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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
60
shares
|
$4,834
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
60
shares
|
$4,834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
58
shares
|
$4,673
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
57
shares
|
$4,593
0.0% of portfolio
|
Q3 2024
Added 256.25%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
56
shares
|
$4,512
0.0% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
56
shares
|
$4,512
0.0% of portfolio
|
Q1 2025
Added 64.71%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
52
shares
|
$4,190
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
51
shares
|
$4,109
0.0% of portfolio
|
Q3 2025
Added 628.57%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
48
shares
|
$3,867
0.0% of portfolio
|
Q1 2025
Reduced 96.8%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
48
shares
|
$3,867
0.0% of portfolio
|
Q1 2024
Added 54.84%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
45
shares
|
$3,626
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
42
shares
|
$3,384
0.0% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
42
shares
|
$3,384
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
40
shares
|
$3,223
0.0% of portfolio
|
Q3 2025
Reduced 46.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
40
shares
|
$3,223
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
39
shares
|
$3,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
38
shares
|
$3,062
0.0% of portfolio
|
Q3 2025
Added 171.43%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
34
shares
|
$2,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
33
shares
|
$2,659
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
33
shares
|
$2,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
32
shares
|
$2,578
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
32
shares
|
$2,578
0.0% of portfolio
|
Q2 2025
Reduced 39.62%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
32
shares
|
$2,578
0.0% of portfolio
|
Q1 2025
Reduced 57.33%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
30
shares
|
$2,417
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
29
shares
|
$2,336
0.0% of portfolio
|
Q2 2024
Added 45.0%
|
|