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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
19,056
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
18,859
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
18,802
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
18,670
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
18,600
shares
|
$1.25 Million
0.27% of portfolio
|
Q3 2024
Added 29.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,588
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Added 25.43%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
18,584
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
18,540
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.17%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
18,394
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Added 48.41%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,367
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
17,827
shares
|
$1.2 Million
0.32% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
17,810
shares
|
$1.2 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
17,669
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
17,482
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
17,318
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
17,297
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Added 286.78%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,267
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
17,235
shares
|
$1.16 Million
0.24% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
17,217
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
17,208
shares
|
$1.16 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
17,163
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
17,010
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
16,865
shares
|
$1.14 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,551
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 93.24%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
16,540
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
New holding
|