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 1,280 institutions that hold shares in the stock, with a total of 511 Million shares, which have been reported (via 13F filing form) to have a value of $36.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
95
shares
|
$6,873
0.0% of portfolio
|
Q4 2023
Reduced 6.86%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
92
shares
|
$6,656
0.0% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
85
shares
|
$6,149
0.0% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
84
shares
|
$6,077
0.01% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
83
shares
|
$6,005
0.0% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
79
shares
|
$5,715
0.0% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
78
shares
|
$5,643
0.0% of portfolio
|
Q2 2024
Reduced 62.32%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
77
shares
|
$5,570
0.0% of portfolio
|
Q4 2024
Reduced 93.25%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
75
shares
|
$5,426
0.0% of portfolio
|
Q2 2025
Added 2400.0%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
75
shares
|
$5,426
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
75
shares
|
$5,426
0.0% of portfolio
|
Q3 2024
Reduced 43.61%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
75
shares
|
$5,426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
75
shares
|
$5,426
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
72
shares
|
$5,209
0.0% of portfolio
|
Q3 2022
Reduced 40.98%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
71
shares
|
$5,136
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
69
shares
|
$4,992
0.0% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
69
shares
|
$4,992
0.0% of portfolio
|
Q1 2025
Reduced 23.33%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
67
shares
|
$4,847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
66
shares
|
$4,775
0.0% of portfolio
|
Q4 2024
Reduced 86.59%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
66
shares
|
$4,775
0.0% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
65
shares
|
$4,702
0.0% of portfolio
|
Q2 2025
Added 490.91%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
62
shares
|
$4,485
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
61
shares
|
$4,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
60
shares
|
$4,341
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
60
shares
|
$4,341
0.0% of portfolio
|
Q2 2025
New holding
|