Xcel Energy (XEL) Institutional Ownership

$57.36

+0.49 (+0.86%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 78.38%
Number of Institutional Buyers (last 12 months): 570
Total Institutional Inflows (last 12 months): $3.04B

Number of Institutional Sellers (last 12 months): 415
Total Institutional Outflows (last 12 months): $2.39B

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XEL Institutional Buying and Selling by Quarter

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Xcel Energy Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Ballast Advisors LLC	4,700	$251K	0.1%	-11.4%	0.001%
7/26/2024	Checchi Capital Advisers LLC	5,411	$289K	0.0%	-16.4%	0.001%
7/26/2024	Harbour Investments Inc.	18,117	$968K	0.0%	-3.4%	0.003%
7/26/2024	Eagle Bay Advisors LLC	1,795	$97K	0.1%	+1,894.4%	0.000%
7/26/2024	Cambridge Investment Research Advisors Inc.	94,064	$5.02M	0.0%	-19.4%	0.017%
7/26/2024	Dearborn Partners LLC	12,122	$647K	0.0%	+22.2%	0.002%
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7/26/2024	Allspring Global Investments Holdings LLC	166,939	$8.92M	0.0%	-24.5%	0.030%
7/26/2024	State of Michigan Retirement System	152,194	$8.13M	0.0%	+0.7%	0.027%
7/26/2024	Bailard Inc.	12,074	$645K	0.0%	+2.0%	0.002%
7/26/2024	Verdence Capital Advisors LLC	21,188	$1.13M	0.1%	+97.7%	0.004%
7/26/2024	Bank of New York Mellon Corp	3,778,037	$201.79M	0.0%	-1.6%	0.680%
7/25/2024	Christopher J. Hasenberg Inc	5,137	$274K	0.1%	+134.1%	0.001%
7/25/2024	Raymond James Trust N.A.	18,050	$964K	0.0%	+42.7%	0.003%
7/25/2024	Capital Advisors Ltd. LLC	1,145	$61K	0.0%	+64.0%	0.000%
7/25/2024	Calamos Advisors LLC	161,508	$8.63M	0.0%	-3.5%	0.029%
7/25/2024	AMG National Trust Bank	5,262	$281K	0.0%	-26.7%	0.001%
7/25/2024	Spirit of America Management Corp NY	7,350	$393K	0.1%	+9.7%	0.001%
7/25/2024	Mn Services Vermogensbeheer B.V.	216,855	$11.58M	0.1%	-2.8%	0.039%
7/24/2024	LRI Investments LLC	2,867	$153K	0.0%	+5,309.4%	0.001%
7/24/2024	Family Firm Inc.	2,025	$108K	0.0%	N/A	0.000%
7/24/2024	Retirement Systems of Alabama	122,567	$6.55M	0.0%	+0.6%	0.022%
7/24/2024	Quotient Wealth Partners LLC	23,942	$1.28M	0.0%	-7.6%	0.004%
7/24/2024	New York State Teachers Retirement System	524,720	$28.03M	0.1%	-1.4%	0.094%
7/24/2024	&PARTNERS	27,329	$1.46M	0.1%	+354.6%	0.005%
7/23/2024	GYL Financial Synergies LLC	14,765	$789K	0.1%	-14.8%	0.003%
7/23/2024	Hennessy Advisors Inc.	113,599	$6.07M	0.2%	+2.1%	0.020%
7/23/2024	First National Bank & Trust Co. of Newtown	8,016	$428K	0.1%	-17.5%	0.001%
7/23/2024	American National Bank	595	$32K	0.0%	N/A	0.000%
7/23/2024	Fifth Third Wealth Advisors LLC	4,244	$227K	0.0%	N/A	0.001%
7/22/2024	Capital Advisory Group Advisory Services LLC	7,868	$420K	0.2%	-8.3%	0.001%
7/22/2024	Aaron Wealth Advisors LLC	4,282	$229K	0.0%	N/A	0.001%
7/22/2024	Fifth Third Bancorp	41,923	$2.24M	0.0%	-6.4%	0.008%
7/22/2024	Commerzbank Aktiengesellschaft FI	31,848	$1.70M	0.1%	+156.4%	0.006%
7/22/2024	Chevy Chase Trust Holdings LLC	305,171	$16.30M	0.1%	-0.7%	0.055%
7/22/2024	Focus Financial Network Inc.	106,056	$5.87M	0.2%	-2.5%	0.019%
7/22/2024	Sanibel Captiva Trust Company Inc.	12,384	$661K	0.0%	N/A	0.002%
7/22/2024	Sunpointe LLC	3,752	$202K	0.1%	N/A	0.001%
7/22/2024	Pallas Capital Advisors LLC	17,863	$996K	0.0%	+36.2%	0.003%
7/20/2024	First Horizon Advisors Inc.	5,915	$316K	0.0%	+6.0%	0.001%
7/20/2024	Nisa Investment Advisors LLC	65,221	$3.52M	0.0%	-0.6%	0.012%
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7/20/2024	Hennion & Walsh Asset Management Inc.	30,578	$1.63M	0.1%	-23.3%	0.006%
7/19/2024	BTC Capital Management Inc.	109,061	$5.83M	0.5%	+0.9%	0.020%
7/19/2024	Western Wealth Management LLC	16,883	$902K	0.1%	-1.7%	0.003%
7/19/2024	Raymond James & Associates	1,103,809	$58.95M	0.0%	+83.5%	0.199%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	1,497,830	$80.00M	0.1%	-7.9%	0.270%
7/19/2024	Sumitomo Life Insurance Co.	6,408	$342K	0.0%	-12.3%	0.001%
7/19/2024	Tyche Wealth Partners LLC	3,911	$209K	0.1%	-28.2%	0.001%
7/19/2024	Everpar Advisors LLC	6,319	$337K	0.2%	N/A	0.001%
7/18/2024	Gradient Investments LLC	279,456	$14.93M	0.3%	+362,829.9%	0.050%
7/18/2024	Blue Trust Inc.	4,617	$248K	0.0%	+26.3%	0.001%
7/18/2024	TruNorth Capital Management LLC	557	$30K	0.0%	N/A	0.000%
7/18/2024	Reinhart Partners LLC.	194,133	$10.37M	0.4%	-4.8%	0.035%
7/18/2024	Royal Fund Management LLC	18,692	$998K	0.1%	N/A	0.003%
7/18/2024	17 Capital Partners LLC	18,264	$975K	0.7%	-6.2%	0.003%
7/18/2024	Assenagon Asset Management S.A.	526,206	$28.11M	0.1%	+25.1%	0.095%
7/17/2024	ARS Investment Partners LLC	35,359	$1.89M	0.2%	-4.1%	0.006%
7/17/2024	SOA Wealth Advisors LLC.	676	$36K	0.0%	-44.7%	0.000%
7/17/2024	DeDora Capital Inc.	19,399	$1.04M	0.3%	+4.3%	0.003%
7/17/2024	Corundum Group Inc.	13,882	$741K	0.3%	+151.3%	0.002%
7/17/2024	First PREMIER Bank	77,751	$4.15M	1.1%	-1.8%	0.014%
7/17/2024	Keudell Morrison Wealth Management	5,719	$305K	0.1%	N/A	0.001%
7/17/2024	AdvisorNet Financial Inc	22,973	$1.23M	0.1%	-24.4%	0.004%
7/16/2024	Envestnet Portfolio Solutions Inc.	61,167	$3.27M	0.0%	+21.6%	0.011%
7/16/2024	GPS Wealth Strategies Group LLC	3,695	$197K	0.0%	-6.7%	0.001%
7/16/2024	Bremer Bank National Association	6,140	$328K	0.1%	-69.8%	0.001%
7/16/2024	V Square Quantitative Management LLC	6,192	$331K	0.1%	-10.2%	0.001%
7/16/2024	Great Valley Advisor Group Inc.	19,599	$1.05M	0.0%	+11.2%	0.004%
7/16/2024	Wealth Enhancement Advisory Services LLC	346,354	$18.50M	0.0%	+8.1%	0.062%
7/16/2024	Meyer Handelman Co.	57,900	$3.09M	0.1%	-1.6%	0.010%
7/16/2024	M&G Plc	29,558	$1.57M	0.0%	N/A	0.005%
7/16/2024	Wedmont Private Capital	4,980	$270K	0.0%	+26.1%	0.001%
7/16/2024	Voisard Asset Management Group Inc.	800	$43K	0.0%	N/A	0.000%
7/16/2024	Sequoia Financial Advisors LLC	8,102	$433K	0.0%	+37.5%	0.001%
7/16/2024	Strong Tower Advisory Services	26,011	$1.39M	0.5%	+31.2%	0.005%
7/15/2024	Bridge Creek Capital Management LLC	58,392	$3.12M	1.0%	+8.2%	0.011%
7/15/2024	RFG Advisory LLC	5,720	$306K	0.0%	+6.0%	0.001%
7/15/2024	Securian Asset Management Inc.	31,906	$1.70M	0.0%	-1.8%	0.006%
7/15/2024	Czech National Bank	105,882	$5.66M	0.1%	+9.1%	0.019%
7/12/2024	Mitchell & Pahl Private Wealth LLC	20,238	$1.08M	0.6%	+3.6%	0.004%
7/12/2024	Bond & Devick Financial Network Inc.	15,804	$844K	0.5%	+2.0%	0.003%
7/12/2024	Bruce G. Allen Investments LLC	465	$25K	0.0%	-30.3%	0.000%
7/12/2024	Gateway Investment Advisers LLC	10,074	$538K	0.0%	-95.0%	0.002%
7/12/2024	SG Americas Securities LLC	123,610	$6.60M	0.0%	-67.0%	0.022%
7/12/2024	QRG Capital Management Inc.	39,808	$2.13M	0.0%	+0.7%	0.007%
7/12/2024	Capital Investment Advisors LLC	5,181	$277K	0.0%	-19.7%	0.001%
7/11/2024	Amarillo National Bank	8,294	$443K	0.1%	-31.2%	0.001%
7/11/2024	Clarius Group LLC	3,973	$212K	0.0%	N/A	0.001%
7/11/2024	Smith Anglin Financial LLC	5,331	$285K	0.0%	-11.1%	0.001%
7/10/2024	Csenge Advisory Group	5,839	$312K	0.0%	+31.8%	0.001%
7/10/2024	Simplicity Wealth LLC	22,999	$1.23M	0.0%	+60.3%	0.004%
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7/10/2024	Lantz Financial LLC	6,254	$334K	0.1%	+57.3%	0.001%
7/10/2024	RDA Financial Network	6,750	$361K	0.1%	+25.1%	0.001%
7/10/2024	Epiq Partners LLC	28,871	$1.54M	1.0%	-0.7%	0.005%
7/10/2024	CWM LLC	36,923	$1.97M	0.0%	+11.6%	0.007%
7/10/2024	CVA Family Office LLC	571	$30K	0.0%	-80.0%	0.000%
7/10/2024	AMF Tjanstepension AB	12,259	$655K	0.0%	N/A	0.002%
7/9/2024	Park Avenue Securities LLC	15,374	$821K	0.0%	+92.4%	0.003%
7/9/2024	Kingswood Wealth Advisors LLC	5,911	$316K	0.0%	+6.0%	0.001%
7/9/2024	First Bank & Trust	58,667	$3.13M	0.6%	+20.7%	0.011%
7/9/2024	Fulton Bank N.A.	21,958	$1.17M	0.0%	+7.0%	0.004%

(Data available from 1/1/2016 forward)

XEL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XEL shares?: During the previous two years, 1,034 institutional investors and hedge funds held shares of Xcel Energy. The most heavily invested institutionals were Vanguard Group Inc. ($3.88B), BlackRock Inc. ($3.11B), State Street Corp ($1.87B), JPMorgan Chase & Co. ($1.46B), Massachusetts Financial Services Co. MA ($1.24B), Aristotle Capital Management LLC ($841.41M), and Geode Capital Management LLC ($786.48M).Learn more on XEL's institutional investors.
What percentage of Xcel Energy stock is owned by institutional investors?: 78.38% of Xcel Energy stock is owned by institutional investors. Learn more on XEL's institutional investor holdings.
Which institutional investors have been buying Xcel Energy stock?: Of the 885 institutional investors that purchased Xcel Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($9.69M), Price T Rowe Associates Inc. MD ($6.68M), JPMorgan Chase & Co. ($4.42M), Massachusetts Financial Services Co. MA ($4.03M), Strategic Wealth Investment Group LLC ($3.22M), Natixis ($3.05M), and Victory Capital Management Inc. ($2.89M).

How much institutional buying is happening at Xcel Energy?: Institutional investors have bought a total of 95,644,033 shares in the last 24 months. This purchase volume represents approximately $7.68B in transactions.
Which Xcel Energy major shareholders have been selling company stock?: Of the 600 institutional investors that sold Xcel Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($14.85M), JPMorgan Chase & Co. ($9.99M), Magellan Asset Management Ltd ($7.00M), Ameriprise Financial Inc. ($4.34M), Natixis ($2.47M), Deutsche Bank AG ($2.06M), and Aristotle Capital Management LLC ($1.77M).
How much institutional selling is happening at Xcel Energy?: Institutional investors have sold a total of 86,735,373 shares in the last 24 months. This volume of shares sold represents approximately $6.87B in transactions.