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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
8,175
shares
|
$550,995
0.02% of portfolio
|
Q3 2024
Added 32.93%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
8,144
shares
|
$548,905
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
8,141
shares
|
$548,703
0.1% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
8,100
shares
|
$545,940
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
8,070
shares
|
$543,918
0.22% of portfolio
|
Q3 2024
Reduced 37.29%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
8,016
shares
|
$540,278
0.1% of portfolio
|
Q2 2024
Reduced 17.51%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,907
shares
|
$532,931
0.05% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
7,897
shares
|
$532,257
0.21% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Stf Management LP
Frisco, TX |
Nov 12, 2024 Q3 2024 |
7,879
shares
|
$531,044
0.23% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
7,849
shares
|
$529,022
0.03% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,830
shares
|
$527,742
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
7,817
shares
|
$526,865
0.41% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
7,815
shares
|
$526,731
0.01% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
7,789
shares
|
$524,978
0.01% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
7,675
shares
|
$517,295
0.04% of portfolio
|
Q4 2023
Reduced 0.05%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
7,653
shares
|
$515,812
0.15% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
7,647
shares
|
$515,407
0.01% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
7,608
shares
|
$512,779
0.1% of portfolio
|
Q1 2023
Added 0.53%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
7,591
shares
|
$511,633
0.01% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
7,507
shares
|
$505,971
0.04% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
7,448
shares
|
$501,995
0.03% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
7,447
shares
|
$501,927
0.03% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
7,446
shares
|
$501,860
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
7,434
shares
|
$501,051
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
7,409
shares
|
$499,366
0.02% of portfolio
|
Q3 2024
Reduced 10.83%
|