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 |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
662
shares
|
$44,910
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
660
shares
|
$44,774
0.02% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
658
shares
|
$44,638
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
652
shares
|
$44,231
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
642
shares
|
$43,553
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
636
shares
|
$43,146
0.01% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
631
shares
|
$42,807
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
629
shares
|
$42,671
0.01% of portfolio
|
Q1 2025
Reduced 61.39%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
607
shares
|
$41,178
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
600
shares
|
$40,704
0.03% of portfolio
|
Q1 2023
Added 3.67%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
596
shares
|
$40,432
0.01% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
584
shares
|
$39,618
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
575
shares
|
$39,008
0.03% of portfolio
|
Q3 2023
Reduced 17.39%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
556
shares
|
$37,719
0.0% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
556
shares
|
$37,719
0.0% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
526
shares
|
$35,683
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
523
shares
|
$35,480
0.0% of portfolio
|
Q1 2025
Reduced 61.0%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
522
shares
|
$35,412
0.01% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
519
shares
|
$35,208
0.02% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
518
shares
|
$35,141
0.01% of portfolio
|
Q2 2025
Added 62.89%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
510
shares
|
$34,598
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
504
shares
|
$34,191
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
504
shares
|
$34,191
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
500
shares
|
$33,920
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
500
shares
|
$33,920
0.01% of portfolio
|
Q4 2022
New holding
|