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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
113
shares
|
$9,105
0.0% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
113
shares
|
$9,105
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
110
shares
|
$8,863
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$8,058
0.0% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$8,058
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
100
shares
|
$8,058
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
98
shares
|
$7,896
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
97
shares
|
$7,816
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
95
shares
|
$7,655
0.0% of portfolio
|
Q4 2023
Reduced 6.86%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
85
shares
|
$6,849
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
85
shares
|
$6,849
0.01% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
85
shares
|
$6,849
0.0% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
83
shares
|
$6,688
0.0% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
79
shares
|
$6,365
0.0% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
78
shares
|
$6,285
0.0% of portfolio
|
Q2 2024
Reduced 62.32%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
77
shares
|
$6,204
0.0% of portfolio
|
Q4 2024
Reduced 93.25%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
75
shares
|
$6,043
0.0% of portfolio
|
Q2 2025
Added 2400.0%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
75
shares
|
$6,043
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
75
shares
|
$6,043
0.0% of portfolio
|
Q3 2024
Reduced 43.61%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
75
shares
|
$6,043
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
73
shares
|
$5,882
0.0% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
69
shares
|
$5,560
0.0% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
65
shares
|
$5,237
0.0% of portfolio
|
Q3 2025
Added 195.45%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
62
shares
|
$4,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
61
shares
|
$4,915
0.0% of portfolio
|
Q4 2024
New holding
|
|