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 1,147 institutions that hold shares in the stock, with a total of 454 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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,248
shares
|
$218,265
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,240
shares
|
$217,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
3,237
shares
|
$217,526
0.07% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,217
shares
|
$216,182
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
3,201
shares
|
$215,107
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,200
shares
|
$215,040
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
3,190
shares
|
$214,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
3,183
shares
|
$213,897
0.02% of portfolio
|
Q4 2024
Reduced 53.86%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
3,177
shares
|
$213,494
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
3,170
shares
|
$213,024
0.01% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,166
shares
|
$212,755
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
3,159
shares
|
$212,284
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
3,155
shares
|
$212,016
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
3,150
shares
|
$211,680
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,145
shares
|
$211,344
0.02% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
3,139
shares
|
$210,940
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,106
shares
|
$208,723
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
3,079
shares
|
$206,908
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
3,060
shares
|
$205,632
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
3,037
shares
|
$204,086
0.02% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
3,027
shares
|
$203,414
0.01% of portfolio
|
Q4 2024
Added 40.59%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
2,971
shares
|
$199,651
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,951
shares
|
$198,307
0.02% of portfolio
|
Q2 2024
Reduced 13.38%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,914
shares
|
$195,820
0.01% of portfolio
|
Q4 2024
Reduced 16.58%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,905
shares
|
$195,216
0.05% of portfolio
|
Q4 2019
New holding
|