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 |
|---|---|---|---|---|---|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
3,179
shares
|
$215,663
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,177
shares
|
$215,527
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
3,169
shares
|
$214,984
0.02% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
3,166
shares
|
$214,781
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
3,163
shares
|
$214,577
0.03% of portfolio
|
Q4 2024
Reduced 35.62%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
3,150
shares
|
$213,696
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,145
shares
|
$213,356
0.02% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
3,124
shares
|
$211,932
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
3,114
shares
|
$211,253
0.08% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
3,108
shares
|
$210,846
0.02% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,106
shares
|
$210,711
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
3,099
shares
|
$210,236
0.01% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
3,083
shares
|
$209,150
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
3,079
shares
|
$208,879
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
3,074
shares
|
$208,540
0.01% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
3,073
shares
|
$208,472
0.0% of portfolio
|
Q2 2025
Added 128.48%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
3,067
shares
|
$208,065
0.0% of portfolio
|
Q1 2025
Reduced 53.49%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
3,057
shares
|
$207,386
0.03% of portfolio
|
Q1 2025
Reduced 19.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,022
shares
|
$205,012
0.02% of portfolio
|
Q1 2025
Added 30.82%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
3,011
shares
|
$204,266
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
3,000
shares
|
$203,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
2,996
shares
|
$203,248
0.02% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
2,971
shares
|
$201,552
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
2,968
shares
|
$201,349
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
2,963
shares
|
$201,009
0.04% of portfolio
|
Q1 2025
New holding
|