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 |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
415
shares
|
$27,971
0.02% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
412
shares
|
$27,768
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
412
shares
|
$27,768
0.01% of portfolio
|
Q2 2022
Reduced 32.68%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
410
shares
|
$27,634
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
400
shares
|
$26,960
0.0% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
400
shares
|
$26,960
0.01% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
396
shares
|
$26,690
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
393
shares
|
$26,488
0.01% of portfolio
|
Q3 2024
Added 25.16%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
382
shares
|
$25,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
378
shares
|
$25,477
0.0% of portfolio
|
Q3 2024
Added 51.2%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
375
shares
|
$25,275
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
353
shares
|
$23,792
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
352
shares
|
$23,724
0.01% of portfolio
|
Q3 2023
Added 28.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
348
shares
|
$23,455
0.06% of portfolio
|
Q3 2024
Reduced 49.27%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
347
shares
|
$23,387
0.02% of portfolio
|
Q1 2021
Reduced 64.84%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
347
shares
|
$23,387
0.0% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
346
shares
|
$23,320
0.01% of portfolio
|
Q2 2022
Added 10.19%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
339
shares
|
$22,848
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
325
shares
|
$21,905
0.0% of portfolio
|
Q4 2018
Reduced 58.01%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
323
shares
|
$21,770
0.01% of portfolio
|
Q2 2024
Reduced 31.71%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
317
shares
|
$21,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
316
shares
|
$21,298
0.01% of portfolio
|
Q3 2024
Added 27.94%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
304
shares
|
$20,489
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
300
shares
|
$20,220
0.0% of portfolio
|
Q4 2023
Reduced 4.15%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
300
shares
|
$20,220
0.0% of portfolio
|
Q2 2024
Added 50.0%
|