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 |
---|---|---|---|---|---|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
6,685
shares
|
$430,447
0.01% of portfolio
|
Q2 2024
Added 15.54%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
6,680
shares
|
$430,125
0.02% of portfolio
|
Q2 2024
Reduced 4.5%
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,675
shares
|
$429,803
0.0% of portfolio
|
Q2 2024
New holding
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
6,543
shares
|
$421,303
0.02% of portfolio
|
Q2 2024
Added 20.48%
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
6,491
shares
|
$417,955
0.09% of portfolio
|
Q2 2024
Added 0.68%
|
|
Affiance Financial, LLC
|
Aug 01, 2024 Q2 2024 |
6,477
shares
|
$417,054
0.09% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
Sumitomo Life Insurance CO
|
Jul 19, 2024 Q2 2024 |
6,408
shares
|
$412,611
0.01% of portfolio
|
Q2 2024
Reduced 12.27%
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 18, 2024 Q2 2024 |
6,319
shares
|
$406,880
0.17% of portfolio
|
Q2 2024
New holding
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 09, 2024 Q2 2024 |
6,257
shares
|
$402,888
0.1% of portfolio
|
Q2 2024
New holding
|
|
Lantz Financial LLC
|
Aug 07, 2024 Q2 2024 |
6,254
shares
|
$402,695
0.11% of portfolio
|
Q2 2024
Added 57.25%
|
|
Svb Wealth LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
6,222
shares
|
$400,634
0.01% of portfolio
|
Q2 2024
Reduced 13.25%
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,195
shares
|
$398,896
0.01% of portfolio
|
Q4 2022
Reduced 8.83%
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 16, 2024 Q2 2024 |
6,192
shares
|
$398,702
0.05% of portfolio
|
Q2 2024
Reduced 10.18%
|
|
Versor Investments LP
|
Aug 01, 2024 Q2 2024 |
6,177
shares
|
$397,737
0.06% of portfolio
|
Q2 2024
Reduced 72.45%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
6,164
shares
|
$396,899
0.05% of portfolio
|
Q2 2024
Added 0.93%
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
6,160
shares
|
$396,642
0.56% of portfolio
|
Q3 2023
Reduced 2.25%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
6,150
shares
|
$395,998
0.01% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
Townsend & Associates, Inc
|
Aug 02, 2024 Q2 2024 |
6,148
shares
|
$395,869
0.04% of portfolio
|
Q1 2024
Added 0.11%
|
|
Bremer Bank National Association
|
Jul 16, 2024 Q2 2024 |
6,140
shares
|
$395,354
0.06% of portfolio
|
Q2 2024
Reduced 69.81%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
6,116
shares
|
$393,809
0.01% of portfolio
|
Q2 2024
Added 24.16%
|
|
Icici Prudential Asset Management CO LTD
|
Jul 22, 2024 Q2 2024 |
6,103
shares
|
$392,972
0.04% of portfolio
|
Q2 2024
Added 10.42%
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 02, 2024 Q2 2024 |
6,074
shares
|
$391,104
0.11% of portfolio
|
Q2 2024
Added 12.61%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,061
shares
|
$390,267
0.01% of portfolio
|
Q3 2022
New holding
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
6,050
shares
|
$389,559
0.02% of portfolio
|
Q1 2023
Reduced 3.2%
|
|
Carret Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
6,039
shares
|
$388,851
0.04% of portfolio
|
Q2 2024
Reduced 27.58%
|