Public ownership evidence

Xcel Energy, Inc. (XEL) Ownership Disclosures

Read XEL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Recent Form 4 activity

2026-09-302026-09-28Carter Peter WA403.64Not reported
2026-09-302026-09-28Burkhart Megan DA687.68Not reported
2026-09-302026-09-28KAMPLING PATRICIA LA773.64Not reported
2026-09-302026-09-28Pardee Charles GA666.19Not reported
2026-09-302026-09-28Welsh Timothy AA580.23Not reported
2026-09-302026-09-28Casey LynnA580.23Not reported
2026-08-012026-07-29Carter Peter WA1,818.74Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

First Nebraska Trust Co2001-09-302026-09-017,144$201,104None
Cornerstone Financial Management LLC2026-06-302026-08-29137$11,001None
Cornerstone Financial Management LLC2026-03-312026-08-2973$5,799None
Cornerstone Financial Management LLC2025-12-312026-08-2960$4,432None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-299,598$679,452None
Deeter Investments LLP2025-12-312026-08-2975,000$5,539,500None
Advisors Asset Management, Inc.2021-12-312026-08-2829,133$1,972,304None
Advisors Asset Management, Inc.2022-12-312026-08-2838,551$2,702,811None
Advisors Asset Management, Inc.2020-06-302026-08-2826,354$1,647,125None
Advisors Asset Management, Inc.2022-06-302026-08-2821,989$1,556,000None
Advisors Asset Management, Inc.2021-09-302026-08-2832,956$2,060,000None
Corient Private Wealth LP2026-06-302026-08-28135,393$10,872,683None
Corient Private Wealth LP2026-06-302026-08-2810,293$826,517None
Principia Wealth Advisory, LLC2026-06-302026-08-2750$4,015None
Principia Wealth Advisory, LLC2026-03-312026-08-2738$3,019None
Advisors Asset Management, Inc.2024-03-312026-08-2737,350$2,007,563None
Advisors Asset Management, Inc.2025-03-312026-08-2720,147$1,426,206None
Advisors Asset Management, Inc.2022-09-302026-08-2723,794$1,523,000None
Advisors Asset Management, Inc.2020-12-312026-08-2732,386$2,159,000None
Advisors Asset Management, Inc.2022-03-312026-08-2724,388$1,760,082None
Advisors Asset Management, Inc.2023-06-302026-08-2744,496$2,766,316None
Advisors Asset Management, Inc.2023-09-302026-08-2743,733$2,502,402None
Advisors Asset Management, Inc.2023-03-312026-08-2744,181$2,979,567None
Advisors Asset Management, Inc.2021-03-312026-08-2738,918$2,588,436None
Advisors Asset Management, Inc.2021-06-302026-08-2733,860$2,231,000None
Advisors Asset Management, Inc.2020-09-302026-08-2727,120$1,871,551None
Advisors Asset Management, Inc.2025-09-302026-08-2721,303$1,718,087None
Advisors Asset Management, Inc.2023-12-312026-08-2739,518$2,446,559None
Dakota Wealth Management2025-09-302026-08-2719,993$1,612,444None
Dakota Wealth Management2025-12-312026-08-2718,819$1,389,993None
Dakota Wealth Management2026-03-312026-08-2719,994$1,588,292None
Redwood Investment Management, LLC2025-09-302026-08-272,518$203,000None
Advisors Asset Management, Inc.2019-12-312026-08-2624,014$1,524,649None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-263,703$273,473None
Advisors Asset Management, Inc.2025-06-302026-08-2519,681$1,340,276None
CYBER HORNET ETFs LLC2026-06-302026-08-251,699$136,430None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25726,220$58,315,466None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2558,315,466$726,220,000None
Advisors Asset Management, Inc.2024-09-302026-08-2227,521$1,797,121None
Advisors Asset Management, Inc.2024-06-302026-08-2231,345$1,674,136None
Advisors Asset Management, Inc.2024-12-312026-08-2220,169$1,361,811None
Advisors Asset Management, Inc.2025-12-312026-08-2224,470$1,807,354None
Advisors Asset Management, Inc.2020-03-312026-08-2226,347$1,588,724None
Assenagon Asset Management S.A.2026-06-302026-08-221,173,283$94,214,625None
Harvest Fund Management Co., Ltd2026-06-302026-08-2146,396$3,723,000None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-212,718$218,255None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21528$42,398None
Bullock Wealth Management Group2026-06-302026-08-20902$71,867None
Kingsview Wealth Management, LLC2026-06-302026-08-209,939$798,125None
Archer Investment Corp2026-06-302026-08-20500$40,150None

90-day public filing window, up to 50 source positions.

First Nebraska Trust Co ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Deeter Investments LLP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.