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 |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,907
shares
|
$332,890
0.01% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,838
shares
|
$328,209
0.01% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,837
shares
|
$328,142
0.02% of portfolio
|
Q4 2024
Added 25.6%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
4,803
shares
|
$325,835
0.01% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
4,764
shares
|
$323,189
0.11% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
4,745
shares
|
$321,900
0.06% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
4,736
shares
|
$321,290
0.02% of portfolio
|
Q1 2025
Added 29.51%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,728
shares
|
$320,747
0.03% of portfolio
|
Q3 2022
Reduced 26.61%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
4,724
shares
|
$320,476
0.04% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,696
shares
|
$318,576
0.01% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,652
shares
|
$315,591
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4,652
shares
|
$315,591
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,616
shares
|
$313,149
0.01% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
4,589
shares
|
$311,317
0.02% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
4,585
shares
|
$311,046
0.16% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
4,574
shares
|
$310,300
0.08% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
4,529
shares
|
$307,247
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
4,524
shares
|
$306,908
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
4,514
shares
|
$306,229
0.01% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
4,511
shares
|
$306,026
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
4,507
shares
|
$305,754
0.11% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,499
shares
|
$305,212
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
4,487
shares
|
$304,398
0.02% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,480
shares
|
$303,923
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
4,465
shares
|
$302,905
0.15% of portfolio
|
Q4 2024
Reduced 0.89%
|