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Xcel Energy (XEL) Institutional Ownership

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$72.66 -0.12 (-0.16%)
Closing price 04:00 PM Eastern
Extended Trading
$72.83 +0.17 (+0.23%)
As of 08:00 PM 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)
768
Total
Institutional Inflows
(last 12 months)
$5.81B
Number of
Institutional Sellers
(last 12 months)
489
Total
Institutional Outflows
(last 12 months)
$3.56B
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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
7/25/2025NorthRock Partners LLC18,870$1.29M0.0%-11.1%0.003%
7/25/2025Verdence Capital Advisors LLC21,373$1.46M0.1%+0.9%0.004%
7/25/2025Atria Wealth Solutions Inc.4,171$285K0.0%-58.0%0.001%
7/25/2025Envestnet Portfolio Solutions Inc.46,344$3.16M0.0%+1.6%0.008%
7/25/2025Concord Asset Management LLC VA4,745$323K0.0%+48.2%0.001%
7/25/2025Sequoia Financial Advisors LLC35,803$2.44M0.0%+35.4%0.006%
7/25/2025Yousif Capital Management LLC89,890$6.12M0.1%+15.5%0.016%
7/25/2025M.E. Allison & CO. Inc.3,800$259K0.2%N/A0.001%
7/25/2025MGO One Seven LLC4,009$273K0.0%-7.8%0.001%
7/25/2025Allspring Global Investments Holdings LLC148,257$10.19M0.0%-3.2%0.026%
7/25/2025LRI Investments LLC2,068$141K0.0%+8.7%0.000%
7/25/2025CWM LLC69,418$4.73M0.0%-1.9%0.012%
7/25/2025Vanguard Personalized Indexing Management LLC65,231$4.44M0.1%+27.4%0.011%
7/25/2025Concurrent Investment Advisors LLC12,536$854K0.0%-1.8%0.002%
7/25/2025Apollon Wealth Management LLC16,048$1.09M0.0%-44.5%0.003%
7/24/2025 Drucker Wealth 3.0 LLC3,907$265K0.1%N/A0.001%
7/24/2025 Aberdeen Group plc210,696$14.35M0.0%+8.1%0.037%
7/24/2025 Eastern Bank6,524$444K0.0%+9.3%0.001%
7/24/2025 Strong Tower Advisory Services39,358$2.68M0.5%+9.6%0.007%
7/24/2025 Blue Trust Inc.8,908$607K0.0%+20.0%0.002%
7/24/2025 Fourpath Capital Management LLC16,244$1.11M0.2%-2.6%0.003%
7/24/2025 Thompson Investment Management Inc.7,489$510K0.1%-7.4%0.001%
7/24/2025 Endeavor Private Wealth Inc.4,283$292K0.1%N/A0.001%
7/24/2025 Cyndeo Wealth Partners LLC3,093$211K0.0%-6.2%0.001%
7/24/2025 Commerzbank Aktiengesellschaft FI29,721$2.03M0.0%+9.7%0.005%
7/24/2025 Stiles Financial Services Inc47,450$3.23M1.1%-9.2%0.008%
7/24/2025 IFP Advisors Inc5,310$362K0.0%-14.3%0.001%
7/24/2025 Callan Family Office LLC19,107$1.30M0.0%+374.4%0.003%
7/24/2025 Blair William & Co. IL38,183$2.60M0.0%+0.4%0.007%
7/24/2025 True Link Financial Advisors LLC3,676$250K0.0%-3.9%0.001%
7/24/2025 US Bancorp DE333,494$22.71M0.0%+0.1%0.058%
7/23/2025 Tectonic Advisors LLC13,523$921K0.1%-8.9%0.002%
7/23/2025 Maryland State Retirement & Pension System28,052$1.91M0.0%+4.4%0.005%
7/23/2025 Capital Management Associates Inc6,840$466K0.1%-49.7%0.001%
7/23/2025 Louisiana State Employees Retirement System72,600$4.94M0.1%-0.4%0.013%
7/23/2025 Venturi Wealth Management LLC9,282$632K0.0%-4.7%0.002%
7/23/2025 Shell Asset Management Co.31,967$2.18M0.1%+22.5%0.006%
7/23/2025 TriaGen Wealth Management LLC62,479$4.26M1.3%N/A0.011%
7/23/2025 RMG Wealth Management LLC648$46K0.0%N/A0.000%
7/23/2025 Prime Capital Investment Advisors LLC4,718$321K0.0%-30.0%0.001%
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7/22/2025 Petros Family Wealth LLC3,034$207K0.2%N/A0.001%
7/22/2025 DAVENPORT & Co LLC72,541$4.94M0.0%+3.4%0.013%
7/22/2025 Marks Group Wealth Management Inc7,251$494K0.0%-14.4%0.001%
7/22/2025 IFS Advisors LLC956$65K0.0%-17.3%0.000%
7/22/2025 OLD National Bancorp IN4,306$293K0.0%N/A0.001%
7/22/2025 Berger Financial Group Inc36,447$2.48M0.2%-0.8%0.006%
7/22/2025 Accel Wealth Management3,570$243K0.1%+7.4%0.001%
7/22/2025 AMF Tjanstepension AB195,312$13.31M0.1%+458.7%0.034%
7/21/2025 111 Capital18,805$1.28M0.2%+78.2%0.003%
7/21/2025 Hennessy Advisors Inc.111,999$7.63M0.3%-2.2%0.019%
7/21/2025 QRG Capital Management Inc.41,782$2.85M0.0%+7.0%0.007%
7/21/2025 Corundum Group Inc.6,922$471K0.2%+7.8%0.001%
7/21/2025 Segment Wealth Management LLC6,066$413K0.0%+40.8%0.001%
7/21/2025 Stock Yards Bank & Trust Co.5,171$352K0.0%-13.9%0.001%
7/21/2025 Ascent Group LLC22,753$1.55M0.1%+17.7%0.004%
7/21/2025 Ameritas Advisory Services LLC1,813$123K0.0%-65.3%0.000%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management27,900$1.90M0.0%+11.6%0.005%
7/21/2025 HighMark Wealth Management LLC12,865$876K0.4%+73.8%0.002%
7/21/2025 Ashton Thomas Securities LLC6,706$457K0.1%N/A0.001%
7/21/2025 Hilltop National Bank2,529$172K0.0%N/A0.000%
7/21/2025 Mirae Asset Global Investments Co. Ltd.329,584$22.45M0.1%+26.4%0.057%
7/21/2025 Riverview Trust Co1,988$135K0.2%-14.8%0.000%
7/18/2025 Access Financial Services Inc.5,719$389K0.1%-3.7%0.001%
7/18/2025 TruNorth Capital Management LLC557$38K0.0%-61.9%0.000%
7/18/2025 MJT & Associates Financial Advisory Group Inc.2,879$196K0.2%-9.4%0.000%
7/18/2025 LBP AM SA30,086$2.05M0.0%-1.8%0.005%
7/18/2025 Alley Investment Management Company LLC4,690$319K0.0%-8.0%0.001%
7/18/2025 Truist Financial Corp233,760$15.92M0.0%-0.7%0.041%
7/18/2025 Union Bancaire Privee UBP SA9,838$670K0.0%-24.9%0.002%
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC3,542$241K0.1%N/A0.001%
7/17/2025 Greenleaf Trust12,066$822K0.0%-20.3%0.002%
7/17/2025 Capital Investment Advisors LLC5,204$354K0.0%+10.8%0.001%
7/17/2025 Raleigh Capital Management Inc.25,975$1.77M0.7%+3.5%0.005%
7/17/2025 HB Wealth Management LLC16,059$1.09M0.0%-10.0%0.003%
7/17/2025 Janney Montgomery Scott LLC147,615$10.05M0.0%+7.4%0.026%
7/17/2025 Invesco LLC11,326$771K0.3%-2.0%0.002%
7/17/2025 GC Wealth Management RIA LLC3,562$243K0.0%N/A0.001%
7/17/2025 Alpine Bank Wealth Management3,187$217K0.0%+328.4%0.001%
7/17/2025 V Square Quantitative Management LLC6,063$413K0.1%+8.9%0.001%
7/17/2025 Sound Income Strategies LLC2,128$145K0.0%-16.5%0.000%
7/17/2025 Vermillion Wealth Management Inc.15,507$1.06M0.5%-4.1%0.003%
7/17/2025 First County Bank CT 5,421$369K0.2%-29.1%0.001%
7/16/2025 State of Alaska Department of Revenue64,670$4.40M0.0%-3.9%0.011%
7/16/2025 Patton Fund Management Inc.3,192$217K0.2%N/A0.001%
7/16/2025 ST Germain D J Co. Inc.2,993$204K0.0%+102.2%0.001%
7/16/2025 MJT & Associates Financial Advisory Group Inc.2,879$196K0.3%-9.4%0.000%
7/16/2025 Hartford Investment Management Co.34,772$2.37M0.1%-1.0%0.006%
7/16/2025 Dakota Wealth Management22,080$1.50M0.0%+4.6%0.004%
7/16/2025 Perigon Wealth Management LLC6,689$456K0.0%+9.0%0.001%
7/15/2025 Significant Wealth Partners LLC5,420$369K0.2%-5.1%0.001%
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7/15/2025 TD Private Client Wealth LLC53,571$3.65M0.1%+0.4%0.009%
7/15/2025 Mather Group LLC.7,937$540K0.0%-4.2%0.001%
7/15/2025 Public Employees Retirement System of Ohio301,367$20.52M0.1%-0.2%0.052%
7/15/2025 Ballentine Partners LLC7,858$535K0.0%-2.6%0.001%
7/15/2025 Norden Group LLC9,199$626K0.1%+12.7%0.002%
7/15/2025 Marquette Asset Management LLC1,667$114K0.0%-18.7%0.000%
7/15/2025 Fifth Third Bancorp43,164$2.94M0.0%+1.0%0.007%
7/15/2025 Sheets Smith Wealth Management5,883$401K0.0%-3.0%0.001%
7/15/2025 Waycross Partners LLC5,550$378K0.0%N/A0.001%
7/15/2025 Kure Advisory LLC3,713$253K0.2%-10.4%0.001%
(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, 1,169 institutional investors and hedge funds held shares of Xcel Energy. The most heavily invested institutionals were Vanguard Group Inc. ($5.30B), BlackRock Inc. ($3.11B), State Street Corp ($2.45B), Price T Rowe Associates Inc. MD ($1.83B), JPMorgan Chase & Co. ($1.47B), Bank of America Corp DE ($1.40B), and Massachusetts Financial Services Co. MA ($1.20B).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 1,010 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 ($7.35M), 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 87,091,859 shares in the last 24 months. This purchase volume represents approximately $5.81B in transactions.

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

Of the 488 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. ($4.08M), Massachusetts Financial Services Co. MA ($3.55M), Goldman Sachs Group Inc. ($3.07M), Zimmer Partners LP ($2.81M), JPMorgan Chase & Co. ($1.78M), and Magellan Asset Management Ltd ($1.68M).

How much institutional selling is happening at Xcel Energy?

Institutional investors have sold a total of 54,490,428 shares in the last 24 months. This volume of shares sold represents approximately $3.56B in transactions.



This page (NASDAQ:XEL) was last updated on 7/25/2025 by MarketBeat.com Staff
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