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 1,147 institutions that hold shares in the stock, with a total of 454 Million shares, which have been reported (via 13F filing form) to have a value of $30.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
30,678
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Added 24.53%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,961
shares
|
$2.01 Million
0.12% of portfolio
|
Q3 2024
Reduced 39.09%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
29,602
shares
|
$1.99 Million
0.13% of portfolio
|
Q3 2024
Added 835.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
29,565
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
29,525
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
29,260
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2023
Reduced 64.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
28,950
shares
|
$1.95 Million
0.05% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
28,872
shares
|
$1.94 Million
1.25% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
28,829
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
28,617
shares
|
$1.92 Million
0.13% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
28,328
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2024
Added 28.16%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
28,180
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
28,109
shares
|
$1.89 Million
0.09% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
27,634
shares
|
$1.86 Million
0.11% of portfolio
|
Q3 2024
Added 64.36%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
27,521
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
27,488
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2024
Reduced 71.72%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
27,210
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
27,015
shares
|
$1.82 Million
0.36% of portfolio
|
Q3 2024
Added 384.83%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
26,901
shares
|
$1.81 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
26,877
shares
|
$1.81 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Resolution Capital LTD
Sydney, Nsw, C3 |
Nov 14, 2024 Q3 2024 |
26,841
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2024
Added 25.54%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
26,802
shares
|
$1.8 Million
0.15% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
26,578
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
26,273
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
26,143
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Added 67.44%
|