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 1,167 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 $30.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
22,003
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
21,920
shares
|
$1.46 Million
0.78% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
21,805
shares
|
$1.45 Million
0.62% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
21,643
shares
|
$1.44 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
21,635
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
21,635
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
21,354
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2024
Added 13.6%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
21,338
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Added 428.43%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
21,313
shares
|
$1.42 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
21,217
shares
|
$1.41 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Ing Groep Nv
|
Feb 03, 2025 Q4 2024 |
20,872
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 90.98%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
20,843
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
20,825
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
20,565
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Added 143.0%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
20,481
shares
|
$1.36 Million
0.48% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
20,138
shares
|
$1.34 Million
0.08% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
20,126
shares
|
$1.34 Million
0.39% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
19,982
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,904
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 85.53%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
19,685
shares
|
$1.31 Million
0.62% of portfolio
|
Q4 2022
Added 1.75%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
19,634
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
19,621
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
19,538
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
19,256
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
19,231
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2024
New holding
|