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 |
---|---|---|---|---|---|
Pittenger & Anderson Inc
|
May 02, 2024 Q1 2024 |
72
shares
|
$3,845
0.0% of portfolio
|
Q3 2022
Reduced 40.98%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 26, 2024 Q1 2024 |
65
shares
|
$3,471
0.0% of portfolio
|
Q3 2023
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
62
shares
|
$3,311
0.0% of portfolio
|
Q1 2024
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
61
shares
|
$3,258
0.0% of portfolio
|
Q1 2024
Reduced 31.46%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
60
shares
|
$3,204
0.0% of portfolio
|
Q3 2022
New holding
|
|
Rocky Mountain Advisers, LLC
|
Apr 26, 2024 Q1 2024 |
58
shares
|
$3,097
0.0% of portfolio
|
Q1 2024
Reduced 96.84%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
57
shares
|
$3,044
0.0% of portfolio
|
Q1 2024
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
48
shares
|
$2,563
0.0% of portfolio
|
Q1 2024
Added 54.84%
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
45
shares
|
$2,403
0.0% of portfolio
|
Q1 2024
Reduced 98.24%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
44
shares
|
$2,350
0.0% of portfolio
|
Q1 2024
Added 12.82%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
42
shares
|
$2,243
0.0% of portfolio
|
Q3 2023
New holding
|
|
Dunhill Financial, LLC
London, X0 |
May 13, 2024 Q1 2024 |
42
shares
|
$2,243
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
Heritage Wealth Advisors
|
May 08, 2024 Q1 2024 |
40
shares
|
$2,136
0.0% of portfolio
|
Q1 2024
Reduced 90.0%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
40
shares
|
$2,136
0.0% of portfolio
|
Q2 2023
New holding
|
|
Tfc Financial Management
|
Apr 30, 2024 Q1 2024 |
35
shares
|
$1,869
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
Benjamin Edwards Inc
Clayton, MO |
Apr 29, 2024 Q1 2024 |
34
shares
|
$1,815
0.0% of portfolio
|
Q1 2024
Reduced 99.94%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
31
shares
|
$1,655
0.0% of portfolio
|
Q1 2024
Reduced 18.42%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
May 07, 2024 Q1 2024 |
31
shares
|
$1,655
0.0% of portfolio
|
Q1 2024
Added 106.67%
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
30
shares
|
$1,602
0.0% of portfolio
|
Q1 2024
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
30
shares
|
$1,602
0.0% of portfolio
|
Q4 2023
New holding
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 16, 2024 Q1 2024 |
28
shares
|
$1,495
0.0% of portfolio
|
Q4 2022
New holding
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
27
shares
|
$1,442
0.0% of portfolio
|
Q1 2024
Reduced 47.06%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
22
shares
|
$1,175
0.0% of portfolio
|
Q2 2023
New holding
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
21
shares
|
$1,121
0.0% of portfolio
|
Q1 2024
New holding
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
20
shares
|
$1,068
0.0% of portfolio
|
Q3 2023
Reduced 77.53%
|