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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
225
shares
|
$15,907
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
225
shares
|
$15,907
0.0% of portfolio
|
Q4 2024
Added 125.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
221
shares
|
$15,624
0.01% of portfolio
|
Q2 2024
Added 2261.54%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
220
shares
|
$15,554
0.01% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
220
shares
|
$15,554
0.0% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
202
shares
|
$14,281
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
200
shares
|
$14,140
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
193
shares
|
$13,645
0.0% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
192
shares
|
$13,574
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
186
shares
|
$13,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
176
shares
|
$12,443
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
169
shares
|
$11,948
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
158
shares
|
$11,170
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
157
shares
|
$11,099
0.0% of portfolio
|
Q1 2025
Added 613.64%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
157
shares
|
$11,099
0.0% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
148
shares
|
$10,463
0.0% of portfolio
|
Q2 2024
Reduced 67.83%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
146
shares
|
$10,322
0.0% of portfolio
|
Q4 2024
Added 36.45%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
142
shares
|
$10,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
139
shares
|
$9,827
0.0% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
130
shares
|
$9,191
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
129
shares
|
$9,120
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
124
shares
|
$8,766
0.0% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
124
shares
|
$8,766
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
115
shares
|
$8,130
0.0% of portfolio
|
Q1 2025
Reduced 28.13%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
110
shares
|
$7,777
0.0% of portfolio
|
Q4 2024
Added 12.24%
|