Xcel Energy (XEL) Institutional Ownership

$80.43 -0.12 (-0.15%)

Closing price 05/7/2026 04:00 PM Eastern

Extended Trading

$80.60 +0.16 (+0.21%)

As of 05/7/2026 07:57 PM Eastern

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Current Institutional Ownership Percentage: 78.38%
Number of Institutional Buyers (last 12 months): 855
Total Institutional Inflows (last 12 months): $7.26B

Number of Institutional Sellers (last 12 months): 546
Total Institutional Outflows (last 12 months): $3.40B

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XEL Institutional Buying and Selling by Quarter

Xcel Energy Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/7/2026	Earned Wealth Advisors LLC	6,017	$478K	0.0%	+5.0%	0.001%
5/7/2026	Meeder Advisory Services Inc.	9,331	$741K	0.0%	+5.6%	0.001%
5/7/2026	Dimensional Fund Advisors LP	2,052,030	$163.01M	0.0%	+3.1%	0.329%
5/7/2026	Parallel Advisors LLC	7,755	$616K	0.0%	+9.1%	0.001%
5/7/2026	KBC Group NV	57,351	$4.56M	0.0%	+5.1%	0.009%
5/7/2026	Swiss National Bank	1,736,000	$137.91M	0.1%	+7.1%	0.278%
5/7/2026	World Equity Group Inc.	6,561	$521K	0.1%	+36.5%	0.001%
5/7/2026	Heartland Advisors Inc.	109,177	$8.67M	0.4%	-7.6%	0.017%
5/6/2026	Jennison Associates LLC	1,921,483	$152.64M	0.1%	-2.1%	0.308%
5/6/2026	Annis Gardner Whiting Capital Advisors LLC	698	$56K	0.0%	-28.8%	0.000%
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5/6/2026	California Public Employees Retirement System	1,068,800	$84.91M	0.1%	-30.0%	0.171%
5/6/2026	Heartland Bank & Trust Co	3,627	$288K	0.1%	N/A	0.001%
5/6/2026	Simon Quick Advisors LLC	52,569	$4.18M	0.2%	+13.2%	0.008%
5/6/2026	FSA Advisors Inc.	3,354	$266K	0.2%	-77.8%	0.001%
5/6/2026	Assetmark Inc.	159,223	$12.65M	0.0%	-5.0%	0.026%
5/6/2026	Financiere des Professionnels Fonds d investissement inc.	44,200	$3.51M	0.2%	N/A	0.007%
5/6/2026	Bessemer Group Inc.	17,589	$1.40M	0.0%	+5.0%	0.003%
5/6/2026	Allspring Global Investments Holdings LLC	507,247	$40.43M	0.1%	+0.2%	0.081%
5/6/2026	Prosperity Consulting Group LLC	10,943	$869K	0.0%	+4.1%	0.002%
5/6/2026	Birchwood Financial Partners Inc.	9,252	$735K	0.7%	+1.7%	0.001%
5/5/2026	Wealthfront Advisers LLC	146,612	$11.65M	0.0%	+5.5%	0.023%
5/5/2026	D.A. Davidson & CO.	29,472	$2.34M	0.0%	+16.4%	0.005%
5/5/2026	Marks Group Wealth Management Inc	7,758	$616K	0.1%	+7.5%	0.001%
5/5/2026	Bank of New York Mellon Corp	3,499,718	$278.02M	0.1%	-1.9%	0.561%
5/5/2026	Illinois Municipal Retirement Fund	98,694	$7.84M	0.1%	-37.5%	0.016%
5/5/2026	Geneos Wealth Management Inc.	40,829	$3.24M	0.1%	+47.2%	0.007%
5/5/2026	Harel Insurance Investments & Financial Services Ltd.	761	$60K	0.0%	-84.6%	0.000%
5/5/2026	SouthState Bank Corp	4,931	$392K	0.0%	+30.2%	0.001%
5/5/2026	Sanctuary Advisors LLC	53,750	$4.27M	0.0%	-9.1%	0.009%
5/5/2026	Sigma Planning Corp	10,721	$852K	0.0%	-7.7%	0.002%
5/5/2026	Checchi Capital Advisers LLC	7,386	$587K	0.0%	+14.1%	0.001%
5/5/2026	Avantax Planning Partners Inc.	2,679	$213K	0.0%	-5.0%	0.000%
5/4/2026	AMG National Trust Bank	30,993	$2.46M	0.1%	-7.4%	0.005%
5/4/2026	Legacy Capital Group California Inc.	4,971	$395K	0.2%	-20.5%	0.001%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	4,513	$359K	0.0%	+21.8%	0.001%
5/4/2026	Bleakley Financial Group LLC	25,889	$2.06M	0.0%	-10.6%	0.004%
5/4/2026	State of Michigan Retirement System	154,494	$12.27M	0.1%	-0.3%	0.025%
5/4/2026	Principal Financial Group Inc.	1,961,725	$155.84M	0.1%	-5.8%	0.314%
5/4/2026	Lifeworks Advisors LLC	9,715	$772K	0.1%	+109.7%	0.002%
5/4/2026	Procyon Advisors LLC	15,893	$1.26M	0.0%	-0.8%	0.003%

5/2/2026	Global Assets Advisory LLC	1,210	$96K	0.0%	N/A	0.000%
5/2/2026	International Assets Investment Management LLC	4,763	$380K	0.0%	-3.3%	0.001%
5/2/2026	Associated Banc Corp	284,701	$22.62M	0.6%	+1.4%	0.046%
5/2/2026	Diversify Wealth Management LLC	3,450	$272K	0.0%	N/A	0.001%
5/2/2026	Carnegie Investment Counsel	2,859	$227K	0.0%	N/A	0.000%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	1,050,096	$83.42M	0.4%	-5.5%	0.168%
5/1/2026	Citizens Financial Group Inc. RI	9,630	$765K	0.0%	-15.4%	0.002%
5/1/2026	Fifth Third Bancorp	165,076	$13.11M	0.0%	+269.1%	0.026%
5/1/2026	Advisors Management Group Inc. ADV	9,812	$779K	0.1%	-6.4%	0.002%
5/1/2026	Candriam S.C.A.	6,765	$537K	0.0%	+3.3%	0.001%
5/1/2026	Conning Inc.	2,802	$223K	0.0%	-13.0%	0.000%
5/1/2026	Sequoia Financial Advisors LLC	43,012	$3.42M	0.0%	-4.1%	0.007%
5/1/2026	Cedar Mountain Advisors LLC	495	$39K	0.0%	N/A	0.000%
4/30/2026	Stiles Financial Services Inc	46,142	$3.67M	1.1%	-1.1%	0.007%
4/30/2026	Hsbc Holdings PLC	1,343,595	$106.64M	0.1%	+4.1%	0.215%
4/30/2026	Accredited Investors Inc.	22,772	$1.81M	0.1%	+1.6%	0.004%
4/30/2026	First National Bank & Trust Co. of Newtown	4,425	$352K	0.1%	-21.0%	0.001%
4/30/2026	First Horizon Corp	4,639	$369K	0.0%	-4.1%	0.001%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	1,445,804	$114.86M	0.1%	-4.9%	0.232%
4/30/2026	Resona Asset Management Co. Ltd.	197,696	$15.70M	0.1%	+1.4%	0.032%
4/30/2026	Personal CFO Solutions LLC	7,082	$567K	0.1%	+8.3%	0.001%
4/30/2026	Frank Rimerman Advisors LLC	4,441	$353K	0.0%	-13.0%	0.001%
4/29/2026	Ascent Advisors LLC	2,795	$222K	0.4%	N/A	0.000%
4/29/2026	Integrated Advisors Network LLC	2,749	$218K	0.0%	-26.4%	0.000%
4/28/2026	Hodges Capital Management Inc.	11,115	$883K	0.1%	-1.8%	0.002%
4/28/2026	Whittier Trust Co.	2,090	$168K	0.0%	+25.0%	0.000%
4/28/2026	Bogart Wealth LLC	63,288	$5.03M	0.2%	+4.1%	0.010%
4/28/2026	Ascentis Independent Advisors	3,052	$243K	0.0%	+11.3%	0.000%
4/28/2026	Stephens Inc. AR	4,960	$394K	0.0%	-25.6%	0.001%
4/28/2026	Berger Financial Group Inc	35,610	$2.83M	0.2%	-1.7%	0.006%
4/28/2026	Steigerwald Gordon & Koch Inc.	798	$63K	0.0%	-20.4%	0.000%
4/28/2026	Raleigh Capital Management Inc.	17,564	$1.40M	0.5%	-30.5%	0.003%
4/28/2026	NBT Bank N A NY	1,210	$96K	0.0%	+717.6%	0.000%
4/28/2026	Koshinski Asset Management Inc.	14,803	$1.18M	0.1%	+2.0%	0.002%
4/28/2026	V Square Quantitative Management LLC	6,635	$527K	0.1%	+28.5%	0.001%
4/28/2026	Evolution Wealth Management Inc.	349	$28K	0.0%	+365.3%	0.000%
4/28/2026	QRG Capital Management Inc.	34,286	$2.72M	0.0%	-5.7%	0.005%
4/27/2026	HB Wealth Management LLC	25,709	$2.04M	0.0%	+10.5%	0.004%
4/27/2026	Baer Investment Advisory LLC	4,505	$358K	0.0%	N/A	0.001%
4/27/2026	World Investment Advisors	7,793	$619K	0.0%	-14.4%	0.001%
4/27/2026	First Dallas Securities Inc.	23,240	$1.85M	0.7%	-2.1%	0.004%
4/27/2026	Private Advisor Group LLC	56,646	$4.50M	0.0%	-10.8%	0.009%
4/27/2026	Optas LLC	2,673	$212K	0.0%	N/A	0.000%
4/27/2026	Y Intercept Hong Kong Ltd	88,267	$7.01M	0.1%	+33.8%	0.014%
4/27/2026	Leonteq Securities AG	925	$73K	0.0%	-84.4%	0.000%
4/27/2026	Fjarde AP Fonden Fourth Swedish National Pension Fund	63,500	$5.04M	0.0%	N/A	0.010%
4/27/2026	Elevation Point Wealth Partners LLC	50,966	$4.07M	0.1%	+54.4%	0.008%
4/27/2026	Fideuram Intesa Sanpaolo Private Banking S.P.A.	90,773	$7.21M	0.3%	+33.3%	0.015%
4/25/2026	Strs Ohio	303,956	$24.15M	0.1%	+2,044.0%	0.049%
4/25/2026	Harrison Street Private Wealth LLC	57,507	$4.57M	6.0%	N/A	0.009%

4/25/2026	Keybank National Association OH	19,853	$1.58M	0.0%	+12.9%	0.003%
4/25/2026	Mitchell & Pahl Private Wealth LLC	27,751	$2.21M	0.9%	+6.9%	0.004%
4/25/2026	Heritage Investors Management Corp	5,472	$435K	0.0%	N/A	0.001%
4/24/2026	Petros Family Wealth LLC	4,720	$375K	0.3%	-17.5%	0.001%
4/24/2026	Essex Financial Services Inc.	6,538	$519K	0.0%	-3.0%	0.001%
4/24/2026	Fulton Bank N.A.	21,490	$1.71M	0.1%	-29.1%	0.003%
4/24/2026	USS Investment Management Ltd	89,103	$7.08M	0.0%	+6.8%	0.014%
4/24/2026	IFM Investors Pty Ltd	133,874	$10.64M	0.1%	+3.0%	0.021%
4/24/2026	Bayban	14,230	$1.13M	1.0%	-21.9%	0.002%
4/24/2026	iA Global Asset Management Inc.	74,890	$5.95M	0.1%	+1.8%	0.012%

XEL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XEL shares?: During the previous two years, 1,280 institutional investors and hedge funds held shares of Xcel Energy. The most heavily invested institutionals were Vanguard Group Inc. ($5.73B), State Street Corp ($2.70B), Bank of America Corp DE ($2.33B), Price T Rowe Associates Inc. MD ($1.86B), JPMorgan Chase & Co. ($1.81B), Massachusetts Financial Services Co. MA ($1.39B), and Geode Capital Management LLC ($1.21B).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 1,136 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), Bank of America Corp DE ($11.05M), Barclays PLC ($7.10M), JPMorgan Chase & Co. ($6.92M), Pictet Asset Management Holding SA ($6.29M), Massachusetts Financial Services Co. MA ($5.87M), and Vanguard Group Inc. ($4.93M).

How much institutional buying is happening at Xcel Energy?: Institutional investors have bought a total of 97,805,197 shares in the last 24 months. This purchase volume represents approximately $7.26B in transactions.
Which of Xcel Energy's major shareholders have been selling company stock?: Of the 543 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: Goldman Sachs Group Inc. ($3.07M), Macquarie Group Ltd. ($2.82M), Price T Rowe Associates Inc. MD ($2.80M), Deutsche Bank AG ($2.54M), California Public Employees Retirement System ($1.49M), AQR Capital Management LLC ($1.49M), and Yaupon Capital Management LP ($1.43M).
How much institutional selling is happening at Xcel Energy?: Institutional investors have sold a total of 45,925,657 shares in the last 24 months. This volume of shares sold represents approximately $3.40B in transactions.

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This page (NASDAQ:XEL) was last updated on 5/8/2026 by MarketBeat.com Staff.

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Xcel Energy (XEL) Institutional Ownership

XEL Institutional Buying and Selling by Quarter

Xcel Energy Major Shareholders & Ownership History

XEL Institutional Ownership - Frequently Asked Questions

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Xcel Energy (XEL) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Xcel Energy (NASDAQ:XEL)

XEL Institutional Buying and Selling by Quarter

Xcel Energy Major Shareholders & Ownership History

XEL Institutional Ownership - Frequently Asked Questions

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