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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
2,024
shares
|
$141,133
0.0% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
2,024
shares
|
$141,133
0.0% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
2,006
shares
|
$139,878
0.02% of portfolio
|
Q1 2025
Added 130.84%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
2,000
shares
|
$139,460
0.01% of portfolio
|
Q1 2024
Reduced 38.4%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,948
shares
|
$135,834
0.03% of portfolio
|
Q1 2025
Reduced 50.42%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,903
shares
|
$132,696
0.01% of portfolio
|
Q1 2025
Reduced 37.34%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,871
shares
|
$130,464
0.02% of portfolio
|
Q1 2025
Reduced 57.78%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
1,852
shares
|
$129,139
0.09% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,840
shares
|
$128,303
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
1,800
shares
|
$125,514
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,800
shares
|
$125,514
0.01% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,795
shares
|
$125,165
0.01% of portfolio
|
Q1 2025
Added 16.18%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,779
shares
|
$124,049
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
1,713
shares
|
$119,447
0.05% of portfolio
|
Q1 2021
Reduced 28.27%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,703
shares
|
$118,750
0.08% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,700
shares
|
$118,541
0.0% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
1,677
shares
|
$116,937
0.0% of portfolio
|
Q4 2024
Added 507.61%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
1,629
shares
|
$113,590
0.03% of portfolio
|
Q3 2022
Added 526.54%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,557
shares
|
$108,569
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,548
shares
|
$107,942
0.01% of portfolio
|
Q1 2025
Added 150.89%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
1,528
shares
|
$106,547
0.03% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,518
shares
|
$105,850
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,513
shares
|
$105,501
0.04% of portfolio
|
Q2 2024
Reduced 10.37%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,480
shares
|
$103,200
0.01% of portfolio
|
Q1 2025
Reduced 51.11%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
1,463
shares
|
$102,014
0.03% of portfolio
|
Q1 2025
Added 162.66%
|