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 |
|---|---|---|---|---|---|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
11,815
shares
|
$801,529
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
11,776
shares
|
$798,883
0.07% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,775
shares
|
$798,816
0.02% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Invesco, LLC
Des Plaines, IL |
Apr 23, 2025 Q1 2025 |
11,557
shares
|
$784,026
0.34% of portfolio
|
Q1 2025
Added 133.52%
|
|
|
Chronos Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
11,491
shares
|
$779,549
0.44% of portfolio
|
Q4 2019
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
11,429
shares
|
$775,343
0.0% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
|
Emerald Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
11,366
shares
|
$771,069
0.11% of portfolio
|
Q2 2022
Added 23.14%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
11,195
shares
|
$759,468
0.59% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
11,155
shares
|
$756,755
0.7% of portfolio
|
Q1 2023
Added 28.4%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
11,130
shares
|
$755,059
0.27% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
11,065
shares
|
$750,649
0.17% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
11,060
shares
|
$750,310
0.02% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
10,964
shares
|
$743,797
0.25% of portfolio
|
Q1 2025
Added 23.07%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
10,942
shares
|
$742,305
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
10,922
shares
|
$740,948
0.04% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
10,826
shares
|
$734,435
0.04% of portfolio
|
Q1 2025
Added 47.09%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
10,819
shares
|
$733,960
0.05% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Fosun International LTD
|
May 14, 2025 Q1 2025 |
10,731
shares
|
$727,991
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
10,729
shares
|
$727,855
0.03% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,637
shares
|
$721,614
0.0% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
10,625
shares
|
$720,800
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
10,622
shares
|
$720,596
0.03% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
10,610
shares
|
$719,782
0.26% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
10,552
shares
|
$715,847
0.14% of portfolio
|
Q1 2025
Added 65.57%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
10,545
shares
|
$715,372
0.27% of portfolio
|
Q4 2024
New holding
|