Xcel Energy (XEL) Institutional Ownership

$54.93
-0.09 (-0.16%)
(As of 05/8/2024 ET)

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

Current
Institutional Ownership
Percentage
78.38%
Number of
Institutional Buyers
(last 12 months)
585
Total
Institutional Inflows
(last 12 months)
$3.02B
Number of
Institutional Sellers
(last 12 months)
420
Total
Institutional Outflows
(last 12 months)
$2.96B
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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
5/8/2024Sheets Smith Wealth Management9,399$505K0.1%-11.3%0.002%
5/8/2024Bleakley Financial Group LLC14,378$773K0.0%-10.4%0.003%
5/8/2024ProShare Advisors LLC643,986$34.61M0.1%+23.2%0.116%
5/8/2024Cognios Beta Neutral Large Cap Fund LP7,434$400K0.5%N/A0.001%
5/8/2024Avantax Advisory Services Inc.16,054$863K0.0%+1.3%0.003%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,105,022$59.40M0.4%+6.6%0.199%
5/8/2024US Bancorp DE385,193$20.70M0.0%-4.8%0.069%
5/8/2024Russell 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%
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%
5/7/2024 Illinois Municipal Retirement Fund164,435$8.84M0.1%-30.8%0.030%
5/7/2024 Oppenheimer Asset Management Inc.17,956$965K0.0%N/A0.003%
5/7/2024 Oppenheimer & Co. Inc.21,512$1.16M0.0%-34.5%0.004%
5/7/2024 SG Americas Securities LLC374,967$20.15M0.1%-7.9%0.067%
5/7/2024 Marquette Asset Management LLC2,300$124K0.0%+52.3%0.000%
5/7/2024 Empowered Funds LLC25,811$1.39M0.0%+40.1%0.005%
5/7/2024 Sciencast Management LP31,029$1.67M1.0%+23.1%0.006%
5/6/2024 Quantbot Technologies LP252,739$13.59M0.8%+638.9%0.045%
5/6/2024 Envestnet Portfolio Solutions Inc.50,316$2.70M0.0%+0.6%0.009%
5/6/2024 Empirical Finance LLC19,578$1.05M0.1%+3.5%0.004%
5/6/2024 Duality Advisers LP56,737$3.05M0.3%N/A0.010%
5/6/2024 OLD Second National Bank of Aurora5,698$306K0.1%-14.9%0.001%
5/6/2024 Kayne Anderson Capital Advisors LP107,826$5.80M0.2%-66.8%0.019%
5/6/2024 Manchester Capital Management LLC4,261$229K0.0%+62.0%0.001%
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5/3/2024 Mediolanum International Funds Ltd76,422$4.08M0.1%N/A0.014%
5/3/2024 Chevy Chase Trust Holdings LLC307,420$16.52M0.1%-0.6%0.055%
5/3/2024 Commerce Bank194,351$10.45M0.1%-20.9%0.035%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S16,946$911K0.0%+63.4%0.003%
5/3/2024 Whittier Trust Co.2,641$142K0.0%+18.4%0.000%
5/2/2024 Jennison Associates LLC1,361,016$73.16M0.0%-6.2%0.245%
5/2/2024 Mutual of America Capital Management LLC72,349$3.89M0.0%-2.0%0.013%
5/2/2024 Daiwa Securities Group Inc.100,969$5.43M0.0%+24.8%0.018%
5/2/2024 Nordea Investment Management AB2,825,061$151.54M0.2%-4.4%0.508%
5/2/2024 Fidelis Capital Partners LLC2,082$112K0.0%N/A0.000%
5/2/2024 Tokio Marine Asset Management Co. Ltd.14,325$770K0.0%+27.5%0.003%
5/2/2024 Palisade Asset Management LLC96,036$5.16M0.5%-7.0%0.017%
5/1/2024 Capstone Investment Advisors LLC22,287$1.20M0.0%+89.3%0.004%
5/1/2024 Janney Montgomery Scott LLC101,681$5.47M0.0%+4.0%0.018%
5/1/2024 BNP Paribas Financial Markets1,317,349$70.81M0.1%+15.5%0.237%
5/1/2024 Ballast Advisors LLC5,304$285K0.1%+28.4%0.001%
5/1/2024 Mirae Asset Global Investments Co. Ltd.524,506$28.19M0.1%-5.6%0.094%
5/1/2024 Mission Wealth Management LP24,529$1.32M0.0%-37.1%0.004%
5/1/2024 Sequoia Financial Advisors LLC5,893$317K0.0%-51.2%0.001%
4/30/2024 Private Advisor Group LLC58,641$3.15M0.0%-3.2%0.011%
4/30/2024 Norden Group LLC66,672$3.58M0.3%N/A0.012%
4/30/2024 Van ECK Associates Corp138,796$7.46M0.0%+4.6%0.025%
4/30/2024 HB Wealth Management LLC5,395$290K0.0%-65.1%0.001%
4/30/2024 SpiderRock Advisors LLC3,870$201K0.0%N/A0.001%
4/30/2024 Mitchell Sinkler & Starr PA9,500$511K0.1%N/A0.002%
4/30/2024 Caprock Group LLC5,552$302K0.0%-26.1%0.001%
4/30/2024 Valtinson Bruner Financial Planning LLC21,715$1.17M0.5%-3.2%0.004%
4/30/2024 Lakeridge Wealth Management LLC5,264$283K0.2%+47.4%0.001%
4/30/2024 Stock Yards Bank & Trust Co.5,316$286K0.0%-13.8%0.001%
4/30/2024 Allspring Global Investments Holdings LLC221,248$11.89M0.0%+0.2%0.040%
4/29/2024Commonwealth Equity Services LLC185,458$9.97M0.0%+2.7%0.033%
4/29/2024 Greenleaf Trust15,977$859K0.0%-14.7%0.003%
4/29/2024 Principal Financial Group Inc.2,584,554$138.92M0.1%-12.1%0.465%
4/29/2024 Benjamin F. Edwards & Company Inc.10,498$564K0.0%-35.7%0.002%
4/29/2024 Mn Services Vermogensbeheer B.V.223,155$12.00M0.1%-14.0%0.040%
4/29/2024 First National Bank & Trust Co. of Newtown9,718$522K0.1%-3.2%0.002%
4/29/2024 China Universal Asset Management Co. Ltd.2,504$136K0.0%+127.0%0.000%
4/29/2024 HighMark Wealth Management LLC11,370$611K0.4%+64.5%0.002%
4/27/2024 DORVAL Corp4,290$226K0.1%-16.4%0.001%
4/26/2024 Securian Asset Management Inc.32,500$1.75M0.1%-6.8%0.006%
4/26/2024 UMB Bank n.a.2,343$126K0.0%-52.8%0.000%
4/26/2024 Advisors Management Group Inc. ADV11,789$634K0.2%-2.9%0.002%
4/26/2024Prestige Wealth Management Group LLC914$50K0.0%-19.3%0.000%
4/26/2024 Yousif Capital Management LLC93,384$5.02M0.1%-1.7%0.017%
4/26/2024 YHB Investment Advisors Inc.706$38K0.0%N/A0.000%
4/26/2024 Mitchell & Pahl Private Wealth LLC19,540$1.05M0.6%+10.9%0.004%
4/26/2024 Bond & Devick Financial Network Inc.15,500$833K0.5%-7.3%0.003%
4/26/2024 Quantum Financial Advisors LLC5,045$271K0.0%+11.5%0.001%
4/26/2024 Sumitomo 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%
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4/26/2024 Verdence Capital Advisors LLC10,717$576K0.1%+5.3%0.002%
4/26/2024 Checchi Capital Advisers LLC6,475$348K0.0%-6.3%0.001%
4/26/2024 Bogart Wealth LLC76,951$4.14M0.2%-24.3%0.014%
4/25/2024 Lindbrook Capital LLC2,482$133K0.0%-31.6%0.000%
4/25/2024 New York State Teachers Retirement System532,302$28.61M0.1%-2.0%0.096%
4/25/2024 Bank of New York Mellon Corp3,838,266$206.31M0.0%-6.0%0.691%
4/25/2024 Equitable Trust Co.16,813$904K0.1%N/A0.003%
4/25/2024 Triumph Capital Management4,636$247K0.1%+15.4%0.001%
4/25/2024 Zurcher 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%
(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, 1,040 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 900 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), Massachusetts Financial Services Co. MA ($4.03M), State Street Corp ($3.74M), Strategic Wealth Investment Group LLC ($3.22M), Natixis ($2.89M), and Victory Capital Management Inc. ($2.89M).

How much institutional buying is happening at Xcel Energy?

Institutional investors have bought a total of 92,852,743 shares in the last 24 months. This purchase volume represents approximately $8.40B in transactions.

Which Xcel Energy major shareholders have been selling company stock?

Of the 598 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 110,822,646 shares in the last 24 months. This volume of shares sold represents approximately $10.52B in transactions.


This page (NASDAQ:XEL) was last updated on 5/8/2024 by MarketBeat.com Staff

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