XCEL ENERGY INC (XEL)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
55
Reporting holders
$28.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,244
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Ausbil Investment Management Ltd | $6.6M | 94,283 | 3.34% | 2q | HELD |
| REINHART PARTNERS, LLC. | $4.4M | 62,687 | 0.11% | 11q | -16.1%-$845.1K |
| EPIQ PARTNERS, LLC | $2.0M | 27,736 | 0.84% | 28q | HELD |
| Farther Finance Advisors, LLC | $1.8M | 26,017 | 0.01% | 16q | +7.5%+$127.2K |
| GAMMA Investing LLC | $1.6M | 23,006 | 0.05% | 12q | -2.3%-$37.8K |
| SAPIENT CAPITAL LLC | $1.1M | 15,376 | 0.01% | 2q | -51.5%-$1.2M |
| Wealth Enhancement Trust Services, Inc. | $1.0M | 14,235 | 0.11% | 4q | -44.3%-$798.9K |
| CENTRAL BANK & TRUST CO | $936.8K | 13,291 | 0.13% | 32q | -1.4%-$13.6K |
| Wedmont Private Capital | $719.3K | 9,806 | 0.02% | 12q | +2.4%+$16.9K |
| Great Waters Wealth Management | $712.7K | 10,112 | 0.06% | 16q | HELD |
| Legacy Wealth Asset Management, LLC | $586.2K | 8,317 | 0.13% | 11q | HELD |
| Buska Wealth Management, LLC | $420.4K | 5,965 | 0.14% | 11q | +26.5%+$88.0K |
| First Heartland Consultants, Inc. | $408.4K | 5,794 | 0.03% | new | NEW |
| MOODY NATIONAL BANK TRUST DIVISION | $394.6K | 5,599 | 0.03% | 32q | +2.0%+$7.8K |
| Apella Capital, LLC | $376.8K | 5,202 | 0.00% | 4q | +8.1%+$28.2K |
| BOYUM WEALTH ARCHITECTS LLC | $367.5K | 5,147 | 0.15% | 7q | +6.3%+$21.6K |
| Castle Rock Wealth Management, LLC | $362.1K | 4,979 | 0.07% | 24q | +0.7%+$2.5K |
| Nautilus Advisors LLC | $329.8K | 4,679 | 0.20% | 8q | +0.7%+$2.4K |
| Venture Visionary Partners LLC | $318.2K | 4,515 | 0.01% | 23q | HELD |
| Kure Advisory, LLC | $274.3K | 3,891 | 0.13% | 12q | HELD |
| Avidian Wealth Enterprises, LLC | $272.2K | 3,862 | 0.01% | 9q | +6.9%+$17.6K |
| Leverty Financial Group, LLC | $269.0K | 3,817 | 0.05% | 9q | -5.9%-$17.0K |
| M.E. ALLISON & CO., INC. | $267.8K | 3,800 | 0.15% | 6q | HELD |
| Rosenberg Matthew Hamilton | $241.5K | 3,427 | 0.04% | 27q | HELD |
| Versant Capital Management, Inc | $226.3K | 3,211 | 0.02% | 32q | +3.5%+$7.7K |
| Coastline Trust Co | $220.2K | 3,125 | 0.02% | 32q | HELD |
| CoreCap Advisors, LLC | $218.6K | 3,102 | 0.01% | 11q | +76.0%+$94.4K |
| Wealth Group Ltd | $208.1K | 2,914 | 0.04% | 5q | +6.1%+$11.9K |
| MJT & Associates Financial Advisory Group, Inc. | $202.9K | 2,879 | 0.13% | 7q | HELD |
| EASTERN BANK | $157.8K | 2,239 | 0.00% | 32q | -19.4%-$37.9K |
| MassMutual Private Wealth & Trust, FSB | $133.6K | 1,896 | 0.00% | 23q | -0.6% |
| Marquette Asset Management, LLC | $128.9K | 1,829 | 0.02% | 31q | HELD |
| STEPH & CO | $120.7K | 1,713 | 0.03% | 28q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $82.9K | 1,176 | 0.01% | 6q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $81.3K | 1,153 | 0.02% | 12q | +38.7%+$22.7K |
| Dorato Capital Management | $80.5K | 1,112 | 0.05% | 4q | HELD |
| FIRST COMMUNITY TRUST NA | $70.5K | 1,000 | 0.02% | 20q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $69.5K | 978 | 0.01% | new | NEW |
| Bullock Wealth Management Group | $64.0K | 908 | 0.03% | 11q | +0.7% |
| Bank of New Hampshire | $53.6K | 760 | 0.01% | 19q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $47.4K | 672 | 0.01% | 15q | +17.5%+$7.0K |
| GILPIN WEALTH MANAGEMENT, LLC | $44.1K | 626 | 0.03% | 4q | +8.3%+$3.4K |
| GK Wealth Management LLC | $28.4K | 403 | 0.02% | new | NEW |
| AMERICAN NATIONAL BANK & TRUST | $25.3K | 359 | 0.00% | 5q | -16.7%-$5.1K |
| Trust Co | $23.2K | 329 | 0.00% | 25q | HELD |
| Bangor Savings Bank | $17.6K | 250 | 0.00% | 11q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $17.3K | 245 | 0.00% | 16q | HELD |
| Mn Services Vermogensbeheer B.V. | $12.8K | 181,852 | 0.10% | 31q | HELD |
| Olistico Wealth, LLC | $5.0K | 71 | 0.00% | 4q | HELD |
| Grove Bank & Trust | $4.3K | 61 | 0.00% | 8q | HELD |
| Pacifica Partners Inc. | $3.2K | 45 | 0.00% | 10q | HELD |
| Investors Research Corp | $2.3K | 33 | 0.00% | 3q | HELD |
| Planning Strategies Inc. | $1.9K | 27 | 0.00% | 2q | HELD |
| Davis Capital Management | $1.6K | 23 | 0.00% | 5q | +27.8% |
| Retirement Wealth Solutions LLC | $776 | 11 | 0.00% | 5q | -8.3% |
| CX Institutional | $487 | 6,912 | 0.01% | 9q | -9.0% |
| Matrix Trust Co | $0 | 0 | 0.00% | 4q | -100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 55 | $28.2M | 398,693 | 3 | 17 | 11 | 0.0% |
| Q2 2026 | 1,299 | $52.8B | 648,001,029 | 106 | 516 | 361 | 1.5% |
| Q1 2026 | 1,274 | $46.2B | 578,508,196 | 113 | 433 | 410 | 0.4% |
| Q4 2025 | 1,255 | $42.2B | 567,243,456 | 102 | 443 | 350 | 0.8% |
| Q3 2025 | 1,194 | $45.5B | 562,046,797 | 143 | 433 | 303 | 0.4% |
| Q2 2025 | 1,138 | $35.5B | 516,794,071 | 98 | 412 | 339 | 0.7% |
| Q1 2025 | 1,146 | $35.4B | 497,376,577 | 113 | 385 | 336 | 0.6% |
| Q4 2024 | 1,120 | $33.2B | 489,016,913 | 96 | 415 | 289 | 0.6% |
| Q3 2024 | 1,041 | $31.1B | 473,160,482 | 134 | 348 | 316 | 0.5% |
| Q2 2024 | 978 | $24.5B | 454,935,479 | 76 | 375 | 314 | 0.7% |
| Q1 2024 | 982 | $25.6B | 470,717,868 | 99 | 302 | 365 | 1.0% |
| Q4 2023 | 1,021 | $28.8B | 461,617,132 | 109 | 333 | 309 | 0.7% |
| Q3 2023 | 934 | $24.9B | 432,424,568 | 79 | 327 | 284 | 0.5% |
| Q2 2023 | 965 | $26.7B | 427,920,886 | 75 | 308 | 319 | 0.3% |
| Q1 2023 | 979 | $29.4B | 434,589,755 | 84 | 326 | 284 | 0.4% |
| Q4 2022 | 987 | $29.8B | 423,940,073 | 93 | 326 | 280 | 0.3% |
| Q3 2022 | 940 | $27.3B | 423,764,550 | 65 | 327 | 255 | 0.5% |
| Q2 2022 | 947 | $30.0B | 421,462,367 | 87 | 316 | 270 | 0.6% |
| Q1 2022 | 936 | $29.9B | 413,012,115 | 88 | 331 | 267 | 0.5% |
| Q4 2021 | 917 | $27.9B | 410,000,774 | 92 | 268 | 269 | 0.6% |
| Q3 2021 | 836 | $25.4B | 404,658,233 | 57 | 260 | 265 | 0.5% |
| Q2 2021 | 851 | $27.2B | 410,579,912 | 71 | 254 | 258 | 0.5% |
| Q1 2021 | 841 | $27.0B | 404,906,194 | 60 | 263 | 296 | 0.4% |
| Q4 2020 | 887 | $27.1B | 403,619,766 | 81 | 271 | 257 | 0.5% |
| Q3 2020 | 846 | $28.0B | 405,559,033 | 80 | 237 | 274 | 0.2% |
| Q2 2020 | 819 | $25.9B | 412,453,302 | 64 | 246 | 279 | 0.2% |
| Q1 2020 | 840 | $24.8B | 411,229,778 | 80 | 258 | 280 | 0.2% |
| Q4 2019 | 847 | $26.7B | 419,995,991 | 60 | 259 | 249 | 0.1% |
| Q3 2019 | 809 | $26.7B | 411,441,298 | 70 | 253 | 245 | 0.1% |
| Q2 2019 | 792 | $24.0B | 403,326,068 | 72 | 253 | 237 | 0.1% |
| Q1 2019 | 791 | $22.4B | 397,559,905 | 79 | 254 | 245 | 0.2% |
| Q4 2018 | 763 | $19.8B | 402,080,584 | 8 | 10 | 10 | 0.0% |