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 |
|---|---|---|---|---|---|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
5,789
shares
|
$392,378
0.1% of portfolio
|
Q1 2025
Reduced 62.63%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
5,773
shares
|
$391,293
0.09% of portfolio
|
Q1 2025
Added 24.28%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
5,763
shares
|
$390,616
0.01% of portfolio
|
Q1 2025
Reduced 62.19%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
5,748
shares
|
$389,599
0.1% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,738
shares
|
$388,921
0.02% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
5,714
shares
|
$387,294
0.21% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
5,710
shares
|
$387,023
0.02% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
5,703
shares
|
$386,549
0.12% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
5,702
shares
|
$386,481
0.74% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
5,639
shares
|
$382,211
0.03% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
5,629
shares
|
$381,533
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,594
shares
|
$379,161
0.41% of portfolio
|
Q3 2022
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
5,592
shares
|
$379,025
0.08% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
5,574
shares
|
$377,805
0.2% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,565
shares
|
$377,195
0.06% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,422
shares
|
$367,503
0.04% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
5,418
shares
|
$367,232
0.2% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
5,404
shares
|
$366,283
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
James Hambro & Partners
|
Apr 17, 2025 Q1 2025 |
5,400
shares
|
$366,012
0.02% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,394
shares
|
$365,605
0.04% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
5,389
shares
|
$365,266
0.03% of portfolio
|
Q1 2024
Reduced 5.27%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
5,377
shares
|
$364,453
0.05% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
5,368
shares
|
$363,843
0.08% of portfolio
|
Q1 2025
Added 45.91%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,318
shares
|
$360,454
0.06% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
5,311
shares
|
$359,979
0.01% of portfolio
|
Q1 2025
Reduced 5.88%
|