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 |
|---|---|---|---|---|---|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
14,782
shares
|
$996,306
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,678
shares
|
$989,297
0.09% of portfolio
|
Q2 2023
Reduced 3.96%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
14,610
shares
|
$984,714
0.02% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,575
shares
|
$982,355
0.0% of portfolio
|
Q3 2024
Reduced 21.72%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
14,551
shares
|
$980,737
0.02% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
14,501
shares
|
$977,367
0.29% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
14,495
shares
|
$976,963
0.21% of portfolio
|
Q4 2022
Added 1.78%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
14,495
shares
|
$976,963
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
14,484
shares
|
$976,221
0.0% of portfolio
|
Q2 2023
Reduced 2.39%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
14,367
shares
|
$968,335
0.02% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,237
shares
|
$959,573
0.11% of portfolio
|
Q3 2024
Reduced 55.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
14,148
shares
|
$953,575
0.01% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
14,124
shares
|
$951,957
0.08% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
14,100
shares
|
$950,340
0.06% of portfolio
|
Q2 2022
Reduced 1.89%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
14,094
shares
|
$949,935
0.05% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
13,987
shares
|
$942,723
0.25% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
13,822
shares
|
$931,602
0.01% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
13,818
shares
|
$931,333
0.0% of portfolio
|
Q3 2024
Reduced 92.1%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
13,667
shares
|
$921,155
0.0% of portfolio
|
Q3 2024
Reduced 25.23%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
13,655
shares
|
$920,347
0.02% of portfolio
|
Q3 2024
Added 56.47%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
13,606
shares
|
$917,044
0.02% of portfolio
|
Q3 2024
Reduced 26.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
13,409
shares
|
$903,766
0.03% of portfolio
|
Q3 2024
Reduced 28.96%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
13,328
shares
|
$898,307
0.56% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
13,327
shares
|
$898,239
0.05% of portfolio
|
Q3 2024
Added 41.72%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
13,200
shares
|
$889,680
0.11% of portfolio
|
Q3 2024
Added 2.02%
|