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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
191
shares
|
$12,873
0.0% of portfolio
|
Q3 2024
Added 478.79%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
188
shares
|
$12,671
0.0% of portfolio
|
Q3 2024
Reduced 34.49%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
186
shares
|
$12,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
169
shares
|
$11,390
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
155
shares
|
$10,447
0.0% of portfolio
|
Q3 2024
Reduced 38.0%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
148
shares
|
$9,975
0.0% of portfolio
|
Q2 2024
Reduced 67.83%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
145
shares
|
$9,773
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
137
shares
|
$9,233
0.0% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
129
shares
|
$8,694
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
124
shares
|
$8,357
0.0% of portfolio
|
Q2 2024
Added 4.2%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
124
shares
|
$8,357
0.0% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
123
shares
|
$8,290
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
112
shares
|
$7,548
0.0% of portfolio
|
Q3 2024
Added 111.32%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
110
shares
|
$7,414
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
109
shares
|
$7,346
0.0% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
107
shares
|
$7,211
0.0% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$6,740
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
100
shares
|
$6,740
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
100
shares
|
$6,740
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
100
shares
|
$6,740
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
99
shares
|
$6,672
0.0% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
98
shares
|
$6,605
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
98
shares
|
$6,605
0.0% of portfolio
|
Q3 2024
Added 262.96%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
97
shares
|
$6,537
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
95
shares
|
$6,403
0.0% of portfolio
|
Q4 2023
Reduced 6.86%
|