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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
13,624
shares
|
$924,252
0.0% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
13,602
shares
|
$922,759
0.22% of portfolio
|
Q1 2025
Added 130.58%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
13,528
shares
|
$917,739
0.12% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
13,394
shares
|
$908,648
0.0% of portfolio
|
Q1 2025
Added 271.95%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
13,300
shares
|
$902,272
0.19% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
13,222
shares
|
$896,980
0.03% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
13,219
shares
|
$896,776
0.61% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
13,200
shares
|
$895,488
0.11% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
13,104
shares
|
$888,975
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
13,070
shares
|
$886,668
0.01% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
13,030
shares
|
$883,955
0.03% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
12,988
shares
|
$881,105
0.1% of portfolio
|
Q1 2025
Reduced 74.73%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
12,844
shares
|
$871,336
0.04% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,788
shares
|
$867,537
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
12,771
shares
|
$866,384
0.02% of portfolio
|
Q1 2025
Added 17.39%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
12,759
shares
|
$865,570
0.12% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
12,576
shares
|
$853,155
0.04% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
12,556
shares
|
$851,799
1.65% of portfolio
|
Q3 2022
Reduced 43.53%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
12,529
shares
|
$849,967
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
12,500
shares
|
$848,000
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
12,443
shares
|
$844,133
0.01% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
12,400
shares
|
$841,216
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
11,954
shares
|
$810,959
0.06% of portfolio
|
Q4 2023
Reduced 24.68%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
11,834
shares
|
$802,818
0.03% of portfolio
|
Q1 2025
Added 34.43%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
11,817
shares
|
$801,665
0.0% of portfolio
|
Q1 2025
Added 23.71%
|