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Xcel Energy (XEL) Institutional Ownership

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$69.80 +0.24 (+0.35%)
Closing price 09/25/2026 04:00 PM Eastern
Extended Trading
$69.64 -0.16 (-0.23%)
As of 09/25/2026 07:30 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.

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

Current
Institutional Ownership
Percentage
78.38%
Number of
Institutional Buyers
(last 12 months)
770
Total
Institutional Inflows
(last 12 months)
$14.46B
Number of
Institutional Sellers
(last 12 months)
438
Total
Institutional Outflows
(last 12 months)
$2.59B
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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
9/23/2026 QRG Capital Management Inc.37,442$3.01M0.0%+9.2%0.006%
9/23/2026 Envestnet Portfolio Solutions Inc.13,454$1.08M0.0%-27.5%0.002%
9/23/2026 Envestnet Asset Management Inc.826,350$66.36M0.0%-19.7%0.132%
9/22/2026 Andra AP fonden5,122$411K0.0%-60.4%0.001%
9/22/2026 State Street Corp38,896,012$3.15B0.1%+4.8%6.227%
9/18/2026 Security National Bank of Sioux City Iowa IA1,055$85K0.0%N/A0.000%
9/9/2026 Sequoia Financial Advisors LLC47,995$3.85M0.0%+11.6%0.008%
9/9/2026 Tidal Investments LLC505,096$40.56M0.1%+118.3%0.081%
9/9/2026 Cahill Financial Advisors Inc.7,319$588K0.1%-2.4%0.001%
9/9/2026 MCF Advisors LLC608$49K0.0%+125.2%0.000%
9/9/2026 National Pension Service803,504$64.52M0.0%+6.3%0.129%
9/9/2026 WINTON GROUP Ltd5,400$434K0.0%N/A0.001%
9/9/2026 Engineers Gate Manager LP98,303$7.89M0.1%N/A0.016%
9/9/2026 Cidel Asset Management Inc.4,692$377K0.0%+3.3%0.001%
9/9/2026 Capital Analysts LLC1,516$122K0.0%+49.2%0.000%
9/9/2026 NorthRock Partners LLC11,865$953K0.0%-2.3%0.002%
9/9/2026 Integrated Wealth Concepts LLC23,795$1.91M0.0%-45.7%0.004%
9/9/2026 RFG Advisory LLC7,926$636K0.0%+7.8%0.001%
9/9/2026 NewEdge Advisors LLC100,085$8.04M0.0%-1.0%0.016%
9/9/2026 IFP Advisors Inc5,000$402K0.0%+6.1%0.001%
9/9/2026 Squarepoint Ops LLC799,666$64.21M0.1%+113.5%0.128%
9/9/2026 Baird Financial Group Inc.34,894$2.80M0.0%+7.8%0.006%
9/9/2026 Beacon Investment Advisory Services Inc.1,736$139K0.0%-8.6%0.000%
9/8/2026 Allworth Financial LP217,555$17.47M0.1%-2.6%0.035%
9/8/2026 Arizona State Retirement System178,955$14.37M0.1%+11.3%0.029%
9/8/2026 Waverly Advisors LLC73,580$5.91M0.0%+7.4%0.012%
9/8/2026 Empirical Finance LLC19,307$1.55M0.1%+3.8%0.003%
9/4/2026 Parkside Financial Bank & Trust2,746$221K0.0%+66.3%0.000%
9/3/2026 Anchor Capital Advisors LLC604,296$48.53M0.8%-2.0%0.097%
9/2/2026 Range Advisory LLC2,790$224K0.0%N/A0.000%
9/2/2026 Allianz Asset Management GmbH316,702$25.43M0.0%+10,366.0%0.051%
8/27/2026 Corient Private Wealth LP145,686$11.70M0.0%+38.2%0.023%
8/26/2026 Amundi938,492$75.36M0.0%-57.6%0.150%
8/26/2026 HighTower Advisors LLC149,542$12.01M0.0%-18.9%0.024%
8/23/2026 Greenland Capital Management LP86,371$6.94M0.9%N/A0.014%
8/23/2026 Ameritas Advisory Services LLC5,225$420K0.0%-23.6%0.001%
8/23/2026 Wedmont Private Capital9,575$767K0.0%+6.0%0.002%
8/23/2026 Kintra Wealth LLC7,223$570K0.0%N/A0.001%
8/23/2026 HB Wealth Management LLC24,774$1.99M0.0%-3.6%0.004%
8/23/2026 Saudi Central Bank43,691$3.51M0.0%+100.1%0.007%
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8/22/2026 Compass Financial Management LLC1,641$129K0.0%N/A0.000%
8/22/2026 AlphaGrep UK Ltd5,156$414K0.1%N/A0.001%
8/22/2026 Shah Wealth Advisors LLC5,804$466K0.1%N/A0.001%
8/22/2026 Highland Investment Advisors LLC500$40K0.0%N/A0.000%
8/22/2026 Syon Capital LLC5,707$458K0.0%+3.5%0.001%
8/22/2026 Premier Path Wealth Partners LLC3,532$284K0.0%-9.0%0.001%
8/22/2026 Concurrent Investment Advisors LLC29,820$2.39M0.0%+81.2%0.005%
8/22/2026 NEOS Investment Management LLC470,337$37.77M0.1%+15.8%0.075%
8/21/2026 AXQ Capital LP40,329$3.24M0.4%N/A0.006%
8/21/2026 Continuum Advisory LLC1,637$131K0.0%N/A0.000%
8/21/2026 Nykredit A S55,338$4.44M0.0%N/A0.009%
8/21/2026 B. Metzler seel. Sohn & Co. AG29,270$2.35M0.0%+7.3%0.005%
8/21/2026 Symphony Financial Ltd. Co.2,761$226K0.0%N/A0.000%
8/21/2026 Midwest Professional Planners LTD.15,437$1.24M0.2%+13.3%0.002%
8/21/2026 Legacy Financial Advisors Inc.10,827$869K0.1%-1.7%0.002%
8/20/2026 First PREMIER Bank72,703$5.84M0.9%-1.3%0.012%
8/20/2026 Gill Capital Partners LLC528$42K0.0%N/A0.000%
8/20/2026 BTG Pactual Asset Management US LLC196,478$15.78M0.9%+45.4%0.031%
8/20/2026 Quantitative Investment Management LLC9,283$745K0.1%N/A0.001%
8/20/2026 Two Sigma Securities LLC42,393$3.40M0.3%N/A0.007%
8/20/2026 Benjamin Edwards Inc.17,861$1.43M0.0%-29.7%0.003%
8/20/2026 GTS Securities LLC5,258$422K0.0%-51.9%0.001%
8/20/2026 Northwestern Mutual Wealth Management Co.82,803$6.65M0.0%-38.1%0.013%
8/20/2026 Wedbush Securities Inc.28,492$2.29M0.1%-0.9%0.005%
8/20/2026 Greenleaf Trust14,493$1.16M0.0%-2.7%0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,103,309$249.20M0.0%+14.0%0.497%
8/19/2026 New Mexico Educational Retirement Board29,478$2.37M0.1%+8.1%0.005%
8/19/2026 Royal London Asset Management Ltd.94,983$7.63M0.0%+3.7%0.015%
8/19/2026 Toth Financial Advisory Corp1,176$94K0.0%-33.8%0.000%
8/19/2026 Mufg Securities Americas Inc.18,803$1.51M0.1%+14.9%0.003%
8/19/2026 Van ECK Associates Corp364,155$29.24M0.0%+25.0%0.058%
8/19/2026 Nissay Asset Management Corp Japan270,775$21.74M0.1%+2.6%0.043%
8/19/2026 Navellier & Associates Inc.34,919$2.80M0.2%+3.5%0.006%
8/19/2026 Archer Investment Corp500$40K0.0%N/A0.000%
8/19/2026 Kingsview Wealth Management LLC9,939$798K0.0%-1.5%0.002%
8/18/2026 Beacon Pointe Advisors LLC33,993$2.73M0.0%-20.7%0.005%
8/18/2026 Kimelman & Baird LLC652$52K0.0%N/A0.000%
8/18/2026 Pin Oak Investment Advisors Inc.353$29K0.0%N/A0.000%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt2,256$182K0.0%N/A0.000%
8/18/2026 Rakuten Investment Management Inc.150,401$12.33M0.0%-35.8%0.024%
8/18/2026 Glenview Trust Co4,997$397K0.0%N/A0.001%
8/18/2026 Glenview Trust Co6,189$497K0.0%+23.9%0.001%
8/18/2026 Empowered Funds LLC31,850$2.56M0.0%+5.9%0.005%
8/18/2026 United Capital Financial Advisors LLC19,330$1.55M0.0%+2.1%0.003%
8/18/2026 Dearborn Partners LLC10,965$871K0.0%N/A0.002%
8/18/2026 Equitable 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%
8/18/2026 Public 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%
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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 ME452$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%


XEL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,287 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 ($3.15B), 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 1,137 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 182,668,518 shares in the last 24 months. This purchase volume represents approximately $14.46B in transactions.

Of the 438 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), Amundi ($1.55M), Zimmer Partners LP ($1.27M), and First Trust Advisors LP ($1.14M).

Institutional investors have sold a total of 33,882,290 shares in the last 24 months. This volume of shares sold represents approximately $2.59B in transactions.



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 9/23/2026. New 13F filings are added each quarter as they're published.
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