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 |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
500
shares
|
$33,920
0.01% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
494
shares
|
$33,512
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
484
shares
|
$32,834
0.02% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
483
shares
|
$32,766
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
468
shares
|
$31,749
0.02% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
465
shares
|
$31,545
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
450
shares
|
$30,528
0.0% of portfolio
|
Q1 2025
Reduced 15.41%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
432
shares
|
$29,306
0.0% of portfolio
|
Q2 2024
Reduced 30.43%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
431
shares
|
$29,239
0.01% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
428
shares
|
$29,035
0.0% of portfolio
|
Q1 2025
Added 44.11%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
412
shares
|
$27,950
0.01% of portfolio
|
Q2 2022
Reduced 32.68%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
410
shares
|
$27,814
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
410
shares
|
$27,814
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
400
shares
|
$27,136
0.01% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
396
shares
|
$26,864
0.0% of portfolio
|
Q1 2025
Reduced 73.17%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
396
shares
|
$26,864
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
391
shares
|
$26,525
0.0% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
391
shares
|
$26,525
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
385
shares
|
$26,118
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
366
shares
|
$24,829
0.0% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
353
shares
|
$23,947
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
352
shares
|
$23,879
0.01% of portfolio
|
Q3 2023
Added 28.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
350
shares
|
$23,744
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
347
shares
|
$23,540
0.02% of portfolio
|
Q1 2021
Reduced 64.84%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
346
shares
|
$23,472
0.01% of portfolio
|
Q2 2022
Added 10.19%
|