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 1,262 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 $35.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
22,658
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
22,538
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
22,308
shares
|
$1.63 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
22,080
shares
|
$1.61 Million
0.03% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
22,042
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
21,741
shares
|
$1.59 Million
0.07% of portfolio
|
Q1 2025
Added 14.19%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
21,647
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
21,635
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
21,635
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
21,577
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
21,363
shares
|
$1.56 Million
0.06% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
21,354
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2024
Added 13.6%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
21,336
shares
|
$1.56 Million
0.09% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
21,330
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
21,306
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
21,227
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
21,181
shares
|
$1.55 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
21,070
shares
|
$1.54 Million
0.62% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
20,967
shares
|
$1.53 Million
0.09% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
20,934
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
20,899
shares
|
$1.53 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
20,635
shares
|
$1.51 Million
0.45% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
20,474
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 40.35%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
20,421
shares
|
$1.49 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
20,147
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.11%
|