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 |
|---|---|---|---|---|---|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
5,368
shares
|
$364,165
0.08% of portfolio
|
Q1 2025
Added 45.91%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,318
shares
|
$360,773
0.06% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
5,311
shares
|
$360,298
0.01% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
5,278
shares
|
$358,059
0.04% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,260
shares
|
$356,838
0.01% of portfolio
|
Q4 2022
Reduced 3.49%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,242
shares
|
$355,617
0.01% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
5,229
shares
|
$354,735
0.02% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
5,215
shares
|
$353,785
0.01% of portfolio
|
Q1 2025
Added 14.74%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
5,211
shares
|
$353,514
0.04% of portfolio
|
Q4 2022
Reduced 83.25%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
5,197
shares
|
$352,564
0.04% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
5,188
shares
|
$351,953
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
5,188
shares
|
$351,953
0.06% of portfolio
|
Q4 2024
Reduced 51.74%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
5,145
shares
|
$349,036
0.01% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
5,107
shares
|
$346,458
0.01% of portfolio
|
Q1 2025
Added 229.27%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
5,097
shares
|
$345,780
0.05% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,093
shares
|
$345,509
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
5,022
shares
|
$340,692
0.02% of portfolio
|
Q1 2025
Added 27.11%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
4,989
shares
|
$338,453
0.02% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
4,984
shares
|
$338,114
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
4,975
shares
|
$337,504
0.01% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,965
shares
|
$336,825
0.03% of portfolio
|
Q1 2025
Reduced 64.01%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
4,962
shares
|
$336,622
0.01% of portfolio
|
Q1 2025
Added 57.47%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
4,949
shares
|
$335,740
0.24% of portfolio
|
Q2 2024
Added 50.75%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,933
shares
|
$334,654
0.01% of portfolio
|
Q1 2025
Added 39.0%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,930
shares
|
$334,451
0.1% of portfolio
|
Q3 2024
Added 0.2%
|