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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,019
shares
|
$82,111
0.03% of portfolio
|
Q2 2024
Reduced 91.04%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
1,013
shares
|
$81,627
0.03% of portfolio
|
Q2 2025
Reduced 33.05%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,000
shares
|
$80,580
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$80,580
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
998
shares
|
$80,418
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
989
shares
|
$79,693
0.0% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
985
shares
|
$79,371
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Nov 24, 2025 Q3 2025 |
972
shares
|
$78,323
0.03% of portfolio
|
Q3 2025
Reduced 26.92%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
965
shares
|
$77,759
0.02% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
956
shares
|
$77,034
0.05% of portfolio
|
Q2 2025
Reduced 17.3%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
947
shares
|
$76,309
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
933
shares
|
$75,181
0.0% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
920
shares
|
$74,133
0.03% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
913
shares
|
$73,569
0.01% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
906
shares
|
$73,005
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
905
shares
|
$72,924
0.0% of portfolio
|
Q3 2025
Reduced 20.12%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
902
shares
|
$72,683
0.02% of portfolio
|
Q4 2023
Added 190.97%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
884
shares
|
$71,232
0.01% of portfolio
|
Q4 2019
Added 256.11%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
857
shares
|
$69,057
0.02% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
848
shares
|
$68,331
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
841
shares
|
$67,767
0.01% of portfolio
|
Q2 2023
Added 13.5%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
837
shares
|
$67,445
0.01% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
829
shares
|
$66,800
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
767
shares
|
$61,804
0.02% of portfolio
|
Q1 2025
Reduced 62.51%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
745
shares
|
$60,032
0.04% of portfolio
|
Q3 2021
New holding
|
|