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 1,133 institutions that hold shares in the stock, with a total of 455 Million shares, which have been reported (via 13F filing form) to have a value of $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
89
shares
|
$6,181
0.0% of portfolio
|
Q1 2024
Added 128.21%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
88
shares
|
$6,112
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
86
shares
|
$5,973
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
82
shares
|
$5,695
0.0% of portfolio
|
Q1 2024
Reduced 9.89%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
78
shares
|
$5,417
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
78
shares
|
$5,417
0.0% of portfolio
|
Q2 2024
Reduced 62.32%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
77
shares
|
$5,348
0.0% of portfolio
|
Q3 2024
Added 30.51%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
76
shares
|
$5,278
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
75
shares
|
$5,209
0.0% of portfolio
|
Q3 2024
Reduced 43.61%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
72
shares
|
$5,001
0.0% of portfolio
|
Q3 2022
Reduced 40.98%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
67
shares
|
$4,653
0.0% of portfolio
|
Q2 2024
Reduced 25.56%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
65
shares
|
$4,514
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
60
shares
|
$4,167
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
57
shares
|
$3,959
0.0% of portfolio
|
Q3 2024
Added 256.25%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
48
shares
|
$3,334
0.0% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
48
shares
|
$3,334
0.0% of portfolio
|
Q1 2024
Added 54.84%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
45
shares
|
$3,125
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
42
shares
|
$2,917
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
41
shares
|
$2,847
0.0% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
40
shares
|
$2,778
0.0% of portfolio
|
Q3 2024
Reduced 66.94%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
40
shares
|
$2,778
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
39
shares
|
$2,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
33
shares
|
$2,292
0.0% of portfolio
|
Q2 2024
Added 6.45%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
29
shares
|
$2,014
0.0% of portfolio
|
Q2 2024
Added 45.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
28
shares
|
$1,944
0.0% of portfolio
|
Q4 2022
New holding
|