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 1,216 institutions that hold shares in the stock, with a total of 481 Million shares, which have been reported (via 13F filing form) to have a value of $33.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
841
shares
|
$57,902
0.01% of portfolio
|
Q2 2023
Added 13.5%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
836
shares
|
$57,558
0.05% of portfolio
|
Q4 2024
Reduced 89.8%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
827
shares
|
$56,938
0.0% of portfolio
|
Q4 2024
Added 23.25%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
805
shares
|
$55,424
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
800
shares
|
$55,079
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
784
shares
|
$53,978
0.0% of portfolio
|
Q4 2024
Added 1860.0%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
769
shares
|
$52,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
765
shares
|
$52,670
0.04% of portfolio
|
Q3 2024
Reduced 50.03%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
745
shares
|
$51,293
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
731
shares
|
$50,329
0.0% of portfolio
|
Q4 2024
Added 26.03%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
728
shares
|
$50,122
0.03% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
721
shares
|
$49,640
0.03% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
710
shares
|
$48,883
0.01% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
688
shares
|
$47,368
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
676
shares
|
$46,542
0.01% of portfolio
|
Q2 2024
Reduced 44.68%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
662
shares
|
$45,578
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
662
shares
|
$45,578
0.01% of portfolio
|
Q4 2024
Added 14.34%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
661
shares
|
$45,509
0.01% of portfolio
|
Q3 2024
Added 24.02%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
658
shares
|
$45,303
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
652
shares
|
$44,890
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
648
shares
|
$44,614
0.01% of portfolio
|
Q3 2024
Added 31.17%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
636
shares
|
$43,788
0.01% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
631
shares
|
$43,444
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
629
shares
|
$43,306
0.03% of portfolio
|
Q4 2024
Reduced 80.63%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
621
shares
|
$42,755
0.01% of portfolio
|
Q4 2024
Reduced 0.32%
|