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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
1,459
shares
|
$101,736
0.02% of portfolio
|
Q4 2023
Reduced 12.95%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,367
shares
|
$95,320
0.03% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
1,356
shares
|
$94,553
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
1,345
shares
|
$93,786
0.0% of portfolio
|
Q1 2025
Reduced 89.98%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
1,319
shares
|
$91,973
0.04% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,312
shares
|
$91,485
0.01% of portfolio
|
Q4 2022
Added 20.15%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,293
shares
|
$90,160
0.01% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,276
shares
|
$88,975
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,267
shares
|
$88,347
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,241
shares
|
$86,534
0.0% of portfolio
|
Q2 2023
Added 19.21%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
1,225
shares
|
$85,419
0.03% of portfolio
|
Q2 2024
Reduced 27.3%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,220
shares
|
$85,070
0.01% of portfolio
|
Q4 2021
Reduced 38.07%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
1,204
shares
|
$83,954
0.02% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,188
shares
|
$82,839
0.01% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
1,160
shares
|
$80,886
0.06% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,156
shares
|
$80,607
0.07% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,146
shares
|
$79,910
0.01% of portfolio
|
Q1 2025
Added 46.17%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
1,131
shares
|
$78,864
0.03% of portfolio
|
Q1 2025
Added 449.03%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,130
shares
|
$78,794
0.03% of portfolio
|
Q3 2024
Reduced 35.8%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1,110
shares
|
$77,400
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,094
shares
|
$76,284
0.0% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,072
shares
|
$74,750
0.0% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
1,069
shares
|
$74,541
0.01% of portfolio
|
Q2 2024
Reduced 15.29%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,050
shares
|
$73,216
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,040
shares
|
$72,519
0.0% of portfolio
|
Q4 2024
Added 160.0%
|