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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
124
shares
|
$8,412
0.0% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
118
shares
|
$8,005
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
115
shares
|
$7,801
0.0% of portfolio
|
Q1 2025
Reduced 28.13%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
110
shares
|
$7,462
0.0% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
110
shares
|
$7,462
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
100
shares
|
$6,784
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
100
shares
|
$6,784
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
100
shares
|
$6,784
0.0% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
100
shares
|
$6,784
0.0% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
100
shares
|
$6,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
99
shares
|
$6,716
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
98
shares
|
$6,648
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
97
shares
|
$6,580
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
95
shares
|
$6,444
0.0% of portfolio
|
Q4 2023
Reduced 6.86%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
94
shares
|
$6,376
0.0% of portfolio
|
Q1 2025
Added 2250.0%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
90
shares
|
$6,105
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
85
shares
|
$5,766
0.0% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
83
shares
|
$5,630
0.02% of portfolio
|
Q1 2025
Reduced 76.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
83
shares
|
$5,630
0.0% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
79
shares
|
$5,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
78
shares
|
$5,291
0.0% of portfolio
|
Q2 2024
Reduced 62.32%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
77
shares
|
$5,223
0.0% of portfolio
|
Q4 2024
Reduced 93.25%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
75
shares
|
$5,088
0.0% of portfolio
|
Q3 2024
Reduced 43.61%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
72
shares
|
$4,884
0.0% of portfolio
|
Q3 2022
Reduced 40.98%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
71
shares
|
$4,816
0.0% of portfolio
|
Q1 2025
New holding
|