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 |
|---|---|---|---|---|---|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
3,370
shares
|
$228,620
0.15% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
3,370
shares
|
$228,620
0.01% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
3,365
shares
|
$228,281
0.02% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
3,359
shares
|
$227,874
0.13% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
3,356
shares
|
$227,671
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
3,352
shares
|
$227,399
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
3,347
shares
|
$227,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,336
shares
|
$226,314
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
3,334
shares
|
$226,178
0.2% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
3,325
shares
|
$225,568
0.09% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
3,323
shares
|
$225,432
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,301
shares
|
$223,939
0.01% of portfolio
|
Q1 2025
Added 37.48%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
3,297
shares
|
$223,668
0.02% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
3,293
shares
|
$223,397
0.01% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,292
shares
|
$223,329
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
3,287
shares
|
$222,990
0.07% of portfolio
|
Q1 2025
Reduced 14.22%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
3,276
shares
|
$222,243
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
3,261
shares
|
$221,226
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
3,230
shares
|
$219,123
0.03% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
3,229
shares
|
$219,055
0.01% of portfolio
|
Q1 2025
Reduced 80.62%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
3,213
shares
|
$217,969
0.03% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
3,201
shares
|
$217,155
0.0% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
3,201
shares
|
$217,155
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,200
shares
|
$217,088
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,200
shares
|
$217,088
0.01% of portfolio
|
Q1 2025
Reduced 98.16%
|