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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,558
shares
|
$178,369
0.04% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,550
shares
|
$177,811
0.01% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,536
shares
|
$176,835
0.0% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,530
shares
|
$176,416
0.0% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,529
shares
|
$176,347
0.05% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,526
shares
|
$176,137
0.06% of portfolio
|
Q4 2024
Added 43.04%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
2,517
shares
|
$175,510
0.02% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
2,500
shares
|
$174,325
0.11% of portfolio
|
Q1 2021
Reduced 69.04%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,490
shares
|
$173,627
0.01% of portfolio
|
Q1 2025
Reduced 56.73%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
2,427
shares
|
$169,234
0.01% of portfolio
|
Q1 2025
Added 36.42%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
2,376
shares
|
$165,678
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,352
shares
|
$164,004
0.1% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
2,342
shares
|
$163,307
0.04% of portfolio
|
Q1 2025
Added 21.98%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
2,333
shares
|
$162,680
0.17% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
2,265
shares
|
$157,938
0.01% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,258
shares
|
$157,450
0.01% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,236
shares
|
$155,916
0.0% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
2,230
shares
|
$155,497
0.0% of portfolio
|
Q2 2024
Reduced 15.56%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
2,222
shares
|
$154,940
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,204
shares
|
$153,684
0.02% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2,164
shares
|
$150,895
0.03% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
2,089
shares
|
$145,665
0.07% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
2,051
shares
|
$143,016
0.03% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
2,039
shares
|
$142,179
0.1% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
2,037
shares
|
$142,040
0.05% of portfolio
|
Q1 2025
Added 2.52%
|