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 452 Million shares, which have been reported (via 13F filing form) to have a value of $30 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
606
shares
|
$40,232
0.01% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
600
shares
|
$39,834
0.01% of portfolio
|
Q1 2023
Added 3.67%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
589
shares
|
$39,103
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
580
shares
|
$38,506
0.0% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
580
shares
|
$38,506
0.0% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
579
shares
|
$38,439
0.01% of portfolio
|
Q3 2024
Reduced 64.35%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
575
shares
|
$38,174
0.03% of portfolio
|
Q3 2023
Reduced 17.39%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
562
shares
|
$37,311
0.01% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
557
shares
|
$36,979
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
532
shares
|
$35,319
0.01% of portfolio
|
Q4 2024
Added 145.16%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
526
shares
|
$34,921
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
510
shares
|
$33,858
0.02% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
500
shares
|
$33,195
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
500
shares
|
$33,195
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
500
shares
|
$33,195
0.01% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
500
shares
|
$33,195
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
494
shares
|
$32,796
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
492
shares
|
$32,663
0.01% of portfolio
|
Q1 2022
Added 645.45%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
484
shares
|
$32,132
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
484
shares
|
$32,132
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
474
shares
|
$31,468
0.0% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
472
shares
|
$31,336
0.03% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
465
shares
|
$30,871
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
460
shares
|
$30,539
0.01% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
432
shares
|
$28,680
0.0% of portfolio
|
Q2 2024
Reduced 30.43%
|