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 |
---|---|---|---|---|---|
Carson Allaria Wealth Management, Ltd.
|
May 07, 2024 Q1 2024 |
134
shares
|
$7,156
0.0% of portfolio
|
Q1 2024
Added 0.75%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
124
shares
|
$6,622
0.0% of portfolio
|
Q2 2023
Added 0.81%
|
|
Grove Bank & Trust
|
Apr 30, 2024 Q1 2024 |
124
shares
|
$6,622
0.0% of portfolio
|
Q1 2024
Reduced 97.74%
|
|
Oakworth Capital, Inc.
|
Apr 22, 2024 Q1 2024 |
121
shares
|
$6,462
0.0% of portfolio
|
Q4 2023
Added 202.5%
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
119
shares
|
$6,355
0.0% of portfolio
|
Q1 2024
Reduced 89.63%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
110
shares
|
$5,875
0.0% of portfolio
|
Q3 2021
New holding
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
109
shares
|
$5,821
0.0% of portfolio
|
Q1 2024
New holding
|
|
Duncker Streett & CO Inc
|
Apr 23, 2024 Q1 2024 |
100
shares
|
$5,341
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
Cnb Bank
Clearfield, PA |
May 02, 2024 Q1 2024 |
100
shares
|
$5,341
0.0% of portfolio
|
Q4 2023
New holding
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
100
shares
|
$5,341
0.01% of portfolio
|
Q4 2022
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
100
shares
|
$5,341
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tributary Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
98
shares
|
$5,234
0.0% of portfolio
|
Q1 2024
New holding
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 19, 2024 Q1 2024 |
95
shares
|
$5,073
0.0% of portfolio
|
Q4 2023
Reduced 6.86%
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
90
shares
|
$4,806
0.0% of portfolio
|
Q1 2024
Reduced 6.25%
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
90
shares
|
$4,806
0.0% of portfolio
|
Q4 2023
New holding
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
89
shares
|
$4,753
0.0% of portfolio
|
Q1 2024
Added 128.21%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 11, 2024 Q1 2024 |
89
shares
|
$4,753
0.0% of portfolio
|
Q1 2024
New holding
|
|
Horizons Wealth Management
Asheville, NC |
Apr 03, 2024 Q1 2024 |
89
shares
|
$4,753
0.0% of portfolio
|
Q2 2023
Added 85.42%
|
|
Aspect Partners, LLC
Fairfax, VA |
May 17, 2024 Q1 2024 |
82
shares
|
$4,379
0.0% of portfolio
|
Q1 2024
Reduced 9.89%
|
|
First United Bank & Trust
|
Apr 29, 2024 Q1 2024 |
80
shares
|
$4,272
0.0% of portfolio
|
Q4 2023
New holding
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Apr 30, 2024 Q1 2024 |
78
shares
|
$4,165
0.0% of portfolio
|
Q1 2024
Reduced 3.7%
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
77
shares
|
$4,112
0.0% of portfolio
|
Q1 2024
Reduced 99.16%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
May 02, 2024 Q1 2024 |
76
shares
|
$4,059
0.0% of portfolio
|
Q1 2024
New holding
|
|
Northwest Investment Counselors, LLC
|
Apr 12, 2024 Q1 2024 |
75
shares
|
$4,005
0.0% of portfolio
|
Q1 2024
New holding
|
|
Org Partners LLC
Roanoke, IN |
May 06, 2024 Q1 2024 |
73
shares
|
$3,898
0.01% of portfolio
|
Q1 2024
Reduced 53.5%
|