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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
297
shares
|
$20,017
0.0% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
281
shares
|
$18,939
0.0% of portfolio
|
Q1 2024
Reduced 18.08%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
280
shares
|
$18,872
0.0% of portfolio
|
Q3 2024
Added 36.59%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
277
shares
|
$18,669
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
277
shares
|
$18,669
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
276
shares
|
$18,602
0.0% of portfolio
|
Q4 2023
Reduced 48.41%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
267
shares
|
$17,995
0.01% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
264
shares
|
$17,793
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
257
shares
|
$17,321
0.0% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
250
shares
|
$16,850
0.01% of portfolio
|
Q2 2022
Reduced 24.01%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
245
shares
|
$16,513
0.0% of portfolio
|
Q3 2024
Reduced 31.18%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
237
shares
|
$15,973
0.0% of portfolio
|
Q1 2024
Added 0.85%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
235
shares
|
$15,839
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
230
shares
|
$15,502
0.0% of portfolio
|
Q1 2023
Reduced 11.54%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
228
shares
|
$15,367
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
225
shares
|
$15,165
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
225
shares
|
$15,165
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
221
shares
|
$14,895
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
220
shares
|
$14,828
0.0% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
217
shares
|
$14,625
0.0% of portfolio
|
Q3 2024
Reduced 62.0%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
209
shares
|
$14,086
0.0% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
205
shares
|
$13,817
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
202
shares
|
$13,614
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
193
shares
|
$13,008
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
192
shares
|
$12,940
0.01% of portfolio
|
Q4 2022
New holding
|