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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
10,544
shares
|
$715,304
0.07% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
10,479
shares
|
$710,895
0.11% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
10,243
shares
|
$694,885
0.06% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
10,242
shares
|
$694,817
0.07% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
10,165
shares
|
$689,593
0.08% of portfolio
|
Q1 2025
Added 19.9%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
10,160
shares
|
$689,254
0.1% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
10,153
shares
|
$688,779
0.01% of portfolio
|
Q1 2025
Added 26.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,112
shares
|
$685,998
0.04% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
10,011
shares
|
$679,146
0.03% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
10,010
shares
|
$679,078
0.03% of portfolio
|
Q1 2025
Added 41.46%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
9,999
shares
|
$678,332
0.01% of portfolio
|
Q1 2025
Reduced 64.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,941
shares
|
$674,397
0.01% of portfolio
|
Q1 2025
Reduced 39.81%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
9,939
shares
|
$674,261
0.04% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,914
shares
|
$672,565
0.05% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
9,900
shares
|
$671,616
0.03% of portfolio
|
Q2 2024
Reduced 71.63%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
9,752
shares
|
$661,575
0.45% of portfolio
|
Q1 2025
Reduced 45.24%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
9,740
shares
|
$660,761
0.04% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
9,724
shares
|
$659,676
0.0% of portfolio
|
Q1 2025
Reduced 20.07%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,643
shares
|
$654,181
0.08% of portfolio
|
Q1 2025
Added 62.89%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
9,616
shares
|
$652,349
0.01% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
9,518
shares
|
$645,701
0.0% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,267
shares
|
$628,673
0.07% of portfolio
|
Q1 2025
Reduced 37.37%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
9,254
shares
|
$627,791
0.02% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
9,228
shares
|
$626,027
0.08% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
9,180
shares
|
$622,771
0.02% of portfolio
|
Q4 2024
Added 0.88%
|