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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Oak Thistle LLC 282 *Closed 2024-03-31 0 $0 -4,616
   Ausbil Investment Management Ltd 60 *Closed 2024-03-31 0 $0 -89,244
   CTC Capital Management LLC 76 *Closed 2023-03-31 0 $0 -22,600
   InterOcean Capital Group LLC 456 *Closed 2023-12-31 0 $0 -4,409
   RIA Advisory Group LLC 142 *Closed 2024-03-31 0 $0 -4,864
   Covalis Capital LLP 56 *Closed 2023-12-31 0 $0 -166,778
   AMERICAN NATIONAL BANK 471 *Closed 2024-03-31 0 $0 -26
   Davis Capital Management 280 *Closed 2024-03-31 0 $0 -267
   Turtle Creek Wealth Advisors LLC *Closed 2024-03-31 0 $0 -405
   NATIXIS 995 *Closed 2023-12-31 0 $0 -237,481
   Wambolt & Associates LLC *Closed 2024-03-31 0 $0 -6,135
   Vident Investment Advisory LLC 134 *Closed 2023-09-30 0 $0 -4,088
   BT Investment Management Ltd 491 *Closed 2022-12-31 0 $0 -3,830
   Valeo Financial Advisors LLC 648 *Closed 2024-03-31 0 $0 -6,756
   Atlantic Trust LLC 426 *Closed 2023-12-31 0 $0 -209
   Authentikos Wealth Advisory LLC 189 *Closed 2023-12-31 0 $0 -101
   LVW Advisors LLC 290 *Closed 2024-03-31 0 $0 -4,536
   MBB PUBLIC MARKETS I LLC 104 *Closed 2023-12-31 0 $0 -6,062
   Capital Management Associates Inc 81 *Closed 2024-03-31 0 $0 -4,697
   BRAUN STACEY ASSOCIATES INC 114 *Closed 2024-03-31 0 $0 -98,291
   Fox Hill Wealth Management 94 *Closed 2024-03-31 0 $0 -18,861
   FIFTH LANE CAPITAL LP 110 *Closed 2024-03-31 0 $0 -8,378
   Milestone Investment Advisors LLC 242 *Closed 2023-12-31 0 $0 -40
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 792 *Closed 2023-12-31 0 $0 -515
   Fund Management at Engine No. 1 LLC 129 *Closed 2023-12-31 0 $0 -7,885
   Centiva Capital LP 1336 *Closed 2023-12-31 0 $0 -7,255
   Fortis Group Advisors LLC *Closed 2024-03-31 0 $0 -3,823
   GILMAN HILL ASSET MANAGEMENT, LLC 221 *Closed 2024-03-31 0 $0 -4,500
   BTIM CORP. 374 *Closed 2024-03-31 0 $0 -3,347
   PAYDENFUNDS 166 *Closed 2023-09-30 0 $0 -300
   PANORAMIC INVESTMENT ADVISORS LLC 113 *Closed 2024-03-31 0 $0 -3,502
   EVERPAR ADVISORS LLC 265 *Closed 2024-03-31 0 $0 -11,276
   TEALWOOD ASSET MANAGEMENT INC 127 *Closed 2024-03-31 0 $0 -3,496
   ASSET PLANNING SERVICES INC /LA/ /ADV 36 *Closed 2024-03-31 0 $0 -83,163
   Crewe Advisors LLC 460 *Closed 2023-12-31 0 $0 -4
   Clarius Group LLC 495 *Closed 2024-03-31 0 $0 -5,542
   ADVOCATE GROUP LLC 125 *Closed 2024-03-31 0 $0 -13,320
   TRILLIUM ASSET MANAGEMENT CORP 228 *Closed 2023-12-31 0 $0 -4,925
   GeoWealth Management LLC 690 *Closed 2023-12-31 0 $0 -12,123
   FAYEZ SAROFIM & CO 296 *Closed 2023-12-31 0 $0 -5,272
   SEGALL BRYANT & HAMILL 409 *Closed 2023-12-31 0 $0 -69,922
   WELLINGTON MANAGEMENT CO LLP 1823 *Closed 2023-12-31 0 $0 -9,000
   ELEMENT CAPITAL MANAGEMENT LLC 63 *Closed 2023-12-31 0 $0 -59,768
   Glassman Wealth Services 1381 *Closed 2024-03-31 0 $0 -717
   GRAHAM CAPITAL MANAGEMENT LP 1103 *Closed 2023-12-31 0 $0 -6,026
   CX Institutional 558 *Closed 2024-03-31 0 $0 -5,707
   Ceredex Value Advisors LLC 171 *Closed 2024-03-31 0 $0 -734,700
   Jenkins Wealth 78 *Closed 2022-12-31 0 $0 -9,866
   WOODMONT INVESTMENT COUNSEL LLC 370 *Closed 2024-03-31 0 $0 -3,380
   Fortitude Family Office LLC 1055 *Closed 2024-03-31 0 $0 -200
   Ulland Investment Advisors LLC 249 *Closed 2024-03-31 0 $0 -470
   SENTRY INVESTMENT MANAGEMENT INC 518 *Closed 2023-12-31 0 $0 -3,176
   Perigon Wealth Management LLC *Closed 2024-03-31 0 $0 -3,346
   Teza Capital Management LLC 644 *Closed 2023-09-30 0 $0 -11,087
   Connor Clark & Lunn Investment Management Ltd. 1581 *Closed 2023-12-31 0 $0 -431,947
   Eaton Financial Holdings Company LLC 97 *Closed 2024-03-31 0 $0 -84,845
   CARY STREET PARTNER INVESTMENT ADVISORY LLC *Closed 2024-03-31 0 $0 -3,777
   VIRGINIA RETIREMENT SYSTEMS ET AL 1062 *Closed 2023-09-30 0 $0 -443,304
   SkyView Investment Advisors LLC 280 *Closed 2023-12-31 0 $0 -40
   Summit Global Investments *Closed 2024-03-31 0 $0 -5,335
   Rovida Advisors Inc. 19 *Closed 2023-12-31 0 $0 -230,000
   Numerai GP LLC 308 *Closed 2023-12-31 0 $0 -11,198
   Lighthouse Investment Partners LLC 391 *Closed 2023-12-31 0 $0 -558,752
   Desjardins Global Asset Management Inc. 678 *Closed 2023-12-31 0 $0 -1,036
   VERITABLE LP 670 *Closed 2023-09-30 0 $0 -19,256
   DONALDSON CAPITAL MANAGEMENT LLC 218 *Closed 2024-03-31 0 $0 -3,296
   OBrien Greene & Co. Inc *Closed 2024-03-31 0 $0 -6,878
   Arlington Trust Co LLC 896 *Closed 2024-03-31 0 $0 -25
   Alethea Capital Management LLC 51 *Closed 2023-12-31 0 $0 -7,524
   HTLF Bank 252 *Closed 2024-03-31 0 $0 -3,447
   LOGAN CAPITAL MANAGEMENT INC 510 *Closed 2023-12-31 0 $0 -7
   Burns Matteson Capital Management LLC 172 *Closed 2023-12-31 0 $0 -9,934
   MCKINLEY CARTER WEALTH SERVICES, INC. 311 *Closed 2024-03-31 0 $0 -3,571
   BAKER AVENUE ASSET MANAGEMENT, LP 1465 *Closed 2023-12-31 0 $0 -1,585
   Acrisure Capital Management LLC 148 *Closed 2023-06-30 0 $0 -4,881
   AIGEN INVESTMENT MANAGEMENT LP 895 *Closed 2023-12-31 0 $0 -37,538
   Ten Capital Wealth Advisors LLC 460 *Closed 2023-06-30 0 $0 -800
   WINDSOR CAPITAL MANAGEMENT, LLC 109 *Closed 2024-03-31 0 $0 -3,280
   Annapolis Financial Services LLC 449 *Closed 2024-03-31 0 $0 -259
   CALDWELL SUTTER CAPITAL INC. 956 *Closed 2024-03-31 0 $0 -1,379
   MADISON ASSET MANAGEMENT LLC 328 *Closed 2023-12-31 0 $0 -5,064
   JUPITER ASSET MANAGEMENT LTD 499 *Closed 2023-12-31 0 $0 -91,396
   STRS OHIO 2030 *Closed 2023-12-31 0 $0 -30,219
   Dynamic Advisors Solutions LLC 949 *Closed 2024-03-31 0 $0 -3,885
   EARNEST PARTNERS LLC 1141 *Closed 2023-12-31 0 $0 -327
   JNB Advisors LLC *Closed 2024-03-31 0 $0 -4,106
   CCG WEALTH MANAGEMENT LLC 74 *Closed 2024-03-31 0 $0 -3,784
   PEAK6 Investments LLC 1363 *Closed 2023-12-31 0 $0 -603
   SCHMIDT P J INVESTMENT MANAGEMENT INC 185 *Closed 2024-03-31 0 $0 -36,128
   Princeton Global Asset Management LLC 664 *Closed 2024-03-31 0 $0 -197
   SUSQUEHANNA FUNDAMENTAL INVESTMENTS LLC 234 *Closed 2023-12-31 0 $0 -272,362
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -4,251
   Tilt Investment Management Holdings PBC 155 *Closed 2023-12-31 0 $0 -36,492
   Krane Funds Advisors LLC 118 *Closed 2024-03-31 0 $0 -4,000
   WEISS CAPITAL LLC 360 *Closed 2023-12-31 0 $0 -47,523
   Accel Wealth Management 236 *Closed 2024-03-31 0 $0 -3,810
   TWO SIGMA ADVISERS, LLC 2694 *Closed 2023-12-31 0 $0 -27,500
   D E SHAW & CO INC 3249 *Closed 2023-12-31 0 $0 -576,238
   OSSIAM 674 *Closed 2023-12-31 0 $0 -3,946
   COHEN & STEERS INC 429 *Closed 2023-12-31 0 $0 -2,438
  100 Records found
  1    
  Page 1 of 1
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