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 |
|---|---|---|---|---|---|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
1,824
shares
|
$122,937
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
1,800
shares
|
$121,320
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,785
shares
|
$120,309
0.0% of portfolio
|
Q3 2024
Reduced 23.19%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,766
shares
|
$119,028
0.04% of portfolio
|
Q3 2024
Added 34.19%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
1,756
shares
|
$118,354
0.07% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,745
shares
|
$117,613
0.01% of portfolio
|
Q2 2024
Added 16.57%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
1,742
shares
|
$117,410
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
1,713
shares
|
$115,456
0.04% of portfolio
|
Q1 2021
Reduced 28.27%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
1,700
shares
|
$114,580
0.0% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
1,629
shares
|
$109,794
0.03% of portfolio
|
Q3 2022
Added 526.54%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,629
shares
|
$109,794
0.03% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
1,578
shares
|
$106,357
0.03% of portfolio
|
Q1 2024
Reduced 0.82%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,545
shares
|
$104,133
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,522
shares
|
$102,582
0.02% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,513
shares
|
$101,976
0.04% of portfolio
|
Q2 2024
Reduced 10.37%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
1,500
shares
|
$101,100
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,497
shares
|
$100,897
0.03% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,459
shares
|
$98,336
0.02% of portfolio
|
Q4 2023
Reduced 12.95%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
1,341
shares
|
$90,383
0.0% of portfolio
|
Q1 2024
Added 8.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,324
shares
|
$89,237
0.0% of portfolio
|
Q3 2024
Reduced 51.77%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,312
shares
|
$88,428
0.01% of portfolio
|
Q4 2022
Added 20.15%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,276
shares
|
$86,002
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,241
shares
|
$83,643
0.0% of portfolio
|
Q2 2023
Added 19.21%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
1,225
shares
|
$82,565
0.03% of portfolio
|
Q2 2024
Reduced 27.3%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,220
shares
|
$82,228
0.01% of portfolio
|
Q4 2021
Reduced 38.07%
|