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 1,215 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 $33.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
7,540
shares
|
$522,898
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
7,514
shares
|
$521,095
0.03% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Icici Prudential Asset Management CO LTD
|
Jan 31, 2025 Q4 2024 |
7,478
shares
|
$518,599
0.06% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
7,447
shares
|
$516,449
0.03% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
7,434
shares
|
$515,547
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
7,421
shares
|
$514,646
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
7,419
shares
|
$514,507
0.29% of portfolio
|
Q4 2024
Reduced 43.05%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
7,417
shares
|
$514,368
0.03% of portfolio
|
Q4 2024
Added 35.74%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
7,413
shares
|
$514,091
0.05% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
7,409
shares
|
$513,814
0.02% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
7,402
shares
|
$513,328
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
7,392
shares
|
$512,635
0.05% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
7,360
shares
|
$510,415
0.03% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
7,253
shares
|
$502,995
0.01% of portfolio
|
Q4 2024
Added 33.11%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
7,242
shares
|
$502,232
0.01% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
7,168
shares
|
$497,100
0.01% of portfolio
|
Q4 2024
Added 59.82%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,153
shares
|
$496,060
0.02% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,084
shares
|
$491,275
0.0% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
7,076
shares
|
$490,720
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
6,952
shares
|
$482,121
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,941
shares
|
$481,358
0.05% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
6,913
shares
|
$479,416
0.19% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,867
shares
|
$476,226
0.01% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
6,855
shares
|
$475,394
0.01% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
6,838
shares
|
$474,215
0.01% of portfolio
|
Q4 2024
Added 18.0%
|