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 |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,195
shares
|
$419,897
0.01% of portfolio
|
Q4 2022
Reduced 8.83%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
6,195
shares
|
$419,897
0.01% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
6,160
shares
|
$417,524
0.56% of portfolio
|
Q3 2023
Reduced 2.25%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
6,148
shares
|
$416,711
0.05% of portfolio
|
Q1 2024
Added 0.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
6,134
shares
|
$415,762
0.01% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
6,124
shares
|
$415,084
0.09% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
6,097
shares
|
$413,254
0.01% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
6,082
shares
|
$412,237
0.02% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
6,071
shares
|
$411,492
0.04% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
6,067
shares
|
$411,221
0.1% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,066
shares
|
$411,153
0.05% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,061
shares
|
$410,814
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
6,050
shares
|
$410,069
0.03% of portfolio
|
Q1 2023
Reduced 3.2%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
6,029
shares
|
$408,645
0.13% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
6,024
shares
|
$408,306
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
6,009
shares
|
$407,290
0.02% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
6,003
shares
|
$406,883
0.09% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
5,998
shares
|
$406,544
0.01% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
5,998
shares
|
$406,544
0.02% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
5,968
shares
|
$404,511
0.01% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
5,938
shares
|
$402,477
0.26% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
5,911
shares
|
$400,647
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
May 15, 2025 Q1 2025 |
5,800
shares
|
$393,124
0.08% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
5,796
shares
|
$392,852
0.03% of portfolio
|
Q4 2023
Added 11.55%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,792
shares
|
$392,581
0.01% of portfolio
|
Q1 2025
Reduced 4.52%
|