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Xcel Energy (XEL) Institutional Ownership

$53.72
-0.33 (-0.61%)
(As of 05/24/2024 04:00 PM ET)

Institutional Ownership Changes (13F Filings) for Xcel Energy (NASDAQ:XEL)

Current
Institutional Ownership
Percentage
78.38%
Number of
Institutional Buyers
(last 12 months)
570
Total
Institutional Inflows
(last 12 months)
$3.03B
Number of
Institutional Sellers
(last 12 months)
418
Total
Institutional Outflows
(last 12 months)
$2.37B
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XEL Institutional Buying and Selling by Quarter

Xcel Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC30,516$1.64M0.0%+177.4%0.005%
5/24/2024 Cetera Investment Advisers107,344$5.77M0.0%+165.0%0.019%
5/22/2024 Beck Bode LLC180,036$9.68M2.0%+21.3%0.032%
5/21/2024 Atria Investments Inc64,332$3.46M0.0%+10.9%0.012%
5/20/2024 Virtu Financial LLC18,488$994K0.1%N/A0.003%
5/17/2024 Zimmer Partners LP932,505$50.12M1.1%+1,765.0%0.168%
5/17/2024 iA Global Asset Management Inc.67,001$3.60M0.0%-4.9%0.012%
5/17/2024 LBP AM SA89,661$4.82M0.2%+1,137.6%0.016%
5/17/2024 Comerica Bank141,813$7.62M0.0%-11.1%0.026%
5/17/2024 Tidal Investments LLC28,641$1.54M0.0%+4.4%0.005%
5/16/2024 California State Teachers Retirement System740,156$39.78M0.1%-3.7%0.133%
5/16/2024 B. Riley Wealth Advisors Inc.9,909$572K0.0%-7.5%0.002%
5/16/2024 Janus Henderson Group PLC71,410$3.84M0.0%-8.5%0.013%
5/16/2024 BROOKFIELD Corp ON 275,627$14.82M0.1%+199.2%0.050%
5/16/2024 BTG Pactual Global Asset Management Ltd62,331$3.35M0.6%N/A0.011%
5/16/2024 Bayesian Capital Management LP25,146$1.35M0.1%-78.5%0.005%
5/16/2024 Zurich Insurance Group Ltd FI662,755$35.62M0.3%N/A0.119%
5/15/2024 SVB Wealth LLC7,172$386K0.0%-10.3%0.001%
5/15/2024 Public Employees Retirement System of Ohio216,497$11.64M0.0%-29.0%0.039%
5/15/2024 Public Employees Retirement Association of Colorado77,898$4.19M0.0%-2.3%0.014%
5/15/2024 Energy Income Partners LLC940,871$50.57M1.0%-1.5%0.169%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund18,210$979K0.1%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems41,907$2.25M0.1%-5.1%0.008%
5/15/2024 Price T Rowe Associates Inc. MD7,552,625$405.96M0.0%+770.0%1.359%
5/15/2024 BOKF NA24,678$1.32M0.0%+18.2%0.004%
5/15/2024 Lazard Asset Management LLC520,452$27.97M0.0%+10.7%0.094%
5/15/2024 LRI Investments LLC2,603$145K0.0%N/A0.000%
5/15/2024 Quadrature Capital Ltd258,460$13.89M0.2%+1,597.8%0.047%
5/15/2024 Gabelli Funds LLC560,499$30.13M0.2%-3.4%0.101%
5/14/2024 Canada Pension Plan Investment Board1,037,385$55.76M0.1%-9.0%0.187%
5/14/2024 Capital Research Global Investors3,380,610$181.71M0.0%+0.0%0.608%
5/14/2024 Toronto Dominion Bank179,833$9.67M0.0%-43.5%0.032%
5/14/2024 Advisors Asset Management Inc.37,350$2.01M0.0%-5.5%0.007%
5/14/2024 EP Wealth Advisors LLC12,477$671K0.0%+10.9%0.002%
5/14/2024 EntryPoint Capital LLC2,584$139K0.1%N/A0.000%
5/14/2024 Shell Asset Management Co.32,577$1.75M0.1%+23.5%0.006%
5/14/2024 Elgethun Capital Management2,546$135K0.0%+27.1%0.000%
5/14/2024 Meritage Group LP5,666$305K0.0%+32.7%0.001%
5/14/2024 Natixis155,318$8.35M0.0%N/A0.028%
5/14/2024 InterOcean Capital Group LLC4,499$242K0.0%N/A0.001%
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5/14/2024 Pitcairn Co.4,172$224K0.0%N/A0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund389,820$20.95M0.1%-38.8%0.070%
5/14/2024 CANADA LIFE ASSURANCE Co307,025$16.51M0.0%-0.3%0.055%
5/14/2024 American International Group Inc.182,362$9.80M0.0%-0.4%0.033%
5/14/2024 Vaughan David Investments LLC IL645,958$34.72M0.9%+2.6%0.116%
5/14/2024 National Bank of Canada FI810,413$44.95M0.1%-22.9%0.146%
5/14/2024 Lake Street Advisors Group LLC4,139$225K0.0%-6.0%0.001%
5/13/2024 Bessemer Group Inc.15,245$821K0.0%-15.3%0.003%
5/13/2024 UniSuper Management Pty Ltd25,084$1.35M0.0%+402.7%0.005%
5/13/2024 Seven Eight Capital LP129,362$6.95M0.7%+2,943.1%0.023%
5/13/2024 Invesco LLC4,144$223K0.1%+9.5%0.001%
5/13/2024 O Shaughnessy Asset Management LLC60,075$3.23M0.0%-7.3%0.011%
5/13/2024 Ameritas Investment Partners Inc.47,590$2.56M0.1%+109.3%0.009%
5/11/2024 Covestor Ltd1,316$71K0.0%+325.9%0.000%
5/10/2024 Ontario Teachers Pension Plan Board162,808$8.75M0.1%+68.9%0.029%
5/10/2024 Osaic Holdings Inc.153,514$8.25M0.0%-13.6%0.028%
5/10/2024 Acadian Asset Management LLC611$32K0.0%-72.0%0.000%
5/10/2024 Vanguard Group Inc.72,097,430$3.88B0.1%+0.1%12.976%
5/10/2024 Intech Investment Management LLC138,614$7.45M0.1%-23.9%0.025%
5/10/2024 Nicolet Advisory Services LLC6,362$346K0.0%+55.7%0.001%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp4,186,101$223.26M0.5%+1.8%0.753%
5/10/2024 Jupiter Asset Management Ltd.1,493,634$80.28M0.8%N/A0.269%
5/9/2024 Kure Advisory LLC4,003$215K0.2%-36.4%0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC17,594$946K0.1%+10.9%0.003%
5/9/2024 Orion Portfolio Solutions LLC18,184$977K0.0%-14.6%0.003%
5/9/2024 Blair William & Co. IL40,784$2.19M0.0%-0.7%0.007%
5/9/2024 Kingsview Wealth Management LLC10,761$578K0.0%-2.4%0.002%
5/9/2024 Midwest Professional Planners LTD.9,654$519K0.2%+14.0%0.002%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.691,665$37.18M0.1%+15.9%0.124%
5/9/2024 Tradewinds LLC.4,201$226K0.2%N/A0.001%
5/9/2024 State Board of Administration of Florida Retirement System622,975$33.49M0.1%+4.2%0.112%
5/9/2024 Dearborn Partners LLC9,923$533K0.0%-3.5%0.002%
5/9/2024 Koshinski Asset Management Inc.15,932$856K0.1%-9.6%0.003%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.40,362$2.17M0.0%-8.1%0.007%
5/8/2024 Sheets Smith Wealth Management9,399$505K0.1%-11.3%0.002%
5/8/2024 Bleakley Financial Group LLC14,378$773K0.0%-10.4%0.003%
5/8/2024 ProShare Advisors LLC643,986$34.61M0.1%+23.2%0.116%
5/8/2024 Cognios Beta Neutral Large Cap Fund LP7,434$400K0.5%N/A0.001%
5/8/2024 Avantax Advisory Services Inc.16,054$863K0.0%+1.3%0.003%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,105,022$59.40M0.4%+6.6%0.199%
5/8/2024 US Bancorp DE385,193$20.70M0.0%-4.8%0.069%
5/8/2024 Russell Investments Group Ltd.1,217,098$65.42M0.1%+2.7%0.219%
5/8/2024 Qsemble Capital Management LP56,190$3.02M0.7%+457.2%0.010%
5/8/2024 QRG Capital Management Inc.39,536$2.13M0.0%+28.4%0.007%
5/8/2024 Headlands Technologies LLC35,599$1.91M0.5%+492.7%0.006%
5/8/2024 Williams Jones Wealth Management LLC.3,775$203K0.0%-23.1%0.001%
5/7/2024 Meeder Advisory Services Inc.6,624$356K0.0%-3.1%0.001%
5/7/2024 Meeder Asset Management Inc.33,505$1.80M0.1%N/A0.006%
5/7/2024 NorthRock Partners LLC14,364$772K0.1%-10.4%0.003%
5/7/2024 Sei Investments Co.764,063$41.07M0.1%+3.1%0.138%
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I call these Nvidia’s “Silent Partners.”
5/7/2024 Chilton Capital Management LLC2,000$108K0.0%-38.4%0.000%
5/7/2024 Concurrent Investment Advisors LLC6,739$362K0.0%-20.0%0.001%
5/7/2024 Anchor Capital Advisors LLC510,589$27.44M0.7%-6.8%0.092%
5/7/2024 Montag A & Associates Inc.4,422$240K0.0%-8.5%0.001%
5/7/2024Susquehanna Fundamental Investments LLC488,722$26.27M1.2%N/A0.088%
5/7/2024 KCM Investment Advisors LLC7,409$398K0.0%+15.5%0.001%
5/7/2024 Smithfield Trust Co2,401$129K0.0%-11.3%0.000%
5/7/2024 Swiss National Bank1,652,500$88.82M0.1%-4.2%0.297%
5/7/2024 Reaves W H & Co. Inc.436,276$23.45M0.8%-70.7%0.079%
5/7/2024 Forsta AP Fonden190,600$10.25M0.1%+91.6%0.034%
(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, 1,029 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 96,745,776 shares in the last 24 months. This purchase volume represents approximately $7.94B in transactions.

Which Xcel Energy major shareholders have been selling company stock?

Of the 597 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 86,534,921 shares in the last 24 months. This volume of shares sold represents approximately $6.92B in transactions.


This page (NASDAQ:XEL) was last updated on 5/27/2024 by MarketBeat.com Staff

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