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Xcel Energy (XEL) Institutional Ownership

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

Current
Institutional Ownership
Percentage
78.38%
Number of
Institutional Buyers
(last 12 months)
592
Total
Institutional Inflows
(last 12 months)
$3.13B
Number of
Institutional Sellers
(last 12 months)
417
Total
Institutional Outflows
(last 12 months)
$2.98B
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XEL Institutional Buying and Selling by Quarter

Xcel Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Sumitomo Life Insurance Co.7,304$393K0.0%-5.3%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.4,358$234K0.0%N/A0.001%
4/26/2024Verdence Capital Advisors LLC10,717$576K0.1%+5.3%0.002%
4/26/2024Checchi Capital Advisers LLC6,475$348K0.0%-6.3%0.001%
4/26/2024Bogart Wealth LLC76,951$4.14M0.2%-24.3%0.014%
4/25/2024Lindbrook Capital LLC2,482$133K0.0%-31.6%0.000%
4/25/2024New York State Teachers Retirement System532,302$28.61M0.1%-2.0%0.096%
4/25/2024Bank of New York Mellon Corp3,838,266$206.31M0.0%-6.0%0.691%
4/25/2024Equitable Trust Co.16,813$904K0.1%N/A0.003%
4/25/2024Triumph Capital Management4,636$247K0.1%+15.4%0.001%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 345,088$18.55M0.1%+104.5%0.062%
4/25/2024 Cambridge Investment Research Advisors Inc.116,768$6.28M0.0%+0.5%0.021%
4/25/2024 Christopher J. Hasenberg Inc2,194$118K0.1%N/A0.000%
4/24/2024 V Square Quantitative Management LLC6,894$371K0.1%+48.6%0.001%
4/24/2024 Smith Anglin Financial LLC5,996$322K0.0%+13.5%0.001%
4/24/2024 Simplicity Wealth LLC14,343$771K0.0%N/A0.003%
4/24/2024 Avitas Wealth Management LLC39,694$2.13M0.3%+1.1%0.007%
4/24/2024 Spire Wealth Management5,786$311K0.0%-8.6%0.001%
4/24/2024 Bar Harbor Wealth Management5,389$290K0.0%-5.3%0.001%
4/24/2024 Assenagon Asset Management S.A.420,735$22.62M0.1%+2,617.9%0.076%
4/23/2024 Global Retirement Partners LLC4,290$231K0.0%+13.5%0.001%
4/23/2024 Louisiana State Employees Retirement System75,600$4.06M0.1%-2.1%0.014%
4/23/2024 Amalgamated Bank114,303$6.14M0.1%-14.5%0.021%
4/23/2024 New Mexico Educational Retirement Board27,778$1.49M0.1%-3.1%0.005%
4/23/2024 Tyche Wealth Partners LLC5,448$293K0.1%-36.1%0.001%
4/23/2024 Fifth Third Bancorp44,769$2.41M0.0%-26.3%0.008%
4/23/2024 Wesbanco Bank Inc.4,059$218K0.0%-6.2%0.001%
4/23/2024 Summit Trail Advisors LLC20,934$1.13M0.0%N/A0.004%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,765$97K0.0%-77.3%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.118,214$6.35M0.0%-6.1%0.021%
4/22/2024 PFG Investments LLC6,459$347K0.0%+4.1%0.001%
4/22/2024 Parsons Capital Management Inc. RI7,922$426K0.0%-3.5%0.001%
4/22/2024 Raymond James & Associates601,578$32.34M0.0%-10.4%0.108%
4/22/2024 IFM Investors Pty Ltd189,245$10.17M0.1%+1.4%0.034%
4/20/2024 Maryland State Retirement & Pension System43,243$2.28M0.0%+2.8%0.008%
4/20/2024 Kesler Norman & Wride LLC10,239$550K0.1%-60.6%0.002%
4/19/2024 Financial Perspectives Inc2,046$110K0.0%-41.9%0.000%
4/19/2024 Amarillo National Bank12,050$648K0.1%+4.2%0.002%
4/19/2024 Legacy Wealth Asset Management LLC7,438$400K0.1%N/A0.001%
4/19/2024 First Trust Direct Indexing L.P.7,916$425K0.0%-17.4%0.001%
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4/19/2024 Norden Group LLC66,672$3.58M0.0%N/A0.012%
4/19/2024 State of Alaska Department of Revenue101,005$5.43M0.1%-11.3%0.018%
4/19/2024 Carret Asset Management LLC8,339$448K0.1%-2.9%0.002%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.1,625,530$87.37M0.1%+2.4%0.293%
4/18/2024 Farmers & Merchants Investments Inc.5,178$278K0.0%-48.1%0.001%
4/18/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH15,382$827K0.2%N/A0.003%
4/18/2024 Allspring Global Investments Holdings LLC221,248$11.89M0.0%+0.2%0.040%
4/18/2024 Stewart & Patten Co. LLC314,512$16.91M2.5%+1.5%0.057%
4/18/2024 Park Place Capital Corp5,394$290K0.1%-22.1%0.001%
4/18/2024 Claro Advisors LLC26,938$1.45M0.3%-6.1%0.005%
4/18/2024 Oliver Luxxe Assets LLC95,080$5.11M1.1%N/A0.017%
4/17/2024 First Bank & Trust48,614$2.61M0.5%-30.9%0.009%
4/17/2024 Hennion & Walsh Asset Management Inc.39,854$2.14M0.1%-6.4%0.007%
4/16/2024 First Dallas Securities Inc.32,283$1.74M0.8%-8.4%0.006%
4/16/2024 DeDora Capital Inc.18,595$999K0.3%+15.0%0.003%
4/16/2024 Hennessy Advisors Inc.111,299$5.98M0.3%-3.9%0.020%
4/16/2024 Wealth Enhancement Advisory Services LLC320,285$17.22M0.0%-2.0%0.058%
4/16/2024 Procyon Advisors LLC23,469$1.26M0.1%+26.9%0.004%
4/16/2024 First National Bank Sioux Falls4,079$219K0.1%+19.8%0.001%
4/16/2024 Viking Fund Management LLC102,400$5.50M1.0%N/A0.018%
4/15/2024 Epiq Partners LLC29,072$1.56M1.0%+0.7%0.005%
4/15/2024 Brookstone Capital Management5,448$293K0.0%-11.3%0.001%
4/15/2024 Kingswood Wealth Advisors LLC5,575$300K0.0%-53.7%0.001%
4/12/2024 Riverview Trust Co2,333$125K0.1%N/A0.000%
4/12/2024 Gateway Investment Advisers LLC202,747$10.90M0.1%-55.2%0.037%
4/12/2024 Strong Tower Advisory Services19,818$1.06M0.4%N/A0.004%
4/12/2024 Global Assets Advisory LLC64,469$3.47M0.0%N/A0.012%
4/12/2024 Carlson Capital Management3,970$213K0.0%-67.1%0.001%
4/12/2024 AdvisorNet Financial Inc30,401$1.63M0.2%-46.2%0.005%
4/12/2024 First PREMIER Bank79,202$4.26M1.1%-3.5%0.014%
4/11/2024 Ballentine Partners LLC13,467$724K0.0%-17.1%0.002%
4/11/2024 Bridge Creek Capital Management LLC53,942$2.90M0.9%+2.8%0.010%
4/11/2024 International Assets Investment Management LLC8,276$441K0.0%-14.8%0.001%
4/11/2024 &PARTNERS6,012$323K0.0%N/A0.001%
4/11/2024Central Bank & Trust Co.26,230$1.41M0.2%-5.1%0.005%
4/11/2024 17 Capital Partners LLC19,464$1.05M0.8%+451.9%0.004%
4/11/2024 Gulf International Bank UK Ltd45,439$2.44M0.1%+0.6%0.008%
4/11/2024 Meyer Handelman Co.58,870$3.16M0.1%-0.8%0.011%
4/11/2024 Financiere des Professionnels Fonds d investissement inc.74,188$3.99M0.3%-35.9%0.013%
4/11/2024 BTC Capital Management Inc.108,051$5.81M0.5%N/A0.019%
4/10/2024 CVA Family Office LLC2,851$153K0.0%+13.3%0.001%
4/10/2024 Park Avenue Securities LLC7,989$429K0.0%-6.8%0.001%
4/10/2024 Wedmont Private Capital3,950$215K0.0%-24.6%0.001%
4/10/2024 Banque Cantonale Vaudoise882$47K0.0%-27.8%0.000%
4/10/2024 Bruce G. Allen Investments LLC667$36K0.0%-78.3%0.000%
4/10/2024 Polianta Ltd21,500$1.16M0.6%N/A0.004%
4/10/2024 Czech National Bank97,092$5.22M0.1%+0.5%0.017%
4/10/2024 Fulton Bank N.A.20,530$1.10M0.0%+72.5%0.004%
4/9/2024 Alaska Permanent Fund Corp89,783$4.83M0.1%+0.6%0.016%
4/9/2024 Massmutual Trust Co. FSB ADV1,060$57K0.0%-34.6%0.000%
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4/9/2024 Mather Group LLC.2,023$109K0.0%N/A0.000%
4/5/2024 First Hawaiian Bank10,335$556K0.0%+4.3%0.002%
4/5/2024 GAMMA Investing LLC6,855$368K0.1%-10.7%0.001%
4/5/2024 Los Angeles Capital Management LLC109,934$5.91M0.0%+497.7%0.020%
4/5/2024 NBC Securities Inc.4,434$238K0.0%-38.7%0.001%
4/5/2024 CWM LLC33,085$1.78M0.0%+6.6%0.006%
4/4/2024 Moody National Bank Trust Division3,820$205K0.0%+7.5%0.001%
4/3/2024 Reinhart Partners LLC.204,022$10.97M0.4%N/A0.037%
3/29/2024Kapitalo Investimentos Ltda4,454$276K0.1%N/A0.001%
3/27/2024Nomura Holdings Inc.11,118$688K0.0%N/A0.002%
(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, 1,042 institutional investors and hedge funds held shares of Xcel Energy. The most heavily invested institutionals were Vanguard Group Inc. ($3.67B), 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 909 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. ($9.58M), JPMorgan Chase & Co. ($4.42M), Victory Capital Management Inc. ($4.06M), Massachusetts Financial Services Co. MA ($4.03M), State Street Corp ($3.74M), Strategic Wealth Investment Group LLC ($3.22M), and Natixis ($2.89M).

How much institutional buying is happening at Xcel Energy?

Institutional investors have bought a total of 93,772,047 shares in the last 24 months. This purchase volume represents approximately $8.68B in transactions.

Which Xcel Energy major shareholders have been selling company stock?

Of the 595 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: Magellan Asset Management Ltd ($19.67M), Price T Rowe Associates Inc. MD ($14.85M), JPMorgan Chase & Co. ($11.15M), BlackRock Inc. ($8.22M), Ameriprise Financial Inc. ($4.34M), Natixis ($2.47M), and Deutsche Bank AG ($2.06M).

How much institutional selling is happening at Xcel Energy?

Institutional investors have sold a total of 109,523,366 shares in the last 24 months. This volume of shares sold represents approximately $10.54B in transactions.


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This page (NASDAQ:XEL) was last updated on 4/26/2024 by MarketBeat.com Staff

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