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Xcel Energy (XEL) Institutional Ownership

Xcel Energy logo
$81.00 +0.22 (+0.27%)
Closing price 05/27/2026 04:00 PM Eastern
Extended Trading
$80.35 -0.65 (-0.80%)
As of 06:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
841
Total
Institutional Inflows
(last 12 months)
$6.48B
Number of
Institutional Sellers
(last 12 months)
523
Total
Institutional Outflows
(last 12 months)
$2.89B
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Skip Chart & View Institutional Buying and Selling Data

XEL Institutional Buying and Selling by Quarter

Xcel Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/26/2026 Glenmede Trust Co. NA61,558$4.89M0.0%+4.5%0.010%
5/22/2026 Segall Bryant & Hamill LLC62,493$5.06M0.1%N/A0.010%
5/21/2026 CTC Alternative Strategies Ltd.6,300$500K1.1%N/A0.001%
5/21/2026 Vestor Capital LLC2,076$165K0.0%N/A0.000%
5/19/2026 Royal Fund Management LLC23,780$1.89M0.2%-50.2%0.004%
5/19/2026 Bank of America Corp DE29,441,811$2.34B0.2%+5.9%4.716%
5/19/2026 Edgestream Partners L.P.35,745$2.84M0.1%+55.9%0.006%
5/19/2026 Kentucky Retirement Systems41,086$3.26M0.1%+10.6%0.007%
5/19/2026 Janus Henderson Group PLC1,163,008$92.39M0.0%-10.7%0.186%
5/19/2026 Bull Harbor Capital LLC8,933$710K0.2%N/A0.001%
5/19/2026 Strategic Investment Advisors MI9,802$779K0.1%N/A0.002%
5/19/2026 Ashton Thomas Securities LLC6,045$480K0.1%-6.9%0.001%
5/19/2026 Arkadios Wealth Advisors18,217$1.45M0.0%-0.9%0.003%
5/19/2026 IFS Group LLC2,798$222K0.2%N/A0.000%
5/19/2026 Altshuler Shaham Ltd12,337$980K0.0%+13.7%0.002%
5/18/2026 Sunbelt Securities Inc.2,845$226K0.0%-14.7%0.000%
5/18/2026 Amundi2,212,376$175.75M0.0%+97.2%0.354%
5/18/2026 EverSource Wealth Advisors LLC12,354$981K0.0%+3.9%0.002%
5/18/2026 California State Teachers Retirement System684,478$54.38M0.1%-3.1%0.110%
5/18/2026 Royal Bank of Canada3,872,314$307.62M0.1%+5.4%0.620%
5/18/2026 Resolution Capital Ltd81,364$6.46M0.1%-5.4%0.013%
5/18/2026 Electron Capital Partners LLC1,918,768$152.43M6.0%-0.9%0.307%
5/18/2026 Empowered Funds LLC30,068$2.39M0.0%+84.9%0.005%
5/18/2026 Energy Income Partners LLC1,000,644$79.49M1.3%+66.4%0.160%
5/16/2026 The Manufacturers Life Insurance Company 617,464$49.05M0.0%-5.5%0.099%
5/16/2026 Socorro Asset Management LP105,154$8.35M3.8%+8.2%0.017%
5/16/2026 KCM Investment Advisors LLC7,549$600K0.0%+1.9%0.001%
5/16/2026 Infrastructure Capital Advisors LLC25,438$2.02M0.1%+23.6%0.004%
5/16/2026 Excelsior Advisor Network LLC5,972$474K0.2%N/A0.001%
5/16/2026 Quantinno Capital Management LP423,810$33.67M0.1%+23.2%0.068%
5/16/2026 SummitTX Capital L.P.203,625$16.18M0.5%-28.7%0.033%
5/16/2026 Lazard Asset Management LLC70,454$5.60M0.0%-63.6%0.011%
5/15/2026 Gateway Wealth Partners LLC4,465$355K0.0%N/A0.001%
5/15/2026 Blue Chip Partners LLC210,260$16.70M1.2%+2.4%0.034%
5/15/2026 Delta Global Management LP29,995$2.38M0.2%N/A0.005%
5/15/2026 Everest Financial Group LLC10,839$861K0.1%+100.6%0.002%
5/15/2026 OMERS ADMINISTRATION Corp1,791,423$142.31M0.9%+0.4%0.287%
5/15/2026 Lombard Odier Asset Management Switzerland SA19,800$1.57M0.1%N/A0.003%
5/15/2026 Waverly Advisors LLC68,493$5.44M0.0%-1.8%0.011%
5/15/2026 Aristotle Capital Management LLC11,106,321$882.29M1.8%-4.1%1.779%
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5/15/2026 Wealth Alliance LLC16,447$1.31M0.1%-24.6%0.003%
5/15/2026 Entropy Technologies LP82,632$6.56M0.3%-10.6%0.013%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund200,781$15.95M0.0%-1.8%0.032%
5/14/2026 Dai ichi Life Insurance Company Ltd23,312$1.85M0.1%-3.7%0.004%
5/14/2026 Renaissance Technologies LLC543,600$43.18M0.1%+163.8%0.087%
5/14/2026 Gabelli Funds LLC531,216$42.20M0.3%-0.1%0.085%
5/14/2026 Hilltop Holdings Inc.5,148$409K0.0%-40.3%0.001%
5/14/2026 Public Employees Retirement System of Ohio296,075$23.52M0.1%-2.8%0.047%
5/14/2026 Bruce & Co. Inc.184,500$14.66M4.2%-5.1%0.030%
5/14/2026 Compound Planning Inc.4,431$352K0.0%-4.8%0.001%
5/14/2026 Modern Wealth Management LLC18,845$1.50M0.0%+22.2%0.003%
5/14/2026 Arrowstreet Capital Limited Partnership936,583$74.40M0.0%+1,087.4%0.150%
5/14/2026 Mizuho Markets Americas LLC805,100$63.96M1.7%N/A0.129%
5/14/2026 Bank of Nova Scotia159,351$12.66M0.0%+16.6%0.026%
5/14/2026 Sei Investments Co.1,157,937$91.99M0.1%+3.6%0.185%
5/14/2026 Lido Advisors LLC31,316$2.50M0.0%+9.8%0.005%
5/14/2026 State of Wyoming5,374$427K0.1%+113.8%0.001%
5/13/2026 NewEdge Wealth LLC10,497$834K0.0%-27.9%0.002%
5/13/2026 Arvest Bank Trust Division2,539$202K0.0%N/A0.000%
5/13/2026 CI Investments Inc.18,077$1.44M0.0%+10.7%0.003%
5/13/2026 First Trust Advisors LP981,419$77.96M0.1%-33.4%0.157%
5/12/2026 Magellan Asset Management Ltd2,316,759$184.04M2.4%+9.7%0.371%
5/12/2026 Westpac Banking Corp17,374$1.38M0.1%-60.8%0.003%
5/12/2026 ABN Amro Investment Solutions50,062$3.98M0.1%-52.4%0.008%
5/8/2026 PNC Financial Services Group Inc.210,603$16.73M0.0%-4.0%0.034%
5/8/2026 Andra AP fonden12,922$1.03M0.0%-27.1%0.002%
5/8/2026 Glenview Trust Co4,997$397K0.0%-28.1%0.001%
5/8/2026 Atlantic Family Wealth LLC3,106$247K0.2%-26.9%0.000%
5/8/2026 Cassaday & Co Wealth Management LLC2,422$192K0.0%N/A0.000%
5/8/2026 Johnson Financial Group Inc.14,492$1.16M0.0%-13.9%0.002%
5/8/2026 Commerzbank Aktiengesellschaft FI26,288$2.09M0.0%-25.6%0.004%
5/7/2026 Earned Wealth Advisors LLC6,017$478K0.0%+5.0%0.001%
5/7/2026 Meeder Advisory Services Inc.9,331$741K0.0%+5.6%0.001%
5/7/2026 Dimensional Fund Advisors LP2,052,030$163.01M0.0%+3.1%0.329%
5/7/2026 Parallel Advisors LLC7,755$616K0.0%+9.1%0.001%
5/7/2026 KBC Group NV57,351$4.56M0.0%+5.1%0.009%
5/7/2026 Swiss National Bank1,736,000$137.91M0.1%+7.1%0.278%
5/7/2026 World Equity Group Inc.6,561$521K0.1%+36.5%0.001%
5/7/2026 Heartland Advisors Inc.109,177$8.67M0.4%-7.6%0.017%
5/6/2026 Jennison Associates LLC1,921,483$152.64M0.1%-2.1%0.308%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC698$56K0.0%-28.8%0.000%
5/6/2026 California Public Employees Retirement System1,068,800$84.91M0.1%-30.0%0.171%
5/6/2026 Heartland Bank & Trust Co3,627$288K0.1%N/A0.001%
5/6/2026 Simon Quick Advisors LLC52,569$4.18M0.2%+13.2%0.008%
5/6/2026 FSA Advisors Inc.3,354$266K0.2%-77.8%0.001%
5/6/2026 Assetmark Inc.159,223$12.65M0.0%-5.0%0.026%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.44,200$3.51M0.2%N/A0.007%
5/6/2026 Bessemer Group Inc.17,589$1.40M0.0%+5.0%0.003%
5/6/2026 Allspring Global Investments Holdings LLC507,247$40.43M0.1%+0.2%0.081%
5/6/2026 Prosperity Consulting Group LLC10,943$869K0.0%+4.1%0.002%
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5/6/2026 Birchwood Financial Partners Inc.9,252$735K0.7%+1.7%0.001%
5/5/2026 Wealthfront Advisers LLC146,612$11.65M0.0%+5.5%0.023%
5/5/2026 D.A. Davidson & CO.29,472$2.34M0.0%+16.4%0.005%
5/5/2026 Marks Group Wealth Management Inc7,758$616K0.1%+7.5%0.001%
5/5/2026 Bank of New York Mellon Corp3,499,718$278.02M0.1%-1.9%0.561%
5/5/2026 Illinois Municipal Retirement Fund98,694$7.84M0.1%-37.5%0.016%
5/5/2026 Geneos Wealth Management Inc.40,829$3.24M0.1%+47.2%0.007%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.761$60K0.0%-84.6%0.000%
5/5/2026 SouthState Bank Corp4,931$392K0.0%+30.2%0.001%
5/5/2026 Sanctuary Advisors LLC53,750$4.27M0.0%-9.1%0.009%


XEL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,281 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 ($2.34B), 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.

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

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: Bank of America Corp DE ($12.69M), Barclays PLC ($7.10M), JPMorgan Chase & Co. ($6.92M), Pictet Asset Management Holding SA ($6.29M), Price T Rowe Associates Inc. MD ($6.11M), Massachusetts Financial Services Co. MA ($5.87M), and Vanguard Group Inc. ($4.83M).

Institutional investors have bought a total of 86,044,534 shares in the last 24 months. This purchase volume represents approximately $6.48B in transactions.

Of the 523 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: Macquarie Group Ltd. ($2.82M), Price T Rowe Associates Inc. MD ($2.80M), Deutsche Bank AG ($2.54M), Aristotle Capital Management LLC ($1.79M), First Trust Advisors LP ($1.50M), California Public Employees Retirement System ($1.49M), and Zimmer Partners LP ($1.27M).

Institutional investors have sold a total of 38,558,938 shares in the last 24 months. This volume of shares sold represents approximately $2.89B in transactions.


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This page (NASDAQ:XEL) was last updated on 5/28/2026 by MarketBeat.com Staff.
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