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 1,079 institutions that hold shares in the stock, with a total of 432 Million shares, which have been reported (via 13F filing form) to have a value of $22.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
14,278
shares
|
$752,307
0.03% of portfolio
|
Q1 2024
Added 9.29%
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
14,100
shares
|
$742,929
0.06% of portfolio
|
Q2 2022
Reduced 1.89%
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
May 13, 2024 Q1 2024 |
13,802
shares
|
$727,227
0.51% of portfolio
|
Q1 2024
Added 88.94%
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 14, 2024 Q1 2024 |
13,772
shares
|
$725,646
0.02% of portfolio
|
Q1 2024
Added 73.17%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
13,769
shares
|
$725,488
0.0% of portfolio
|
Q1 2024
Added 0.39%
|
|
Winton Group LTD
London, X0 |
May 14, 2024 Q1 2024 |
13,725
shares
|
$723,170
0.05% of portfolio
|
Q1 2024
New holding
|
|
Exchange Traded Concepts, LLC
|
Apr 15, 2024 Q1 2024 |
13,723
shares
|
$723,064
0.02% of portfolio
|
Q1 2024
Added 1330.97%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
13,498
shares
|
$711,209
0.01% of portfolio
|
Q1 2024
Reduced 43.83%
|
|
Ballentine Partners, LLC
Waltham, MA |
Apr 11, 2024 Q1 2024 |
13,467
shares
|
$709,576
0.01% of portfolio
|
Q1 2024
Reduced 17.09%
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
13,407
shares
|
$706,414
0.31% of portfolio
|
Q1 2024
Reduced 13.28%
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 14, 2024 Q1 2024 |
13,181
shares
|
$694,506
0.08% of portfolio
|
Q1 2024
Reduced 8.54%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 15, 2024 Q1 2024 |
13,111
shares
|
$690,818
0.03% of portfolio
|
Q1 2024
Added 7.49%
|
|
Bell Bank
|
Apr 23, 2024 Q1 2024 |
13,079
shares
|
$689,132
0.06% of portfolio
|
Q1 2024
Added 0.02%
|
|
Klcm Advisors, Inc.
|
May 16, 2024 Q1 2024 |
12,839
shares
|
$676,486
0.09% of portfolio
|
Q4 2023
Reduced 4.91%
|
|
Quest Partners LLC
New York, NY |
May 09, 2024 Q1 2024 |
12,799
shares
|
$674,379
0.12% of portfolio
|
Q1 2024
New holding
|
|
Resolution Capital LTD
Sydney, Nsw, C3 |
May 15, 2024 Q1 2024 |
12,780
shares
|
$673,378
0.01% of portfolio
|
Q1 2024
New holding
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
12,759
shares
|
$672,271
0.12% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
Finer Wealth Management, Inc.
Salem, MA |
Apr 26, 2024 Q1 2024 |
12,750
shares
|
$671,797
0.45% of portfolio
|
Q4 2021
New holding
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
12,652
shares
|
$666,633
0.02% of portfolio
|
Q1 2024
Added 15.49%
|
|
Stoneridge Investment Partners LLC
|
May 06, 2024 Q1 2024 |
12,638
shares
|
$665,896
0.26% of portfolio
|
Q1 2024
New holding
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
12,633
shares
|
$665,632
0.03% of portfolio
|
Q1 2024
New holding
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
12,556
shares
|
$661,575
1.65% of portfolio
|
Q3 2022
Reduced 43.53%
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
12,500
shares
|
$658,625
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
12,477
shares
|
$657,413
0.01% of portfolio
|
Q1 2024
Added 10.88%
|
|
Commerzbank Aktiengesellschaft
|
May 10, 2024 Q1 2024 |
12,423
shares
|
$654,567
0.02% of portfolio
|
Q1 2024
New holding
|