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 |
---|---|---|---|---|---|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Apr 24, 2024 Q1 2024 |
460
shares
|
$24,568
0.01% of portfolio
|
Q3 2023
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
450
shares
|
$24,034
0.02% of portfolio
|
Q1 2024
Reduced 51.46%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
412
shares
|
$22,004
0.01% of portfolio
|
Q2 2022
Reduced 32.68%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
410
shares
|
$21,898
0.01% of portfolio
|
Q4 2022
New holding
|
|
Future Financial Wealth Managment LLC
|
Apr 15, 2024 Q1 2024 |
408
shares
|
$21,791
0.02% of portfolio
|
Q1 2024
New holding
|
|
Pacific Capital Wealth Advisors, Inc
|
May 15, 2024 Q1 2024 |
407
shares
|
$21,737
0.0% of portfolio
|
Q4 2023
New holding
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2024 Q4 2023 |
400
shares
|
$21,364
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Apr 17, 2024 Q1 2024 |
396
shares
|
$21,150
0.01% of portfolio
|
Q4 2023
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
384
shares
|
$20,509
0.0% of portfolio
|
Q1 2024
Reduced 11.32%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 12, 2024 Q1 2024 |
380
shares
|
$20,295
0.0% of portfolio
|
Q1 2023
Reduced 22.61%
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 13, 2024 Q1 2024 |
353
shares
|
$18,853
0.02% of portfolio
|
Q1 2022
New holding
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
352
shares
|
$18,800
0.01% of portfolio
|
Q3 2023
Added 28.0%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
347
shares
|
$18,533
0.02% of portfolio
|
Q1 2021
Reduced 64.84%
|
|
Union Savings Bank
Litchfield, CT |
Apr 29, 2024 Q1 2024 |
347
shares
|
$18,533
0.01% of portfolio
|
Q2 2023
New holding
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
346
shares
|
$18,479
0.01% of portfolio
|
Q2 2022
Added 10.19%
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
334
shares
|
$17,838
0.0% of portfolio
|
Q1 2024
Reduced 11.64%
|
|
Webster Bank, N. A.
|
Apr 16, 2024 Q1 2024 |
325
shares
|
$17,358
0.0% of portfolio
|
Q4 2018
Reduced 58.01%
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
320
shares
|
$17,091
0.0% of portfolio
|
Q4 2023
Added 25.49%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
304
shares
|
$16,236
0.01% of portfolio
|
Q1 2022
New holding
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
300
shares
|
$16,022
0.0% of portfolio
|
Q1 2024
Added 837.5%
|
|
West Branch Capital LLC
|
Apr 23, 2024 Q1 2024 |
300
shares
|
$16,022
0.01% of portfolio
|
Q4 2023
Reduced 47.83%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
300
shares
|
$16,022
0.0% of portfolio
|
Q4 2023
Reduced 4.15%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
287
shares
|
$15,328
0.01% of portfolio
|
Q4 2023
New holding
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Apr 30, 2024 Q1 2024 |
281
shares
|
$15,008
0.0% of portfolio
|
Q1 2024
Reduced 18.08%
|
|
Country Trust Bank
|
Apr 16, 2024 Q1 2024 |
276
shares
|
$14,741
0.0% of portfolio
|
Q4 2023
Reduced 48.41%
|