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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
66
shares
|
$4,666
0.0% of portfolio
|
Q4 2024
Reduced 86.59%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
63
shares
|
$4,454
0.0% of portfolio
|
Q1 2025
Reduced 73.31%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
62
shares
|
$4,383
0.0% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
61
shares
|
$4,312
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
60
shares
|
$4,242
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
57
shares
|
$4,029
0.0% of portfolio
|
Q3 2024
Added 256.25%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
56
shares
|
$3,959
0.0% of portfolio
|
Q1 2025
Added 64.71%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
53
shares
|
$3,747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
48
shares
|
$3,393
0.0% of portfolio
|
Q1 2025
Reduced 96.8%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
48
shares
|
$3,393
0.0% of portfolio
|
Q1 2024
Added 54.84%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
45
shares
|
$3,181
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
42
shares
|
$2,969
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
40
shares
|
$2,828
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
39
shares
|
$2,757
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
35
shares
|
$2,474
0.0% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
35
shares
|
$2,474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
34
shares
|
$2,403
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
30
shares
|
$2,121
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
29
shares
|
$2,050
0.0% of portfolio
|
Q2 2024
Added 45.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
28
shares
|
$1,979
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
27
shares
|
$1,908
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
25
shares
|
$1,767
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
25
shares
|
$1,767
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
23
shares
|
$1,626
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
22
shares
|
$1,555
0.0% of portfolio
|
Q2 2023
New holding
|