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Xcel Energy (XEL) Institutional Ownership

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$70.70 +0.03 (+0.04%)
Closing price 04/30/2025 04:00 PM Eastern
Extended Trading
$70.42 -0.28 (-0.39%)
As of 09:00 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)
719
Total
Institutional Inflows
(last 12 months)
$5.09B
Number of
Institutional Sellers
(last 12 months)
423
Total
Institutional Outflows
(last 12 months)
$2.97B
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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
5/1/2025Xponance Inc.78,676$5.57M0.1%-0.3%0.014%
4/30/2025Cerity Partners LLC305,905$21.66M0.0%+10.1%0.053%
4/30/2025Code Waechter LLC6,237$442K0.4%N/A0.001%
4/30/2025Financial Gravity Asset Management Inc.4,652$329K0.1%N/A0.001%
4/30/2025Allworth Financial LP238,567$16.77M0.1%-3.6%0.041%
4/30/2025Significant Wealth Partners LLC5,714$405K0.2%+17.1%0.001%
4/30/2025Nisa Investment Advisors LLC61,516$4.39M0.0%+9.8%0.011%
4/30/2025Moloney Securities Asset Management LLC18,513$1.31M0.2%-69.8%0.003%
4/30/2025LBP AM SA30,639$2.17M0.0%N/A0.005%
4/30/2025New Mexico Educational Retirement Board26,878$1.90M0.1%+1.1%0.005%
4/30/2025Greenleaf Trust15,133$1.07M0.0%+4.2%0.003%
4/30/2025DekaBank Deutsche Girozentrale92,571$6.36M0.0%-0.5%0.016%
4/30/2025Stratos Wealth Partners LTD.6,097$432K0.0%-5.4%0.001%
4/30/2025M&T Bank Corp95,629$6.77M0.0%-8.8%0.017%
4/30/2025Stratos Investment Management LLC10,826$766K0.0%+47.1%0.002%
4/30/2025Blackhawk Capital Partners LLC.18,440$1.31M0.7%-15.9%0.003%
4/30/2025Brown Advisory Inc.9,724$688K0.0%-20.1%0.002%
4/30/2025China Universal Asset Management Co. Ltd.14,191$1.01M0.1%+51.9%0.002%
4/30/2025Alpha Cubed Investments LLC3,895$276K0.0%N/A0.001%
4/30/2025Capital Management Associates Inc13,602$963K0.2%+130.6%0.002%
4/30/2025Crossmark Global Holdings Inc.34,371$2.43M0.0%+1.2%0.006%
4/29/2025 TD Private Client Wealth LLC53,336$3.78M0.1%+3.9%0.009%
4/29/2025 OLD Republic International Corp522,200$36.97M1.4%+1.3%0.091%
4/29/2025 Envestnet Asset Management Inc.1,354,268$95.87M0.0%+2.5%0.235%
4/29/2025 CoreFirst Bank & Trust3,370$239K0.2%-4.1%0.001%
4/29/2025 Concurrent Investment Advisors LLC12,771$904K0.0%+17.4%0.002%
4/29/2025 HM Payson & Co.2,891$205K0.0%+41.6%0.001%
4/29/2025 Bank of New York Mellon Corp3,725,726$263.74M0.1%-1.4%0.647%
4/29/2025 Catalyst Capital Advisors LLC2,024$143K0.0%-9.9%0.000%
4/29/2025 Harel Insurance Investments & Financial Services Ltd.3,067$217K0.0%-53.5%0.001%
4/29/2025 IFM Investors Pty Ltd159,911$10.44M0.1%-0.7%0.028%
4/29/2025 GF Fund Management CO. LTD.117,263$8.30M0.2%+7.7%0.020%
4/29/2025 OneDigital Investment Advisors LLC13,070$925K0.0%+7.3%0.002%
4/29/2025 Calamos Advisors LLC159,163$11.27M0.0%+1.1%0.028%
4/29/2025 Conning Inc.4,400$311K0.0%+4.1%0.001%
4/29/2025 Leeward Investments LLC MA146,635$10.38M0.6%N/A0.025%
4/29/2025 Checchi Capital Advisers LLC6,420$454K0.0%+9.8%0.001%
4/28/2025 D.A. Davidson & CO.27,191$1.93M0.0%+1.2%0.005%
4/28/2025 Principal Financial Group Inc.2,425,991$171.74M0.1%-2.0%0.421%
4/28/2025 Mutual Advisors LLC2,942$203K0.0%N/A0.001%
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4/28/2025 Teacher Retirement System of Texas83,947$5.94M0.0%+1,508.8%0.015%
4/28/2025 First Horizon Advisors Inc.5,998$425K0.0%+3.1%0.001%
4/28/2025 Hudson Edge Investment Partners Inc.86,776$6.14M1.2%-1.6%0.015%
4/28/2025 Private Trust Co. NA5,422$384K0.0%+13.2%0.001%
4/28/2025 Pinnacle Financial Partners Inc3,778$267K0.0%N/A0.001%
4/28/2025 Miller Howard Investments Inc. NY31,161$2.21M0.1%N/A0.005%
4/28/2025 Aaron Wealth Advisors LLC6,477$459K0.1%+3.5%0.001%
4/28/2025 First Bank & Trust57,962$4.10M0.8%-3.6%0.010%
4/28/2025 Rossby Financial LCC730$50K0.0%N/A0.000%
4/28/2025 DAVENPORT & Co LLC70,125$4.96M0.0%+6.7%0.012%
4/28/2025 Summit Trail Advisors LLC26,192$1.87M0.1%+9.8%0.005%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd78,893$5.59M0.1%+1.3%0.014%
4/25/2025 JNBA Financial Advisors3,845$272K0.0%-4.3%0.001%
4/25/2025 Mather Group LLC.8,284$586K0.0%+143.1%0.001%
4/25/2025 Alta Advisers Ltd3,083$218K0.1%N/A0.001%
4/25/2025 Advisors Management Group Inc. ADV11,065$783K0.2%-5.2%0.002%
4/25/2025 New York State Teachers Retirement System415,222$29.39M0.1%-4.8%0.072%
4/25/2025 Amalgamated Bank113,366$8.03M0.1%+1.0%0.020%
4/25/2025 Avidian Wealth Enterprises LLC3,293$233K0.0%-5.8%0.001%
4/25/2025 Essex Financial Services Inc.3,803$269K0.0%+7.1%0.001%
4/25/2025 KBC Group NV47,909$3.39M0.0%+3.9%0.008%
4/25/2025 Sumitomo Mitsui Trust Group Inc.1,501,227$106.27M0.1%+3.4%0.261%
4/24/2025 Confluence Wealth Services Inc.2,805$201K0.0%N/A0.000%
4/24/2025 Allspring Global Investments Holdings LLC153,151$10.83M0.0%-0.2%0.027%
4/24/2025 Mirae Asset Global Investments Co. Ltd.260,757$18.18M0.0%+39.3%0.045%
4/24/2025 Oakworth Capital Inc.1,146$81K0.0%+46.2%0.000%
4/24/2025 Bartlett & CO. Wealth Management LLC523$37K0.0%-61.0%0.000%
4/24/2025 Illinois Municipal Retirement Fund111,919$7.92M0.1%-46.1%0.019%
4/24/2025 Transcend Capital Advisors LLC25,191$1.78M0.1%N/A0.004%
4/24/2025 Trust Co. of Vermont396$28K0.0%-73.2%0.000%
4/24/2025 Park Place Capital Corp6,029$427K0.1%-2.6%0.001%
4/23/2025 Western Wealth Management LLC14,171$1.00M0.1%-4.9%0.002%
4/23/2025 Sequoia Financial Advisors LLC26,448$1.87M0.0%+28.6%0.005%
4/23/2025 Lifelong Wealth Advisors Inc.9,109$645K0.3%+22.7%0.002%
4/23/2025 Perigon Wealth Management LLC6,134$434K0.0%+3.3%0.001%
4/23/2025 Tyche Wealth Partners LLC5,368$380K0.1%+45.9%0.001%
4/23/2025 Alpine Bank Wealth Management744$53K0.0%N/A0.000%
4/23/2025 HBK Sorce Advisory LLC5,738$406K0.0%-2.8%0.001%
4/23/2025 Golden State Wealth Management LLC4,432$314K0.0%+136.9%0.001%
4/23/2025 Corundum Group Inc.6,420$454K0.2%-54.7%0.001%
4/23/2025 Spire Wealth Management7,140$505K0.0%+4.0%0.001%
4/23/2025 Global Assets Advisory LLC3,630$250K0.0%N/A0.001%
4/23/2025 International Assets Investment Management LLC6,802$482K0.0%+3.5%0.001%
4/23/2025 Invesco LLC11,557$818K0.3%+133.5%0.002%
4/23/2025 Sheets Smith Wealth Management6,066$429K0.1%-6.9%0.001%
4/23/2025 Lazari Capital Management Inc.3,599$255K0.1%-6.3%0.001%
4/23/2025 Asset Management One Co. Ltd.254,262$18.00M0.1%+6.9%0.044%
4/23/2025 Oppenheimer & Co. Inc.23,262$1.65M0.0%-27.2%0.004%
4/23/2025 Oppenheimer Asset Management Inc.21,577$1.53M0.0%-1.9%0.004%
4/23/2025 Longboard Asset Management LP2,872$203K0.6%N/A0.000%
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4/23/2025 Continuum Advisory LLC1,548$110K0.0%+150.9%0.000%
4/22/2025 Stiles Financial Services Inc52,265$3.70M1.4%+2.2%0.009%
4/22/2025 Cambridge Investment Research Advisors Inc.97,336$6.89M0.0%+1.1%0.017%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund16,715$1.18M0.1%-5.2%0.003%
4/22/2025 Kentucky Retirement Systems39,244$2.78M0.1%+2.4%0.007%
4/22/2025 Praxis Investment Management Inc.9,014$638K0.0%-7.4%0.002%
4/22/2025 Advocate Group LLC2,877$204K0.0%N/A0.000%
4/22/2025 Segment Wealth Management LLC4,307$305K0.0%N/A0.001%
4/21/2025 Spirit of America Management Corp NY13,300$942K0.2%+19.3%0.002%
4/21/2025 Good Steward Wealth Advisors LLC6,657$471K0.4%N/A0.001%
(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, 1,144 institutional investors and hedge funds held shares of Xcel Energy. The most heavily invested institutionals were Vanguard Group Inc. ($4.99B), BlackRock Inc. ($3.11B), State Street Corp ($2.45B), Bank of America Corp DE ($1.40B), Price T Rowe Associates Inc. MD ($1.33B), JPMorgan Chase & Co. ($1.30B), and Massachusetts Financial Services Co. MA ($1.19B).Learn more on XEL's institutional investors.

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

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

Which institutional investors have been buying Xcel Energy stock?

Of the 981 institutional investors that purchased Xcel Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($9.70M), Massachusetts Financial Services Co. MA ($7.35M), Price T Rowe Associates Inc. MD ($6.68M), 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 125,438,297 shares in the last 24 months. This purchase volume represents approximately $8.20B in transactions.

Which Xcel Energy major shareholders have been selling company stock?

Of the 636 institutional investors that sold Xcel Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($8.70M), Magellan Asset Management Ltd ($5.85M), Wells Fargo & Company MN ($4.38M), Ameriprise Financial Inc. ($4.34M), Deutsche Bank AG ($3.06M), Victory Capital Management Inc. ($2.98M), and Massachusetts Financial Services Co. MA ($2.91M).

How much institutional selling is happening at Xcel Energy?

Institutional investors have sold a total of 89,522,365 shares in the last 24 months. This volume of shares sold represents approximately $5.89B in transactions.



This page (NASDAQ:XEL) was last updated on 5/1/2025 by MarketBeat.com Staff
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