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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,887
shares
|
$194,006
0.01% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
2,882
shares
|
$193,670
0.02% of portfolio
|
Q4 2023
Reduced 44.68%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
2,822
shares
|
$189,638
0.12% of portfolio
|
Q3 2024
Added 481.86%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
2,684
shares
|
$180,364
0.04% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,679
shares
|
$180,028
0.05% of portfolio
|
Q4 2024
Reduced 34.47%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
2,611
shares
|
$175,459
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
2,603
shares
|
$174,921
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
2,587
shares
|
$173,846
0.02% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
2,546
shares
|
$171,091
0.04% of portfolio
|
Q1 2024
Added 27.11%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,529
shares
|
$169,948
0.05% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
2,526
shares
|
$169,747
0.06% of portfolio
|
Q4 2024
Added 43.04%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,518
shares
|
$169,209
0.03% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
2,500
shares
|
$168,000
0.11% of portfolio
|
Q1 2021
Reduced 69.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,475
shares
|
$166,320
0.02% of portfolio
|
Q2 2024
Added 106.25%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,401
shares
|
$161,347
0.01% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
2,376
shares
|
$159,667
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
2,348
shares
|
$157,785
0.14% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,300
shares
|
$154,560
0.03% of portfolio
|
Q1 2024
Added 52.32%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
2,266
shares
|
$152,275
0.01% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
2,261
shares
|
$151,939
0.0% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
2,247
shares
|
$150,998
0.0% of portfolio
|
Q4 2024
Added 169.1%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,230
shares
|
$149,856
0.0% of portfolio
|
Q2 2024
Reduced 15.56%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
2,222
shares
|
$149,318
0.01% of portfolio
|
Q3 2024
Added 25.47%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,171
shares
|
$145,891
0.02% of portfolio
|
Q4 2024
Reduced 20.36%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,119
shares
|
$142,396
0.01% of portfolio
|
Q3 2024
Reduced 23.91%
|