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 |
|---|---|---|---|---|---|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
4,457
shares
|
$302,362
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
4,416
shares
|
$299,581
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
4,400
shares
|
$298,496
0.01% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
4,366
shares
|
$296,189
0.02% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,355
shares
|
$295,443
0.03% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
4,347
shares
|
$294,900
0.01% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
4,338
shares
|
$294,289
0.04% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
4,307
shares
|
$292,186
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
4,306
shares
|
$292,119
0.06% of portfolio
|
Q4 2024
Reduced 28.45%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
May 07, 2025 Q1 2025 |
4,271
shares
|
$289,744
0.28% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
4,267
shares
|
$289,473
0.02% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
4,251
shares
|
$288,387
0.08% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
4,228
shares
|
$286,827
0.08% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,200
shares
|
$284,928
0.01% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
4,181
shares
|
$283,639
0.03% of portfolio
|
Q2 2024
Reduced 14.22%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
4,180
shares
|
$283,571
0.03% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
4,178
shares
|
$283,435
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
4,162
shares
|
$282,350
0.03% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
4,159
shares
|
$282,146
0.02% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
4,153
shares
|
$281,739
0.3% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,144
shares
|
$281,128
0.5% of portfolio
|
Q2 2022
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
4,143
shares
|
$281,061
0.01% of portfolio
|
Q4 2024
Added 14.8%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
4,143
shares
|
$281,061
0.22% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,129
shares
|
$280,111
0.05% of portfolio
|
Q2 2024
Added 317.91%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
4,129
shares
|
$280,111
0.18% of portfolio
|
Q1 2025
Added 9.7%
|