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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
3,880
shares
|
$263,219
0.03% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
3,874
shares
|
$262,812
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,856
shares
|
$261,591
0.01% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
3,845
shares
|
$260,844
0.03% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
3,842
shares
|
$260,641
0.11% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,829
shares
|
$259,759
0.02% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,826
shares
|
$259,555
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,818
shares
|
$259,013
0.01% of portfolio
|
Q2 2020
Added 7.0%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
3,805
shares
|
$258,131
0.04% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
3,803
shares
|
$257,995
0.02% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
3,798
shares
|
$257,656
0.11% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
3,794
shares
|
$257,384
0.05% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
3,778
shares
|
$256,299
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,771
shares
|
$255,824
0.02% of portfolio
|
Q1 2025
Added 53.29%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
3,723
shares
|
$252,568
0.01% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,710
shares
|
$251,686
0.01% of portfolio
|
Q4 2023
Reduced 11.81%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
3,700
shares
|
$251,008
0.02% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
3,693
shares
|
$250,533
0.06% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
3,649
shares
|
$247,548
0.07% of portfolio
|
Q4 2024
Added 91125.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
3,636
shares
|
$246,666
0.0% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
3,635
shares
|
$246,598
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
3,632
shares
|
$246,394
0.01% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,630
shares
|
$246,259
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
3,617
shares
|
$245,377
0.01% of portfolio
|
Q1 2025
Added 73.49%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
3,599
shares
|
$244,156
0.1% of portfolio
|
Q1 2025
Reduced 6.32%
|