XEL · Company research
Xcel Energy, Inc. (XEL): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| CIDEL ASSET MANAGEMENT INC | 1621915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4692 | 376770 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Great Diamond Partners, LLC | 1801112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3298 | 264829 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14723 | 1182257 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Ameritas Advisory Services, LLC | 1901275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5225 | 419542 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empower Advisory Group, LLC | 1978885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 148951 | 11960740 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BARD ASSOCIATES INC | 1105907 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44 | 3534 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1247 | 100 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| L & S Advisors Inc | 1392364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2537 | 203721 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Legacy Financial Advisors, Inc. | 1730810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10827 | 869422 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WHITE PINE CAPITAL LLC | 1137429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19525 | 1567858 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67467 | 5417609 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Strategic Wealth Advisors LLC | 2107449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 590 | 43 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Marex Group Ltd | 1997464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3263 | 262019 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24730 | 1985851 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Brookfield Corp /ON/ | 1001085 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1632769 | 131111351 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantitative Investment Management, LLC | 1445911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9283 | 745 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OneAscent Financial Services LLC | 1780985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9893 | 794410 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Third View Private Wealth, LLC | 2083406 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4382 | 351875 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38600 | 3099580 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 263 | 21119 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MAIRS & POWER INC | 1070134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 392497 | 31517547 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Csenge Advisory Group | 1715593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6383 | 512540 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62 | 4979 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| HighVista Strategies LLC | 1335325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14758 | 1185067 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Siemens Fonds Invest GmbH | 1856637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44132 | 3543800 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Dorato Capital Management | 2095216 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1112 | 89027 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1277279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12704 | 1020131 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Zimmer Partners, LP | 1565854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2323610 | 186585883 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 857 | 68817 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 177 | 14214 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SYM FINANCIAL Corp | 764739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9429 | 757149 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 826985 | 66406895 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Strong Tower Advisory Services | 1889322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44001 | 3533248 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1837091 | 147518408 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Private Wealth Management Group, LLC | 2011342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 1366 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186469 | 15333343 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 245 | 19674 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FIRST COMMUNITY TRUST NA | 1130344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 80300 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ALERUS FINANCIAL NA | 919458 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3854 | 309476 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sone Capital Management, LLC | 2026215 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98863 | 7938699 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Olistico Wealth, LLC | 1962695 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71 | 5701 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10733 | 861860 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Checchi Capital Advisers, LLC | 1598186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7953 | 638626 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Leverty Financial Group, LLC | 1908386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4058 | 325888 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Trust Co | 1632554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 329 | 26419 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BANK OF HAWAII | 315080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3172 | 254712 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1082339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18636 | 1496484 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Signal Advisors Wealth, LLC | 2010926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4018 | 322685 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Fairscale Capital, LLC | 2032350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 277 | 22407 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ABS Direct Equity Fund LLC | 1729347 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 96360 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 861635 | 69189291 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SmartHarvest Portfolios, LLC | 2066604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3331 | 267456 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203074 | 16306842 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Wealth Group Ltd | 2010748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2747 | 220584 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Ausbil Investment Management Ltd | 1966036 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94283 | 7514355 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Ares Financial Consulting, LLC | 2106717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97 | 7789 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Avidian Wealth Enterprises, LLC | 1471474 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3612 | 290043 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Matrix Trust Co | 1784277 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17475 | 1403 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170 | 13752 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9014 | 724 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 682611 | 54813664 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Legacy Wealth Asset Management, LLC | 1846151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8318 | 667935 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 367641 | 29521572 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DORVAL Corp | 1999144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3842 | 308518 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Lantz Financial LLC | 1766883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3590 | 288277 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Piscataqua Savings Bank | 1855835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 275 | 22082 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Sharkey, Howes & Javer | 1642246 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2496 | 200408 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Three Bearings Fiduciary Advisors, Inc. | 2140230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 809 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Symphony Financial, Ltd. Co. | 1800687 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2761 | 226321 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| American State Bank (Iowa) | 2122473 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8954 | 719006 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Atlanta Consulting Group Advisors, LLC | 2019038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3571 | 288860 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 852933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32695 | 2625 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EVERPAR ADVISORS LLC | 2010410 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4955 | 397886 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Everhart Financial Group, Inc. | 1852858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2959 | 237608 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Great Waters Wealth Management | 1964535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10133 | 813719 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| REINHART PARTNERS, LLC. | 1080298 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74677 | 5996585 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2057 | 165160 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1228242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93642 | 7519453 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 796 | 63919 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Hennion & Walsh Asset Management, Inc. | 1861642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58481 | 4696024 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.