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Xcel Energy (XEL) Institutional Ownership

Xcel Energy logo
$79.90 +0.69 (+0.87%)
As of 11:53 AM Eastern
This is a fair market value 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)
750
Total
Institutional Inflows
(last 12 months)
$14.15B
Number of
Institutional Sellers
(last 12 months)
435
Total
Institutional Outflows
(last 12 months)
$2.46B
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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
8/18/2026Empowered Funds LLC31,850$2.56M0.0%+5.9%0.005%
8/18/2026United Capital Financial Advisors LLC19,330$1.55M0.0%+2.1%0.003%
8/18/2026 Dearborn Partners LLC10,965$871K0.0%N/A0.002%
8/18/2026Equitable Holdings Inc.7,379$592K0.0%+8.2%0.001%
8/18/2026Jefferies Financial Group Inc.393,348$31.59M0.2%+808.6%0.063%
8/18/2026Public Employees Retirement System of Ohio314,242$25.23M0.1%+6.1%0.050%
8/17/2026 Corient Private Wealth LP265,277$13.37M0.0%N/A0.042%
8/17/2026 Corient Private Wealth LP265,278$21.30M0.0%+151.6%0.042%
8/17/2026 Parallax Volatility Advisers L.P.10,728$861K0.0%N/A0.002%
8/17/2026 Perennial Investment Advisors LLC2,719$218K0.0%-12.0%0.000%
8/17/2026 Ausdal Financial Partners Inc.2,995$241K0.0%-5.2%0.000%
8/17/2026 Bank of America Corp DE29,933,748$2.40B0.2%+1.7%4.792%
8/15/2026 Freestone Grove Partners LP798,283$64.10M0.4%N/A0.128%
8/15/2026 Gallagher Fiduciary Advisors LLC17,952$1.44M0.0%N/A0.003%
8/15/2026 Man Group plc38,689$3.11M0.0%N/A0.006%
8/15/2026 First Bancorp Inc ME 452$36K0.0%N/A0.000%
8/15/2026 Jupiter Topco LLC1,173,563$94.21M0.0%N/A0.188%
8/14/2026 Ancora Advisors LLC2,594$208K0.0%N/A0.000%
8/14/2026 Delos Wealth Advisors LLC1,227$99K0.1%N/A0.000%
8/14/2026 Primecap Management Co. CA496,300$39.85M0.0%N/A0.079%
8/14/2026 Canada Pension Plan Investment Board728,290$58.48M0.0%N/A0.117%
8/14/2026 Legal & General Group Plc6,270,777$503.54M0.1%N/A1.004%
8/14/2026 The Manufacturers Life Insurance Company 617,452$49.58M0.0%N/A0.099%
8/14/2026 Sone Capital Management LLC98,863$7.94M0.6%N/A0.016%
8/14/2026 Peak Asset Management LLC4,016$322K0.0%N/A0.001%
8/14/2026 Fiduciary Financial Advisors679$54K0.0%N/A0.000%
8/14/2026 L2 Asset Management LLC3,563$286K0.0%N/A0.001%
8/14/2026 Partners Capital Investment Group LLP9,959$800K0.0%N/A0.002%
8/14/2026 Aberdeen Wealth Management LLC800$64K0.0%N/A0.000%
8/14/2026 Dearborn Partners LLC10,965$871K0.0%N/A0.002%
8/13/2026 Safeguard Investment Advisory Group LLC6,425$516K0.1%N/A0.001%
8/13/2026 Infrastructure Capital Advisors LLC30,487$2.45M0.1%N/A0.005%
8/13/2026 Cibc World Market Inc.6,448$518K0.0%N/A0.001%
8/13/2026 OMERS ADMINISTRATION Corp396,792$31.86M0.2%N/A0.064%
8/13/2026 Sanctuary Advisors LLC85,314$6.85M0.0%N/A0.014%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.7,011$563K0.0%N/A0.001%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.15,422$1.24M0.1%N/A0.002%
8/13/2026 Magellan Asset Management Ltd2,818,534$226.33M5.1%N/A0.451%
8/13/2026 Barrow Hanley Mewhinney & Strauss LLC8,818,013$708.09M2.1%N/A1.412%
8/13/2026 Bank of Nova Scotia191,605$15.39M0.0%N/A0.031%
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8/12/2026 Compass Financial Management LLC1,641$129K0.0%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC52,445$4.24M0.1%N/A0.008%
8/12/2026 Greenland Capital Management LP86,371$6.94M0.9%N/A0.014%
8/12/2026 Daiichi Life Insurance Co. Ltd.23,671$1.90M0.0%N/A0.004%
8/12/2026 Commerce Bank157,794$12.67M0.1%N/A0.025%
8/12/2026 GQG Partners LLC11,104,441$891.69M1.7%N/A1.778%
8/12/2026 Northwestern Mutual Wealth Management Co.82,803$6.65M0.0%N/A0.013%
8/12/2026 Quantbot Technologies LP75,920$6.10M0.2%N/A0.012%
8/12/2026 Evolve Private Wealth LLC4,745$384K0.0%N/A0.001%
8/12/2026 Madison Wealth Partners Inc2,869$230K0.0%N/A0.000%
8/12/2026 Westpac Banking Corp19,501$1.57M0.1%N/A0.003%
8/12/2026 Sumitomo Life Insurance Co.5,842$469K0.0%N/A0.001%
8/12/2026 Korea Investment CORP335,695$26.96M0.1%N/A0.054%
8/12/2026 EP Wealth Advisors LLC613,442$49.26M0.2%N/A0.098%
8/12/2026 Heartland Bank & Trust Co3,579$287K0.1%N/A0.001%
8/12/2026 Callan Family Office LLC20,129$1.62M0.0%N/A0.003%
8/12/2026 Heartland Advisors Inc.122,828$9.86M0.4%N/A0.020%
8/11/2026 Keating Financial Advisory Services Inc.1,100$88K0.0%N/A0.000%
8/11/2026 Patron Partners LLC5,581$448K0.2%N/A0.001%
8/11/2026 OneAscent Financial Services LLC9,893$794K0.0%N/A0.002%
8/11/2026 Allworth Financial LP217,555$17.47M0.1%N/A0.035%
8/11/2026 B. Metzler seel. Sohn & Co. AG29,270$2.35M0.0%N/A0.005%
8/11/2026 Bernicke Wealth Management Ltd.13,267$1.07M0.1%+22.0%0.002%
8/11/2026 Mystic Asset Management Inc.3,352$269K0.1%N/A0.001%
8/11/2026 Ninepoint Partners LP18,939$1.52M0.1%N/A0.003%
8/11/2026 Advisors Capital Management LLC2,875$231K0.0%N/A0.000%
8/11/2026 Vise Technologies Inc.60,934$4.89M0.1%N/A0.010%
8/11/2026 E Fund Management Co. Ltd.24,032$1.93M0.0%N/A0.004%
8/11/2026 Asahi Life Asset Management CO. LTD.5,570$447K0.3%N/A0.001%
8/10/2026 Csenge Advisory Group6,383$513K0.0%N/A0.001%
8/10/2026 Johnson Financial Group Inc.6,397$516K0.0%N/A0.001%
8/10/2026 West Family Investments Inc.3,655$293K0.1%N/A0.001%
8/10/2026 NewEdge Wealth LLC10,418$837K0.0%N/A0.002%
8/10/2026 Danske Bank A S9,199$739K0.0%N/A0.001%
8/10/2026 Diversify Advisory Services LLC3,900$315K0.0%N/A0.001%
8/8/2026 Wealthfront Advisers LLC146,829$11.79M0.0%N/A0.024%
8/8/2026 Boulder Wealth Advisors LLC3,270$263K0.1%N/A0.001%
8/8/2026 Strategic Wealth Advisors LLC590$43K0.0%N/A0.000%
8/8/2026 First National Bank of Omaha39,394$3.16M0.1%N/A0.006%
8/8/2026 Energy Income Partners LLC1,022,550$82.11M1.3%N/A0.164%
8/8/2026 Meeder Advisory Services Inc.8,922$716K0.0%N/A0.001%
8/7/2026 Citizens Financial Group Inc. RI13,474$1.08M0.0%N/A0.002%
8/7/2026 BlackRock Inc.60,898,333$4.89B0.1%N/A9.750%
8/7/2026 Occidental Asset Management LLC3,306$265K0.0%N/A0.001%
8/7/2026 Pallas Capital Advisors LLC26,038$2.09M0.1%N/A0.004%
8/7/2026 Deutsche Bank AG5,403,828$433.93M0.1%N/A0.865%
8/7/2026 Perigon Wealth Management LLC8,175$656K0.0%N/A0.001%
8/7/2026 Commerzbank Aktiengesellschaft FI32,695$2.63M0.1%N/A0.005%
8/7/2026 Trust Co. of Vermont796$64K0.0%N/A0.000%
8/7/2026 Principle Wealth Partners LLC3,667$294K0.0%N/A0.001%
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8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.1,582,019$127.04M0.1%N/A0.253%
8/7/2026 OneDigital Investment Advisors LLC14,189$1.14M0.0%N/A0.002%
8/7/2026 Bell Investment Advisors Inc752$60K0.0%N/A0.000%
8/7/2026 AMG National Trust Bank31,019$2.49M0.1%N/A0.005%
8/7/2026 Simplicity Wealth LLC4,420$355K0.0%N/A0.001%
8/7/2026 Trivium Point Advisory LLC6,883$553K0.1%N/A0.001%
8/7/2026 N.E.W. Advisory Services LLC2,356$189K0.0%N/A0.000%
8/7/2026 HBK Sorce Advisory LLC3,261$252K0.0%N/A0.001%
8/6/2026 Global Retirement Partners LLC16,833$1.35M0.0%N/A0.003%
8/6/2026 Bank of New York Mellon Corp3,489,252$280.19M0.0%N/A0.559%


XEL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,275 institutional investors and hedge funds held shares of Xcel Energy. The most heavily invested institutionals were Vanguard Group Inc. ($5.73B), BlackRock Inc. ($4.89B), State Street Corp ($2.70B), Bank of America Corp DE ($2.40B), Price T Rowe Associates Inc. MD ($1.86B), JPMorgan Chase & Co. ($1.81B), and Massachusetts Financial Services Co. MA ($1.39B).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 1,127 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: BlackRock Inc. ($60.90M), Bank of America Corp DE ($13.18M), GQG Partners LLC ($11.10M), Barrow Hanley Mewhinney & Strauss LLC ($9.91M), Legal & General Group Plc ($7.27M), Barclays PLC ($7.10M), and JPMorgan Chase & Co. ($6.92M).

Institutional investors have bought a total of 178,764,919 shares in the last 24 months. This purchase volume represents approximately $14.15B in transactions.

Of the 432 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), Zimmer Partners LP ($1.27M), First Trust Advisors LP ($1.14M), and Mitsubishi UFJ Trust & Banking Corp ($1.11M).

Institutional investors have sold a total of 32,183,638 shares in the last 24 months. This volume of shares sold represents approximately $2.46B in transactions.


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Institutional ownership data for NASDAQ:XEL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/18/2026. New 13F filings are added each quarter as they're published.
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