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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,276
shares
|
$84,981
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,241
shares
|
$82,650
0.0% of portfolio
|
Q2 2023
Added 19.21%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
1,225
shares
|
$81,585
0.03% of portfolio
|
Q2 2024
Reduced 27.3%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,220
shares
|
$81,252
0.01% of portfolio
|
Q4 2021
Reduced 38.07%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,210
shares
|
$80,586
0.06% of portfolio
|
Q4 2024
Added 222.67%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
1,200
shares
|
$79,920
0.07% of portfolio
|
Q3 2024
Added 3900.0%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
1,197
shares
|
$79,720
0.03% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
1,194
shares
|
$79,520
0.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,188
shares
|
$79,120
0.01% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,156
shares
|
$76,989
0.06% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,147
shares
|
$76,390
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,131
shares
|
$75,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,130
shares
|
$75,258
0.03% of portfolio
|
Q3 2024
Reduced 35.8%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
1,110
shares
|
$73,926
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,090
shares
|
$72,594
0.0% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,069
shares
|
$71,195
0.01% of portfolio
|
Q2 2024
Reduced 15.29%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,057
shares
|
$70,396
0.01% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,030
shares
|
$68,598
0.01% of portfolio
|
Q2 2023
Reduced 10.36%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,019
shares
|
$67,865
0.03% of portfolio
|
Q2 2024
Reduced 91.04%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,015
shares
|
$67,599
0.02% of portfolio
|
Q3 2024
Added 497.06%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,000
shares
|
$66,600
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
1,000
shares
|
$66,600
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
971
shares
|
$64,668
0.01% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
947
shares
|
$63,070
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
936
shares
|
$62,337
0.03% of portfolio
|
Q2 2024
Added 21.24%
|