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Xcel Energy (XEL) Institutional Ownership

Xcel Energy logo
$80.71 -0.96 (-1.18%)
Closing price 04:00 PM Eastern
Extended Trading
$80.70 -0.01 (-0.01%)
As of 07:34 PM 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)
803
Total
Institutional Inflows
(last 12 months)
$6.46B
Number of
Institutional Sellers
(last 12 months)
502
Total
Institutional Outflows
(last 12 months)
$2.88B
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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
7/12/2026 First Community Trust NA1,000$80K0.0%-33.3%0.000%
7/10/2026 Tema ETFs LLC196,808$15.80M0.5%+43.3%0.032%
7/10/2026 Ausbil Investment Management Ltd94,283$7.51M3.3%N/A0.015%
7/10/2026 Redhawk Wealth Advisors Inc.3,720$299K0.0%-6.2%0.001%
7/10/2026 Fulton Bank N.A.14,726$1.18M0.0%-31.5%0.002%
7/9/2026 First Bank & Trust51,134$4.11M0.6%-10.0%0.008%
7/9/2026 Matrix Trust Co17,475$1.40M0.2%-3.7%0.003%
7/9/2026 Contravisory Investment Management Inc.93,819$7.53M1.3%-0.7%0.015%
7/9/2026 Sapient Capital LLC15,855$1.27M0.0%N/A0.003%
7/9/2026 Focus Financial Network Inc.76,389$6.13M0.2%-4.9%0.012%
7/9/2026 Great Waters Wealth Management10,133$814K0.1%-3.1%0.002%
7/9/2026 Oliver Luxxe Assets LLC95,287$7.65M1.1%+25.2%0.015%
7/9/2026 Hennion & Walsh Asset Management Inc.58,481$4.70M0.1%+6.9%0.009%
7/8/2026 Beacon Investment Advisory Services Inc.1,736$139K0.0%-8.6%0.000%
7/8/2026 Trust Point Inc.9,589$770K0.1%-5.7%0.002%
7/8/2026 Reinhart Partners LLC.74,677$6.00M0.1%-5.6%0.012%
7/8/2026 Czech National Bank177,691$14.27M0.1%+10.3%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab125,350$10.07M0.1%+9.7%0.020%
7/8/2026 Assenagon Asset Management S.A.1,173,283$94.22M0.1%+6,158.2%0.188%
7/7/2026 180 Wealth Advisors LLC2,802$225K0.0%-12.4%0.000%
7/7/2026 GAMMA Investing LLC23,543$1.89M0.1%+8.8%0.004%
7/7/2026 CoreCap Advisors LLC1,763$142K0.0%-8.2%0.000%
7/6/2026 OLD Republic International Corp641,400$51.54M1.9%-1.0%0.103%
7/6/2026 Trilogy Capital Inc.3,382$272K0.0%N/A0.001%
7/2/2026 Versant Capital Management Inc3,102$249K0.0%-14.5%0.000%
7/2/2026 CX Institutional7,595$610K0.0%+3.5%0.001%
6/23/2026Ballast Advisors LLC3,634$289K0.1%-10.6%0.001%
6/18/2026Pacer Advisors Inc.63,764$5.07M0.0%-37.4%0.010%
6/3/2026Parallel Advisors LLC7,755$616K0.0%+9.1%0.001%
6/3/2026NewEdge Advisors LLC101,144$8.04M0.0%+13.4%0.016%
6/2/2026Optiver Holding B.V.1,664$132K0.0%+55.4%0.000%
6/1/2026Flagship Wealth Advisors LLC567$45K0.0%-55.2%0.000%
5/26/2026Glenmede Trust Co. NA61,558$4.89M0.0%+4.5%0.010%
5/22/2026Segall Bryant & Hamill LLC62,493$5.06M0.1%N/A0.010%
5/21/2026CTC Alternative Strategies Ltd.6,300$500K1.1%N/A0.001%
5/21/2026Vestor Capital LLC2,076$165K0.0%N/A0.000%
5/19/2026 Royal Fund Management LLC23,780$1.89M0.2%-50.2%0.004%
5/19/2026Bank of America Corp DE29,441,811$2.34B0.2%+5.9%4.716%
5/19/2026Edgestream Partners L.P.35,745$2.84M0.1%+55.9%0.006%
5/19/2026Kentucky Retirement Systems41,086$3.26M0.1%+10.6%0.007%
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5/19/2026Janus Henderson Group PLC1,163,008$92.39M0.0%-10.7%0.186%
5/19/2026Bull Harbor Capital LLC8,933$710K0.2%N/A0.001%
5/19/2026Strategic Investment Advisors MI9,802$779K0.1%N/A0.002%
5/19/2026Ashton Thomas Securities LLC6,045$480K0.1%-6.9%0.001%
5/19/2026Arkadios Wealth Advisors18,217$1.45M0.0%-0.9%0.003%
5/19/2026 IFS Group LLC2,798$222K0.2%N/A0.000%
5/19/2026Altshuler Shaham Ltd12,337$980K0.0%+13.7%0.002%
5/18/2026Sunbelt Securities Inc.2,845$226K0.0%-14.7%0.000%
5/18/2026Amundi2,212,376$175.75M0.0%+97.2%0.354%
5/18/2026 EverSource Wealth Advisors LLC12,354$981K0.0%+3.9%0.002%
5/18/2026California State Teachers Retirement System684,478$54.38M0.1%-3.1%0.110%
5/18/2026Royal Bank of Canada3,872,314$307.62M0.1%+5.4%0.620%
5/18/2026Resolution Capital Ltd81,364$6.46M0.1%-5.4%0.013%
5/18/2026Electron Capital Partners LLC1,918,768$152.43M6.0%-0.9%0.307%
5/18/2026Empowered Funds LLC30,068$2.39M0.0%+84.9%0.005%
5/18/2026Energy Income Partners LLC1,000,644$79.49M1.3%+66.4%0.160%
5/16/2026The Manufacturers Life Insurance Company 617,464$49.05M0.0%-5.5%0.099%
5/16/2026Socorro Asset Management LP105,154$8.35M3.8%+8.2%0.017%
5/16/2026KCM Investment Advisors LLC7,549$600K0.0%+1.9%0.001%
5/16/2026Infrastructure Capital Advisors LLC25,438$2.02M0.1%+23.6%0.004%
5/16/2026Excelsior Advisor Network LLC5,972$474K0.2%N/A0.001%
5/16/2026Quantinno Capital Management LP423,810$33.67M0.1%+23.2%0.068%
5/16/2026SummitTX Capital L.P.203,625$16.18M0.5%-28.7%0.033%
5/16/2026Lazard Asset Management LLC70,454$5.60M0.0%-63.6%0.011%
5/15/2026Gateway Wealth Partners LLC4,465$355K0.0%N/A0.001%
5/15/2026Blue Chip Partners LLC210,260$16.70M1.2%+2.4%0.034%
5/15/2026Delta Global Management LP29,995$2.38M0.2%N/A0.005%
5/15/2026Everest Financial Group LLC10,839$861K0.1%+100.6%0.002%
5/15/2026OMERS ADMINISTRATION Corp1,791,423$142.31M0.9%+0.4%0.287%
5/15/2026Lombard Odier Asset Management Switzerland SA19,800$1.57M0.1%N/A0.003%
5/15/2026Waverly Advisors LLC68,493$5.44M0.0%-1.8%0.011%
5/15/2026Aristotle Capital Management LLC11,106,321$882.29M1.8%-4.1%1.779%
5/15/2026Wealth Alliance LLC16,447$1.31M0.1%-24.6%0.003%
5/15/2026Entropy Technologies LP82,632$6.56M0.3%-10.6%0.013%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund200,781$15.95M0.0%-1.8%0.032%
5/14/2026Dai ichi Life Insurance Company Ltd23,312$1.85M0.1%-3.7%0.004%
5/14/2026Renaissance Technologies LLC543,600$43.18M0.1%+163.8%0.087%
5/14/2026Gabelli Funds LLC531,216$42.20M0.3%-0.1%0.085%
5/14/2026Hilltop Holdings Inc.5,148$409K0.0%-40.3%0.001%
5/14/2026Public Employees Retirement System of Ohio296,075$23.52M0.1%-2.8%0.047%
5/14/2026Bruce & Co. Inc.184,500$14.66M4.2%-5.1%0.030%
5/14/2026Compound Planning Inc.4,431$352K0.0%-4.8%0.001%
5/14/2026Modern Wealth Management LLC18,845$1.50M0.0%+22.2%0.003%
5/14/2026Arrowstreet 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%
5/14/2026Bank of Nova Scotia159,351$12.66M0.0%+16.6%0.026%
5/14/2026Sei Investments Co.1,157,937$91.99M0.1%+3.6%0.185%
5/14/2026Lido Advisors LLC31,316$2.50M0.0%+9.8%0.005%
5/14/2026State of Wyoming5,374$427K0.1%+113.8%0.001%
5/13/2026NewEdge Wealth LLC10,497$834K0.0%-27.9%0.002%
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5/13/2026Arvest Bank Trust Division2,539$202K0.0%N/A0.000%
5/13/2026CI Investments Inc.18,077$1.44M0.0%+10.7%0.003%
5/13/2026First Trust Advisors LP981,419$77.96M0.1%-33.4%0.157%
5/12/2026Magellan Asset Management Ltd2,316,759$184.04M2.4%+9.7%0.371%
5/12/2026Westpac 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%
5/8/2026PNC Financial Services Group Inc.210,603$16.73M0.0%-4.0%0.034%
5/8/2026Andra AP fonden12,922$1.03M0.0%-27.1%0.002%
5/8/2026Glenview Trust Co4,997$397K0.0%-28.1%0.001%
5/8/2026Atlantic Family Wealth LLC3,106$247K0.2%-26.9%0.000%


XEL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,272 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 1,124 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 85,592,851 shares in the last 24 months. This purchase volume represents approximately $6.46B in transactions.

Of the 502 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 38,426,837 shares in the last 24 months. This volume of shares sold represents approximately $2.88B in transactions.


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This page (NASDAQ:XEL) was last updated on 7/27/2026 by MarketBeat.com Staff.
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