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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,497
shares
|
$100,598
0.03% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,476
shares
|
$99,187
0.0% of portfolio
|
Q4 2024
Added 36.54%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,459
shares
|
$98,044
0.02% of portfolio
|
Q4 2023
Reduced 12.95%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,341
shares
|
$90,115
0.0% of portfolio
|
Q1 2024
Added 8.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,324
shares
|
$88,972
0.0% of portfolio
|
Q3 2024
Reduced 51.77%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,312
shares
|
$88,166
0.01% of portfolio
|
Q4 2022
Added 20.15%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
1,309
shares
|
$87,964
0.04% of portfolio
|
Q4 2024
Added 21.2%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,276
shares
|
$85,747
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,241
shares
|
$83,395
0.0% of portfolio
|
Q2 2023
Added 19.21%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
1,225
shares
|
$82,320
0.03% of portfolio
|
Q2 2024
Reduced 27.3%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,220
shares
|
$81,984
0.01% of portfolio
|
Q4 2021
Reduced 38.07%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,210
shares
|
$81,312
0.06% of portfolio
|
Q4 2024
Added 222.67%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
1,200
shares
|
$80,640
0.07% of portfolio
|
Q3 2024
Added 3900.0%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
1,194
shares
|
$80,236
0.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,188
shares
|
$79,833
0.01% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
1,187
shares
|
$79,766
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,175
shares
|
$78,960
0.01% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,156
shares
|
$77,683
0.06% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,147
shares
|
$77,078
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,130
shares
|
$75,936
0.03% of portfolio
|
Q3 2024
Reduced 35.8%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,090
shares
|
$73,248
0.0% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,069
shares
|
$71,836
0.01% of portfolio
|
Q2 2024
Reduced 15.29%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,030
shares
|
$69,216
0.01% of portfolio
|
Q2 2023
Reduced 10.36%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,019
shares
|
$68,476
0.03% of portfolio
|
Q2 2024
Reduced 91.04%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,017
shares
|
$68,342
0.01% of portfolio
|
Q3 2024
Added 1.5%
|