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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
70
shares
|
$4,748
0.0% of portfolio
|
Q1 2025
Added 52.17%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
69
shares
|
$4,680
0.0% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
69
shares
|
$4,680
0.0% of portfolio
|
Q1 2025
Reduced 23.33%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
66
shares
|
$4,477
0.0% of portfolio
|
Q4 2024
Reduced 86.59%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
65
shares
|
$4,409
0.0% of portfolio
|
Q2 2025
Added 490.91%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
63
shares
|
$4,273
0.0% of portfolio
|
Q1 2025
Reduced 73.31%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
61
shares
|
$4,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
61
shares
|
$4,138
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
60
shares
|
$4,070
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
57
shares
|
$3,866
0.0% of portfolio
|
Q3 2024
Added 256.25%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
56
shares
|
$3,799
0.0% of portfolio
|
Q1 2025
Added 64.71%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
54
shares
|
$3,663
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
53
shares
|
$3,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
48
shares
|
$3,256
0.0% of portfolio
|
Q1 2025
Reduced 96.8%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
48
shares
|
$3,256
0.0% of portfolio
|
Q1 2024
Added 54.84%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
45
shares
|
$3,052
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
42
shares
|
$2,849
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
40
shares
|
$2,713
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
40
shares
|
$2,713
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
39
shares
|
$2,645
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
35
shares
|
$2,374
0.0% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
34
shares
|
$2,306
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
32
shares
|
$2,170
0.0% of portfolio
|
Q1 2025
Reduced 57.33%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
30
shares
|
$2,035
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
29
shares
|
$1,967
0.0% of portfolio
|
Q2 2024
Added 45.0%
|