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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
187
shares
|
$15,068
0.0% of portfolio
|
Q2 2025
Reduced 33.45%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
186
shares
|
$14,987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
182
shares
|
$14,665
0.0% of portfolio
|
Q3 2025
Added 175.76%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
179
shares
|
$14,423
0.0% of portfolio
|
Q3 2025
Added 894.44%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
175
shares
|
$14,101
0.0% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
172
shares
|
$13,859
0.0% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
169
shares
|
$13,618
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
164
shares
|
$13,215
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
162
shares
|
$13,053
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
162
shares
|
$13,053
0.0% of portfolio
|
Q3 2025
Reduced 61.15%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
161
shares
|
$12,973
0.0% of portfolio
|
Q3 2025
Reduced 86.45%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
158
shares
|
$12,731
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
158
shares
|
$12,731
0.03% of portfolio
|
Q3 2025
Reduced 56.83%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
158
shares
|
$12,731
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
148
shares
|
$11,925
0.0% of portfolio
|
Q2 2024
Reduced 67.83%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
148
shares
|
$11,925
0.01% of portfolio
|
Q3 2025
Added 120.9%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
145
shares
|
$11,684
0.0% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
133
shares
|
$10,717
0.0% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
132
shares
|
$10,636
0.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
129
shares
|
$10,394
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
127
shares
|
$10,233
0.01% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
126
shares
|
$10,153
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
124
shares
|
$9,991
0.0% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
118
shares
|
$9,508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
113
shares
|
$9,105
0.0% of portfolio
|
Q3 2025
Reduced 0.88%
|
|