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 |
|---|---|---|---|---|---|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
1,200
shares
|
$80,880
0.07% of portfolio
|
Q3 2024
Added 3900.0%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,188
shares
|
$80,071
0.01% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
1,187
shares
|
$80,003
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
1,184
shares
|
$79,801
0.02% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,175
shares
|
$79,195
0.01% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,147
shares
|
$77,307
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,141
shares
|
$76,903
0.02% of portfolio
|
Q3 2024
Added 66.57%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,130
shares
|
$76,162
0.03% of portfolio
|
Q3 2024
Reduced 35.8%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,090
shares
|
$73,466
0.0% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,081
shares
|
$72,859
0.0% of portfolio
|
Q3 2024
Reduced 11.97%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
1,080
shares
|
$72,792
0.03% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
1,070
shares
|
$72,118
0.01% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,069
shares
|
$72,050
0.01% of portfolio
|
Q2 2024
Reduced 15.29%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,030
shares
|
$69,422
0.01% of portfolio
|
Q2 2023
Reduced 10.36%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,019
shares
|
$68,680
0.03% of portfolio
|
Q2 2024
Reduced 91.04%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,017
shares
|
$68,545
0.01% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
1,015
shares
|
$68,411
0.03% of portfolio
|
Q3 2024
Added 497.06%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,000
shares
|
$67,400
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
962
shares
|
$64,838
0.01% of portfolio
|
Q2 2024
Reduced 39.95%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
956
shares
|
$64,434
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
947
shares
|
$63,827
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
936
shares
|
$63,086
0.03% of portfolio
|
Q2 2024
Added 21.24%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
913
shares
|
$61,536
0.01% of portfolio
|
Q3 2024
Added 19.04%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
906
shares
|
$61,064
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
902
shares
|
$60,794
0.02% of portfolio
|
Q4 2023
Added 190.97%
|