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 |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
5,188
shares
|
$349,671
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
5,181
shares
|
$349,199
0.24% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
5,178
shares
|
$348,997
0.01% of portfolio
|
Q1 2024
Reduced 48.09%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
5,137
shares
|
$346,233
0.14% of portfolio
|
Q2 2024
Added 134.14%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
5,108
shares
|
$344,279
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
5,093
shares
|
$343,268
0.04% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,093
shares
|
$343,268
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
5,089
shares
|
$342,998
0.04% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
5,070
shares
|
$341,718
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
4,990
shares
|
$336,326
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
4,990
shares
|
$336,326
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
4,989
shares
|
$336,258
0.01% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
4,979
shares
|
$335,584
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
4,949
shares
|
$333,562
0.38% of portfolio
|
Q2 2024
Added 50.75%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,946
shares
|
$333,360
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,944
shares
|
$333,225
0.01% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,930
shares
|
$332,282
0.08% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
4,917
shares
|
$331,405
0.08% of portfolio
|
Q3 2024
Reduced 17.89%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
4,913
shares
|
$331,136
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,728
shares
|
$318,667
0.03% of portfolio
|
Q3 2022
Reduced 26.61%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,723
shares
|
$318,330
0.0% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,715
shares
|
$317,791
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
4,684
shares
|
$315,701
0.05% of portfolio
|
Q3 2024
Added 229.4%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
4,680
shares
|
$315,432
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
4,659
shares
|
$314,016
0.01% of portfolio
|
Q3 2024
Reduced 0.53%
|