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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
4,636
shares
|
$312,466
0.11% of portfolio
|
Q1 2024
Added 15.35%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
4,621
shares
|
$311,455
0.03% of portfolio
|
Q3 2023
Reduced 14.14%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
4,603
shares
|
$310,242
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
4,602
shares
|
$310,174
0.01% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
4,559
shares
|
$307,276
0.01% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,555
shares
|
$307,007
0.03% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,524
shares
|
$304,917
0.0% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,520
shares
|
$304,648
0.01% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
4,505
shares
|
$303,637
0.15% of portfolio
|
Q2 2024
Reduced 11.75%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,499
shares
|
$303,232
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
4,485
shares
|
$302,289
0.01% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,480
shares
|
$301,952
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
4,414
shares
|
$297,503
0.02% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
4,405
shares
|
$296,897
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
4,378
shares
|
$295,077
0.09% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
4,364
shares
|
$294,133
0.1% of portfolio
|
Q3 2024
Reduced 48.14%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
4,352
shares
|
$293,324
0.01% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
4,347
shares
|
$292,987
0.02% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
4,347
shares
|
$292,987
0.02% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
4,327
shares
|
$291,639
0.1% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,306
shares
|
$290,224
0.01% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
4,217
shares
|
$284,225
0.04% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,191
shares
|
$282,473
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
4,181
shares
|
$281,799
0.03% of portfolio
|
Q2 2024
Reduced 14.22%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,173
shares
|
$281,260
0.0% of portfolio
|
Q3 2024
Reduced 42.24%
|