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 |
---|---|---|---|---|---|
Core Alternative Capital
|
May 15, 2024 Q1 2024 |
18
shares
|
$961
0.0% of portfolio
|
Q1 2024
Reduced 90.53%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 15, 2024 Q1 2024 |
13
shares
|
$694
0.0% of portfolio
|
Q4 2023
Reduced 80.3%
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
12
shares
|
$640
0.0% of portfolio
|
Q1 2024
Added 71.43%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
10
shares
|
$534
0.0% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
West End Advisors, LLC
|
May 07, 2024 Q1 2024 |
9
shares
|
$480
0.0% of portfolio
|
Q4 2023
Reduced 35.71%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
9
shares
|
$480
0.0% of portfolio
|
Q3 2023
Reduced 35.71%
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
8
shares
|
$427
0.0% of portfolio
|
Q2 2022
Reduced 92.16%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
8
shares
|
$427
0.0% of portfolio
|
Q1 2024
Reduced 92.59%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
6
shares
|
$320
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
3
shares
|
$160
0.0% of portfolio
|
Q4 2023
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1
shares
|
$53
0.0% of portfolio
|
Q2 2023
New holding
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|