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 |
|---|---|---|---|---|---|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
743
shares
|
$59,870
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
728
shares
|
$58,662
0.01% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
728
shares
|
$58,662
0.03% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
704
shares
|
$56,728
0.01% of portfolio
|
Q3 2025
Reduced 45.17%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
684
shares
|
$55,116
0.03% of portfolio
|
Q3 2025
Added 176.92%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
672
shares
|
$54,149
0.03% of portfolio
|
Q3 2025
Added 38.84%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
671
shares
|
$54,069
0.0% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
660
shares
|
$53,182
0.0% of portfolio
|
Q3 2025
Added 45.05%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
658
shares
|
$53,021
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
652
shares
|
$52,538
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
648
shares
|
$52,215
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
636
shares
|
$51,248
0.01% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
636
shares
|
$51,248
0.01% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
631
shares
|
$50,845
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
615
shares
|
$49,556
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
609
shares
|
$49,073
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
584
shares
|
$47,058
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
577
shares
|
$46,494
0.0% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
575
shares
|
$46,333
0.04% of portfolio
|
Q3 2023
Reduced 17.39%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
573
shares
|
$46,172
0.02% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
571
shares
|
$46,011
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
557
shares
|
$44,883
0.01% of portfolio
|
Q2 2025
Reduced 61.93%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
527
shares
|
$42,465
0.02% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
526
shares
|
$42,385
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
525
shares
|
$42,304
0.02% of portfolio
|
Q3 2025
Added 1.35%
|
|