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 |
|---|---|---|---|---|---|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
15,500
shares
|
$1.05 Million
0.81% of portfolio
|
Q4 2021
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
15,314
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,285
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
15,133
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
15,004
shares
|
$1.02 Million
0.38% of portfolio
|
Q1 2024
Reduced 28.05%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
14,841
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
14,807
shares
|
$1 Million
0.08% of portfolio
|
Q3 2022
Added 1.43%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
14,743
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,678
shares
|
$995,755
0.09% of portfolio
|
Q2 2023
Reduced 3.96%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
14,577
shares
|
$988,903
0.02% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
14,501
shares
|
$983,747
0.32% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
14,495
shares
|
$983,340
0.21% of portfolio
|
Q4 2022
Added 1.78%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
14,495
shares
|
$983,340
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
14,484
shares
|
$982,594
0.0% of portfolio
|
Q2 2023
Reduced 2.39%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
14,293
shares
|
$969,637
0.3% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
14,258
shares
|
$967,262
0.03% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
14,191
shares
|
$962,717
0.1% of portfolio
|
Q1 2025
Added 51.86%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
14,171
shares
|
$961,360
0.07% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
14,100
shares
|
$956,544
0.06% of portfolio
|
Q2 2022
Reduced 1.89%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
13,987
shares
|
$948,878
0.27% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
13,894
shares
|
$942,568
0.02% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
13,887
shares
|
$942,094
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
13,883
shares
|
$941,822
0.06% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
13,810
shares
|
$936,870
0.01% of portfolio
|
Q1 2025
Added 30.68%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
13,700
shares
|
$929,408
0.0% of portfolio
|
Q1 2025
New holding
|