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Xcel Energy (XEL) Institutional Ownership

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$72.24 -0.19 (-0.26%)
Closing price 04:00 PM Eastern
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$72.24 0.00 (0.00%)
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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)
808
Total
Institutional Inflows
(last 12 months)
$6.52B
Number of
Institutional Sellers
(last 12 months)
509
Total
Institutional Outflows
(last 12 months)
$3.53B
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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
8/28/2025 China Universal Asset Management Co. Ltd.13,095$899K0.1%-7.7%0.002%
8/27/2025 Orion Porfolio Solutions LLC26,805$1.83M0.0%+13.0%0.005%
8/26/2025 Thrivent Financial for Lutherans40,043$2.72M0.0%-5.1%0.007%
8/20/2025 Kentucky Retirement Systems36,830$2.51M0.1%-6.2%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund15,631$1.06M0.1%-6.5%0.003%
8/19/2025 B. Riley Wealth Advisors Inc.5,485$374K0.0%N/A0.001%
8/19/2025 Advisory Services Network LLC12,120$890K0.0%+2.9%0.002%
8/19/2025 Delos Wealth Advisors LLC1,200$82K0.1%N/A0.000%
8/18/2025 Hudson Bay Capital Management LP186,991$12.73M0.0%-34.5%0.032%
8/18/2025 Nomura Holdings Inc.6,623$451K0.0%-42.1%0.001%
8/18/2025 Geneos Wealth Management Inc.42,470$2.89M0.1%+75.9%0.007%
8/18/2025 Kestra Investment Management LLC5,403$368K0.0%+49.4%0.001%
8/18/2025 CYBER HORNET ETFs LLC1,428$97K0.1%N/A0.000%
8/18/2025 Front Row Advisors LLC1,013$70K0.0%-33.0%0.000%
8/16/2025 Public Sector Pension Investment Board118,695$8.08M0.0%-22.7%0.020%
8/16/2025 Evergreen Capital Management LLC4,208$289K0.0%-12.4%0.001%
8/15/2025 CANADA LIFE ASSURANCE Co312,782$21.32M0.0%+0.3%0.053%
8/15/2025 Tower Research Capital LLC TRC 8,488$578K0.0%-77.0%0.001%
8/15/2025 MUFG Securities EMEA plc1,692$115K0.0%-98.6%0.000%
8/15/2025 Corient Private Wealth LLC249,392$16.99M0.0%+91.8%0.042%
8/15/2025 State of Tennessee Department of Treasury242,074$16.49M0.1%+18.7%0.041%
8/15/2025 E Fund Management Co. Ltd.14,975$1.02M0.0%-8.3%0.003%
8/15/2025 Blue Chip Partners LLC207,062$14.10M1.1%-0.9%0.035%
8/15/2025 Keel Point LLC5,296$361K0.0%+70.4%0.001%
8/15/2025 BROOKFIELD Corp ON 2,837,871$193.26M0.2%-3.1%0.480%
8/15/2025 Vident Advisory LLC23,088$1.57M0.0%-36.0%0.004%
8/15/2025 Voleon Capital Management LP4,437$302K0.0%N/A0.001%
8/15/2025 Two Sigma Securities LLC5,683$387K0.0%N/A0.001%
8/15/2025 Tidal Investments LLC20,910$1.42M0.0%-13.3%0.004%
8/15/2025 Smartleaf Asset Management LLC6,247$423K0.0%-10.5%0.001%
8/15/2025 Snowden Capital Advisors LLC15,133$1.04M0.0%-1.0%0.003%
8/15/2025 Sone Capital Management LLC259,916$17.70M1.6%+0.3%0.044%
8/15/2025 Sourcerock Group LLC141,658$9.65M0.5%+102.4%0.024%
8/15/2025 Royal London Asset Management Ltd.32,174$2.19M0.0%+8.2%0.005%
8/15/2025 Rafferty Asset Management LLC238,729$16.26M0.1%+1.4%0.040%
8/15/2025 Resolution Capital Ltd24,973$1.70M0.0%N/A0.004%
8/15/2025 Orion Porfolio Solutions LLC26,805$1.83M0.0%+13.0%0.005%
8/15/2025 MML Investors Services LLC79,746$5.43M0.0%+6.6%0.013%
8/15/2025 Man Group plc88,988$6.06M0.0%-52.0%0.015%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.14,354$978K0.0%-32.8%0.002%
8/15/2025 Merewether Investment Management LP945,110$64.36M1.8%N/A0.160%
8/15/2025 Modern Wealth Management LLC8,733$595K0.0%+2.7%0.001%
8/15/2025 Lazard Asset Management LLC416,405$28.36M0.0%+5.7%0.070%
8/15/2025 LMR Partners LLP3,233$220K0.0%N/A0.001%
8/15/2025 Hudson Bay Capital Management LP186,991$12.73M0.0%-34.5%0.032%
8/15/2025 IHT Wealth Management LLC10,094$687K0.0%+24.3%0.002%
8/15/2025 Great Valley Advisor Group Inc.12,799$871K0.0%-33.6%0.002%
8/15/2025 Gallagher Fiduciary Advisors LLC17,922$1.22M0.0%+5.0%0.003%
8/15/2025 EP Wealth Advisors LLC347,699$23.68M0.2%+3,324.6%0.059%
8/15/2025 Electron Capital Partners LLC1,728,063$117.68M6.3%-10.1%0.292%
8/15/2025 Energy Income Partners LLC959,224$65.32M1.3%-8.5%0.162%
8/15/2025 Engineers Gate Manager LP21,399$1.46M0.0%+422.7%0.004%
8/15/2025 Curi Capital LLC4,771$328K0.0%N/A0.001%
8/15/2025 Benjamin Edwards Inc.21,207$1.44M0.0%+14.7%0.004%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S22,192$1.51M0.0%+39.2%0.004%
8/15/2025 BNP Paribas Financial Markets709,711$48.33M0.0%-58.8%0.120%
8/15/2025 Boothbay Fund Management LLC57,612$3.92M0.1%+43.0%0.010%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp90,623$6.17M0.0%-17.5%0.015%
8/15/2025 BTG Pactual Asset Management US LLC73,368$5.00M0.5%-27.7%0.012%
8/15/2025 Brevan Howard Capital Management LP9,985$680K0.0%N/A0.002%
8/15/2025 Balyasny Asset Management L.P.1,716,351$116.88M0.2%+2,324.9%0.290%
8/15/2025 Bank of America Corp DE26,262,079$1.79B0.1%+9.0%4.440%
8/15/2025 Adage Capital Partners GP L.L.C.528,242$35.97M0.1%-31.8%0.089%
8/15/2025 Ameriprise Financial Inc.3,012,231$205.16M0.1%+31.1%0.509%
8/15/2025 AQR Capital Management LLC1,509,643$101.69M0.1%-9.1%0.255%
8/14/2025 CTC Alternative Strategies Ltd.3,400$232K0.2%N/A0.001%
8/14/2025 Challenger Wealth Management3,000$204K0.1%-25.1%0.001%
8/14/2025 California State Teachers Retirement System693,079$47.20M0.1%+1.9%0.117%
8/14/2025 Financial Advisors Network Inc.4,552$310K0.0%+10.9%0.001%
8/14/2025 Raymond James Financial Inc.2,519,061$171.55M0.1%+100.3%0.426%
8/14/2025 Worldquant Millennium Advisors LLC132,578$9.03M0.0%+1.9%0.022%
8/14/2025 Canada Pension Plan Investment Board590,659$40.22M0.0%+21.4%0.100%
8/14/2025 Bayesian Capital Management LP5,500$375K0.1%N/A0.001%
8/14/2025 Occudo Quantitative Strategies LP91,631$6.24M0.7%N/A0.015%
8/14/2025 Quantinno Capital Management LP238,479$16.24M0.1%+16.0%0.040%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.437,088$29.77M0.1%-6.8%0.074%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main7,140$486K0.0%-18.3%0.001%
8/14/2025 Diversify Advisory Services LLC2,829$205K0.0%-47.6%0.000%
8/14/2025 Alliancebernstein L.P.668,004$45.49M0.0%+4.0%0.113%
8/14/2025 Decade Renewable Partners LP106,100$7.23M5.7%+0.5%0.018%
8/14/2025 HUB Investment Partners LLC5,343$364K0.0%+8.9%0.001%
8/14/2025 Treasurer of the State of North Carolina663,982$45.22M0.1%+65.3%0.112%
8/14/2025 The Manufacturers Life Insurance Company 585,572$39.88M0.0%+4.4%0.099%
8/14/2025 CIBC Asset Management Inc242,624$16.52M0.1%-3.2%0.041%
8/14/2025 Squarepoint Ops LLC693,740$47.24M0.0%+722.6%0.117%
8/14/2025 Sei Investments Co.1,080,508$73.58M0.1%-13.3%0.183%
8/14/2025 Heritage Wealth Management Inc.10,854$739K0.2%-2.5%0.002%
8/14/2025 Nebula Research & Development LLC3,648$248K0.0%N/A0.001%
8/14/2025 NewEdge Advisors LLC66,476$4.53M0.0%+2.1%0.011%
8/14/2025 Intact Investment Management Inc.67,500$4.60M0.2%-17.4%0.011%
8/14/2025 Investment Management Corp of Ontario50,278$3.42M0.0%-38.4%0.009%
8/14/2025 AXA S.A.169,257$11.53M0.0%+76.5%0.029%
8/14/2025 State Street Corp34,144,257$2.34B0.1%+0.4%5.773%
8/14/2025 Daiwa Securities Group Inc.193,482$13.18M0.0%+56.1%0.033%
8/14/2025 Fosun 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%
(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, 1,179 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 ($1.79B), 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 1,040 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 ($8.46M), 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 95,749,328 shares in the last 24 months. This purchase volume represents approximately $6.52B in transactions.

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

Of the 509 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 52,079,124 shares in the last 24 months. This volume of shares sold represents approximately $3.53B in transactions.



This page (NASDAQ:XEL) was last updated on 9/4/2025 by MarketBeat.com Staff
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