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 1,262 institutions that hold shares in the stock, with a total of 489 Million shares, which have been reported (via 13F filing form) to have a value of $35.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,200
shares
|
$233,792
0.01% of portfolio
|
Q1 2025
Reduced 98.16%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,192
shares
|
$233,207
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
3,187
shares
|
$232,842
0.03% of portfolio
|
Q2 2025
Added 328.36%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
3,169
shares
|
$231,527
0.02% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
3,166
shares
|
$231,307
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
3,163
shares
|
$231,088
0.03% of portfolio
|
Q4 2024
Reduced 35.62%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
3,150
shares
|
$230,139
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,145
shares
|
$229,773
0.02% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
3,134
shares
|
$228,970
0.08% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
3,124
shares
|
$228,239
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
3,108
shares
|
$227,070
0.02% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,106
shares
|
$226,924
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
3,099
shares
|
$226,412
0.01% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
3,083
shares
|
$225,243
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
3,079
shares
|
$224,951
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
3,074
shares
|
$224,586
0.01% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
3,073
shares
|
$224,513
0.0% of portfolio
|
Q2 2025
Added 128.48%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
3,067
shares
|
$224,075
0.0% of portfolio
|
Q1 2025
Reduced 53.49%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
3,057
shares
|
$223,344
0.03% of portfolio
|
Q1 2025
Reduced 19.45%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
3,034
shares
|
$221,664
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,022
shares
|
$220,787
0.02% of portfolio
|
Q1 2025
Added 30.82%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
3,011
shares
|
$219,983
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
3,000
shares
|
$219,180
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
2,996
shares
|
$218,887
0.02% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
2,993
shares
|
$218,668
0.01% of portfolio
|
Q2 2025
Added 102.23%
|