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Get Institutions for : 
Xcel Energy Inc (XEL)  
$54.36 0.11 (0.2%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 973    2
Total shares held : 
434,268,760  
% of shares held : 
82.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  73  
Amount of shares held : 
4,647,112  
% of shares held change : 
  0.88%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$55.03  
Last Quarter's Ending Price : 
$61.91  
Last Quarter's Average Price
$60.00  
Change from last quarter's     
avg. price to the last closing  : 
5.64 (9.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
69
 1,212,084
 0.28%
 
Increased Positions :
391
 31,360,100
 7.22%
 
Unchanged Positions :
193
 2,542,610
 0.59%
 
Decreased Positions :
320
-24,702,376
-5.69%
 
Closed Positions :
67
-3,222,696
-0.74%
 
Guru Positions :
1
183,572
 0.04%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CAPITAL FUND MANAGEMENT S.A. 124 *New 2023-12-31 294,185 $18,213,000 294,185
   REINHART MAHONEY CAPITAL MANAGEMENT INC 63 *New 2024-03-31 204,022 $10,966,000 204,022
   Beck Bode LLC 19 *New 2023-12-31 148,453 $9,191,000 148,453
   OLD MISSION CAPITAL LLC 96 *New 2023-12-31 103,620 $6,415,000 103,620
   FORSTA AP-FONDEN 305 *New 2023-12-31 99,500 $6,160,000 99,500
   VIKING FUND MANAGEMENT LLC 33 *New 2024-03-31 102,400 $5,504,000 102,400
   Oliver Luxxe Assets LLC 31 *New 2024-03-31 95,080 $5,111,000 95,080
   Edgestream Partners L.P. 141 *New 2023-12-31 48,163 $2,982,000 48,163
   ALLSTATE INVESTMENT MANAGEMENT CO 175 *New 2022-12-31 33,943 $2,380,000 33,943
   CTC ALTERNATIVE STRATEGIES, LTD. 5 *New 2023-12-31 29,900 $1,851,000 29,900
   IMCCHICAGO, LLC 128 *New 2024-03-31 33,797 $1,817,000 33,797
   AMG NATIONAL TRUST BANK 206 *New 2023-12-31 25,885 $1,603,000 25,885
   Sourcerock Group LLC 27 *New 2023-12-31 25,300 $1,566,000 25,300
   Atom Investors LP 128 *New 2023-12-31 23,610 $1,462,000 23,610
   Point72 Asia (Singapore) Pte. Ltd. 40 *New 2023-12-31 23,138 $1,432,000 23,138
   CIPHER CAPITAL LP 58 *New 2023-12-31 20,852 $1,291,000 20,852
   Fidelis Capital Partners LLC *New 2024-03-31 2,082 $1,273,000 2,082
   Global Assets Advisory LLC 204 *New 2024-03-31 64,469 $1,210,000 64,469
   Polianta Ltd 46 *New 2024-03-31 21,500 $1,155,000 21,500
   Strong Tower Advisory Services 56 *New 2024-03-31 19,818 $1,056,000 19,818
   WOLVERINE TRADING LLC 453 *New 2023-12-31 15,554 $963,000 15,554
   EQUITABLE TRUST CO 211 *New 2024-03-31 16,813 $904,000 16,813
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 83 *New 2024-03-31 15,382 $827,000 15,382
   Eisler Capital (UK) Ltd. 211 *New 2023-12-31 12,787 $792,000 12,787
   Simplicity WealthLLC 592 *New 2024-03-31 14,343 $771,000 14,343
   FOX RUN MANAGEMENT L.L.C. 176 *New 2023-12-31 11,633 $720,000 11,633
   NOMURA HOLDINGS INC 619 *New 2023-12-31 11,118 $688,000 11,118
   Sowell Financial Services LLC *New 2024-03-31 12,633 $686,000 12,633
   SageView Advisory Group LLC 285 *New 2023-12-31 10,958 $655,000 10,958
   Qsemble Capital Management LP 210 *New 2023-12-31 10,085 $624,000 10,085
   CASCADE INVESTMENT GROUP INC. 53 *New 2023-12-31 9,080 $562,000 9,080
   OmniStar Financial Group Inc. 86 *New 2024-03-31 9,622 $517,000 9,622
   MITCHELL SINKLER & STARR/PA 109 *New 2024-03-31 9,500 $511,000 9,500
   CLEARBRIDGE ADVISORS LLC 700 *New 2023-12-31 7,801 $483,000 7,801
   REUTER JAMES WEALTH MANAGEMENT LLC 71 *New 2023-12-31 7,576 $469,000 7,576
   Advanced Portfolio Management LLC 54 *New 2023-12-31 7,239 $448,000 7,239
   INSIGNEO ADVISORY SERVICES LLC 263 *New 2023-12-31 6,844 $427,000 6,844
   MORNINGSTAR INVESTMENT SERVICES, INC. 308 *New 2023-12-31 6,685 $414,000 6,685
   Legacy Wealth Asset Management LLC 264 *New 2024-03-31 7,438 $400,000 7,438
   WILEY BROS.-AINTREE CAPITAL LLC 346 *New 2024-03-31 6,012 $323,000 6,012
   SYON CAPITAL LLC 341 *New 2023-12-31 5,126 $317,000 5,126
   WRAPMANAGER INC 200 *New 2023-12-31 4,577 $283,000 4,577
   Warwick Investment Management Inc. 63 *New 2023-12-31 4,528 $280,000 4,528
   LAKE STREET ADVISORS GROUP LLC 295 *New 2023-12-31 4,402 $275,000 4,402
   CLOVERFIELDS CAPITAL GROUP LP 100 *New 2023-12-31 4,208 $261,000 4,208
   Belpointe Asset Management LLC 580 *New 2023-12-31 4,155 $257,000 4,155
   Fortis Capital Advisors LLC 97 *New 2023-12-31 4,155 $257,000 4,155
   Comprehensive Portfolio Management LLC 683 *New 2024-03-31 4,711 $253,000 4,711
   JOHNSON INVESTMENT COUNSEL INC 625 *New 2023-12-31 4,066 $252,000 4,066
   FINANCIAL ENGINES ADVISORS L.L.C. 283 *New 2023-12-31 4,009 $250,000 4,009
   PARAGON CAPITAL MANAGEMENT LLC 47 *New 2023-12-31 3,931 $243,000 3,931
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 465 *New 2024-03-31 4,358 $234,000 4,358
   Redhawk Wealth Advisors Inc. 261 *New 2023-12-31 3,756 $233,000 3,756
   Sontag Advisory LLC 574 *New 2023-12-31 3,747 $232,000 3,747
   DAVIS R M INC 253 *New 2023-12-31 3,612 $224,000 3,612
   nVerses Capital LLC 17 *New 2024-03-31 4,100 $220,000 4,100
   ZACKS INVESTMENT MANAGEMENT 584 *New 2023-12-31 3,554 $220,000 3,554
   Waldron LP 371 *New 2023-12-31 3,525 $220,000 3,525
   TORON CAPITAL MARKETS INC. 289 *New 2023-12-31 3,541 $219,000 3,541
   Ethic Inc. 959 *New 2023-12-31 3,525 $218,000 3,525
   Congress Wealth Management LLC / DE / 563 *New 2024-03-31 4,017 $216,000 4,017
   Merit Financial Group LLC 714 *New 2023-12-31 3,403 $211,000 3,403
   Voya Financial Advisors Inc. 220 *New 2023-12-31 3,412 $211,000 3,412
   Alpha Cubed Investments LLC 267 *New 2024-03-31 3,889 $209,000 3,889
   SpiderRock Advisors LLC 538 *New 2024-03-31 3,870 $201,000 3,870
   Scarborough Advisors LLC 97 *New 2023-12-31 2,018 $125,000 2,018
   MATHER GROUP, INC. 645 *New 2024-03-31 2,023 $125,000 2,023
   Christopher J. Hasenberg Inc 24 *New 2024-03-31 2,194 $118,000 2,194
   MA GREENWOOD & ASSOCIATES INC 159 *New 2023-12-31 990 $61,000 990
   YHB INVESTMENT ADVISORS, INC. 490 *New 2024-03-31 706 $38,000 706
   Quarry LP 436 *New 2023-12-31 556 $34,000 556
   PACIFIC CAPITAL WEALTH ADVISORS INC 177 *New 2023-12-31 407 $25,000 407
   Heritage Wealth Advisors 384 *New 2023-12-31 400 $25,000 400
   Future Financial Wealth Managment LLC 331 *New 2024-03-31 408 $22,000 408
   GABLES CAPITAL MANAGEMENT INC. 272 *New 2023-12-31 264 $16,000 264
   Core Wealth Advisors Inc. 159 *New 2023-12-31 246 $15,000 246
   First Command Bank 326 *New 2023-06-30 225 $14,000 225
   Gilliland Jeter Wealth Management LLC *New 2024-03-31 267 $14,000 267
   First Command Financial Services Inc. 331 *New 2023-06-30 225 $14,000 225
   Register Financial Advisors LLC 529 *New 2024-03-31 206 $11,000 206
   EnRich Financial Partners LLC *New 2024-03-31 193 $10,000 193
   EdgeRock Capital LLC 236 *New 2023-12-31 101 $6,000 101
   TRIBUTARY CAPITAL MANAGEMENT, LLC 196 *New 2024-03-31 98 $5,000 98
   Opal Wealth Advisors LLC 270 *New 2024-03-31 89 $5,000 89
   SALEM INVESTMENT COUNSELORS INC 982 *New 2024-03-31 62 $3,000 62
   First Capital Advisors Group LLC. 828 *New 2023-06-30 40 $2,000 40
   Dunhill Financial LLC 457 *New 2023-12-31 35 $2,000 35
   CLARIVEST ASSET MANAGEMENT LLC 686 *New 2023-12-31 12 $1,000 12
   KISTLERTIFFANY COMPANIES, LLC 861 *New 2023-06-30 22 $1,000 22
   AYRSHIRE ASSOCIATES INC 653 *New 2023-12-31 6 $0 6

  90 Records found
  1    
  Page 1 of 1
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