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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,000
shares
|
$67,840
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
1,000
shares
|
$67,840
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
971
shares
|
$65,872
0.01% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
947
shares
|
$64,244
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
936
shares
|
$63,498
0.03% of portfolio
|
Q2 2024
Added 21.24%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
906
shares
|
$61,463
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
902
shares
|
$61,191
0.02% of portfolio
|
Q4 2023
Added 190.97%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
900
shares
|
$61,056
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
887
shares
|
$60,174
0.0% of portfolio
|
Q2 2024
Added 1330.65%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
861
shares
|
$58,410
0.04% of portfolio
|
Q1 2025
Added 36.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
858
shares
|
$58,206
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
841
shares
|
$57,053
0.01% of portfolio
|
Q2 2023
Added 13.5%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
837
shares
|
$56,782
0.0% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
832
shares
|
$56,442
0.01% of portfolio
|
Q1 2025
Added 33.98%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
767
shares
|
$52,033
0.02% of portfolio
|
Q1 2025
Reduced 62.51%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
745
shares
|
$50,540
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
744
shares
|
$50,472
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
730
shares
|
$49,523
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
728
shares
|
$49,387
0.03% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
727
shares
|
$49,319
0.03% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
716
shares
|
$48,573
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
703
shares
|
$47,691
0.01% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
702
shares
|
$47,623
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
676
shares
|
$45,859
0.01% of portfolio
|
Q2 2024
Reduced 44.68%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
671
shares
|
$45,520
0.0% of portfolio
|
Q1 2025
Added 15.69%
|