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 $28.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Legacy Financial Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
5,063
shares
|
$329,854
0.05% of portfolio
|
Q2 2024
New holding
|
|
Moody National Bank Trust Division
|
Jul 03, 2024 Q2 2024 |
5,054
shares
|
$329,268
0.02% of portfolio
|
Q2 2024
Added 32.3%
|
|
Seven Eight Capital, LP
|
Aug 12, 2024 Q2 2024 |
5,052
shares
|
$329,137
0.03% of portfolio
|
Q2 2024
Reduced 96.09%
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2024 Q2 2024 |
5,011
shares
|
$326,466
0.0% of portfolio
|
Q2 2024
Added 11.85%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
4,986
shares
|
$324,837
0.01% of portfolio
|
Q2 2024
Reduced 35.34%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
4,984
shares
|
$324,707
0.01% of portfolio
|
Q2 2024
New holding
|
|
Wedmont Private Capital
|
Jul 15, 2024 Q2 2024 |
4,980
shares
|
$324,447
0.02% of portfolio
|
Q2 2024
Added 26.08%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
4,978
shares
|
$324,316
0.0% of portfolio
|
Q1 2024
Added 0.08%
|
|
Simon Quick Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
4,975
shares
|
$324,121
0.02% of portfolio
|
Q2 2024
Added 7.36%
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
4,949
shares
|
$322,427
0.35% of portfolio
|
Q2 2024
Added 50.75%
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 15, 2024 Q2 2024 |
4,937
shares
|
$321,645
0.06% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
4,935
shares
|
$321,515
0.01% of portfolio
|
Q4 2023
Added 23.28%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
4,922
shares
|
$320,668
0.0% of portfolio
|
Q2 2024
Reduced 11.98%
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
4,920
shares
|
$320,538
0.07% of portfolio
|
Q2 2024
Added 0.1%
|
|
Coastal Bridge Advisors, LLC
|
Aug 15, 2024 Q2 2024 |
4,798
shares
|
$312,589
0.07% of portfolio
|
Q2 2024
Reduced 43.06%
|
|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
4,731
shares
|
$308,224
0.01% of portfolio
|
Q2 2024
Added 0.42%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,728
shares
|
$308,029
0.03% of portfolio
|
Q3 2022
Reduced 26.61%
|
|
Warwick Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
4,711
shares
|
$306,921
0.06% of portfolio
|
Q2 2024
Added 7.63%
|
|
Ballast Advisors LLC
|
Jul 26, 2024 Q2 2024 |
4,700
shares
|
$306,205
0.08% of portfolio
|
Q2 2024
Reduced 11.39%
|
|
Venture Visionary Partners LLC
|
Aug 13, 2024 Q2 2024 |
4,697
shares
|
$306,009
0.01% of portfolio
|
Q2 2024
Added 2.09%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
4,684
shares
|
$305,162
0.01% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
4,636
shares
|
$302,035
0.11% of portfolio
|
Q1 2024
Added 15.35%
|
|
Prairie View Partners, LLC
|
Aug 01, 2024 Q2 2024 |
4,621
shares
|
$301,058
0.03% of portfolio
|
Q3 2023
Reduced 14.14%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
4,617
shares
|
$300,797
0.0% of portfolio
|
Q2 2024
Added 26.25%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
4,597
shares
|
$299,494
0.0% of portfolio
|
Q2 2024
Added 619.41%
|