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 1,264 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 $34.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,951
shares
|
$205,773
0.02% of portfolio
|
Q2 2024
Reduced 13.38%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,950
shares
|
$205,703
0.05% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
2,942
shares
|
$205,145
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
2,922
shares
|
$203,751
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
2,910
shares
|
$202,914
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,891
shares
|
$201,589
0.0% of portfolio
|
Q1 2025
Added 41.65%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
2,882
shares
|
$200,961
0.03% of portfolio
|
Q4 2023
Reduced 44.68%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
2,877
shares
|
$200,613
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
2,877
shares
|
$200,613
0.01% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Apr 22, 2025 Q1 2025 |
2,872
shares
|
$200,264
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
2,866
shares
|
$199,846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gunderson Capital Management Inc.
|
Apr 09, 2025 Q1 2025 |
2,860
shares
|
$199,427
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
2,853
shares
|
$198,939
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
2,847
shares
|
$198,521
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
2,828
shares
|
$197,196
0.06% of portfolio
|
Q4 2024
Added 20.69%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
2,827
shares
|
$197,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
2,805
shares
|
$195,592
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,798
shares
|
$195,104
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,741
shares
|
$191,129
0.01% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,736
shares
|
$190,781
0.03% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
2,727
shares
|
$190,153
0.01% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,720
shares
|
$189,665
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
2,694
shares
|
$187,852
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
2,648
shares
|
$184,645
0.05% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,586
shares
|
$180,321
0.05% of portfolio
|
Q1 2025
Reduced 3.47%
|