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 1,078 institutions that hold shares in the stock, with a total of 432 Million shares, which have been reported (via 13F filing form) to have a value of $23 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2024 Q1 2024 |
4,060
shares
|
$215,992
0.01% of portfolio
|
Q1 2024
New holding
|
|
Wesbanco Bank Inc
|
Apr 23, 2024 Q1 2024 |
4,059
shares
|
$215,938
0.01% of portfolio
|
Q1 2024
Reduced 6.19%
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 02, 2024 Q1 2024 |
4,044
shares
|
$215,140
0.08% of portfolio
|
Q1 2024
Added 0.52%
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
4,017
shares
|
$213,704
0.0% of portfolio
|
Q1 2024
New holding
|
|
Kure Advisory, LLC
Plymouth, MN |
May 09, 2024 Q1 2024 |
4,003
shares
|
$212,959
0.18% of portfolio
|
Q1 2024
Reduced 36.38%
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
May 13, 2024 Q1 2024 |
4,000
shares
|
$212,800
0.02% of portfolio
|
Q2 2019
Added 11.3%
|
|
Principle Wealth Partners LLC
|
Apr 23, 2024 Q1 2024 |
3,980
shares
|
$211,736
0.02% of portfolio
|
Q4 2020
New holding
|
|
Lantz Financial LLC
|
Apr 10, 2024 Q1 2024 |
3,977
shares
|
$211,576
0.07% of portfolio
|
Q4 2023
New holding
|
|
Carlson Capital Management
|
Apr 12, 2024 Q1 2024 |
3,970
shares
|
$211,204
0.02% of portfolio
|
Q1 2024
Reduced 67.15%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,962
shares
|
$210,778
0.03% of portfolio
|
Q1 2024
Reduced 13.4%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,958
shares
|
$210,565
0.01% of portfolio
|
Q4 2022
Reduced 13.26%
|
|
Wedmont Private Capital
|
Apr 10, 2024 Q1 2024 |
3,950
shares
|
$210,140
0.02% of portfolio
|
Q1 2024
Reduced 24.59%
|
|
Numerai Gp LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
3,943
shares
|
$209,767
0.09% of portfolio
|
Q1 2024
New holding
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 13, 2024 Q1 2024 |
3,931
shares
|
$209,129
0.12% of portfolio
|
Q4 2023
New holding
|
|
Conning Inc.
|
Apr 26, 2024 Q1 2024 |
3,905
shares
|
$207,746
0.01% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
Peak Asset Management, LLC
Louisville, CO |
May 10, 2024 Q1 2024 |
3,896
shares
|
$207,267
0.04% of portfolio
|
Q3 2023
Reduced 3.4%
|
|
Alpha Cubed Investments, LLC
|
Apr 22, 2024 Q1 2024 |
3,889
shares
|
$206,894
0.01% of portfolio
|
Q1 2024
New holding
|
|
Centre Asset Management, LLC
|
Jul 02, 2024 Q2 2024 |
3,888
shares
|
$206,841
0.05% of portfolio
|
Q2 2024
Reduced 25.04%
|
|
Spider Rock Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
3,870
shares
|
$205,884
0.01% of portfolio
|
Q1 2024
New holding
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
3,866
shares
|
$205,671
0.01% of portfolio
|
Q1 2024
Added 1.42%
|
|
Chesley Taft & Associates LLC
|
Apr 15, 2024 Q1 2024 |
3,851
shares
|
$204,873
0.01% of portfolio
|
Q1 2023
Reduced 2.6%
|
|
Rnc Capital Management LLC
|
Jan 17, 2024 Q4 2023 |
3,845
shares
|
$204,554
0.01% of portfolio
|
Q4 2023
Added 0.23%
|
|
Moody National Bank Trust Division
|
Apr 04, 2024 Q1 2024 |
3,820
shares
|
$203,224
0.02% of portfolio
|
Q1 2024
Added 7.48%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,818
shares
|
$203,117
0.01% of portfolio
|
Q2 2020
Added 7.0%
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jun 24, 2024 Q1 2024 |
3,816
shares
|
$203,011
0.11% of portfolio
|
Q1 2024
Added 3.19%
|