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 |
|---|---|---|---|---|---|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
483
shares
|
$34,148
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
472
shares
|
$33,370
0.03% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
465
shares
|
$32,875
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
450
shares
|
$31,815
0.0% of portfolio
|
Q1 2025
Reduced 15.41%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
447
shares
|
$31,602
0.01% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
432
shares
|
$30,542
0.0% of portfolio
|
Q2 2024
Reduced 30.43%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
412
shares
|
$29,128
0.01% of portfolio
|
Q2 2022
Reduced 32.68%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
410
shares
|
$28,987
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
400
shares
|
$28,280
0.01% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
396
shares
|
$27,997
0.0% of portfolio
|
Q1 2025
Reduced 73.17%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
396
shares
|
$27,997
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
385
shares
|
$27,219
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
371
shares
|
$26,229
0.01% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
353
shares
|
$24,957
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
352
shares
|
$24,886
0.01% of portfolio
|
Q3 2023
Added 28.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
350
shares
|
$24,745
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
348
shares
|
$24,603
0.05% of portfolio
|
Q3 2024
Reduced 49.27%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
347
shares
|
$24,532
0.02% of portfolio
|
Q1 2021
Reduced 64.84%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
347
shares
|
$24,532
0.0% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
346
shares
|
$24,462
0.01% of portfolio
|
Q2 2022
Added 10.19%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
344
shares
|
$24,320
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
333
shares
|
$23,543
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
326
shares
|
$23,048
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
325
shares
|
$22,977
0.0% of portfolio
|
Q4 2018
Reduced 58.01%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
320
shares
|
$22,624
0.0% of portfolio
|
Q4 2024
Reduced 15.34%
|