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 1,253 institutions that hold shares in the stock, with a total of 483 Million shares, which have been reported (via 13F filing form) to have a value of $34.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
906
shares
|
$64,054
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
902
shares
|
$63,771
0.02% of portfolio
|
Q4 2023
Added 190.97%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
897
shares
|
$63,417
0.0% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
887
shares
|
$62,710
0.0% of portfolio
|
Q2 2024
Added 1330.65%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
841
shares
|
$59,458
0.01% of portfolio
|
Q2 2023
Added 13.5%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
837
shares
|
$59,175
0.0% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
805
shares
|
$56,913
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
800
shares
|
$56,560
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
769
shares
|
$54,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
767
shares
|
$54,226
0.02% of portfolio
|
Q1 2025
Reduced 62.51%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
765
shares
|
$54,085
0.04% of portfolio
|
Q3 2024
Reduced 50.03%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
745
shares
|
$52,671
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
744
shares
|
$52,600
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
730
shares
|
$51,611
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
728
shares
|
$51,469
0.03% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
721
shares
|
$50,974
0.03% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
710
shares
|
$50,197
0.01% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
688
shares
|
$48,641
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
676
shares
|
$47,793
0.01% of portfolio
|
Q2 2024
Reduced 44.68%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
671
shares
|
$47,439
0.0% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
662
shares
|
$46,803
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
662
shares
|
$46,803
0.01% of portfolio
|
Q4 2024
Added 14.34%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
661
shares
|
$46,732
0.01% of portfolio
|
Q3 2024
Added 24.02%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
658
shares
|
$46,520
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
652
shares
|
$46,096
0.0% of portfolio
|
Q2 2024
New holding
|