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 1,072 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 $28.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
2,401
shares
|
$156,785
0.01% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
Quarry LP
New York, NY |
Aug 14, 2024 Q2 2024 |
2,382
shares
|
$155,544
0.04% of portfolio
|
Q2 2024
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
2,378
shares
|
$155,283
0.0% of portfolio
|
Q2 2024
Added 17.55%
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 16, 2024 Q2 2024 |
2,376
shares
|
$155,152
0.05% of portfolio
|
Q1 2022
New holding
|
|
Riverview Trust CO
|
Jul 16, 2024 Q2 2024 |
2,333
shares
|
$152,344
0.12% of portfolio
|
Q1 2024
New holding
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
2,331
shares
|
$152,214
0.0% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
2,324
shares
|
$151,757
0.0% of portfolio
|
Q2 2024
Added 33.03%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
2,311
shares
|
$150,908
0.02% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
Marquette Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
2,300
shares
|
$150,190
0.02% of portfolio
|
Q1 2024
Added 52.32%
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 25, 2024 Q2 2024 |
2,289
shares
|
$149,471
0.06% of portfolio
|
Q2 2024
New holding
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
2,261
shares
|
$147,643
0.0% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
2,230
shares
|
$145,619
0.0% of portfolio
|
Q2 2024
Reduced 15.56%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
2,188
shares
|
$142,876
0.01% of portfolio
|
Q4 2023
Added 84.18%
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 08, 2024 Q2 2024 |
2,145
shares
|
$140,068
0.01% of portfolio
|
Q2 2024
Added 4.58%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Aug 09, 2024 Q2 2024 |
2,046
shares
|
$133,603
0.04% of portfolio
|
Q1 2024
Reduced 41.86%
|
|
Wolff Wiese Magana LLC
|
Jul 12, 2024 Q2 2024 |
2,028
shares
|
$132,428
0.09% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
Family Firm, Inc.
|
Jul 24, 2024 Q2 2024 |
2,025
shares
|
$132,232
0.01% of portfolio
|
Q2 2024
New holding
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 08, 2024 Q2 2024 |
2,018
shares
|
$131,775
0.05% of portfolio
|
Q4 2023
Reduced 69.57%
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
2,000
shares
|
$130,600
0.0% of portfolio
|
Q1 2024
Reduced 38.4%
|
|
Cromwell Holdings LLC
Jackson, WY |
Aug 14, 2024 Q2 2024 |
1,824
shares
|
$119,107
0.06% of portfolio
|
Q2 2024
New holding
|
|
First Community Trust Na
|
Jul 15, 2024 Q2 2024 |
1,800
shares
|
$117,540
0.08% of portfolio
|
Q4 2021
New holding
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 26, 2024 Q2 2024 |
1,795
shares
|
$117,213
0.06% of portfolio
|
Q2 2024
Added 1894.44%
|
|
Vestor Capital, LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
1,771
shares
|
$115,646
0.01% of portfolio
|
Q4 2023
Reduced 25.96%
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 17, 2024 Q2 2024 |
1,765
shares
|
$115,254
0.0% of portfolio
|
Q1 2024
Reduced 77.27%
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
1,760
shares
|
$114,928
0.04% of portfolio
|
Q2 2024
Added 70.87%
|