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 $22.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Townsend & Associates, Inc
|
Apr 24, 2024 Q1 2024 |
6,148
shares
|
$320,372
0.04% of portfolio
|
Q1 2024
Added 0.11%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
6,107
shares
|
$318,235
0.09% of portfolio
|
Q1 2024
Added 0.84%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
6,082
shares
|
$316,933
0.01% of portfolio
|
Q1 2024
Added 14.78%
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 02, 2024 Q2 2024 |
6,074
shares
|
$316,516
0.11% of portfolio
|
Q2 2024
Added 12.61%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,061
shares
|
$315,838
0.01% of portfolio
|
Q3 2022
New holding
|
|
Goelzer Investment Management, Inc.
|
May 01, 2024 Q1 2024 |
6,050
shares
|
$315,265
0.02% of portfolio
|
Q1 2023
Reduced 3.2%
|
|
Wiley Bros. Aintree Capital, LLC
|
Apr 11, 2024 Q1 2024 |
6,012
shares
|
$313,285
0.04% of portfolio
|
Q1 2024
New holding
|
|
Integris Wealth Management, LLC
Monterey, CA |
May 03, 2024 Q1 2024 |
6,000
shares
|
$312,660
0.09% of portfolio
|
Q3 2023
Reduced 2.2%
|
|
Smith Anglin Financial, LLC
|
Apr 24, 2024 Q1 2024 |
5,996
shares
|
$312,451
0.03% of portfolio
|
Q1 2024
Added 13.52%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
5,996
shares
|
$312,451
0.01% of portfolio
|
Q1 2024
New holding
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
5,911
shares
|
$308,022
0.34% of portfolio
|
Q2 2022
New holding
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
5,893
shares
|
$307,084
0.0% of portfolio
|
Q1 2024
Reduced 51.19%
|
|
Cigna Investments Inc
Bloomfield, CT |
Apr 23, 2024 Q1 2024 |
5,822
shares
|
$303,384
0.06% of portfolio
|
Q1 2024
Reduced 2.02%
|
|
Hills Bank & Trust CO
|
May 08, 2024 Q1 2024 |
5,796
shares
|
$302,029
0.03% of portfolio
|
Q4 2023
Added 11.55%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
5,786
shares
|
$301,508
0.01% of portfolio
|
Q1 2024
Reduced 8.62%
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
5,774
shares
|
$300,883
0.02% of portfolio
|
Q1 2024
New holding
|
|
Alley Investment Management Company, LLC
|
May 10, 2024 Q1 2024 |
5,756
shares
|
$299,945
0.04% of portfolio
|
Q2 2023
Reduced 1.12%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
5,734
shares
|
$298,798
0.0% of portfolio
|
Q1 2024
Added 72.81%
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
5,702
shares
|
$297,131
0.74% of portfolio
|
Q3 2023
Added 0.23%
|
|
Old Second National Bank Of Aurora
|
May 06, 2024 Q1 2024 |
5,698
shares
|
$296,922
0.08% of portfolio
|
Q1 2024
Reduced 14.93%
|
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
May 13, 2024 Q1 2024 |
5,666
shares
|
$295,255
0.01% of portfolio
|
Q1 2024
Added 32.72%
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,594
shares
|
$291,503
0.41% of portfolio
|
Q3 2022
New holding
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
5,592
shares
|
$291,399
0.0% of portfolio
|
Q1 2024
Reduced 35.72%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
5,582
shares
|
$290,878
0.01% of portfolio
|
Q1 2024
Added 10.03%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 15, 2024 Q1 2024 |
5,575
shares
|
$290,513
0.03% of portfolio
|
Q1 2024
Reduced 53.74%
|