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 |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
27
shares
|
$1,831
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
25
shares
|
$1,696
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
23
shares
|
$1,560
0.0% of portfolio
|
Q1 2025
Reduced 98.99%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
23
shares
|
$1,560
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
22
shares
|
$1,492
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
21
shares
|
$1,424
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
20
shares
|
$1,356
0.0% of portfolio
|
Q1 2025
Reduced 97.61%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
20
shares
|
$1,356
0.0% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
18
shares
|
$1,221
0.0% of portfolio
|
Q1 2024
Reduced 90.53%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
17
shares
|
$1,153
0.0% of portfolio
|
Q1 2025
Added 70.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
16
shares
|
$1,085
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
14
shares
|
$949
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
13
shares
|
$881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
13
shares
|
$881
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
13
shares
|
$881
0.0% of portfolio
|
Q3 2024
Reduced 31.58%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
12
shares
|
$814
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
11
shares
|
$746
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
10
shares
|
$678
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
10
shares
|
$678
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
10
shares
|
$678
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
9
shares
|
$610
0.0% of portfolio
|
Q3 2023
Reduced 35.71%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
8
shares
|
$542
0.0% of portfolio
|
Q2 2022
Reduced 92.16%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
8
shares
|
$542
0.0% of portfolio
|
Q1 2025
Reduced 92.59%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
7
shares
|
$474
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
7
shares
|
$474
0.0% of portfolio
|
Q4 2024
New holding
|