|
$120,628
0.0% of portfolio
|
Q3 2025
Added 45.34%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,479
shares
|
$119,177
0.08% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,367
shares
|
$110,152
0.03% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
1,362
shares
|
$109,749
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
1,356
shares
|
$109,266
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,335
shares
|
$107,574
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,312
shares
|
$105,720
0.01% of portfolio
|
Q4 2022
Added 20.15%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,301
shares
|
$104,834
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
1,283
shares
|
$103,384
0.0% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,276
shares
|
$102,820
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
1,267
shares
|
$102,094
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,241
shares
|
$99,999
0.0% of portfolio
|
Q2 2023
Added 19.21%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
1,225
shares
|
$98,710
0.03% of portfolio
|
Q2 2024
Reduced 27.3%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,220
shares
|
$98,307
0.01% of portfolio
|
Q4 2021
Reduced 38.07%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
1,219
shares
|
$98,227
0.06% of portfolio
|
Q3 2025
Reduced 40.33%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,200
shares
|
$96,696
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,130
shares
|
$91,055
0.03% of portfolio
|
Q3 2024
Reduced 35.8%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
1,110
shares
|
$89,443
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1,095
shares
|
$88,235
0.0% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,092
shares
|
$87,993
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
1,090
shares
|
$87,832
0.05% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
1,069
shares
|
$86,140
0.01% of portfolio
|
Q2 2024
Reduced 15.29%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,040
shares
|
$83,803
0.0% of portfolio
|
Q4 2024
Added 160.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,038
shares
|
$83,642
0.01% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,030
shares
|
$82,997
0.01% of portfolio
|
Q2 2023
Reduced 10.36%
|
|