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 1,136 institutions that hold shares in the stock, with a total of 453 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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
26,143
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Added 67.44%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
26,068
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
25,869
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
25,618
shares
|
$1.73 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
25,332
shares
|
$1.71 Million
0.24% of portfolio
|
Q3 2022
Reduced 19.52%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
25,110
shares
|
$1.69 Million
0.64% of portfolio
|
Q3 2024
Added 23.39%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
24,910
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2024
Reduced 83.92%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
24,521
shares
|
$1.65 Million
0.67% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
24,377
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
24,123
shares
|
$1.63 Million
0.19% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,798
shares
|
$1.6 Million
0.17% of portfolio
|
Q3 2024
Reduced 74.31%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
23,717
shares
|
$1.6 Million
0.15% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
23,690
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Added 217.56%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,087
shares
|
$1.56 Million
0.11% of portfolio
|
Q2 2022
Added 5.88%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
23,076
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2024
Added 51.83%
|
|
|
Dean Capital Management
Overland Park, KS |
Nov 14, 2024 Q3 2024 |
22,998
shares
|
$1.55 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
22,988
shares
|
$1.55 Million
0.13% of portfolio
|
Q3 2022
Added 73.17%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
22,979
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
22,777
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2023
Reduced 3.26%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
22,604
shares
|
$1.52 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
22,429
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
22,319
shares
|
$1.5 Million
0.7% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
21,979
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2024
Added 155.78%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
21,942
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
21,821
shares
|
$1.47 Million
0.12% of portfolio
|
Q3 2024
Added 2.99%
|