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 |
---|---|---|---|---|---|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
964
shares
|
$51,487
0.01% of portfolio
|
Q3 2022
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
960
shares
|
$51,273
0.0% of portfolio
|
Q3 2022
Added 6.67%
|
|
Ifs Advisors, LLC
|
Apr 04, 2024 Q1 2024 |
956
shares
|
$51,059
0.04% of portfolio
|
Q4 2021
New holding
|
|
Bfsg, LLC
|
Apr 23, 2024 Q1 2024 |
955
shares
|
$51,006
0.01% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Apr 23, 2024 Q1 2024 |
929
shares
|
$49,617
0.0% of portfolio
|
Q4 2023
Added 182.37%
|
|
Prestige Wealth Management Group LLC
|
Apr 26, 2024 Q1 2024 |
914
shares
|
$48,816
0.01% of portfolio
|
Q4 2023
Reduced 4.07%
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
906
shares
|
$48,389
0.03% of portfolio
|
Q2 2022
New holding
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jun 28, 2024 Q1 2024 |
902
shares
|
$48,175
0.02% of portfolio
|
Q4 2023
Added 190.97%
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
888
shares
|
$47,428
0.01% of portfolio
|
Q1 2024
Reduced 5.83%
|
|
Banque Cantonale Vaudoise
|
Apr 10, 2024 Q1 2024 |
882
shares
|
$47,107
0.0% of portfolio
|
Q1 2024
Reduced 27.82%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
843
shares
|
$45,024
0.0% of portfolio
|
Q1 2024
Added 11.07%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
841
shares
|
$44,917
0.01% of portfolio
|
Q2 2023
Added 13.5%
|
|
Hoese & CO LLP
|
Apr 08, 2024 Q1 2024 |
836
shares
|
$44,650
0.04% of portfolio
|
Q4 2020
New holding
|
|
Avalon Trust CO
Santa Fe, NM |
May 07, 2024 Q1 2024 |
800
shares
|
$42,728
0.0% of portfolio
|
Q1 2023
New holding
|
|
Deseret Mutual Benefit Administrators
|
May 09, 2024 Q1 2024 |
772
shares
|
$41,232
0.02% of portfolio
|
Q4 2023
Reduced 20.74%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
766
shares
|
$40,912
0.0% of portfolio
|
Q1 2024
Added 0.79%
|
|
Emfo, LLC
|
May 03, 2024 Q1 2024 |
745
shares
|
$39,790
0.04% of portfolio
|
Q3 2021
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
727
shares
|
$38,829
0.01% of portfolio
|
Q4 2023
Added 12.54%
|
|
Yhb Investment Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
706
shares
|
$37,707
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
698
shares
|
$37,280
0.0% of portfolio
|
Q1 2024
Reduced 17.79%
|
|
Strengthening Families & Communities, LLC
|
May 07, 2024 Q1 2024 |
696
shares
|
$37,173
0.02% of portfolio
|
Q1 2024
Added 0.87%
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
690
shares
|
$36,852
0.01% of portfolio
|
Q1 2024
Added 0.88%
|
|
Tradewinds Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
672
shares
|
$35,891
0.01% of portfolio
|
Q1 2023
Reduced 10.76%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 10, 2024 Q1 2024 |
667
shares
|
$35,624
0.03% of portfolio
|
Q1 2024
Reduced 78.32%
|
|
Lowe Wealth Advisors, LLC
|
Apr 08, 2024 Q1 2024 |
658
shares
|
$35,143
0.02% of portfolio
|
Q3 2017
New holding
|