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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
648
shares
|
$45,813
0.01% of portfolio
|
Q3 2024
Added 31.17%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
636
shares
|
$44,965
0.01% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
631
shares
|
$44,611
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
629
shares
|
$44,470
0.01% of portfolio
|
Q1 2025
Reduced 61.39%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
629
shares
|
$44,470
0.03% of portfolio
|
Q4 2024
Reduced 80.63%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
621
shares
|
$43,904
0.01% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
607
shares
|
$42,914
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
600
shares
|
$42,420
0.03% of portfolio
|
Q1 2023
Added 3.67%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
593
shares
|
$41,925
0.0% of portfolio
|
Q4 2024
Added 566.29%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
575
shares
|
$40,652
0.04% of portfolio
|
Q3 2023
Reduced 17.39%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
556
shares
|
$39,309
0.0% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
556
shares
|
$39,309
0.0% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
526
shares
|
$37,188
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
523
shares
|
$36,976
0.01% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
523
shares
|
$36,976
0.0% of portfolio
|
Q1 2025
Reduced 61.0%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
519
shares
|
$36,693
0.02% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
504
shares
|
$35,632
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
504
shares
|
$35,632
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
503
shares
|
$35,562
0.01% of portfolio
|
Q4 2024
Reduced 80.24%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
500
shares
|
$35,350
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
500
shares
|
$35,350
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
500
shares
|
$35,350
0.01% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
497
shares
|
$35,137
0.01% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
494
shares
|
$34,925
0.02% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
484
shares
|
$34,218
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|