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 |
---|---|---|---|---|---|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
639
shares
|
$34,128
0.0% of portfolio
|
Q1 2024
Reduced 47.49%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
636
shares
|
$33,968
0.01% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
630
shares
|
$33,648
0.01% of portfolio
|
Q1 2024
Reduced 37.99%
|
|
Janiczek Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
621
shares
|
$33,167
0.01% of portfolio
|
Q1 2024
Reduced 15.74%
|
|
Acadian Asset Management LLC
Boston, MA |
May 10, 2024 Q1 2024 |
611
shares
|
$32,633
0.0% of portfolio
|
Q1 2024
Reduced 72.0%
|
|
Tsfg, LLC
|
Apr 16, 2024 Q1 2024 |
605
shares
|
$32,313
0.01% of portfolio
|
Q4 2023
Reduced 3.82%
|
|
Slocum, Gordon & CO LLP
Newport, RI |
May 02, 2024 Q1 2024 |
600
shares
|
$32,045
0.02% of portfolio
|
Q1 2023
Added 3.67%
|
|
Piscataqua Savings Bank
|
Apr 18, 2024 Q1 2024 |
575
shares
|
$30,710
0.03% of portfolio
|
Q3 2023
Reduced 17.39%
|
|
Adirondack Trust CO
|
Apr 09, 2024 Q1 2024 |
562
shares
|
$30,016
0.01% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
546
shares
|
$29,161
0.01% of portfolio
|
Q1 2024
Reduced 97.52%
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
533
shares
|
$28,467
0.01% of portfolio
|
Q4 2023
Reduced 33.38%
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 23, 2024 Q1 2024 |
526
shares
|
$28,093
0.01% of portfolio
|
Q4 2022
New holding
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 24, 2024 Q1 2024 |
525
shares
|
$28,040
0.0% of portfolio
|
Q1 2024
Added 1.35%
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 15, 2024 Q1 2024 |
509
shares
|
$27,185
0.01% of portfolio
|
Q1 2024
Reduced 88.95%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
500
shares
|
$26,705
0.01% of portfolio
|
Q3 2022
New holding
|
|
Pinnacle Financial Partners Inc
|
Apr 30, 2024 Q1 2024 |
500
shares
|
$26,705
0.0% of portfolio
|
Q3 2022
New holding
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
500
shares
|
$26,705
0.01% of portfolio
|
Q4 2022
New holding
|
|
Tower View Investment Management & Research LLC
|
Apr 29, 2024 Q1 2024 |
500
shares
|
$26,705
0.02% of portfolio
|
Q1 2024
Reduced 49.14%
|
|
Monetary Management Group Inc
St Louis, MO |
May 13, 2024 Q1 2024 |
500
shares
|
$26,705
0.01% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
Gs Investments, Inc.
|
May 09, 2024 Q1 2024 |
494
shares
|
$26,384
0.01% of portfolio
|
Q3 2023
Reduced 1.98%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
494
shares
|
$26,384
0.01% of portfolio
|
Q1 2023
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
494
shares
|
$26,384
0.01% of portfolio
|
Q4 2023
New holding
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
492
shares
|
$26,277
0.01% of portfolio
|
Q1 2022
Added 645.45%
|
|
Operose Advisors LLC
Milwaukee, WI |
May 13, 2024 Q1 2024 |
473
shares
|
$25,262
0.01% of portfolio
|
Q1 2024
Added 46.44%
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
465
shares
|
$24,835
0.01% of portfolio
|
Q4 2023
New holding
|