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 |
---|---|---|---|---|---|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
7,593
shares
|
$488,913
0.04% of portfolio
|
Q2 2024
Added 19.35%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
7,533
shares
|
$485,049
0.05% of portfolio
|
Q2 2024
Added 7.92%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
7,500
shares
|
$482,925
0.03% of portfolio
|
Q2 2024
Added 789.68%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
7,460
shares
|
$480,349
0.0% of portfolio
|
Q2 2024
Reduced 62.62%
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
7,434
shares
|
$478,675
0.54% of portfolio
|
Q1 2024
New holding
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2024 Q2 2024 |
7,404
shares
|
$476,743
0.02% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
7,392
shares
|
$475,970
0.0% of portfolio
|
Q1 2021
Added 7.59%
|
|
Oak Thistle LLC
|
Aug 06, 2024 Q2 2024 |
7,371
shares
|
$474,618
0.3% of portfolio
|
Q2 2024
New holding
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
7,362
shares
|
$474,039
0.05% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
Spirit Of America Management Corp
|
Jul 25, 2024 Q2 2024 |
7,350
shares
|
$473,266
0.08% of portfolio
|
Q2 2024
Added 9.7%
|
|
Romano Brothers And Company
Evanston, IL |
Jul 17, 2024 Q2 2024 |
7,262
shares
|
$467,600
0.05% of portfolio
|
Q4 2023
New holding
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 24, 2024 Q2 2024 |
7,260
shares
|
$467,471
0.03% of portfolio
|
Q2 2024
Added 13.83%
|
|
Algert Global LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
7,243
shares
|
$466,376
0.01% of portfolio
|
Q2 2024
New holding
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
7,225
shares
|
$465,217
0.0% of portfolio
|
Q2 2024
Added 48.42%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
7,169
shares
|
$461,611
0.01% of portfolio
|
Q2 2024
Reduced 30.71%
|
|
Ballentine Partners, LLC
Waltham, MA |
Aug 06, 2024 Q2 2024 |
7,130
shares
|
$459,100
0.01% of portfolio
|
Q2 2024
Reduced 47.06%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
7,107
shares
|
$457,619
0.03% of portfolio
|
Q2 2024
New holding
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
7,054
shares
|
$454,207
0.02% of portfolio
|
Q2 2024
Added 27.05%
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Aug 01, 2024 Q2 2024 |
6,943
shares
|
$447,059
0.09% of portfolio
|
Q2 2024
Reduced 11.6%
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
6,936
shares
|
$446,609
0.01% of portfolio
|
Q2 2024
Added 25.81%
|
|
Sns Financial Group, LLC
|
Jul 25, 2024 Q2 2024 |
6,891
shares
|
$443,711
0.04% of portfolio
|
Q2 2024
Added 0.55%
|
|
Access Financial Services, Inc.
|
Jul 25, 2024 Q2 2024 |
6,866
shares
|
$442,101
0.19% of portfolio
|
Q2 2024
Added 0.09%
|
|
Angeles Investment Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
6,780
shares
|
$436,564
0.02% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
Rda Financial Network
|
Jul 10, 2024 Q2 2024 |
6,750
shares
|
$434,632
0.12% of portfolio
|
Q2 2024
Added 25.07%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
6,724
shares
|
$432,958
0.03% of portfolio
|
Q2 2024
Reduced 18.75%
|