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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,118
shares
|
$279,365
0.0% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,112
shares
|
$278,958
0.0% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
4,106
shares
|
$278,551
0.05% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
4,094
shares
|
$277,736
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
4,079
shares
|
$276,719
0.09% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
4,070
shares
|
$276,108
0.06% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
4,066
shares
|
$275,837
0.0% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
4,028
shares
|
$273,259
0.02% of portfolio
|
Q1 2025
Reduced 70.75%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
4,022
shares
|
$272,852
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
4,014
shares
|
$272,309
0.01% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
4,004
shares
|
$271,631
0.22% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,002
shares
|
$271,495
0.09% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
3,996
shares
|
$271,088
0.08% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
3,970
shares
|
$269,324
0.21% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,966
shares
|
$269,053
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
3,961
shares
|
$268,714
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,958
shares
|
$268,510
0.01% of portfolio
|
Q4 2022
Reduced 13.26%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,943
shares
|
$267,493
0.01% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
3,938
shares
|
$267,153
0.05% of portfolio
|
Q1 2025
Reduced 43.26%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
3,931
shares
|
$266,679
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
3,918
shares
|
$265,797
0.06% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
3,903
shares
|
$264,779
0.2% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
3,896
shares
|
$264,304
0.05% of portfolio
|
Q3 2023
Reduced 3.4%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
3,895
shares
|
$264,236
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
3,890
shares
|
$263,897
0.02% of portfolio
|
Q1 2025
Added 0.23%
|