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 |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
326
shares
|
$22,115
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
325
shares
|
$22,048
0.0% of portfolio
|
Q4 2018
Reduced 58.01%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
320
shares
|
$21,708
0.0% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
315
shares
|
$21,369
0.01% of portfolio
|
Q1 2025
Reduced 68.97%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
311
shares
|
$21,098
0.01% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
304
shares
|
$20,623
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
300
shares
|
$20,352
0.0% of portfolio
|
Q4 2023
Reduced 4.15%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
295
shares
|
$20,012
0.01% of portfolio
|
Q4 2024
Reduced 49.92%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
281
shares
|
$19,063
0.0% of portfolio
|
Q1 2024
Reduced 18.08%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
277
shares
|
$18,791
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
270
shares
|
$18,316
0.0% of portfolio
|
Q1 2025
Reduced 54.47%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
269
shares
|
$18,248
0.0% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
265
shares
|
$17,977
0.0% of portfolio
|
Q1 2025
Added 16.23%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
264
shares
|
$17,909
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
263
shares
|
$17,841
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
256
shares
|
$17,367
0.0% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
250
shares
|
$16,960
0.01% of portfolio
|
Q2 2022
Reduced 24.01%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
250
shares
|
$16,960
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
247
shares
|
$16,756
0.02% of portfolio
|
Q1 2025
Added 349.09%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
245
shares
|
$16,620
0.0% of portfolio
|
Q3 2024
Reduced 31.18%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
241
shares
|
$16,349
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
237
shares
|
$16,078
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
235
shares
|
$15,942
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
233
shares
|
$15,806
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
231
shares
|
$15,671
0.0% of portfolio
|
Q1 2025
Added 2.21%
|