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 1,264 institutions that hold shares in the stock, with a total of 489 Million shares, which have been reported (via 13F filing form) to have a value of $33.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
6,836
shares
|
$463,344
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
6,826
shares
|
$462,666
0.02% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
6,802
shares
|
$461,039
0.04% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
6,762
shares
|
$458,328
0.06% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
6,761
shares
|
$458,260
0.2% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
6,744
shares
|
$457,108
0.01% of portfolio
|
Q1 2025
Added 40.88%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
6,714
shares
|
$455,074
0.03% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Apr 21, 2025 Q1 2025 |
6,657
shares
|
$451,211
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
6,608
shares
|
$447,890
0.05% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
6,535
shares
|
$442,942
0.0% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
6,477
shares
|
$439,011
0.05% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
6,473
shares
|
$438,739
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
6,450
shares
|
$437,181
0.06% of portfolio
|
Q4 2024
Reduced 26.33%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
6,420
shares
|
$435,147
0.22% of portfolio
|
Q1 2025
Reduced 54.75%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
6,420
shares
|
$435,147
0.02% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
6,333
shares
|
$429,250
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
6,330
shares
|
$429,047
0.2% of portfolio
|
Q1 2025
Added 106.32%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
6,323
shares
|
$428,572
0.13% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
6,306
shares
|
$427,420
0.21% of portfolio
|
Q1 2025
Reduced 48.39%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
6,299
shares
|
$426,946
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
6,280
shares
|
$425,658
0.02% of portfolio
|
Q1 2025
Added 218.94%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
6,276
shares
|
$425,387
0.01% of portfolio
|
Q1 2025
Reduced 62.63%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
6,265
shares
|
$424,641
0.12% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
6,237
shares
|
$422,743
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
6,197
shares
|
$420,032
0.05% of portfolio
|
Q4 2024
Added 21.68%
|