Institutional Ownership Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL). We have compiled data on the 1,264 institutions that hold shares in the stock, with a total of 489 Million shares, which have been reported (via 13F filing form) to have a value of $34.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
26,192
shares
|
$1.83 Million
0.06% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
26,095
shares
|
$1.82 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
25,974
shares
|
$1.81 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
25,332
shares
|
$1.77 Million
0.24% of portfolio
|
Q3 2022
Reduced 19.52%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
25,262
shares
|
$1.76 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
25,191
shares
|
$1.76 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
25,096
shares
|
$1.75 Million
0.83% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
24,990
shares
|
$1.74 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
24,953
shares
|
$1.74 Million
0.06% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
24,907
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
24,863
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Added 24.3%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Apr 09, 2025 Q1 2025 |
24,816
shares
|
$1.73 Million
0.85% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
24,220
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
24,144
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2025
Reduced 37.68%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
24,122
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
23,913
shares
|
$1.67 Million
0.19% of portfolio
|
Q1 2025
Reduced 40.13%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
23,715
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
23,338
shares
|
$1.63 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
23,262
shares
|
$1.62 Million
0.03% of portfolio
|
Q1 2025
Reduced 27.25%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
23,099
shares
|
$1.61 Million
0.28% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,087
shares
|
$1.61 Million
0.11% of portfolio
|
Q2 2022
Added 5.88%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
22,988
shares
|
$1.6 Million
0.13% of portfolio
|
Q3 2022
Added 73.17%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
22,777
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2023
Reduced 3.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
22,709
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
22,658
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.34%
|