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 1,260 institutions that hold shares in the stock, with a total of 490 Million shares, which have been reported (via 13F filing form) to have a value of $33.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
17,844
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
17,827
shares
|
$1.21 Million
0.32% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
17,553
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
17,328
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
17,250
shares
|
$1.17 Million
0.06% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
17,226
shares
|
$1.17 Million
0.07% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
17,064
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
16,836
shares
|
$1.14 Million
0.1% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
16,723
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
16,715
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
16,674
shares
|
$1.13 Million
0.21% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
16,478
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
16,329
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2025
Added 99.21%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
16,325
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Added 225.91%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
16,291
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
16,243
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2017
New holding
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
16,190
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
16,162
shares
|
$1.1 Million
0.34% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
16,136
shares
|
$1.09 Million
0.22% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
16,040
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2023
Added 135.26%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
16,019
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.36%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
15,939
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
15,930
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
15,755
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,579
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2024
Added 48.4%
|