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Xcel Energy (XEL) Institutional Ownership

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$67.78 -2.83 (-4.01%)
Closing price 05/12/2025 04:00 PM Eastern
Extended Trading
$67.74 -0.03 (-0.05%)
As of 04:22 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 Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Xcel Energy (NASDAQ:XEL)

Current
Institutional Ownership
Percentage
78.38%
Number of
Institutional Buyers
(last 12 months)
741
Total
Institutional Inflows
(last 12 months)
$5.51B
Number of
Institutional Sellers
(last 12 months)
448
Total
Institutional Outflows
(last 12 months)
$3.25B
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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
5/13/2025HighTower Advisors LLC103,240$7.31M0.0%+13.9%0.018%
5/12/2025AGF Management Ltd.86,429$6.12M0.0%-1.9%0.015%
5/12/2025Public Sector Pension Investment Board153,532$10.87M0.0%-48.6%0.027%
5/12/2025Cypress Capital Group10,160$719K0.1%-5.4%0.002%
5/12/2025Independent Advisor Alliance10,622$752K0.0%+9.7%0.002%
5/12/2025SouthState Corp4,589$325K0.0%+4.7%0.001%
5/12/2025Burkehill Global Management LP410,000$29.02M2.2%-59.0%0.071%
5/12/2025Nuveen LLC2,196,779$155.51M0.0%N/A0.381%
5/12/2025Aveo Capital Partners LLC3,938$281K0.0%-43.3%0.001%
5/12/2025Magellan Asset Management Ltd2,073,305$146.77M1.8%-13.6%0.359%
5/12/2025Entropy Technologies LP7,829$554K0.1%N/A0.001%
5/12/2025Invesco Ltd.5,711,917$404.35M0.1%+0.6%0.990%
5/12/2025Mizuho Securities USA LLC45,979$3.26M0.1%-15.5%0.008%
5/12/2025Berger Financial Group Inc36,730$2.60M0.2%-3.9%0.006%
5/12/2025Benjamin Edwards Inc.18,490$1.31M0.0%+11.4%0.003%
5/12/2025JPMorgan Chase & Co.20,811,241$1.47B0.1%+7.9%3.608%
5/12/2025MUFG Securities EMEA plc116,999$8.28M0.2%-22.0%0.020%
5/12/2025First Western Trust Bank16,019$1.13M0.1%-18.4%0.003%
5/12/2025Zions Bancorporation National Association UT135,772$9.61M0.6%N/A0.024%
5/12/2025Morton Community Bank55,317$3.92M1.0%-0.3%0.010%
5/12/2025Forsta AP Fonden114,900$8.13M0.1%-43.9%0.020%
5/12/2025National Bank of Canada FI1,101,995$78.00M0.1%-11.3%0.191%
5/12/2025Citigroup Inc.909,876$64.41M0.0%+28.1%0.158%
5/12/2025Swiss National Bank1,619,600$114.65M0.1%+2.8%0.281%
5/12/2025AlphaCore Capital LLC1,518$108K0.0%N/A0.000%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.1,083,471$76.70M0.1%+13.3%0.188%
5/12/2025Maryland State Retirement & Pension System26,870$1.90M0.0%-12.7%0.005%
5/9/2025 CenterBook Partners LP6,473$458K0.0%N/A0.001%
5/9/2025 Headlands Technologies LLC36,546$2.59M0.3%-53.8%0.006%
5/9/2025 Ontario Teachers Pension Plan Board9,999$708K0.0%-64.5%0.002%
5/9/2025 Deutsche Bank AG1,794,883$127.06M0.1%+34.0%0.311%
5/9/2025 Chicago Partners Investment Group LLC9,254$660K0.0%-8.4%0.002%
5/9/2025 Charles Schwab Investment Management Inc.3,677,314$260.32M0.0%+1.4%0.638%
5/9/2025 Citizens Financial Group Inc. RI4,962$351K0.0%+57.5%0.001%
5/9/2025 Vanguard Group Inc.74,818,158$5.30B0.1%+1.3%12.972%
5/9/2025 Goldman Sachs Group Inc.6,193,952$438.47M0.1%-19.9%1.074%
5/9/2025 Legacy Capital Group California Inc.6,299$446K0.2%N/A0.001%
5/9/2025 Intrust Bank NA10,544$746K0.1%+2.3%0.002%
5/9/2025 Wealthspire Advisors LLC3,472$246K0.0%-16.4%0.001%
5/9/2025 Associated Banc Corp291,193$20.61M0.6%-1.3%0.050%
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5/9/2025 iA Global Asset Management Inc.63,245$4.48M0.1%+2.2%0.011%
5/9/2025 Reaves W H & Co. Inc.2,300,559$162.86M4.1%+58.0%0.399%
5/9/2025 Cary Street Partners Investment Advisory LLC861$61K0.0%+36.9%0.000%
5/9/2025 Atria Wealth Solutions Inc.9,941$704K0.0%-39.8%0.002%
5/9/2025 Empower Advisory Group LLC147,265$10.43M0.0%+0.2%0.026%
5/9/2025 Costello Asset Management INC1,840$130K0.1%N/A0.000%
5/9/2025 Cary Street Partners Financial LLC2,258$160K0.0%-16.6%0.000%
5/9/2025 Accent Capital Management LLC410$29K0.0%N/A0.000%
5/9/2025 ING Groep NV94,513$6.69M0.0%+352.8%0.016%
5/9/2025 Earned Wealth Advisors LLC5,773$409K0.1%+24.3%0.001%
5/9/2025 Commonwealth Equity Services LLC258,802$18.32M0.0%+5.0%0.045%
5/9/2025 Smithfield Trust Co3,301$234K0.0%+37.5%0.001%
5/9/2025 Blair William & Co. IL38,032$2.69M0.0%-1.5%0.007%
5/9/2025 Argent Trust Co10,729$760K0.0%+9.7%0.002%
5/9/2025 Avalon Trust Co1,800$127K0.0%+125.0%0.000%
5/9/2025 Manchester Capital Management LLC4,724$334K0.0%-6.8%0.001%
5/9/2025 SCP Investment LP8,800$623K0.5%N/A0.002%
5/9/2025 Bank of Nova Scotia66,895$4.74M0.0%-70.7%0.012%
5/9/2025 PNC Financial Services Group Inc.229,703$16.26M0.0%+2.1%0.040%
5/9/2025 Jupiter Asset Management Ltd.421,963$29.87M0.3%N/A0.073%
5/9/2025 Mitsubishi UFJ Trust & Banking Corp3,233,008$228.87M0.6%-7.9%0.561%
5/8/2025 Commerce Bank160,519$11.36M0.1%-4.6%0.028%
5/8/2025 Hartford Investment Management Co.35,133$2.49M0.1%-1.0%0.006%
5/8/2025 Moors & Cabot Inc.9,939$704K0.0%-13.1%0.002%
5/8/2025Jefferies Financial Group Inc.140,288$9.93M0.1%+615.0%0.024%
5/8/2025 US Bancorp DE333,239$23.59M0.1%-2.9%0.058%
5/8/2025 Nicolet Advisory Services LLC8,140$557K0.1%+9.8%0.001%
5/8/2025 Coastal Bridge Advisors LLC3,518$249K0.1%N/A0.001%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management24,990$1.77M0.0%N/A0.004%
5/8/2025 Sound View Wealth Advisors Group LLC16,836$1.19M0.1%+7.8%0.003%
5/8/2025 Natixis Advisors LLC279,146$19.76M0.0%+53.8%0.048%
5/8/2025 NorthRock Partners LLC21,227$1.52M0.1%+5.2%0.004%
5/8/2025 Howard Capital Management Inc.14,577$1.03M0.0%-13.3%0.003%
5/8/2025 Mesirow Financial Investment Management Inc.4,014$284K0.0%+8.8%0.001%
5/8/2025 Dearborn Partners LLC10,922$773K0.0%-11.1%0.002%
5/8/2025 Arkadios Wealth Advisors8,338$590K0.0%+2.9%0.001%
5/8/2025 Eastern Bank5,968$422K0.0%-4.8%0.001%
5/8/2025 Vestcor Inc66,904$4.74M0.2%+9.1%0.012%
5/8/2025 XTX Topco Ltd3,229$229K0.0%-80.6%0.001%
5/8/2025 Harvest Fund Management Co. Ltd77,709$5.34M0.3%+87.7%0.013%
5/8/2025 Banque Cantonale Vaudoise10,010$709K0.0%N/A0.002%
5/8/2025 GSA Capital Partners LLP8,736$618K0.1%N/A0.002%
5/8/2025 Federated Hermes Inc.2,568,340$181.81M0.4%+3.6%0.445%
5/8/2025 Geneos Wealth Management Inc.38,740$2.98M0.1%+75.3%0.007%
5/7/2025 N.E.W. Advisory Services LLC2,798$198K0.0%N/A0.000%
5/7/2025 Meeder Asset Management Inc.2,727$193K0.0%-9.3%0.000%
5/7/2025 Meeder Advisory Services Inc.7,852$556K0.0%+4.5%0.001%
5/7/2025 Picton Mahoney Asset Management16,325$1.16M0.0%+225.9%0.003%
5/7/2025 Financially Speaking Inc3,410$241K0.2%-10.2%0.001%
5/7/2025 MJT & Associates Financial Advisory Group Inc.3,179$225K0.2%N/A0.001%
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5/7/2025 Foundations Investment Advisors LLC3,966$281K0.0%N/A0.001%
5/7/2025 Norden Group LLC8,163$578K0.1%+29.1%0.001%
5/7/2025 Mackenzie Financial Corp393,507$27.86M0.0%+172.7%0.068%
5/7/2025 First National Advisers LLC33,930$2.40M0.4%+0.5%0.006%
5/7/2025 LPL Financial LLC1,541,570$109.13M0.0%+11.3%0.267%
5/7/2025 Ballast Advisors LLC3,287$233K0.1%-14.2%0.001%
5/7/2025 Valued Retirements Inc.2,910$206K0.3%N/A0.001%
5/7/2025 Alteri Wealth LLC6,330$448K0.2%+106.3%0.001%
5/7/2025 RWC Asset Management LLP133,596$9.46M0.5%-11.6%0.023%
5/7/2025 Atlantic Family Wealth LLC4,271$302K0.3%+5.2%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, 1,150 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), JPMorgan Chase & Co. ($1.47B), Bank of America Corp DE ($1.40B), Price T Rowe Associates Inc. MD ($1.33B), and Massachusetts Financial Services Co. MA ($1.20B).Learn more on XEL's institutional investors.

What percentage of Xcel Energy stock is owned by institutional investors?

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

Which institutional investors have been buying Xcel Energy stock?

Of the 981 institutional investors that purchased Xcel Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($10.69M), Massachusetts Financial Services Co. MA ($7.35M), Price T Rowe Associates Inc. MD ($6.68M), 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 128,971,909 shares in the last 24 months. This purchase volume represents approximately $8.13B in transactions.

Which Xcel Energy major shareholders have been selling company stock?

Of the 643 institutional investors that sold Xcel Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($8.70M), Magellan Asset Management Ltd ($5.49M), Wells Fargo & Company MN ($4.38M), Ameriprise Financial Inc. ($4.34M), Victory Capital Management Inc. ($4.09M), Massachusetts Financial Services Co. MA ($3.55M), and Deutsche Bank AG ($3.06M).

How much institutional selling is happening at Xcel Energy?

Institutional investors have sold a total of 91,635,603 shares in the last 24 months. This volume of shares sold represents approximately $5.83B in transactions.



This page (NASDAQ:XEL) was last updated on 5/13/2025 by MarketBeat.com Staff
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