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 |
|---|---|---|---|---|---|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,403
shares
|
$223,372
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
3,400
shares
|
$223,176
0.1% of portfolio
|
Q3 2018
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,393
shares
|
$222,716
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
3,386
shares
|
$222,257
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,372
shares
|
$221,338
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
3,360
shares
|
$220,550
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
3,354
shares
|
$220,156
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,353
shares
|
$220,090
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
3,347
shares
|
$219,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
3,336
shares
|
$218,975
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,334
shares
|
$218,843
0.06% of portfolio
|
Q3 2024
Reduced 30.51%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
3,323
shares
|
$218,121
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
3,300
shares
|
$216,612
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
3,297
shares
|
$216,415
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
3,296
shares
|
$216,349
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,292
shares
|
$216,086
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,290
shares
|
$215,955
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
3,277
shares
|
$215,102
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,274
shares
|
$214,905
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,248
shares
|
$213,198
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,240
shares
|
$212,673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
3,201
shares
|
$210,113
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,200
shares
|
$210,048
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
3,190
shares
|
$209,391
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
3,189
shares
|
$209,325
0.02% of portfolio
|
Q3 2024
New holding
|