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 |
|---|---|---|---|---|---|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
110
shares
|
$7,777
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
108
shares
|
$7,635
0.0% of portfolio
|
Q4 2024
Added 1250.0%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
100
shares
|
$7,070
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
100
shares
|
$7,070
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
100
shares
|
$7,070
0.0% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
100
shares
|
$7,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
99
shares
|
$6,999
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
98
shares
|
$6,928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
97
shares
|
$6,857
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
95
shares
|
$6,716
0.0% of portfolio
|
Q4 2023
Reduced 6.86%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
90
shares
|
$6,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
90
shares
|
$6,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
85
shares
|
$6,009
0.0% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
83
shares
|
$5,868
0.0% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
79
shares
|
$5,585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
78
shares
|
$5,514
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
78
shares
|
$5,514
0.0% of portfolio
|
Q2 2024
Reduced 62.32%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
77
shares
|
$5,443
0.0% of portfolio
|
Q4 2024
Reduced 93.25%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
75
shares
|
$5,302
0.0% of portfolio
|
Q3 2024
Reduced 43.61%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
74
shares
|
$5,231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
72
shares
|
$5,090
0.0% of portfolio
|
Q3 2022
Reduced 40.98%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
71
shares
|
$5,019
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
70
shares
|
$4,949
0.0% of portfolio
|
Q1 2025
Added 52.17%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
69
shares
|
$4,878
0.0% of portfolio
|
Q1 2025
Reduced 23.33%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
66
shares
|
$4,666
0.0% of portfolio
|
Q4 2024
Reduced 86.59%
|