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 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
9,541
shares
|
$614,344
0.03% of portfolio
|
Q2 2024
Added 16.82%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
9,459
shares
|
$609,065
0.03% of portfolio
|
Q2 2024
Added 193.12%
|
|
Veriti Management LLC
|
Aug 02, 2024 Q2 2024 |
9,404
shares
|
$605,523
0.03% of portfolio
|
Q2 2024
Added 18.8%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
9,369
shares
|
$603,269
0.07% of portfolio
|
Q2 2024
Reduced 15.19%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
9,100
shares
|
$585,949
0.02% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
9,017
shares
|
$580,604
0.01% of portfolio
|
Q2 2024
Added 67.14%
|
|
Old Port Advisors
|
Jul 18, 2024 Q2 2024 |
9,006
shares
|
$579,896
0.14% of portfolio
|
Q2 2024
Added 0.39%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
8,987
shares
|
$578,672
0.03% of portfolio
|
Q2 2024
Added 44.05%
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 06, 2024 Q2 2024 |
8,909
shares
|
$573,650
0.16% of portfolio
|
Q2 2024
Reduced 7.72%
|
|
Stf Management LP
Frisco, TX |
Aug 09, 2024 Q2 2024 |
8,862
shares
|
$570,624
0.2% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
8,807
shares
|
$567,082
0.02% of portfolio
|
Q2 2024
Added 30.69%
|
|
Coastline Trust CO
|
Jul 15, 2024 Q2 2024 |
8,755
shares
|
$563,734
0.06% of portfolio
|
Q1 2024
Reduced 21.44%
|
|
Aviva PLC
|
Aug 02, 2024 Q2 2024 |
8,747
shares
|
$563,219
0.0% of portfolio
|
Q2 2024
Added 4.7%
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2024 Q2 2024 |
8,727
shares
|
$561,931
0.01% of portfolio
|
Q2 2024
Reduced 36.63%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
8,719
shares
|
$561,416
0.01% of portfolio
|
Q2 2024
Added 65.01%
|
|
Kesler, Norman & Wride, LLC
|
Jul 23, 2024 Q2 2024 |
8,634
shares
|
$555,943
0.1% of portfolio
|
Q2 2024
Reduced 15.68%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
8,616
shares
|
$554,784
0.01% of portfolio
|
Q2 2024
Reduced 19.93%
|
|
Gsa Capital Partners LLP
London, X0 |
Aug 15, 2024 Q2 2024 |
8,593
shares
|
$553,303
0.03% of portfolio
|
Q2 2024
New holding
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 16, 2024 Q2 2024 |
8,580
shares
|
$552,466
0.36% of portfolio
|
Q1 2024
Reduced 5.51%
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 08, 2024 Q2 2024 |
8,559
shares
|
$551,114
0.03% of portfolio
|
Q2 2024
Added 29.21%
|
|
Pearl River Capital, LLC
Niles, MI |
Aug 13, 2024 Q2 2024 |
8,538
shares
|
$549,761
0.07% of portfolio
|
Q2 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
8,477
shares
|
$545,834
0.01% of portfolio
|
Q1 2024
Added 0.56%
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2024 Q2 2024 |
8,477
shares
|
$545,834
0.04% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2024 Q2 2024 |
8,415
shares
|
$541,841
0.17% of portfolio
|
Q2 2024
Added 54.01%
|
|
N Verses Capital, LLC
Wellington, FL |
Jul 31, 2024 Q2 2024 |
8,400
shares
|
$540,876
0.27% of portfolio
|
Q2 2024
Added 104.88%
|