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 |
|---|---|---|---|---|---|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
2,611
shares
|
$175,981
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
2,603
shares
|
$175,442
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
2,587
shares
|
$174,363
0.02% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
2,546
shares
|
$171,600
0.04% of portfolio
|
Q1 2024
Added 27.11%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
2,529
shares
|
$170,454
0.05% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,518
shares
|
$169,713
0.03% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
2,500
shares
|
$168,500
0.1% of portfolio
|
Q1 2021
Reduced 69.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,475
shares
|
$166,815
0.02% of portfolio
|
Q2 2024
Added 106.25%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,401
shares
|
$161,827
0.01% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
2,376
shares
|
$160,142
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
2,348
shares
|
$158,255
0.14% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,300
shares
|
$155,020
0.02% of portfolio
|
Q1 2024
Added 52.32%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
2,271
shares
|
$153,065
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
2,261
shares
|
$152,391
0.0% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,230
shares
|
$150,302
0.0% of portfolio
|
Q2 2024
Reduced 15.56%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
2,222
shares
|
$149,762
0.01% of portfolio
|
Q3 2024
Added 25.47%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
2,153
shares
|
$145,112
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,119
shares
|
$142,820
0.01% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
2,089
shares
|
$140,798
0.06% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
2,046
shares
|
$137,900
0.05% of portfolio
|
Q1 2024
Reduced 41.86%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
2,032
shares
|
$136,956
0.09% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$134,800
0.01% of portfolio
|
Q1 2024
Reduced 38.4%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1,973
shares
|
$132,980
0.05% of portfolio
|
Q3 2024
Added 17836.36%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
1,951
shares
|
$131,497
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,914
shares
|
$129,003
0.01% of portfolio
|
Q3 2024
Reduced 22.7%
|