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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
887
shares
|
$59,783
0.0% of portfolio
|
Q2 2024
Added 1330.65%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
852
shares
|
$57,424
0.01% of portfolio
|
Q3 2024
Reduced 64.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
845
shares
|
$56,953
0.0% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
841
shares
|
$56,683
0.01% of portfolio
|
Q2 2023
Added 13.5%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
835
shares
|
$56,279
0.0% of portfolio
|
Q3 2024
Added 55.2%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
812
shares
|
$54,728
0.02% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
801
shares
|
$53,987
0.0% of portfolio
|
Q3 2024
Reduced 96.32%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
800
shares
|
$53,920
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
800
shares
|
$53,920
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
769
shares
|
$51,830
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
765
shares
|
$51,561
0.03% of portfolio
|
Q3 2024
Reduced 50.03%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
745
shares
|
$50,213
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
728
shares
|
$49,067
0.03% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
715
shares
|
$48,191
0.01% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
704
shares
|
$47,449
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
676
shares
|
$45,562
0.01% of portfolio
|
Q2 2024
Reduced 44.68%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
671
shares
|
$45,225
0.0% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
662
shares
|
$44,618
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
661
shares
|
$44,551
0.01% of portfolio
|
Q3 2024
Added 24.02%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
658
shares
|
$44,349
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
652
shares
|
$43,944
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
648
shares
|
$43,675
0.01% of portfolio
|
Q3 2024
Added 31.17%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
636
shares
|
$42,866
0.01% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
631
shares
|
$42,529
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
623
shares
|
$41,990
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|