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 |
|---|---|---|---|---|---|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
7,608
shares
|
$516,126
0.1% of portfolio
|
Q1 2023
Added 0.53%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
7,549
shares
|
$512,124
0.25% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
7,544
shares
|
$511,784
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
7,514
shares
|
$509,749
0.04% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
7,496
shares
|
$508,528
0.03% of portfolio
|
Q1 2025
Added 22.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,474
shares
|
$507,036
0.02% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
7,447
shares
|
$505,204
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
|
$504,322
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
7,424
shares
|
$503,644
0.01% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
7,409
shares
|
$502,626
0.02% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
7,403
shares
|
$502,219
0.32% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
7,402
shares
|
$502,151
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Icici Prudential Asset Management CO LTD
|
May 08, 2025 Q1 2025 |
7,369
shares
|
$499,912
0.07% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,303
shares
|
$495,435
0.0% of portfolio
|
Q1 2025
Reduced 98.47%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
7,212
shares
|
$489,262
0.01% of portfolio
|
Q1 2025
Added 29.99%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
7,206
shares
|
$488,855
0.07% of portfolio
|
Q1 2025
Added 344.81%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
7,158
shares
|
$485,598
0.37% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,153
shares
|
$485,259
0.02% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,140
shares
|
$484,377
0.02% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
7,124
shares
|
$483,292
0.01% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,983
shares
|
$473,726
0.05% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
May 15, 2025 Q1 2025 |
6,952
shares
|
$471,623
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
6,908
shares
|
$468,638
0.06% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,896
shares
|
$467,824
0.01% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
6,892
shares
|
$467,553
0.01% of portfolio
|
Q2 2025
Added 48.02%
|