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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
9,164
shares
|
$621,685
0.05% of portfolio
|
Q4 2024
Added 68.61%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
9,116
shares
|
$618,429
0.21% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
9,045
shares
|
$613,612
0.01% of portfolio
|
Q2 2025
Reduced 18.81%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
9,014
shares
|
$611,509
0.04% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
8,914
shares
|
$604,725
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,879
shares
|
$602,351
0.02% of portfolio
|
Q1 2025
Added 22.42%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
8,849
shares
|
$600,316
0.02% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Scp Investment, LP
|
May 08, 2025 Q1 2025 |
8,800
shares
|
$596,992
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
8,737
shares
|
$592,718
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
8,736
shares
|
$592,650
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
8,694
shares
|
$589,800
0.08% of portfolio
|
Q1 2025
Reduced 30.46%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
8,555
shares
|
$580,371
0.18% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
8,538
shares
|
$579,217
0.01% of portfolio
|
Q1 2025
Added 19.11%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
8,525
shares
|
$578,336
0.01% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
8,506
shares
|
$577,047
0.02% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Stf Management LP
Frisco, TX |
May 13, 2025 Q1 2025 |
8,491
shares
|
$576,029
0.29% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
8,485
shares
|
$575,622
0.03% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
8,474
shares
|
$574,876
0.06% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
8,348
shares
|
$566,328
0.0% of portfolio
|
Q3 2024
Reduced 90.49%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
8,338
shares
|
$565,649
0.02% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
8,307
shares
|
$563,546
0.0% of portfolio
|
Q1 2025
Added 77.84%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
8,284
shares
|
$561,986
0.01% of portfolio
|
Q1 2025
Added 143.08%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
8,275
shares
|
$561,376
0.21% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
8,272
shares
|
$561,172
0.11% of portfolio
|
Q4 2023
Reduced 4.61%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
8,269
shares
|
$560,968
0.18% of portfolio
|
Q1 2025
Added 8.15%
|