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 1,071 institutions that hold shares in the stock, with a total of 434 Million shares, which have been reported (via 13F filing form) to have a value of $28.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
17,827
shares
|
$1.16 Million
0.32% of portfolio
|
Q1 2023
Added 0.72%
|
|
Centiva Capital, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
17,771
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2024
Reduced 49.27%
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 15, 2024 Q2 2024 |
17,682
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2024
Added 0.99%
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Aug 14, 2024 Q2 2024 |
17,655
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2024
Added 138.0%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
17,623
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2024
Added 30.56%
|
|
Everence Capital Management Inc
|
Jul 03, 2024 Q2 2024 |
17,554
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2024
Added 80.15%
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2024 Q2 2024 |
17,235
shares
|
$1.12 Million
0.21% of portfolio
|
Q2 2024
Added 0.09%
|
|
Equitable Trust CO
|
Aug 01, 2024 Q2 2024 |
17,163
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2024
Added 2.08%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
16,883
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
16,832
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2024
Added 2.85%
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 08, 2024 Q2 2024 |
16,813
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2024
Added 2.85%
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Jul 29, 2024 Q2 2024 |
16,735
shares
|
$1.09 Million
0.2% of portfolio
|
Q2 2024
Added 1.0%
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 08, 2024 Q2 2024 |
16,728
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2024
Reduced 28.47%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
16,710
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2024
Added 12.93%
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 07, 2024 Q2 2024 |
16,500
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2024
Reduced 41.07%
|
|
United Services Automobile Association
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
16,275
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.38%
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 06, 2024 Q2 2024 |
16,243
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2017
New holding
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
16,040
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2023
Added 135.26%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
15,877
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2024
Added 25.68%
|
|
Bond & Devick Financial Network, Inc.
|
Jul 12, 2024 Q2 2024 |
15,804
shares
|
$1.03 Million
0.45% of portfolio
|
Q2 2024
Added 1.96%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
15,785
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2024
Added 142.32%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
15,613
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2024
Reduced 22.6%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,579
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2024
Added 48.4%
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2024 Q2 2024 |
15,541
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2024
Added 31.17%
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
15,500
shares
|
$1.01 Million
1.16% of portfolio
|
Q4 2021
New holding
|