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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
21,809
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
21,805
shares
|
$1.47 Million
0.62% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
21,635
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
21,635
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
21,565
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
21,430
shares
|
$1.44 Million
0.07% of portfolio
|
Q3 2024
Reduced 29.92%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
21,354
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2024
Added 13.6%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
21,338
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Added 428.43%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
21,313
shares
|
$1.44 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
20,843
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
20,825
shares
|
$1.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
20,503
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
20,450
shares
|
$1.38 Million
0.47% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
20,138
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
19,982
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,904
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 85.53%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
19,730
shares
|
$1.33 Million
0.38% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
19,704
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
19,685
shares
|
$1.33 Million
0.62% of portfolio
|
Q4 2022
Added 1.75%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
19,634
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
19,621
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
19,231
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
19,141
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
19,113
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
19,095
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Added 5.4%
|