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 1,076 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 $23.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hanson & Doremus Investment Management
|
Apr 22, 2024 Q1 2024 |
1,459
shares
|
$77,925
0.01% of portfolio
|
Q4 2023
Reduced 12.95%
|
|
Planning Capital Management Corp
Paoli, PA |
Apr 26, 2024 Q1 2024 |
1,363
shares
|
$72,797
0.05% of portfolio
|
Q1 2024
Reduced 19.16%
|
|
Trust CO Of Vermont
|
May 03, 2024 Q1 2024 |
1,355
shares
|
$72,370
0.0% of portfolio
|
Q4 2023
Added 12.17%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
1,341
shares
|
$71,622
0.0% of portfolio
|
Q1 2024
Added 8.06%
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
1,316
shares
|
$70,287
0.05% of portfolio
|
Q1 2024
Added 325.89%
|
|
City State Bank
Norwalk, IA |
Apr 11, 2024 Q1 2024 |
1,316
shares
|
$70,287
0.03% of portfolio
|
Q4 2021
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,312
shares
|
$70,073
0.01% of portfolio
|
Q4 2022
Added 20.15%
|
|
State Of Wyoming
Cheyenne, WY |
May 13, 2024 Q1 2024 |
1,292
shares
|
$69,005
0.01% of portfolio
|
Q1 2024
Added 1.49%
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
1,276
shares
|
$68,151
0.01% of portfolio
|
Q3 2023
New holding
|
|
Nbt Bank N A
|
Apr 24, 2024 Q1 2024 |
1,263
shares
|
$67,456
0.0% of portfolio
|
Q4 2023
New holding
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 10, 2024 Q1 2024 |
1,262
shares
|
$67,403
0.01% of portfolio
|
Q1 2024
Added 26.2%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,241
shares
|
$66,281
0.0% of portfolio
|
Q2 2023
Added 19.21%
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
1,222
shares
|
$65,267
0.01% of portfolio
|
Q1 2024
Added 0.33%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,220
shares
|
$65,160
0.01% of portfolio
|
Q4 2021
Reduced 38.07%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
1,200
shares
|
$64,091
0.01% of portfolio
|
Q3 2023
Reduced 60.09%
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Apr 18, 2024 Q1 2024 |
1,192
shares
|
$63,664
0.03% of portfolio
|
Q1 2024
Added 3.11%
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
1,161
shares
|
$62,009
0.02% of portfolio
|
Q1 2024
Added 0.87%
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
May 28, 2024 Q1 2024 |
1,131
shares
|
$60,406
0.03% of portfolio
|
Q4 2023
Reduced 49.5%
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
1,085
shares
|
$57,949
0.0% of portfolio
|
Q1 2024
Added 2.75%
|
|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
1,060
shares
|
$56,614
0.0% of portfolio
|
Q1 2024
Reduced 34.61%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 01, 2024 Q1 2024 |
1,059
shares
|
$56,561
0.03% of portfolio
|
Q1 2024
Added 0.95%
|
|
Washington Trust Advisors, Inc.
|
May 07, 2024 Q1 2024 |
1,030
shares
|
$55,012
0.01% of portfolio
|
Q2 2023
Reduced 10.36%
|
|
Carmichael Hill & Associates, Inc.
|
Apr 24, 2024 Q1 2024 |
1,030
shares
|
$55,012
0.02% of portfolio
|
Q4 2019
New holding
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,000
shares
|
$53,410
0.01% of portfolio
|
Q1 2023
New holding
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
988
shares
|
$52,769
0.01% of portfolio
|
Q4 2023
Added 10.51%
|