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 1,216 institutions that hold shares in the stock, with a total of 481 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
14,484
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2023
Reduced 2.39%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
14,443
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
14,384
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
14,247
shares
|
$1 Million
0.06% of portfolio
|
Q4 2024
Added 110.29%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
14,230
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
14,187
shares
|
$997,062
0.36% of portfolio
|
Q4 2024
Added 143.39%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
14,169
shares
|
$995,797
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
14,100
shares
|
$990,948
0.06% of portfolio
|
Q2 2022
Reduced 1.89%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
13,987
shares
|
$983,006
0.25% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
13,851
shares
|
$973,448
0.08% of portfolio
|
Q4 2024
Reduced 38.72%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,795
shares
|
$969,512
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
13,769
shares
|
$967,685
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
13,747
shares
|
$966,139
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
13,738
shares
|
$965,506
0.02% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
13,421
shares
|
$943,227
0.02% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
13,200
shares
|
$927,696
0.11% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
13,186
shares
|
$926,712
0.57% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
13,103
shares
|
$920,878
0.02% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
13,091
shares
|
$920,035
0.03% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
13,030
shares
|
$915,748
0.03% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
12,871
shares
|
$904,573
0.07% of portfolio
|
Q4 2024
Added 160.23%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
12,837
shares
|
$902,184
0.02% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
12,759
shares
|
$896,702
0.12% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
12,556
shares
|
$882,435
1.65% of portfolio
|
Q3 2022
Reduced 43.53%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,502
shares
|
$878,640
0.1% of portfolio
|
Q4 2024
Added 167.14%
|