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 1,345 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 |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
277
shares
|
$22,320
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
276
shares
|
$22,240
0.0% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
271
shares
|
$21,837
0.0% of portfolio
|
Q3 2025
Added 276.39%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
270
shares
|
$21,756
0.0% of portfolio
|
Q1 2025
Reduced 54.47%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
259
shares
|
$20,870
0.01% of portfolio
|
Q3 2025
Reduced 24.05%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
250
shares
|
$20,145
0.01% of portfolio
|
Q2 2022
Reduced 24.01%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
250
shares
|
$20,145
0.0% of portfolio
|
Q3 2025
Reduced 21.88%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
250
shares
|
$20,145
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
245
shares
|
$19,742
0.0% of portfolio
|
Q3 2024
Reduced 31.18%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
235
shares
|
$18,936
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
233
shares
|
$18,775
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
228
shares
|
$18,372
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
228
shares
|
$18,372
0.0% of portfolio
|
Q3 2025
Added 128.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
225
shares
|
$18,130
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
225
shares
|
$18,130
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
218
shares
|
$17,566
0.0% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
211
shares
|
$17,002
0.0% of portfolio
|
Q3 2025
Reduced 31.49%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
207
shares
|
$16,680
0.0% of portfolio
|
Q3 2025
Added 218.46%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
205
shares
|
$16,518
0.01% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
202
shares
|
$16,277
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
200
shares
|
$16,116
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
200
shares
|
$16,116
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
193
shares
|
$15,551
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
192
shares
|
$15,471
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
192
shares
|
$15,471
0.01% of portfolio
|
Q4 2022
New holding
|
|