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 |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
519
shares
|
$41,821
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
509
shares
|
$41,015
0.0% of portfolio
|
Q3 2025
Added 98.83%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
504
shares
|
$40,612
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
501
shares
|
$40,370
0.01% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
500
shares
|
$40,290
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
500
shares
|
$40,290
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
500
shares
|
$40,290
0.01% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
483
shares
|
$38,920
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
469
shares
|
$37,792
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
468
shares
|
$37,711
0.03% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
465
shares
|
$37,469
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
454
shares
|
$36,583
0.02% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
435
shares
|
$35,052
0.0% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
432
shares
|
$34,810
0.0% of portfolio
|
Q2 2024
Reduced 30.43%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
426
shares
|
$34,327
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
412
shares
|
$33,198
0.01% of portfolio
|
Q2 2022
Reduced 32.68%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
410
shares
|
$33,037
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
400
shares
|
$32,232
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
400
shares
|
$32,232
0.01% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
396
shares
|
$31,909
0.0% of portfolio
|
Q1 2025
Reduced 73.17%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
396
shares
|
$31,909
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
395
shares
|
$31,829
0.01% of portfolio
|
Q3 2025
Reduced 67.46%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
383
shares
|
$30,862
0.01% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
383
shares
|
$30,862
0.0% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
373
shares
|
$30,056
0.0% of portfolio
|
Q3 2025
Added 41.83%
|
|