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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,177
shares
|
$214,129
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
3,170
shares
|
$213,658
0.01% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
3,166
shares
|
$213,388
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,159
shares
|
$212,916
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
3,155
shares
|
$212,647
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
3,150
shares
|
$212,310
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
3,148
shares
|
$212,175
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
3,114
shares
|
$209,883
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,106
shares
|
$209,344
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
3,101
shares
|
$209,007
0.0% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
3,094
shares
|
$208,535
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,085
shares
|
$207,929
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
3,079
shares
|
$207,524
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
3,077
shares
|
$207,389
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
3,037
shares
|
$204,693
0.02% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,951
shares
|
$198,897
0.02% of portfolio
|
Q2 2024
Reduced 13.38%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,942
shares
|
$198,290
0.0% of portfolio
|
Q3 2024
Added 23.72%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,905
shares
|
$195,797
0.04% of portfolio
|
Q4 2019
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
2,882
shares
|
$194,246
0.02% of portfolio
|
Q4 2023
Reduced 44.68%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
2,822
shares
|
$190,202
0.12% of portfolio
|
Q3 2024
Added 481.86%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,754
shares
|
$185,619
0.01% of portfolio
|
Q3 2024
Added 25.87%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,726
shares
|
$183,732
0.02% of portfolio
|
Q3 2024
Reduced 26.22%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
2,684
shares
|
$180,901
0.04% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
2,674
shares
|
$180,227
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,673
shares
|
$180,160
0.1% of portfolio
|
Q3 2024
New holding
|