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 $29.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
3,896
shares
|
$255,733
0.05% of portfolio
|
Q3 2023
Reduced 3.4%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
3,895
shares
|
$255,667
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
3,881
shares
|
$254,748
0.06% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,873
shares
|
$254,223
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rnc Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
3,863
shares
|
$253,567
0.01% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
3,862
shares
|
$253,501
0.08% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
3,851
shares
|
$252,779
0.01% of portfolio
|
Q1 2023
Reduced 2.6%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
3,851
shares
|
$252,779
0.02% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
3,846
shares
|
$252,451
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
3,834
shares
|
$251,663
0.11% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,818
shares
|
$250,613
0.01% of portfolio
|
Q2 2020
Added 7.0%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
3,805
shares
|
$249,760
0.04% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
3,796
shares
|
$249,169
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,775
shares
|
$247,791
0.0% of portfolio
|
Q1 2024
Reduced 23.12%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
3,752
shares
|
$246,281
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
3,752
shares
|
$246,281
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
3,721
shares
|
$244,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,710
shares
|
$243,524
0.01% of portfolio
|
Q4 2023
Reduced 11.81%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
3,708
shares
|
$243,393
0.01% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
3,700
shares
|
$242,868
0.05% of portfolio
|
Q2 2024
Added 391.89%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
3,689
shares
|
$242,145
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
3,662
shares
|
$240,373
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
3,661
shares
|
$240,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,660
shares
|
$240,242
0.01% of portfolio
|
Q3 2024
Reduced 35.42%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
3,657
shares
|
$240,045
0.01% of portfolio
|
Q3 2024
New holding
|