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Xcel Energy (XEL) Institutional Ownership

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$81.85 0.00 (0.00%)
Closing price 10/8/2025 04:00 PM Eastern
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$82.06 +0.21 (+0.25%)
As of 07:31 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)
811
Total
Institutional Inflows
(last 12 months)
$6.51B
Number of
Institutional Sellers
(last 12 months)
506
Total
Institutional Outflows
(last 12 months)
$3.58B
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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
10/8/2025First County Bank CT 4,469$360K0.2%-17.6%0.001%
10/8/2025Wealth Group Ltd2,747$222K0.1%N/A0.000%
10/8/2025RDA Financial Network4,058$327K0.1%-4.5%0.001%
10/8/2025Wedmont Private Capital9,029$739K0.0%+6.4%0.002%
10/8/2025Czech National Bank150,209$12.11M0.1%+6.5%0.025%
10/8/2025Quantum Financial Advisors LLC2,727$220K0.0%N/A0.000%
10/8/2025Kure Advisory LLC3,522$284K0.2%-5.1%0.001%
10/8/2025Accel Wealth Management3,896$314K0.1%+9.1%0.001%
10/7/2025 ST Germain D J Co. Inc.2,108$170K0.0%-29.6%0.000%
10/7/2025 Assenagon Asset Management S.A.16,106$1.30M0.0%-98.4%0.003%
10/7/2025 Sonora Investment Management Group LLC2,570$207K0.0%N/A0.000%
10/7/2025 Union Bancaire Privee UBP SA12,978$1.05M0.0%+31.9%0.002%
10/7/2025 Oak Thistle LLC3,743$302K0.0%N/A0.001%
10/6/2025 Old Port Advisors8,347$673K0.2%-1.9%0.001%
10/6/2025 Steph & Co.1,913$154K0.0%+11.7%0.000%
10/6/2025 Venture Visionary Partners LLC5,273$425K0.0%-10.3%0.001%
10/3/2025 Aaron Wealth Advisors LLC10,840$874K0.1%+73.6%0.002%
10/2/2025 GAMMA Investing LLC19,344$1.56M0.1%+15.3%0.003%
9/26/2025Corient Private Wealth LLC130,392$8.88M0.0%+0.3%0.022%
9/24/2025Texas Permanent School Fund Corp40,550$2.76M0.0%-34.7%0.007%
9/22/2025Caldwell Trust Co884$60K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.161,262$11.08M0.0%+12.2%0.027%
8/28/2025China Universal Asset Management Co. Ltd.13,095$899K0.1%-7.7%0.002%
8/27/2025Orion Porfolio Solutions LLC26,805$1.83M0.0%+13.0%0.005%
8/26/2025Thrivent Financial for Lutherans40,043$2.72M0.0%-5.1%0.007%
8/20/2025Kentucky Retirement Systems36,830$2.51M0.1%-6.2%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund15,631$1.06M0.1%-6.5%0.003%
8/19/2025B. Riley Wealth Advisors Inc.5,485$374K0.0%N/A0.001%
8/19/2025Advisory Services Network LLC12,120$890K0.0%+2.9%0.002%
8/19/2025Delos Wealth Advisors LLC1,200$82K0.1%N/A0.000%
8/18/2025Hudson Bay Capital Management LP186,991$12.73M0.0%-34.5%0.032%
8/18/2025Nomura Holdings Inc.6,623$451K0.0%-42.1%0.001%
8/18/2025Geneos Wealth Management Inc.42,470$2.89M0.1%+75.9%0.007%
8/18/2025Kestra Investment Management LLC5,403$368K0.0%+49.4%0.001%
8/18/2025CYBER HORNET ETFs LLC1,428$97K0.1%N/A0.000%
8/18/2025Front Row Advisors LLC1,013$70K0.0%-33.0%0.000%
8/16/2025Public Sector Pension Investment Board118,695$8.08M0.0%-22.7%0.020%
8/16/2025Evergreen Capital Management LLC4,208$289K0.0%-12.4%0.001%
8/15/2025CANADA LIFE ASSURANCE Co312,782$21.32M0.0%+0.3%0.053%
8/15/2025Tower Research Capital LLC TRC 8,488$578K0.0%-77.0%0.001%
8/15/2025MUFG Securities EMEA plc1,692$115K0.0%-98.6%0.000%
8/15/2025Corient Private Wealth LLC249,392$16.99M0.0%+91.8%0.042%
8/15/2025State of Tennessee Department of Treasury242,074$16.49M0.1%+18.7%0.041%
8/15/2025E Fund Management Co. Ltd.14,975$1.02M0.0%-8.3%0.003%
8/15/2025Blue Chip Partners LLC207,062$14.10M1.1%-0.9%0.035%
8/15/2025Keel Point LLC5,296$361K0.0%+70.4%0.001%
8/15/2025BROOKFIELD Corp ON 2,837,871$193.26M0.2%-3.1%0.480%
8/15/2025Vident Advisory LLC23,088$1.57M0.0%-36.0%0.004%
8/15/2025Voleon Capital Management LP4,437$302K0.0%N/A0.001%
8/15/2025Two Sigma Securities LLC5,683$387K0.0%N/A0.001%
8/15/2025Tidal Investments LLC20,910$1.42M0.0%-13.3%0.004%
8/15/2025Smartleaf Asset Management LLC6,247$423K0.0%-10.5%0.001%
8/15/2025Snowden Capital Advisors LLC15,133$1.04M0.0%-1.0%0.003%
8/15/2025Sone Capital Management LLC259,916$17.70M1.6%+0.3%0.044%
8/15/2025Sourcerock Group LLC141,658$9.65M0.5%+102.4%0.024%
8/15/2025Royal London Asset Management Ltd.32,174$2.19M0.0%+8.2%0.005%
8/15/2025Rafferty Asset Management LLC238,729$16.26M0.1%+1.4%0.040%
8/15/2025Resolution Capital Ltd24,973$1.70M0.0%N/A0.004%
8/15/2025Orion Porfolio Solutions LLC26,805$1.83M0.0%+13.0%0.005%
8/15/2025MML Investors Services LLC79,746$5.43M0.0%+6.6%0.013%
8/15/2025Man Group plc88,988$6.06M0.0%-52.0%0.015%
8/15/2025Meiji Yasuda Asset Management Co Ltd.14,354$978K0.0%-32.8%0.002%
8/15/2025Merewether Investment Management LP945,110$64.36M1.8%N/A0.160%
8/15/2025Modern Wealth Management LLC8,733$595K0.0%+2.7%0.001%
8/15/2025Lazard Asset Management LLC416,405$28.36M0.0%+5.7%0.070%
8/15/2025LMR Partners LLP3,233$220K0.0%N/A0.001%
8/15/2025Hudson Bay Capital Management LP186,991$12.73M0.0%-34.5%0.032%
8/15/2025IHT Wealth Management LLC10,094$687K0.0%+24.3%0.002%
8/15/2025Great Valley Advisor Group Inc.12,799$871K0.0%-33.6%0.002%
8/15/2025Gallagher Fiduciary Advisors LLC17,922$1.22M0.0%+5.0%0.003%
8/15/2025EP Wealth Advisors LLC347,699$23.68M0.2%+3,324.6%0.059%
8/15/2025Electron Capital Partners LLC1,728,063$117.68M6.3%-10.1%0.292%
8/15/2025Energy Income Partners LLC959,224$65.32M1.3%-8.5%0.162%
8/15/2025Engineers Gate Manager LP21,399$1.46M0.0%+422.7%0.004%
8/15/2025Curi Capital LLC4,771$328K0.0%N/A0.001%
8/15/2025Benjamin Edwards Inc.21,207$1.44M0.0%+14.7%0.004%
8/15/2025BI Asset Management Fondsmaeglerselskab A S22,192$1.51M0.0%+39.2%0.004%
8/15/2025BNP Paribas Financial Markets709,711$48.33M0.0%-58.8%0.120%
8/15/2025Boothbay Fund Management LLC57,612$3.92M0.1%+43.0%0.010%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp90,623$6.17M0.0%-17.5%0.015%
8/15/2025BTG Pactual Asset Management US LLC73,368$5.00M0.5%-27.7%0.012%
8/15/2025Brevan Howard Capital Management LP9,985$680K0.0%N/A0.002%
8/15/2025Balyasny Asset Management L.P.1,716,351$116.88M0.2%+2,324.9%0.290%
8/15/2025Bank of America Corp DE26,262,079$1.79B0.1%+9.0%4.440%
8/15/2025Adage Capital Partners GP L.L.C.528,242$35.97M0.1%-31.8%0.089%
8/15/2025Ameriprise Financial Inc.3,012,231$205.16M0.1%+31.1%0.509%
8/15/2025AQR Capital Management LLC1,509,643$101.69M0.1%-9.1%0.255%
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%
(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, 1,183 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 1,043 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 95,546,961 shares in the last 24 months. This purchase volume represents approximately $6.51B in transactions.

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

Of the 505 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), Assenagon Asset Management S.A. ($1.81M), and Amundi ($1.81M).

How much institutional selling is happening at Xcel Energy?

Institutional investors have sold a total of 52,616,410 shares in the last 24 months. This volume of shares sold represents approximately $3.58B in transactions.



This page (NASDAQ:XEL) was last updated on 10/9/2025 by MarketBeat.com Staff
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