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 |
---|---|---|---|---|---|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
May 02, 2024 Q1 2024 |
267
shares
|
$14,260
0.01% of portfolio
|
Q1 2024
New holding
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Apr 26, 2024 Q1 2024 |
265
shares
|
$14,153
0.0% of portfolio
|
Q1 2024
Reduced 39.08%
|
|
Gables Capital Management Inc.
|
May 03, 2024 Q1 2024 |
264
shares
|
$14,100
0.01% of portfolio
|
Q4 2023
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
250
shares
|
$13,352
0.01% of portfolio
|
Q2 2022
Reduced 24.01%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
250
shares
|
$13,352
0.01% of portfolio
|
Q4 2021
New holding
|
|
Bangor Savings Bank
Bangor, ME |
Apr 11, 2024 Q1 2024 |
250
shares
|
$13,352
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
238
shares
|
$12,711
0.0% of portfolio
|
Q1 2024
Reduced 15.6%
|
|
Nemes Rush Group LLC
Novi, MI |
May 15, 2024 Q1 2024 |
237
shares
|
$12,658
0.0% of portfolio
|
Q1 2024
Added 0.85%
|
|
Aspire Private Capital, LLC
|
Apr 18, 2024 Q1 2024 |
236
shares
|
$12,604
0.0% of portfolio
|
Q1 2024
Added 1.29%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
235
shares
|
$12,551
0.01% of portfolio
|
Q3 2023
New holding
|
|
Atticus Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
230
shares
|
$12,284
0.0% of portfolio
|
Q4 2021
New holding
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
230
shares
|
$12,284
0.0% of portfolio
|
Q1 2023
Reduced 11.54%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 01, 2024 Q1 2024 |
228
shares
|
$12,177
0.0% of portfolio
|
Q4 2022
New holding
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 08, 2024 Q1 2024 |
226
shares
|
$12,070
0.0% of portfolio
|
Q1 2024
Added 4.15%
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
225
shares
|
$12,017
0.0% of portfolio
|
Q2 2023
New holding
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
225
shares
|
$12,017
0.0% of portfolio
|
Q2 2023
New holding
|
|
Loomis Sayles & CO L P
|
May 14, 2024 Q1 2024 |
224
shares
|
$11,963
0.0% of portfolio
|
Q1 2024
Reduced 64.89%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 14, 2024 Q1 2024 |
210
shares
|
$11,216
0.0% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
207
shares
|
$11,055
0.01% of portfolio
|
Q1 2024
Reduced 22.18%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
206
shares
|
$11,002
0.01% of portfolio
|
Q1 2024
New holding
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
205
shares
|
$10,949
0.0% of portfolio
|
Q3 2023
New holding
|
|
Stuart Chaussee & Associates, Inc.
|
May 08, 2024 Q1 2024 |
202
shares
|
$10,788
0.01% of portfolio
|
Q4 2018
New holding
|
|
En Rich Financial Partners LLC
Madison, WI |
May 02, 2024 Q1 2024 |
193
shares
|
$10,308
0.0% of portfolio
|
Q1 2024
New holding
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
May 22, 2024 Q1 2024 |
192
shares
|
$10,254
0.01% of portfolio
|
Q4 2022
New holding
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
183
shares
|
$9,774
0.0% of portfolio
|
Q1 2024
Reduced 99.97%
|