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 |
---|---|---|---|---|---|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2024 Q1 2024 |
12,248
shares
|
$645,347
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
12,208
shares
|
$643,239
0.04% of portfolio
|
Q1 2024
Added 88.92%
|
|
Amarillo National Bank
|
Apr 19, 2024 Q1 2024 |
12,050
shares
|
$634,914
0.13% of portfolio
|
Q1 2024
Added 4.19%
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
11,954
shares
|
$629,856
0.06% of portfolio
|
Q4 2023
Reduced 24.68%
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2024 Q1 2024 |
11,848
shares
|
$624,271
0.06% of portfolio
|
Q1 2024
New holding
|
|
Bailard, Inc.
|
May 08, 2024 Q1 2024 |
11,832
shares
|
$623,428
0.02% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
Advisors Management Group Inc
|
Apr 26, 2024 Q1 2024 |
11,789
shares
|
$621,162
0.16% of portfolio
|
Q1 2024
Reduced 2.9%
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Apr 29, 2024 Q1 2024 |
11,674
shares
|
$615,103
0.07% of portfolio
|
Q2 2023
Reduced 12.48%
|
|
Chronos Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
11,491
shares
|
$605,460
0.36% of portfolio
|
Q4 2019
New holding
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 14, 2024 Q1 2024 |
11,488
shares
|
$605,302
0.07% of portfolio
|
Q1 2024
Added 102.97%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
11,444
shares
|
$602,984
0.01% of portfolio
|
Q1 2024
Added 17.56%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
11,374
shares
|
$599,296
0.12% of portfolio
|
Q1 2024
Added 13.41%
|
|
High Mark Wealth Management LLC
|
Apr 26, 2024 Q1 2024 |
11,370
shares
|
$599,085
0.38% of portfolio
|
Q1 2024
Added 64.52%
|
|
Emerald Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
11,366
shares
|
$598,874
0.11% of portfolio
|
Q2 2022
Added 23.14%
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
11,195
shares
|
$589,864
0.59% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
11,155
shares
|
$587,756
0.7% of portfolio
|
Q1 2023
Added 28.4%
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 13, 2024 Q1 2024 |
11,047
shares
|
$582,066
0.08% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
Bard Financial Services, Inc.
|
May 06, 2024 Q1 2024 |
11,000
shares
|
$579,590
0.06% of portfolio
|
Q4 2023
Reduced 3.3%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
10,984
shares
|
$578,746
0.02% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
Thompson Investment Management, Inc.
|
Apr 12, 2024 Q1 2024 |
10,899
shares
|
$574,268
0.09% of portfolio
|
Q2 2023
Reduced 6.04%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
10,887
shares
|
$573,636
0.04% of portfolio
|
Q1 2024
Reduced 48.64%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
10,761
shares
|
$566,997
0.02% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
First Hawaiian Bank
|
Jul 02, 2024 Q2 2024 |
10,756
shares
|
$566,733
0.02% of portfolio
|
Q2 2024
Added 4.07%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Apr 25, 2024 Q1 2024 |
10,717
shares
|
$564,678
0.05% of portfolio
|
Q1 2024
Added 5.25%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
10,498
shares
|
$553,139
0.01% of portfolio
|
Q1 2024
Reduced 35.67%
|