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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
5,932
shares
|
$399,816
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
5,911
shares
|
$398,401
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
5,890
shares
|
$396,986
0.05% of portfolio
|
Q3 2024
Added 37.55%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
5,844
shares
|
$393,885
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
5,843
shares
|
$393,818
0.02% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
5,843
shares
|
$393,818
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
5,829
shares
|
$392,874
0.17% of portfolio
|
Q3 2024
Reduced 58.01%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
5,796
shares
|
$390,650
0.03% of portfolio
|
Q4 2023
Added 11.55%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
5,796
shares
|
$390,650
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
5,795
shares
|
$390,583
0.0% of portfolio
|
Q3 2024
Added 17.74%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
5,776
shares
|
$389,302
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
5,771
shares
|
$388,965
0.05% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
5,745
shares
|
$387,213
0.02% of portfolio
|
Q3 2024
Reduced 98.37%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
5,733
shares
|
$386,404
0.07% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
5,723
shares
|
$385,730
0.01% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
5,719
shares
|
$385,460
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
5,706
shares
|
$384,584
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
5,702
shares
|
$384,314
0.74% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,644
shares
|
$380,405
0.01% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,643
shares
|
$380,338
0.01% of portfolio
|
Q2 2024
Reduced 8.95%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
5,607
shares
|
$377,911
0.01% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
5,601
shares
|
$377,507
0.02% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,594
shares
|
$377,035
0.41% of portfolio
|
Q3 2022
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
5,594
shares
|
$377,035
0.19% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,589
shares
|
$376,698
0.04% of portfolio
|
Q3 2024
Reduced 7.45%
|