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Xcel Energy (XEL) Institutional Ownership

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$72.39 -0.53 (-0.73%)
Closing price 08/14/2025 04:00 PM Eastern
Extended Trading
$72.54 +0.14 (+0.20%)
As of 04:00 AM Eastern
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Institutional Ownership Changes (13F Filings) for Xcel Energy (NASDAQ:XEL)

Current
Institutional Ownership
Percentage
78.38%
Number of
Institutional Buyers
(last 12 months)
798
Total
Institutional Inflows
(last 12 months)
$6.11B
Number of
Institutional Sellers
(last 12 months)
499
Total
Institutional Outflows
(last 12 months)
$3.38B
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XEL Institutional Buying and Selling by Quarter

Xcel Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025CTC Alternative Strategies Ltd.3,400$232K0.2%N/A0.001%
8/14/2025Challenger Wealth Management3,000$204K0.1%-25.1%0.001%
8/14/2025California State Teachers Retirement System693,079$47.20M0.1%+1.9%0.117%
8/14/2025Financial Advisors Network Inc.4,552$310K0.0%+10.9%0.001%
8/14/2025Raymond James Financial Inc.2,519,061$171.55M0.1%+100.3%0.426%
8/14/2025Worldquant Millennium Advisors LLC132,578$9.03M0.0%+1.9%0.022%
8/14/2025Canada Pension Plan Investment Board590,659$40.22M0.0%+21.4%0.100%
8/14/2025Bayesian Capital Management LP5,500$375K0.1%N/A0.001%
8/14/2025Occudo Quantitative Strategies LP91,631$6.24M0.7%N/A0.015%
8/14/2025Quantinno Capital Management LP238,479$16.24M0.1%+16.0%0.040%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.437,088$29.77M0.1%-6.8%0.074%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main7,140$486K0.0%-18.3%0.001%
8/14/2025Diversify Advisory Services LLC2,829$205K0.0%-47.6%0.000%
8/14/2025Alliancebernstein L.P.668,004$45.49M0.0%+4.0%0.113%
8/14/2025Decade Renewable Partners LP106,100$7.23M5.7%+0.5%0.018%
8/14/2025HUB Investment Partners LLC5,343$364K0.0%+8.9%0.001%
8/14/2025Treasurer of the State of North Carolina663,982$45.22M0.1%+65.3%0.112%
8/14/2025The Manufacturers Life Insurance Company 585,572$39.88M0.0%+4.4%0.099%
8/14/2025CIBC Asset Management Inc242,624$16.52M0.1%-3.2%0.041%
8/14/2025Squarepoint Ops LLC693,740$47.24M0.0%+722.6%0.117%
8/14/2025Sei Investments Co.1,080,508$73.58M0.1%-13.3%0.183%
8/14/2025Heritage Wealth Management Inc.10,854$739K0.2%-2.5%0.002%
8/14/2025Nebula Research & Development LLC3,648$248K0.0%N/A0.001%
8/14/2025NewEdge Advisors LLC66,476$4.53M0.0%+2.1%0.011%
8/14/2025Intact Investment Management Inc.67,500$4.60M0.2%-17.4%0.011%
8/14/2025Investment Management Corp of Ontario50,278$3.42M0.0%-38.4%0.009%
8/14/2025AXA S.A.169,257$11.53M0.0%+76.5%0.029%
8/14/2025State Street Corp34,144,257$2.34B0.1%+0.4%5.773%
8/14/2025Daiwa Securities Group Inc.193,482$13.18M0.0%+56.1%0.033%
8/14/2025Fosun International Ltd7,122$485K0.1%-33.6%0.001%
8/14/2025 Natixis37,112$2.53M0.0%+92.2%0.006%
8/14/2025 Bank of Nova Scotia80,958$5.51M0.0%+21.0%0.014%
8/14/2025 California Public Employees Retirement System2,166,091$147.51M0.1%-15.5%0.366%
8/14/2025 Cary Street Partners Financial LLC2,620$178K0.0%+16.0%0.000%
8/14/2025 Federated Hermes Inc.2,599,729$177.04M0.3%+1.2%0.440%
8/13/2025 Gabelli Funds LLC537,416$36.60M0.3%-0.5%0.091%
8/13/2025 Jump Financial LLC135,038$9.20M0.1%N/A0.023%
8/13/2025 Victory Financial Group LLC3,366$229K0.0%N/A0.001%
8/13/2025 Morton Community Bank57,287$3.90M1.0%+3.6%0.010%
8/13/2025 SageView Advisory Group LLC7,244$515K0.0%+44.2%0.001%
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8/13/2025 Cresset Asset Management LLC126,878$8.71M0.0%-1.4%0.021%
8/13/2025 Tema Etfs LLC37,813$2.58M0.7%+34.7%0.006%
8/13/2025 Brown Advisory Inc.10,193$694K0.0%+4.8%0.002%
8/13/2025 Amundi934,229$63.12M0.0%-40.0%0.158%
8/13/2025 Marshall Wace LLP182,520$12.43M0.0%-5.6%0.031%
8/13/2025 Royal Fund Management LLC23,696$1.61M0.2%-0.9%0.004%
8/13/2025 Great Diamond Partners LLC3,442$234K0.0%N/A0.001%
8/13/2025 Baird Financial Group Inc.30,342$2.07M0.0%-5.4%0.005%
8/13/2025 First Trust Advisors LP2,120,438$144.40M0.1%-14.5%0.359%
8/13/2025 Guggenheim Capital LLC297,116$20.23M0.2%+30.9%0.050%
8/13/2025 EverSource Wealth Advisors LLC11,475$781K0.0%+13.5%0.002%
8/13/2025 Invesco Ltd.7,366,422$501.65M0.1%+29.0%1.246%
8/13/2025 CW Advisors LLC21,620$1.47M0.0%+3.3%0.004%
8/13/2025 PharVision Advisers LLC3,373$230K0.3%N/A0.001%
8/13/2025 Twin Peaks Wealth Advisors LLC341$25K0.0%N/A0.000%
8/13/2025 Beacon Pointe Advisors LLC21,629$1.47M0.0%-4.0%0.004%
8/13/2025 Blueshift Asset Management LLC6,277$427K0.1%N/A0.001%
8/13/2025 Arrowstreet Capital Limited Partnership117,474$8M0.0%-61.8%0.020%
8/13/2025 M&T Bank Corp76,490$5.21M0.0%-20.0%0.013%
8/13/2025 Shelton Capital Management78,763$5.36M0.1%-1.8%0.013%
8/13/2025 Panagora Asset Management Inc.17,379$1.18M0.0%+109.2%0.003%
8/13/2025 Prossimo Advisors LLC4,546$310K0.2%+59.3%0.001%
8/13/2025 Icon Advisers Inc. Co.17,400$1.19M0.3%-6.5%0.003%
8/13/2025 VestGen Advisors LLC7,053$480K0.0%+11.4%0.001%
8/13/2025 Lido Advisors LLC25,873$1.78M0.0%-2.1%0.004%
8/13/2025 First National Advisers LLC34,340$2.34M0.3%+1.2%0.006%
8/13/2025 New York State Common Retirement Fund703,403$47.90M0.1%+31.8%0.119%
8/13/2025 West Family Investments Inc.4,520$308K0.1%N/A0.001%
8/13/2025 Williamson Legacy Group LLC13,807$940K0.8%N/A0.002%
8/13/2025 Schroder Investment Management Group49,686$3.38M0.0%-6.4%0.008%
8/13/2025 Mackenzie Financial Corp187,140$12.74M0.0%-52.4%0.032%
8/13/2025 Loomis Sayles & Co. L P1,133$77K0.0%+327.5%0.000%
8/13/2025 Level Four Advisory Services LLC8,351$569K0.0%+39.2%0.001%
8/13/2025 Hsbc Holdings PLC1,193,488$81.15M0.0%+6.5%0.202%
8/13/2025 Patrick M Sweeney & Associates Inc.4,120$281K0.2%+3.8%0.001%
8/13/2025 Northwestern Mutual Wealth Management Co.108,714$7.40M0.0%+196.2%0.018%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC10,552$719K0.0%N/A0.002%
8/13/2025 State Board of Administration of Florida Retirement System576,152$39.24M0.1%+1.2%0.097%
8/13/2025 Johnson Financial Group Inc.20,016$1.38M0.1%+16.0%0.003%
8/13/2025 Korea Investment CORP424,689$28.92M0.1%-6.5%0.072%
8/13/2025 Elevation Point Wealth Partners LLC6,122$417K0.0%+40.6%0.001%
8/13/2025 SCP Investment LP12,800$872K0.7%+45.5%0.002%
8/13/2025 Quadrant Capital Group LLC7,233$493K0.0%+15.2%0.001%
8/13/2025 Copley Financial Group Inc.6,238$425K0.3%-10.3%0.001%
8/13/2025 Employees Retirement System of Texas107,887$7.35M0.1%N/A0.018%
8/13/2025 Choreo LLC23,551$1.62M0.0%+3.9%0.004%
8/13/2025 Russell Investments Group Ltd.2,286,971$155.74M0.2%+17.0%0.387%
8/12/2025 Country Trust Bank1,265$86K0.0%-24.6%0.000%
8/12/2025 J.W. Cole Advisors Inc.14,220$968K0.0%+11.2%0.002%
8/12/2025 Manchester Capital Management LLC4,483$305K0.0%-5.1%0.001%
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8/12/2025 Associated Banc Corp288,176$19.63M0.6%-1.0%0.049%
8/12/2025 Advisors Asset Management Inc.19,681$1.34M0.0%-2.3%0.003%
8/12/2025 Financial Advocates Investment Management7,781$530K0.0%-21.5%0.001%
8/12/2025 Teilinger Capital Ltd.300,000$20.43M19.9%-16.7%0.051%
8/12/2025 Laurel Wealth Advisors LLC15,663$1.07M0.0%+6,710.0%0.003%
8/12/2025 XTX Topco Ltd32,638$2.22M0.1%+910.8%0.006%
8/12/2025 Steward Partners Investment Advisory LLC17,541$1.20M0.0%-8.8%0.003%
8/12/2025 CreativeOne Wealth LLC7,849$535K0.0%+5.0%0.001%
8/12/2025 Global Retirement Partners LLC6,583$448K0.0%N/A0.001%
8/12/2025Jefferies Financial Group Inc.64,003$4.36M0.0%-54.4%0.011%
(Data available from 1/1/2016 forward)

XEL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XEL shares?

During the previous two years, 1,174 institutional investors and hedge funds held shares of Xcel Energy. The most heavily invested institutionals were Vanguard Group Inc. ($5.09B), State Street Corp ($2.34B), Price T Rowe Associates Inc. MD ($1.83B), Bank of America Corp DE ($1.40B), JPMorgan Chase & Co. ($1.38B), Massachusetts Financial Services Co. MA ($1.27B), and Geode Capital Management LLC ($1.11B).Learn more on Xcel Energy's institutional investors.

What percentage of Xcel Energy's stock is owned by institutional investors?

78.38% of Xcel Energy's stock is owned by institutional investors. Learn more on XEL's institutional investor holdings.

Which institutional investors have been buying Xcel Energy's stock?

Of the 1,028 institutional investors that purchased Xcel Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Price T Rowe Associates Inc. MD ($12.79M), Vanguard Group Inc. ($10.69M), Massachusetts Financial Services Co. MA ($9.09M), Bank of America Corp DE ($6.31M), Zimmer Partners LP ($4.34M), Janus Henderson Group PLC ($3.96M), and FMR LLC ($3.58M).

How much institutional buying is happening at Xcel Energy?

Institutional investors have bought a total of 89,836,540 shares in the last 24 months. This purchase volume represents approximately $6.11B in transactions.

Which of Xcel Energy's major shareholders have been selling company stock?

Of the 497 institutional investors that sold Xcel Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($4.35M), Victory Capital Management Inc. ($3.60M), Goldman Sachs Group Inc. ($3.07M), Zimmer Partners LP ($2.81M), JPMorgan Chase & Co. ($2.40M), Amundi ($1.81M), and Magellan Asset Management Ltd ($1.75M).

How much institutional selling is happening at Xcel Energy?

Institutional investors have sold a total of 49,942,154 shares in the last 24 months. This volume of shares sold represents approximately $3.38B in transactions.



This page (NASDAQ:XEL) was last updated on 8/15/2025 by MarketBeat.com Staff
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