Xcel Energy Ownership 2024 | Who Owns Xcel Energy Now?
Institutional Ownership
78.22%
Insider Ownership
0.18%
Retail Ownership
21.60%
Institutional Holders
984.00
Xcel Energy Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 13.01% | 0.08% | 72,097,430 | 107,599 | 0.15% | 3,875,236,864 | Mar 31, 2024 |
| BLACKROCK INC. | 8.82% | 0.06% | 48,835,443 | -1,152,136 | -2.30% | 2,624,905,062 | Mar 31, 2024 |
| STATE STREET CORP | 5.89% | 0.08% | 32,611,963 | 3,183,285 | 10.82% | 1,770,436,630 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 3.51% | 0.09% | 19,421,552 | -2,052,310 | -9.56% | 1,043,908,471 | Mar 31, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.11% | 0.28% | 17,205,532 | -2,788,766 | -13.95% | 924,797,345 | Mar 31, 2024 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 2.56% | 1.42% | 14,205,589 | 190,236 | 1.36% | 763,550,390 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.50% | 0.07% | 13,847,411 | 604,912 | 4.57% | 744,309,854 | Mar 31, 2024 |
| MORGAN STANLEY | 1.62% | 0.04% | 8,990,898 | 2,981,348 | 49.61% | 483,260,919 | Mar 31, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 1.46% | 0.42% | 8,068,633 | 302,585 | 3.90% | 433,689,024 | Mar 31, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.36% | 0.05% | 7,552,625 | 6,684,499 | 769.99% | 405,955,000 | Mar 31, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.17% | 0.08% | 6,495,372 | 51,785 | 0.80% | 349,126,249 | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | 1.13% | 0.08% | 6,247,529 | -876,683 | -12.31% | 335,804,692,000 | Mar 31, 2024 |
| INVESCO LTD. | 1.10% | 0.07% | 6,069,829 | 687,981 | 12.78% | 326,253,300 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.98% | 0.05% | 5,452,467 | -1,343,301 | -19.77% | 293,070,081 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.95% | 0.05% | 5,250,866 | -297,039 | -5.35% | 282,234,047 | Mar 31, 2024 |
| FRANKLIN RESOURCES INC | 0.92% | 0.09% | 5,114,855 | 2,661,887 | 108.52% | 274,923,458 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.87% | 0.02% | 4,818,408 | 312,741 | 6.94% | 258,989,415,000 | Mar 31, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | 0.76% | 0.51% | 4,186,101 | 74,690 | 1.82% | 223,263,551 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.69% | 0.04% | 3,838,266 | -243,967 | -5.98% | 206,306,793 | Mar 31, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.62% | 0.13% | 3,460,906 | 105,570 | 3.15% | 186,023,698 | Mar 31, 2024 |
Xcel Energy's largest institutional shareholder is VANGUARD GROUP INC, holding 13.01% of the company's total share outstanding, currently valued at $3.88B. The top 10 institutional shareholders own together 43.83% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LSP INVESTMENT ADVISORS, LLC | 0.13% | 20.34% | 702,000 | 702,000 | 100.00% | 37,732,500 | Mar 31, 2024 |
| TEILINGER CAPITAL LTD. | 0.07% | 6.19% | 390,000 | 390,000 | 100.00% | 20,963,000 | Mar 31, 2024 |
| BRUCE & CO., INC. | 0.03% | 3.44% | 193,000 | -100,000 | -34.13% | 10,373,750 | Mar 31, 2024 |
| OPUS INVESTMENT MANAGEMENT INC | 0.02% | 3.22% | 91,709 | - | - | 4,929,359 | Mar 31, 2024 |
| STEWART & PATTEN CO LLC | 0.06% | 2.53% | 314,512 | 4,589 | 1.48% | 16,905,031 | Mar 31, 2024 |
| COVALIS CAPITAL LLP | 0.05% | 2.01% | 302,418 | 302,418 | 100.00% | 16,254,968 | Mar 31, 2024 |
| MAGELLAN ASSET MANAGEMENT LTD | 0.54% | 1.54% | 2,993,786 | 213,722 | 7.69% | 160,915,998 | Mar 31, 2024 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 2.56% | 1.42% | 14,205,589 | 190,236 | 1.36% | 763,550,390 | Mar 31, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.39% | 1.41% | 2,183,548 | 115,408 | 5.58% | 117,365,705 | Mar 31, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.09% | 1.23% | 488,722 | 488,722 | 100.00% | 26,268,808 | Mar 31, 2024 |
| HITE HEDGE ASSET MANAGEMENT LLC | 0.04% | 1.16% | 215,290 | 96,221 | 80.81% | 11,571,838 | Mar 31, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.12% | 1.14% | 651,600 | 577,000 | 773.46% | 35,023,500 | Mar 31, 2024 |
| HGK ASSET MANAGEMENT INC | 0.02% | 1.13% | 107,577 | 19,608 | 22.29% | 5,782,264 | Mar 31, 2024 |
| FIRST PREMIER BANK | 0.01% | 1.13% | 79,202 | -2,883 | -3.51% | 4,257,000 | Mar 31, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | 0.03% | 1.09% | 152,867 | 123,328 | 417.51% | 8,216,601 | Mar 31, 2024 |
| OLD REPUBLIC INTERNATIONAL CORP | 0.09% | 1.09% | 515,600 | - | - | 27,714,000 | Mar 31, 2024 |
| SABAL TRUST CO | 0.06% | 1.09% | 348,066 | 7,793 | 2.29% | 18,708,547 | Mar 31, 2024 |
| ZIMMER PARTNERS, LP | 0.17% | 1.07% | 932,505 | 882,505 | 1765.01% | 50,122,144 | Mar 31, 2024 |
| OLIVER LUXXE ASSETS LLC | 0.02% | 1.07% | 95,080 | 95,080 | 100.00% | 5,110,550 | Mar 31, 2024 |
| STILES FINANCIAL SERVICES INC | 0.01% | 1.07% | 49,678 | -2,093 | -4.04% | 2,670,117 | Mar 31, 2024 |
The largest Xcel Energy shareholder by % of total assets is LSP INVESTMENT ADVISORS, LLC. The company owns 702.00K shares of Xcel Energy (XEL), representing 20.34% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.36% | 0.05% | 7,552,625 | 6,684,499 | 769.99% | 405,955,000 | Mar 31, 2024 |
| STATE STREET CORP | 5.89% | 0.08% | 32,611,963 | 3,183,285 | 10.82% | 1,770,436,630 | Mar 31, 2024 |
| MORGAN STANLEY | 1.62% | 0.04% | 8,990,898 | 2,981,348 | 49.61% | 483,260,919 | Mar 31, 2024 |
| FRANKLIN RESOURCES INC | 0.92% | 0.09% | 5,114,855 | 2,661,887 | 108.52% | 274,923,458 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.53% | 0.25% | 2,947,072 | 2,469,991 | 517.73% | 158,405,120 | Mar 31, 2024 |
| MAN GROUP PLC | 0.56% | 0.42% | 3,129,635 | 2,302,689 | 278.46% | 168,217,881 | Mar 31, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.27% | 0.77% | 1,493,634 | 1,493,634 | 100.00% | 80,282,827 | Mar 31, 2024 |
| HSBC HOLDINGS PLC | 0.44% | 0.09% | 2,450,746 | 1,480,466 | 152.58% | 131,712,460 | Mar 31, 2024 |
| FMR LLC | 0.61% | 0.01% | 3,376,588 | 1,413,703 | 72.02% | 181,491,526 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.25% | 0.01% | 1,404,056 | 1,264,231 | 904.15% | 75,468,010 | Mar 31, 2024 |
| AMUNDI | 0.43% | 0.06% | 2,396,429 | 1,084,434 | 82.66% | 128,832,023 | Mar 31, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.22% | 0.45% | 1,224,198 | 1,067,899 | 683.24% | 65,800,643 | Mar 31, 2024 |
| MARSHALL WACE, LLP | 0.18% | 0.08% | 972,937 | 972,937 | 100.00% | 52,295,367 | Mar 31, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.18% | 0.09% | 978,759 | 933,665 | 2070.49% | 52,608,296 | Mar 31, 2024 |
| ZIMMER PARTNERS, LP | 0.17% | 1.07% | 932,505 | 882,505 | 1765.01% | 50,122,144 | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | 0.16% | 0.08% | 909,265 | 845,561 | 1327.33% | 48,872,994 | Mar 31, 2024 |
| UBS GROUP AG | 0.33% | 0.02% | 1,847,774 | 756,442 | 69.31% | 99,317,853 | Mar 31, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.18% | 0.10% | 1,016,242 | 730,200 | 255.28% | 54,623,008 | Mar 31, 2024 |
| DEUTSCHE BANK AG\ | 0.30% | 0.04% | 1,657,941 | 721,854 | 77.11% | 89,114,331 | Mar 31, 2024 |
| LSP INVESTMENT ADVISORS, LLC | 0.13% | 20.34% | 702,000 | 702,000 | 100.00% | 37,732,500 | Mar 31, 2024 |
As of Mar 31 2024, Xcel Energy's largest institutional buyer is PRICE T ROWE ASSOCIATES INC /MD/. The company purchased 6.68M stocks of XEL, valued at $405.95M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 0.03% | 0.01% | 171,314 | -16,529,005 | -98.97% | 9,209,000 | Mar 31, 2024 |
| ROYAL BANK OF CANADA | 0.53% | 0.04% | 2,937,914 | -5,616,671 | -65.66% | 157,913,000 | Mar 31, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.11% | 0.28% | 17,205,532 | -2,788,766 | -13.95% | 924,797,345 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 3.51% | 0.09% | 19,421,552 | -2,052,310 | -9.56% | 1,043,908,471 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.42% | 0.05% | 2,333,797 | -2,000,769 | -46.16% | 125,441,589 | Mar 31, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.02% | 0.05% | 127,840 | -1,621,736 | -92.69% | 6,871,000 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.98% | 0.05% | 5,452,467 | -1,343,301 | -19.77% | 293,070,081 | Mar 31, 2024 |
| BLACKROCK INC. | 8.82% | 0.06% | 48,835,443 | -1,152,136 | -2.30% | 2,624,905,062 | Mar 31, 2024 |
| REAVES W H & CO INC | 0.08% | 0.83% | 436,276 | -1,052,420 | -70.69% | 23,450,000 | Mar 31, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.29% | 0.09% | 1,608,425 | -979,484 | -37.85% | 86,450,596 | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | 1.13% | 0.08% | 6,247,529 | -876,683 | -12.31% | 335,804,692,000 | Mar 31, 2024 |
| GREAT LAKES ADVISORS, LLC | - | - | - | -749,064 | -100.00% | - | Mar 31, 2024 |
| CEREDEX VALUE ADVISORS LLC | - | - | - | -734,700 | -100.00% | - | Mar 31, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.44% | 0.04% | 2,447,554 | -717,487 | -22.67% | 140,447,802 | Mar 31, 2024 |
| NFJ INVESTMENT GROUP, LLC | - | 0.00% | 183 | -677,348 | -99.97% | 9,837 | Mar 31, 2024 |
| CI PRIVATE WEALTH, LLC | 0.03% | 0.01% | 153,894 | -532,273 | -77.57% | 8,271,779 | Mar 31, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -486,500 | -100.00% | - | Mar 31, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.03% | 0.02% | 173,755 | -370,923 | -68.10% | 9,257,642,000 | Mar 31, 2024 |
| JANE STREET GROUP, LLC | 0.03% | 0.00% | 138,364 | -367,327 | -72.64% | 7,437,065 | Mar 31, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.47% | 0.08% | 2,584,554 | -356,057 | -12.11% | 138,919,799 | Mar 31, 2024 |
As of Mar 31 2024, Xcel Energy's biggest institutional seller is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company sold -16.53M shares of XEL, valued at $9.21M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 0.18% | 0.08% | 972,937 | 972,937 | 100.00% | 52,295,367 | Mar 31, 2024 |
| LSP INVESTMENT ADVISORS, LLC | 0.13% | 20.34% | 702,000 | 702,000 | 100.00% | 37,732,500 | Mar 31, 2024 |
| ZURICH INSURANCE GROUP LTD/FI | 0.12% | 0.33% | 662,755 | 662,755 | 100.00% | 35,623,081 | Mar 31, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.09% | 1.23% | 488,722 | 488,722 | 100.00% | 26,268,808 | Mar 31, 2024 |
| TEILINGER CAPITAL LTD. | 0.07% | 6.19% | 390,000 | 390,000 | 100.00% | 20,963,000 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 0.00% | 364,400 | 364,400 | 100.00% | 19,586,500 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.06% | 0.00% | 347,814 | 347,814 | 100.00% | 18,695,003 | Mar 31, 2024 |
| TWINBEECH CAPITAL LP | 0.06% | 0.39% | 347,691 | 347,691 | 100.00% | 18,688,391 | Mar 31, 2024 |
| HRT FINANCIAL LP | 0.04% | 0.08% | 242,319 | 242,319 | 100.00% | 13,024,000 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.04% | 0.00% | 226,700 | 226,700 | 100.00% | 12,185,125 | Mar 31, 2024 |
| REINHART PARTNERS, INC. | 0.04% | 0.45% | 204,022 | 204,022 | 100.00% | 10,966,169 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.03% | 0.02% | 185,458 | 185,458 | 100.00% | 9,968,000 | Mar 31, 2024 |
| UBS GROUP AG | 0.03% | 0.00% | 166,800 | 166,800 | 100.00% | 8,965,500 | Mar 31, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.03% | 0.02% | 153,000 | 153,000 | 100.00% | 8,223,750 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.03% | 0.00% | 152,900 | 152,900 | 100.00% | 8,218,375 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.03% | 0.00% | 149,500 | 149,500 | 100.00% | 8,035,625,000 | Mar 31, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | 0.02% | 0.06% | 132,264 | 132,264 | 100.00% | 7,109,190 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.02% | 0.00% | 132,100 | 132,100 | 100.00% | 7,100,375 | Mar 31, 2024 |
| UBS GROUP AG | 0.02% | 0.00% | 128,400 | 128,400 | 100.00% | 6,901,500 | Mar 31, 2024 |
| ROYAL BANK OF CANADA | 0.02% | 0.00% | 115,300 | 115,300 | 100.00% | 6,197,000 | Mar 31, 2024 |
| FOCUS FINANCIAL NETWORK, INC. | 0.02% | 0.29% | 108,825 | 108,825 | 100.00% | 5,850,434 | Mar 31, 2024 |
| BTC CAPITAL MANAGEMENT, INC. | 0.02% | 0.53% | 108,051 | 108,051 | 100.00% | 5,807,809 | Mar 31, 2024 |
| VIKING FUND MANAGEMENT LLC | 0.02% | 1.00% | 102,400 | 102,400 | 100.00% | 5,504,000 | Mar 31, 2024 |
| 0.02% | 0.17% | 97,368 | 97,368 | 100.00% | 5,233,517 | Mar 31, 2024 | |
| OLIVER LUXXE ASSETS LLC | 0.02% | 1.07% | 95,080 | 95,080 | 100.00% | 5,110,550 | Mar 31, 2024 |
| POINT72 HONG KONG LTD | 0.02% | 0.25% | 93,808 | 93,808 | 100.00% | 5,042,173 | Mar 31, 2024 |
| PARALLAX VOLATILITY ADVISERS, L.P. | 0.02% | 0.01% | 89,000 | 89,000 | 100.00% | 4,783,750 | Mar 31, 2024 |
| MEDIOLANUM INTERNATIONAL FUNDS LTD | 0.01% | 0.07% | 76,422 | 76,422 | 100.00% | 4,079,406 | Mar 31, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.01% | 0.01% | 75,000 | 75,000 | 100.00% | 4,031,250 | Mar 31, 2024 |
| SIR CAPITAL MANAGEMENT, L.P. | 0.01% | 0.39% | 71,500 | 71,500 | 100.00% | 3,843,125 | Mar 31, 2024 |
| NORDEN GROUP LLC | 0.01% | 0.28% | 66,672 | 66,672 | 100.00% | 3,583,962 | Mar 31, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | 0.01% | 0.06% | 64,469 | 64,469 | 100.00% | 1,210,000 | Mar 31, 2024 |
| BTG PACTUAL GLOBAL ASSET MANAGEMENT LTD | 0.01% | 0.56% | 62,331 | 62,331 | 100.00% | 3,350,291 | Mar 31, 2024 |
| DUALITY ADVISERS, LP | 0.01% | 0.30% | 56,737 | 56,737 | 100.00% | 3,049,614 | Mar 31, 2024 |
| WEXFORD CAPITAL LP | 0.01% | 0.61% | 56,007 | 56,007 | 100.00% | 3,010,376 | Mar 31, 2024 |
| CAPTION MANAGEMENT, LLC | 0.01% | 0.04% | 50,000 | 50,000 | 100.00% | 2,687,500 | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | 0.01% | 0.00% | 43,800 | 43,800 | 100.00% | 2,354,250 | Mar 31, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.01% | 0.24% | 40,050 | 40,050 | 100.00% | 2,152,688 | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.00% | 36,000 | 36,000 | 100.00% | 1,935,000,000 | Mar 31, 2024 |
| MACHINA CAPITAL S.A.S. | 0.01% | 0.98% | 34,666 | 34,666 | 100.00% | 1,863,298 | Mar 31, 2024 |
| IMC-CHICAGO, LLC | 0.01% | 0.00% | 33,797 | 33,797 | 100.00% | 1,816,589 | Mar 31, 2024 |
| MEEDER ASSET MANAGEMENT INC | 0.01% | 0.11% | 33,505 | 33,505 | 100.00% | 1,800,894 | Mar 31, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.01% | 0.36% | 31,512 | 31,512 | 100.00% | 1,693,770 | Mar 31, 2024 |
| PRINCIPAL STREET PARTNERS, LLC | 0.01% | 0.31% | 29,840 | 29,840 | 100.00% | 1,652,996 | Mar 31, 2024 |
| INCEPTIONR LLC | 0.01% | 0.38% | 27,755 | 27,755 | 100.00% | 1,491,831 | Mar 31, 2024 |
| CENTRAL BANK & TRUST CO | 0.00% | 0.20% | 26,230 | 26,230 | 100.00% | 1,409,825 | Mar 31, 2024 |
| STEVENS CAPITAL MANAGEMENT LP | 0.00% | 0.27% | 25,531 | 25,531 | 100.00% | 1,372,000 | Mar 31, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | 0.00% | 0.01% | 25,241 | 25,241 | 100.00% | 1,356,704 | Mar 31, 2024 |
| HSBC HOLDINGS PLC | 0.00% | 0.00% | 24,000 | 24,000 | 100.00% | 1,290,000 | Mar 31, 2024 |
| POLIANTA LTD | 0.00% | 0.56% | 21,500 | 21,500 | 100.00% | 1,155,000 | Mar 31, 2024 |
| SAGEFIELD CAPITAL LP | 0.00% | 0.14% | 21,350 | 21,350 | 100.00% | 1,147,563 | Mar 31, 2024 |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.00% | 0.01% | 20,172 | 20,172 | 100.00% | 1,084,257 | Mar 31, 2024 |
| STRONG TOWER ADVISORY SERVICES | 0.00% | 0.42% | 19,818 | 19,818 | 100.00% | 1,055,903 | Mar 31, 2024 |
| 0.00% | 0.03% | 18,000 | 18,000 | 100.00% | 967,500 | Mar 31, 2024 | |
| OPPENHEIMER ASSET MANAGEMENT INC. | 0.00% | 0.01% | 17,956 | 17,956 | 100.00% | 965,135 | Mar 31, 2024 |
| EQUITABLE TRUST CO | 0.00% | 0.06% | 16,813 | 16,813 | 100.00% | 903,699 | Mar 31, 2024 |
| FARMERS & MERCHANTS TRUST CO OF LONG BEACH | 0.00% | 0.20% | 15,382 | 15,382 | 100.00% | 826,782 | Mar 31, 2024 |
| CAPTION MANAGEMENT, LLC | 0.00% | 0.01% | 14,500 | 14,500 | 100.00% | 779,375 | Mar 31, 2024 |
| SIMPLICITY WEALTH,LLC | 0.00% | 0.02% | 14,343 | 14,343 | 100.00% | 770,912 | Mar 31, 2024 |
| WINTON GROUP LTD | 0.00% | 0.05% | 13,725 | 13,725 | 100.00% | 737,719 | Mar 31, 2024 |
| QUEST PARTNERS LLC | 0.00% | 0.12% | 12,799 | 12,799 | 100.00% | 687,946 | Mar 31, 2024 |
| RESOLUTION CAPITAL LTD | 0.00% | 0.01% | 12,780 | 12,780 | 100.00% | 686,925 | Mar 31, 2024 |
| STONERIDGE INVESTMENT PARTNERS LLC | 0.00% | 0.26% | 12,638 | 12,638 | 100.00% | 679,000 | Mar 31, 2024 |
| SOWELL FINANCIAL SERVICES LLC | 0.00% | 0.03% | 12,633 | 12,633 | 100.00% | 686,000 | Mar 31, 2024 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 0.00% | 0.02% | 12,423 | 12,423 | 100.00% | 668 | Mar 31, 2024 |
| PARALLAX VOLATILITY ADVISERS, L.P. | 0.00% | 0.00% | 12,248 | 12,248 | 100.00% | 658,330 | Mar 31, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.00% | 0.06% | 11,848 | 11,848 | 100.00% | 636,830 | Mar 31, 2024 |
| OMNISTAR FINANCIAL GROUP, INC. | 0.00% | 0.47% | 9,622 | 9,622 | 100.00% | 517,183 | Mar 31, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.00% | 0.01% | 9,527 | 9,527 | 100.00% | 512,076 | Mar 31, 2024 |
| MITCHELL SINKLER & STARR/PA | 0.00% | 0.13% | 9,500 | 9,500 | 100.00% | 510,625 | Mar 31, 2024 |
| GTS SECURITIES LLC | 0.00% | 0.00% | 9,200 | 9,200 | 100.00% | 494,500 | Mar 31, 2024 |
| BANK OF HAWAII | 0.00% | 0.02% | 8,008 | 8,008 | 100.00% | 430,431 | Mar 31, 2024 |
| COLONY GROUP, LLC | 0.00% | 0.00% | 7,891 | 7,891 | 100.00% | 424,000 | Mar 31, 2024 |
| FIFTH LANE CAPITAL, LP | 0.00% | 0.35% | 7,500 | 7,500 | 100.00% | 403,125 | Mar 31, 2024 |
| LEGACY WEALTH ASSET MANAGEMENT, LLC | 0.00% | 0.11% | 7,438 | 7,438 | 100.00% | 399,793 | Mar 31, 2024 |
| COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 0.00% | 0.52% | 7,434 | 7,434 | 100.00% | 399,578 | Mar 31, 2024 |
| HSBC HOLDINGS PLC | 0.00% | 0.00% | 7,100 | 7,100 | 100.00% | 381,625 | Mar 31, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.00% | 0.03% | 6,873 | 6,873 | 100.00% | 369,424 | Mar 31, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.04% | 6,012 | 6,012 | 100.00% | 323,136 | Mar 31, 2024 |
| XTX TOPCO LTD | 0.00% | 0.04% | 5,535 | 5,535 | 100.00% | 297,506 | Mar 31, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | 0.00% | 0.01% | 4,711 | 4,711 | 100.00% | 253,216 | Mar 31, 2024 |
| BUCKINGHAM STRATEGIC PARTNERS | 0.00% | 0.01% | 4,710 | 4,710 | 100.00% | 253,163 | Mar 31, 2024 |
| 0.00% | 0.01% | 4,700 | 4,700 | 100.00% | 252,625 | Mar 31, 2024 | |
| WAVERLY ADVISORS, LLC | 0.00% | 0.01% | 4,524 | 4,524 | 100.00% | 243,173 | Mar 31, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.00% | 0.18% | 4,385 | 4,385 | 100.00% | 235,694 | Mar 31, 2024 |
| TRADEWINDS, LLC. | 0.00% | 0.11% | 4,201 | 4,201 | 100.00% | 225,811 | Mar 31, 2024 |
| PITCAIRN CO | 0.00% | 0.01% | 4,172 | 4,172 | 100.00% | 224,245 | Mar 31, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.53% | 4,100 | 4,100 | 100.00% | 220,375,000 | Mar 31, 2024 |
| VINVA INVESTMENT MANAGEMENT LTD | 0.00% | 0.01% | 4,060 | 4,060 | 100.00% | 218,225 | Mar 31, 2024 |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.00% | 0.00% | 4,017 | 4,017 | 100.00% | 215,946 | Mar 31, 2024 |
| ALPHA CUBED INVESTMENTS, LLC | 0.00% | 0.01% | 3,889 | 3,889 | 100.00% | 209,032 | Mar 31, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.00% | 0.01% | 3,870 | 3,870 | 100.00% | 201,395 | Mar 31, 2024 |
| SCP INVESTMENT, LP | 0.00% | 0.13% | 3,800 | 3,800 | 100.00% | 204,250 | Mar 31, 2024 |
| FIFTH LANE CAPITAL, LP | 0.00% | 0.15% | 3,300 | 3,300 | 100.00% | 177,375 | Mar 31, 2024 |
| 0.00% | 0.02% | 2,603 | 2,603 | 100.00% | 145,325 | Mar 31, 2024 | |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.12% | 2,584 | 2,584 | 100.00% | 138,890 | Mar 31, 2024 |
| HILLTOP NATIONAL BANK | 0.00% | 0.05% | 2,554 | 2,554 | 100.00% | 137,278 | Mar 31, 2024 |
| CHRISTOPHER J. HASENBERG, INC | 0.00% | 0.06% | 2,194 | 2,194 | 100.00% | 117,928 | Mar 31, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | 0.00% | 0.15% | 2,082 | 2,082 | 100.00% | 1,272,744 | Mar 31, 2024 |
| MATHER GROUP, LLC. | 0.00% | 0.00% | 2,023 | 2,023 | 100.00% | 125,229,000 | Mar 31, 2024 |
Xcel Energy's largest new institutional shareholder by number of shares is MARSHALL WACE, LLP, purchased 972.94K shares, valued at $52.30M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GREAT LAKES ADVISORS, LLC | - | - | - | -749,064 | -100.00% | - | Mar 31, 2024 |
| CEREDEX VALUE ADVISORS LLC | - | - | - | -734,700 | -100.00% | - | Mar 31, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -486,500 | -100.00% | - | Mar 31, 2024 |
| FULTON BREAKEFIELD BROENNIMAN LLC | - | - | - | -237,627 | -100.00% | - | Mar 31, 2024 |
| LMR PARTNERS LLP | - | - | - | -200,001 | -100.00% | - | Mar 31, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -183,572 | -100.00% | - | Mar 31, 2024 |
| DECADE RENEWABLE PARTNERS LP | - | - | - | -139,291 | -100.00% | - | Mar 31, 2024 |
| MATTERN CAPITAL MANAGEMENT, LLC | - | - | - | -122,639 | -100.00% | - | Mar 31, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -120,690 | -100.00% | - | Mar 31, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | - | - | - | -117,074 | -100.00% | - | Mar 31, 2024 |
| OLD MISSION CAPITAL LLC | - | - | - | -103,620 | -100.00% | - | Mar 31, 2024 |
| BRAUN STACEY ASSOCIATES INC | - | - | - | -98,291 | -100.00% | - | Mar 31, 2024 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | - | - | - | -94,900 | -100.00% | - | Mar 31, 2024 |
| AUSBIL INVESTMENT MANAGEMENT LTD | - | - | - | -89,244 | -100.00% | - | Mar 31, 2024 |
| EATON FINANCIAL HOLDINGS COMPANY, LLC | - | - | - | -84,845 | -100.00% | - | Mar 31, 2024 |
| ASSET PLANNING SERVICES INC /LA/ /ADV | - | - | - | -83,163 | -100.00% | - | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -68,000 | -100.00% | - | Mar 31, 2024 |
| MAGNETAR FINANCIAL LLC | - | - | - | -58,644 | -100.00% | - | Mar 31, 2024 |
| ANDRA AP-FONDEN | - | - | - | -55,700 | -100.00% | - | Mar 31, 2024 |
| FJ INVESTMENTS, LLC | - | - | - | -52,491 | -100.00% | - | Mar 31, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -48,163 | -100.00% | - | Mar 31, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -45,770 | -100.00% | - | Mar 31, 2024 |
| CRESTLINE MANAGEMENT, LP | - | - | - | -45,217 | -100.00% | - | Mar 31, 2024 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | - | - | - | -36,128 | -100.00% | - | Mar 31, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | - | - | - | -29,900 | -100.00% | - | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -28,500 | -100.00% | - | Mar 31, 2024 |
| PREMIER FUND MANAGERS LTD | - | - | - | -26,000 | -100.00% | - | Mar 31, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -23,138 | -100.00% | - | Mar 31, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -22,000 | -100.00% | - | Mar 31, 2024 |
| FOX HILL WEALTH MANAGEMENT | - | - | - | -18,861 | -100.00% | - | Mar 31, 2024 |
| FIDUCIARY TRUST CO | - | - | - | -16,931 | -100.00% | - | Mar 31, 2024 |
| ROYAL LONDON ASSET MANAGEMENT LTD | - | - | - | -16,598 | -100.00% | - | Mar 31, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -14,897 | -100.00% | - | Mar 31, 2024 |
| ADVOCATE GROUP LLC | - | - | - | -13,320 | -100.00% | - | Mar 31, 2024 |
| EVERPAR ADVISORS LLC | - | - | - | -11,276 | -100.00% | - | Mar 31, 2024 |
| SAGEVIEW ADVISORY GROUP, LLC | - | - | - | -10,958 | -100.00% | - | Mar 31, 2024 |
| FIFTH LANE CAPITAL, LP | - | - | - | -8,378 | -100.00% | - | Mar 31, 2024 |
| BIGELOW INVESTMENT ADVISORS, LLC | - | - | - | -7,801 | -100.00% | - | Mar 31, 2024 |
| ALPHA FAMILY TRUST | - | - | - | -7,390 | -100.00% | - | Mar 31, 2024 |
| ADVANCED PORTFOLIO MANAGEMENT, LLC | - | - | - | -7,239 | -100.00% | - | Mar 31, 2024 |
| O'BRIEN GREENE & CO. INC | - | - | - | -6,878 | -100.00% | - | Mar 31, 2024 |
| VALEO FINANCIAL ADVISORS, LLC | - | - | - | -6,756 | -100.00% | - | Mar 31, 2024 |
| MORNINGSTAR INVESTMENT SERVICES LLC | - | - | - | -6,685 | -100.00% | - | Mar 31, 2024 |
| TRUEPOINT, INC. | - | - | - | -6,618 | -100.00% | - | Mar 31, 2024 |
| NORTHEAST FINANCIAL GROUP, INC. | - | - | - | -6,324 | -100.00% | - | Mar 31, 2024 |
| WAMBOLT & ASSOCIATES, LLC | - | - | - | -6,135 | -100.00% | - | Mar 31, 2024 |
| AXQ CAPITAL, LP | - | - | - | -5,900 | -100.00% | - | Mar 31, 2024 |
| CX INSTITUTIONAL | - | - | - | -5,707 | -100.00% | - | Mar 31, 2024 |
| CLARIUS GROUP, LLC | - | - | - | -5,542 | -100.00% | - | Mar 31, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -5,335 | -100.00% | - | Mar 31, 2024 |
| SYON CAPITAL LLC | - | - | - | -5,126 | -100.00% | - | Mar 31, 2024 |
| RIA ADVISORY GROUP LLC | - | - | - | -4,864 | -100.00% | - | Mar 31, 2024 |
| SOUND VIEW WEALTH ADVISORS GROUP, LLC | - | - | - | -4,788 | -100.00% | - | Mar 31, 2024 |
| CAPITAL MANAGEMENT ASSOCIATES, INC | - | - | - | -4,697 | -100.00% | - | Mar 31, 2024 |
| OAK THISTLE LLC | - | - | - | -4,616 | -100.00% | - | Mar 31, 2024 |
| CIBC WORLD MARKET INC. | - | - | - | -4,615 | -100.00% | - | Mar 31, 2024 |
| WRAPMANAGER INC | - | - | - | -4,577 | -100.00% | - | Mar 31, 2024 |
| LVW ADVISORS, LLC | - | - | - | -4,536 | -100.00% | - | Mar 31, 2024 |
| BALENTINE LLC | - | - | - | -4,503 | -100.00% | - | Mar 31, 2024 |
| GILMAN HILL ASSET MANAGEMENT, LLC | - | - | - | -4,500 | -100.00% | - | Mar 31, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -4,454 | -100.00% | - | Mar 31, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -4,300 | -100.00% | - | Mar 31, 2024 |
| ALTSHULER SHAHAM LTD | - | - | - | -4,296 | -100.00% | - | Mar 31, 2024 |
| FDX ADVISORS, INC. | - | - | - | -4,251 | -100.00% | - | Mar 31, 2024 |
| CLOVERFIELDS CAPITAL GROUP, LP | - | - | - | -4,208 | -100.00% | - | Mar 31, 2024 |
| BOSTON PARTNERS | - | - | - | -4,195 | -100.00% | - | Mar 31, 2024 |
| BELPOINTE ASSET MANAGEMENT LLC | - | - | - | -4,155 | -100.00% | - | Mar 31, 2024 |
| FORTIS CAPITAL ADVISORS, LLC | - | - | - | -4,155 | -100.00% | - | Mar 31, 2024 |
| GRAYPOINT LLC | - | - | - | -4,106 | -100.00% | - | Mar 31, 2024 |
| ALERUS FINANCIAL NA | - | - | - | -4,047 | -100.00% | - | Mar 31, 2024 |
| FINANCIAL ENGINES ADVISORS L.L.C. | - | - | - | -4,009 | -100.00% | - | Mar 31, 2024 |
| KRANE FUNDS ADVISORS LLC | - | - | - | -4,000 | -100.00% | - | Mar 31, 2024 |
| DYNAMIC ADVISOR SOLUTIONS LLC | - | - | - | -3,885 | -100.00% | - | Mar 31, 2024 |
| FORTIS GROUP ADVISORS, LLC | - | - | - | -3,823 | -100.00% | - | Mar 31, 2024 |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | - | - | - | -3,812 | -100.00% | - | Mar 31, 2024 |
| ACCEL WEALTH MANAGEMENT | - | - | - | -3,810 | -100.00% | - | Mar 31, 2024 |
| AUREUS ASSET MANAGEMENT, LLC | - | - | - | -3,794 | -100.00% | - | Mar 31, 2024 |
| CCG WEALTH MANAGEMENT, LLC | - | - | - | -3,784 | -100.00% | - | Mar 31, 2024 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | - | - | - | -3,777 | -100.00% | - | Mar 31, 2024 |
| WEALTHSPIRE ADVISORS, LLC | - | - | - | -3,747 | -100.00% | - | Mar 31, 2024 |
| STRATEGY ASSET MANAGERS LLC | - | - | - | -3,729 | -100.00% | - | Mar 31, 2024 |
| FIRST HEARTLAND CONSULTANTS, INC. | - | - | - | -3,697 | -100.00% | - | Mar 31, 2024 |
| SKOPOS LABS, INC. | - | - | - | -3,669 | -100.00% | - | Mar 31, 2024 |
| DAVIS R M INC | - | - | - | -3,612 | -100.00% | - | Mar 31, 2024 |
| MCKINLEY CARTER WEALTH SERVICES, INC. | - | - | - | -3,571 | -100.00% | - | Mar 31, 2024 |
| ZACKS INVESTMENT MANAGEMENT | - | - | - | -3,554 | -100.00% | - | Mar 31, 2024 |
| WALDRON PRIVATE WEALTH LLC | - | - | - | -3,525 | -100.00% | - | Mar 31, 2024 |
| PANORAMIC INVESTMENT ADVISORS, LLC | - | - | - | -3,502 | -100.00% | - | Mar 31, 2024 |
| TEALWOOD ASSET MANAGEMENT INC | - | - | - | -3,496 | -100.00% | - | Mar 31, 2024 |
| LCM CAPITAL MANAGEMENT INC | - | - | - | -3,466 | -100.00% | - | Mar 31, 2024 |
| HTLF BANK | - | - | - | -3,447 | -100.00% | - | Mar 31, 2024 |
| VOYA FINANCIAL ADVISORS, INC. | - | - | - | -3,412 | -100.00% | - | Mar 31, 2024 |
| WOODMONT INVESTMENT COUNSEL LLC | - | - | - | -3,380 | -100.00% | - | Mar 31, 2024 |
| BOSTON TRUST WALDEN CORP | - | - | - | -3,347 | -100.00% | - | Mar 31, 2024 |
| PERIGON WEALTH MANAGEMENT, LLC | - | - | - | -3,346 | -100.00% | - | Mar 31, 2024 |
| HOWE & RUSLING INC | - | - | - | -3,336 | -100.00% | - | Mar 31, 2024 |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | - | - | - | -3,336 | -100.00% | - | Mar 31, 2024 |
| JPL WEALTH MANAGEMENT, LLC | - | - | - | -3,309 | -100.00% | - | Mar 31, 2024 |
| FAIRFIELD, BUSH & CO. | - | - | - | -3,305 | -100.00% | - | Mar 31, 2024 |
| ORGEL WEALTH MANAGEMENT, LLC | - | - | - | -3,303 | -100.00% | - | Mar 31, 2024 |
Xcel Energy's largest sold out institutional shareholder by shares sold is GREAT LAKES ADVISORS, LLC, sold -0.75M shares, valued at -, as of undefined.
Xcel Energy Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| New Age Alpha Trust | 2.30% | 8,012 | -2,912 | -26.66% | May 31, 2022 |
| KAVILCO INC/WA/ | 1.75% | 12,770 | 12,770 | - | Mar 31, 2021 |
| MASSACHUSETTS INVESTORS TRUST | 1.60% | 959,159 | 327,983 | 51.96% | Dec 31, 2023 |
| REAVES UTILITY INCOME FUND | 1.55% | 1,365,800 | 269,500 | 24.58% | Jan 31, 2024 |
| PIONEER EQUITY INCOME FUND | 1.51% | 337,250 | 26,375 | 8.48% | Jan 31, 2024 |
| Duff & Phelps Utility & Infrastructure Fund Inc. | 1.41% | 245,300 | - | - | Jan 31, 2024 |
| Barings Private Equity Opportunities & Commitments Fund | 1.25% | 1,500,000 | - | - | Dec 31, 2023 |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND | 1.14% | 2,702,579 | -66,742 | -2.41% | Feb 29, 2024 |
| Nuveen Core Equity Alpha Fund | 0.87% | 20,300 | 12,600 | 163.64% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.78% | 381,016 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.66% | 486,949 | - | - | Jan 31, 2024 |
| INVESCO QQQ TRUST, SERIES 1 | 0.65% | 10,092,504 | 663,103 | 7.03% | Dec 31, 2023 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.62% | 1,293,325 | -111,880 | -7.96% | Feb 29, 2024 |
| Federated Hermes Equity Income Fund, Inc. | 0.59% | 86,981 | - | - | Feb 29, 2024 |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 0.59% | 32,250 | - | - | Feb 29, 2024 |
| GABELLI UTILITIES FUND | 0.58% | 417,250 | -4,750 | -1.13% | Dec 29, 2023 |
| JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.55% | 2,555,228 | -49,182 | -1.89% | Dec 31, 2023 |
| BNY Mellon Investment Funds VII, Inc. | 0.48% | 500,000 | - | - | Jan 31, 2024 |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | 0.40% | 73,650 | 30,000 | 68.73% | Feb 29, 2024 |
| BNY MELLON VARIABLE INVESTMENT FUND | 0.39% | 95,000 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS I | 0.38% | 9,050 | - | - | Jan 31, 2023 |
| BlackRock Utilities, Infrastructure & Power Opportunities Trust | 0.38% | 82,590 | - | - | Dec 31, 2023 |
| MFS SERIES TRUST I | 0.37% | 7,291,822 | -1,080,372 | -12.90% | Feb 29, 2024 |
| COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | 0.36% | 275,999 | - | - | Dec 31, 2023 |
| DAXOR CORP | 0.36% | 1,000 | 1,000 | - | Sep 30, 2023 |
| AMERICAN MUTUAL FUND | 0.36% | 3,343,483 | - | - | Jan 31, 2024 |
| JANUS ASPEN SERIES | 0.35% | 15,152,000 | - | - | Dec 31, 2023 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.34% | 114,436 | - | - | Dec 31, 2023 |
| GABELLI UTILITY TRUST | 0.34% | 142,821 | -29 | -0.02% | Dec 29, 2023 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | 0.28% | 246,874 | -45,231 | -15.48% | Feb 29, 2024 |
| FRONTIER FUNDS, INC. | 0.28% | 122,989 | -5,379 | -4.19% | Dec 31, 2023 |
| Gateway Trust | 0.27% | 440,442 | 105,277 | 31.41% | Dec 31, 2023 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.27% | 12,009 | - | - | Dec 31, 2023 |
| SELECT SECTOR SPDR TRUST | 0.27% | 8,353,870 | 8,928 | 0.11% | Dec 31, 2023 |
| Kayne Anderson NextGen Energy & Infrastructure, Inc. | 0.25% | 69,700 | -96,800 | -58.14% | Aug 31, 2023 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.24% | 260,700 | - | - | Jan 31, 2024 |
| EIP INVESTMENT TRUST | 0.20% | 9,374 | 5,000 | 114.31% | Jan 31, 2024 |
| DNP SELECT INCOME FUND INC | 0.19% | 1,490,150 | - | - | Jan 31, 2024 |
| JANUS INVESTMENT FUND | 0.19% | 58,664,000 | - | - | Dec 31, 2023 |
| Kayne Anderson Energy Infrastructure Fund, Inc. | 0.19% | 187,300 | - | - | Feb 29, 2024 |
| Manager Directed Portfolios | 0.18% | 30,000 | - | - | Jan 31, 2024 |
| Manager Directed Portfolios | 0.18% | 30,000 | - | - | Jan 31, 2024 |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.18% | 400,814 | - | - | Dec 31, 2023 |
| FIRST TRUST MLP & ENERGY INCOME FUND | 0.18% | 86,100 | 46,600 | 117.97% | Jan 31, 2024 |
| Monteagle Funds | 0.18% | 7,350 | - | - | Feb 29, 2024 |
| John Hancock Funds III | 0.18% | 3,036,843 | - | - | Dec 31, 2023 |
| Index Funds | 0.17% | 1,458 | -2,146 | -59.54% | Dec 31, 2023 |
| SPDR S&P 500 ETF TRUST | 0.17% | 6,814,444 | 704,491 | 11.53% | Dec 31, 2023 |
| VIRTUS ALTERNATIVE SOLUTIONS TRUST | 0.17% | 668 | - | - | Jan 31, 2024 |
| VICTORY PORTFOLIOS | 0.16% | 4,935,975 | 179,299 | 3.77% | Dec 31, 2023 |
| STATE FARM ASSOCIATES FUNDS TRUSTS | 0.16% | 3,000,000 | - | - | May 31, 2021 |
| SIT MUTUAL FUNDS INC | 0.15% | 50,400 | - | - | Dec 29, 2023 |
| Calvert Responsible Index Series, Inc. | 0.15% | 241,419 | 489 | 0.20% | Dec 31, 2023 |
| LIBERTY ALL STAR EQUITY FUND | 0.15% | 118,000 | - | - | Dec 31, 2023 |
| Gabelli ETFs Trust | 0.14% | 1,928 | -105 | -5.16% | Dec 29, 2023 |
| Macquarie Global Infrastructure Total Return Fund Inc. | 0.14% | 103,403 | -52,975 | -33.88% | Feb 28, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.14% | 1,476,041 | -27,046 | -1.80% | Dec 31, 2023 |
| BRUCE FUND INC | 0.14% | 290,000 | -50,000 | -14.71% | Dec 31, 2023 |
| LORD ASSET MANAGEMENT TRUST | 0.14% | 5,020 | 1,600 | 46.78% | Oct 31, 2022 |
| FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND | 0.14% | 34,100 | 19,300 | 130.41% | Jan 31, 2024 |
| T. Rowe Price Value Fund, Inc. | 0.14% | 1,105,350 | - | - | Dec 31, 2023 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.14% | 4,020,778 | -49,219 | -1.21% | Dec 31, 2023 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.14% | 2,414,398 | - | - | Dec 31, 2023 |
| Engine No. 1 ETF Trust | 0.13% | 7,963 | -181 | -2.22% | Jan 31, 2024 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.13% | 21,618 | -382 | -1.74% | Dec 31, 2023 |
| MASTER LARGE CAP SERIES LLC | 0.12% | 110,794 | - | - | Mar 31, 2022 |
| OSI ETF Trust | 0.12% | 20,910 | - | - | Mar 31, 2022 |
| GABELLI GLOBAL UTILITY & INCOME TRUST | 0.12% | 18,500 | - | - | Dec 29, 2023 |
| FIRST TRUST ENERGY INCOME & GROWTH FUND | 0.12% | 46,100 | 33,500 | 265.87% | Feb 29, 2024 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.12% | 6,700 | - | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.11% | 52,633,266 | 8,389,403 | 18.96% | Dec 31, 2023 |
| GROWTH FUND OF AMERICA | 0.11% | 2,791,411 | - | - | Feb 29, 2024 |
| Transparent Value Trust | 0.11% | 1,802 | - | - | Dec 31, 2023 |
| Collaborative Investment Series Trust | 0.11% | 19,323 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.11% | 259,735 | 10,957 | 4.40% | Dec 31, 2023 |
| Advisers Investment Trust | 0.10% | 3,000,000 | - | - | Dec 29, 2023 |
| ALLSPRING UTILITIES & HIGH INCOME FUND | 0.10% | 49,273 | - | - | Feb 29, 2024 |
| VANGUARD WINDSOR FUNDS | 0.10% | 3,638,000 | - | - | Jan 31, 2024 |
| T. Rowe Price New Era Fund, Inc. | 0.09% | 124,167 | - | - | Dec 31, 2023 |
| T. Rowe Price Equity Income Fund, Inc. | 0.09% | 381,621 | - | - | Dec 31, 2023 |
| Virtus Total Return Fund Inc. | 0.09% | 179,776 | -2,605 | -1.43% | Feb 29, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.09% | 95,220 | - | - | Dec 29, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.09% | 770,000 | - | - | Dec 31, 2023 |
| DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 0.08% | 89,018 | - | - | Feb 29, 2024 |
| WASHINGTON MUTUAL INVESTORS FUND | 0.08% | 1,732,477 | - | - | Jan 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.08% | 190,416 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.08% | 304,218 | 32,095 | 11.79% | Jan 31, 2024 |
| AMERICAN CENTURY GOVERNMENT INCOME TRUST | 0.08% | 3,720,000 | - | - | Dec 31, 2023 |
| VANGUARD FENWAY FUNDS | 0.08% | 1,980,073 | -238,775 | -10.76% | Dec 31, 2023 |
| Fidelity Commonwealth Trust II | 0.07% | 494,105 | -167,962 | -25.37% | Aug 31, 2023 |
| DOMINI INVESTMENT TRUST | 0.07% | 420,000 | - | - | Jan 31, 2024 |
| Guggenheim Enhanced Equity Income Fund | 0.07% | 12,479 | 497 | 4.15% | Sep 30, 2021 |
| SCHWAB ANNUITY PORTFOLIOS | 0.07% | 26,205 | 347 | 1.34% | Dec 31, 2023 |
| Centre Funds | 0.06% | 3,843 | -98 | -2.49% | Dec 31, 2023 |
| JOHN HANCOCK BOND TRUST | 0.06% | 4,370,000 | - | - | Feb 29, 2024 |
| Global Beta ETF Trust | 0.06% | 169 | 84 | 98.82% | May 31, 2022 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.06% | 14,186 | -737 | -4.94% | Dec 31, 2023 |
| CORNERSTONE STRATEGIC VALUE FUND INC | 0.06% | 25,000 | - | - | Dec 31, 2023 |
| ALLSPRING MASTER TRUST | 0.06% | 3,882,000 | - | - | Feb 29, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.06% | 3,162,659 | 9,903 | 0.31% | Jan 31, 2024 |
Xcel Energy's largest mutual fund holder by % of total assets is "New Age Alpha Trust", owning 8.01K shares, compromising 2.30% of its total assets.
Xcel Energy Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 984 | -2.57% |
| 31 Dec, 23 | 1,010 | 8.72% |
| 30 Sep, 23 | 929 | -2.82% |
| 30 Jun, 23 | 956 | -2.05% |
| 31 Mar, 23 | 976 | -0.81% |
| 31 Dec, 22 | 984 | 4.46% |
| 30 Sep, 22 | 942 | -0.74% |
| 30 Jun, 22 | 949 | 1.28% |
| 31 Mar, 22 | 937 | 2.18% |
| 31 Dec, 21 | 917 | 9.43% |
| 30 Sep, 21 | 838 | -1.76% |
| 30 Jun, 21 | 853 | 1.19% |
| 31 Mar, 21 | 843 | -5.49% |
| 31 Dec, 20 | 892 | 5.81% |
| 30 Sep, 20 | 843 | 3.95% |
| 30 Jun, 20 | 811 | -3.11% |
| 31 Mar, 20 | 837 | -1.53% |
| 31 Dec, 19 | 850 | 4.68% |
| 30 Sep, 19 | 812 | 2.27% |
| 30 Jun, 19 | 794 | 1.02% |
| 31 Mar, 19 | 786 | 3.29% |
| 31 Dec, 18 | 761 | 9.34% |
| 30 Sep, 18 | 696 | -1.83% |
| 30 Jun, 18 | 709 | 0.57% |
| 31 Mar, 18 | 705 | 0.86% |
| 31 Dec, 17 | 699 | 10.08% |
| 30 Sep, 17 | 635 | -0.16% |
| 30 Jun, 17 | 636 | 2.09% |
| 31 Mar, 17 | 623 | 0.16% |
| 31 Dec, 16 | 622 | 5.25% |
| 30 Sep, 16 | 591 | -4.98% |
| 30 Jun, 16 | 622 | 6.69% |
| 31 Mar, 16 | 583 | 3.00% |
| 31 Dec, 15 | 566 | 4.62% |
| 30 Sep, 15 | 541 | 2.66% |
| 30 Jun, 15 | 527 | -3.66% |
| 31 Mar, 15 | 547 | 2.05% |
| 31 Dec, 14 | 536 | 4.48% |
| 30 Sep, 14 | 513 | 2.40% |
| 30 Jun, 14 | 501 | -0.79% |
| 31 Mar, 14 | 505 | 3.06% |
| 31 Dec, 13 | 490 | 4.70% |
| 30 Sep, 13 | 468 | -2.70% |
| 30 Jun, 13 | 481 | 117.65% |
| 31 Mar, 13 | 221 | 4.74% |
| 31 Dec, 12 | 211 | 10.47% |
| 30 Sep, 12 | 191 | -2.05% |
| 30 Jun, 12 | 195 | -0.51% |
| 31 Mar, 12 | 196 | 1.03% |
| 31 Dec, 11 | 194 | 25.16% |
| 30 Sep, 11 | 155 | 7.64% |
| 30 Jun, 11 | 144 | -3.36% |
| 31 Mar, 11 | 149 | 6.43% |
| 31 Dec, 10 | 140 | 13.82% |
| 30 Sep, 10 | 123 | 11.82% |
| 30 Jun, 10 | 110 | 5.77% |
| 31 Mar, 10 | 104 | - |
| 31 Dec, 09 | 104 | 10.64% |
| 30 Sep, 09 | 94 | -14.55% |
| 30 Jun, 09 | 110 | - |
| 31 Mar, 09 | 110 | -3.51% |
| 31 Dec, 08 | 114 | 3.64% |
| 30 Sep, 08 | 110 | 1.85% |
| 30 Jun, 08 | 108 | 11.34% |
| 31 Mar, 08 | 97 | -11.82% |
| 31 Dec, 07 | 110 | 26.44% |
| 30 Sep, 07 | 87 | -1.14% |
| 30 Jun, 07 | 88 | 4.76% |
| 31 Mar, 07 | 84 | -11.58% |
| 31 Dec, 06 | 95 | 25.00% |
| 30 Sep, 06 | 76 | -1.30% |
| 30 Jun, 06 | 77 | 1.32% |
| 31 Mar, 06 | 76 | 8.57% |
| 31 Dec, 05 | 70 | 11.11% |
| 30 Sep, 05 | 63 | -4.55% |
| 30 Jun, 05 | 66 | 4.76% |
| 31 Mar, 05 | 63 | 1.61% |
| 31 Dec, 04 | 62 | 14.81% |
| 30 Sep, 04 | 54 | -6.90% |
| 30 Jun, 04 | 58 | -13.43% |
| 31 Mar, 04 | 67 | 19.64% |
| 31 Dec, 03 | 56 | 3.70% |
| 30 Sep, 03 | 54 | 10.20% |
| 30 Jun, 03 | 49 | 13.95% |
| 31 Mar, 03 | 43 | 4.88% |
| 31 Dec, 02 | 41 | 7.89% |
| 30 Sep, 02 | 38 | -9.52% |
| 30 Jun, 02 | 42 | -2.33% |
| 31 Mar, 02 | 43 | 48.28% |
| 31 Dec, 01 | 29 | -27.50% |
| 30 Sep, 01 | 40 | - |
| 30 Jun, 01 | 40 | -2.44% |
| 31 Mar, 01 | 41 | 10.81% |
| 31 Dec, 00 | 37 | 15.63% |
| 30 Sep, 00 | 32 | 3100.00% |
| 30 Jun, 00 | 1 | - |
As of 31 Mar 24, 984 institutions are holding Xcel Energy's shares, representing a decrease of -2.57% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 433,348,199 | 0.06% |
| 31 Dec, 23 | 433,068,244 | 0.97% |
| 30 Sep, 23 | 428,922,057 | 0.86% |
| 30 Jun, 23 | 425,275,738 | -0.60% |
| 31 Mar, 23 | 427,830,410 | 1.16% |
| 31 Dec, 22 | 422,944,093 | 0.05% |
| 30 Sep, 22 | 422,751,549 | 0.47% |
| 30 Jun, 22 | 420,770,538 | 2.07% |
| 31 Mar, 22 | 412,246,224 | 0.92% |
| 31 Dec, 21 | 408,481,176 | 1.10% |
| 30 Sep, 21 | 404,037,147 | -1.40% |
| 30 Jun, 21 | 409,761,497 | 1.50% |
| 31 Mar, 21 | 403,698,277 | 0.34% |
| 31 Dec, 20 | 402,349,610 | -0.51% |
| 30 Sep, 20 | 404,411,373 | -1.62% |
| 30 Jun, 20 | 411,087,510 | 1.45% |
| 31 Mar, 20 | 405,231,487 | -0.02% |
| 31 Dec, 19 | 405,324,686 | 0.10% |
| 30 Sep, 19 | 404,928,180 | 0.26% |
| 30 Jun, 19 | 403,879,532 | 1.82% |
| 31 Mar, 19 | 396,644,272 | 1.25% |
| 31 Dec, 18 | 391,734,943 | 3.11% |
| 30 Sep, 18 | 379,912,749 | 1.26% |
| 30 Jun, 18 | 375,185,947 | -0.67% |
| 31 Mar, 18 | 377,729,904 | 1.48% |
| 31 Dec, 17 | 372,221,116 | 0.18% |
| 30 Sep, 17 | 371,543,262 | 0.93% |
| 30 Jun, 17 | 368,130,241 | 0.50% |
| 31 Mar, 17 | 366,290,613 | 1.98% |
| 31 Dec, 16 | 359,167,328 | 0.53% |
| 30 Sep, 16 | 357,277,414 | -0.32% |
| 30 Jun, 16 | 358,433,921 | -1.73% |
| 31 Mar, 16 | 364,761,499 | 1.78% |
| 31 Dec, 15 | 358,387,981 | 0.41% |
| 30 Sep, 15 | 356,913,418 | 0.82% |
| 30 Jun, 15 | 354,021,067 | 1.56% |
| 31 Mar, 15 | 348,579,852 | 0.87% |
| 31 Dec, 14 | 345,571,470 | -1.66% |
| 30 Sep, 14 | 351,418,914 | -0.26% |
| 30 Jun, 14 | 352,345,732 | 2.74% |
| 31 Mar, 14 | 342,950,912 | 4.01% |
| 31 Dec, 13 | 329,714,537 | -1.79% |
| 30 Sep, 13 | 335,732,586 | 4.47% |
| 30 Jun, 13 | 321,354,368 | 213.07% |
| 31 Mar, 13 | 102,644,983 | -3.74% |
| 31 Dec, 12 | 106,636,829 | -3.36% |
| 30 Sep, 12 | 110,340,001 | -10.39% |
| 30 Jun, 12 | 123,139,275 | 1.12% |
| 31 Mar, 12 | 121,771,266 | 7.54% |
| 31 Dec, 11 | 113,237,150 | 7.59% |
| 30 Sep, 11 | 105,251,039 | -5.68% |
| 30 Jun, 11 | 111,584,731 | 1.18% |
| 31 Mar, 11 | 110,287,693 | 26.51% |
| 31 Dec, 10 | 87,180,151 | 5.54% |
| 30 Sep, 10 | 82,606,636 | 4.02% |
| 30 Jun, 10 | 79,413,165 | -3.76% |
| 31 Mar, 10 | 82,513,406 | 9.73% |
| 31 Dec, 09 | 75,193,518 | 20.01% |
| 30 Sep, 09 | 62,654,295 | -9.28% |
| 30 Jun, 09 | 69,061,672 | -10.99% |
| 31 Mar, 09 | 77,588,577 | -12.29% |
| 31 Dec, 08 | 88,460,989 | 11.74% |
| 30 Sep, 08 | 79,165,390 | 45.82% |
| 30 Jun, 08 | 54,288,091 | 4.05% |
| 31 Mar, 08 | 52,174,668 | -6.84% |
| 31 Dec, 07 | 56,008,160 | 9.83% |
| 30 Sep, 07 | 50,994,253 | -6.54% |
| 30 Jun, 07 | 54,565,125 | 33.22% |
| 31 Mar, 07 | 40,959,350 | -23.89% |
| 31 Dec, 06 | 53,813,778 | 25.29% |
| 30 Sep, 06 | 42,951,643 | -6.02% |
| 30 Jun, 06 | 45,702,928 | -0.74% |
| 31 Mar, 06 | 46,042,512 | 18.45% |
| 31 Dec, 05 | 38,869,318 | 9.84% |
| 30 Sep, 05 | 35,387,586 | 6.15% |
| 30 Jun, 05 | 33,337,795 | -3.29% |
| 31 Mar, 05 | 34,473,292 | 4.07% |
| 31 Dec, 04 | 33,125,755 | 48.17% |
| 30 Sep, 04 | 22,356,762 | 10.28% |
| 30 Jun, 04 | 20,272,205 | -30.89% |
| 31 Mar, 04 | 29,333,136 | 13.95% |
| 31 Dec, 03 | 25,741,713 | -0.47% |
| 30 Sep, 03 | 25,864,544 | 36.44% |
| 30 Jun, 03 | 18,957,245 | 14.83% |
| 31 Mar, 03 | 16,509,451 | -25.02% |
| 31 Dec, 02 | 22,018,339 | 20.96% |
| 30 Sep, 02 | 18,202,279 | 15.88% |
| 30 Jun, 02 | 15,708,442 | 15.04% |
| 31 Mar, 02 | 13,654,557 | 52.94% |
| 31 Dec, 01 | 8,927,981 | -30.80% |
| 30 Sep, 01 | 12,901,983 | -48.93% |
| 30 Jun, 01 | 25,262,892 | 67.46% |
| 31 Mar, 01 | 15,085,908 | -19.05% |
| 31 Dec, 00 | 18,635,077 | 41.05% |
| 30 Sep, 00 | 13,211,910 | 17562.98% |
| 30 Jun, 00 | 74,800 | - |
Xcel Energy (XEL) has 433.35M shares outstanding as of 31 Mar 24, up 0.06% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 78.22% | 1.27% |
| 31 Dec, 23 | 78.45% | 1.29% |
| 30 Sep, 23 | 77.84% | 1.31% |
| 30 Jun, 23 | 77.18% | 1.28% |
| 31 Mar, 23 | 77.65% | 1.31% |
| 31 Dec, 22 | 77.04% | 1.29% |
| 30 Sep, 22 | 77.14% | 1.30% |
| 30 Jun, 22 | 77.06% | 1.35% |
| 31 Mar, 22 | 75.64% | 1.32% |
| 31 Dec, 21 | 75.78% | 1.35% |
| 30 Sep, 21 | 74.96% | 1.30% |
| 30 Jun, 21 | 76.02% | 1.35% |
| 31 Mar, 21 | 75.04% | 1.30% |
| 31 Dec, 20 | 75.92% | 1.28% |
| 30 Sep, 20 | 76.88% | 1.26% |
| 30 Jun, 20 | 78.01% | 1.31% |
| 31 Mar, 20 | 77.04% | 1.29% |
| 31 Dec, 19 | 77.20% | 1.27% |
| 30 Sep, 19 | 78.02% | 1.27% |
| 30 Jun, 19 | 78.27% | 1.32% |
| 31 Mar, 19 | 77.02% | 1.31% |
| 31 Dec, 18 | 76.66% | 1.38% |
| 30 Sep, 18 | 74.49% | 1.38% |
| 30 Jun, 18 | 73.57% | 1.34% |
| 31 Mar, 18 | 74.21% | 1.39% |
| 31 Dec, 17 | 73.13% | 1.37% |
| 30 Sep, 17 | 73.05% | 1.39% |
| 30 Jun, 17 | 72.39% | 1.39% |
| 31 Mar, 17 | 72.06% | 1.45% |
| 31 Dec, 16 | 70.61% | 1.43% |
| 30 Sep, 16 | 70.20% | 1.42% |
| 30 Jun, 16 | 70.43% | 1.37% |
| 31 Mar, 16 | 71.71% | 1.44% |
| 31 Dec, 15 | 70.51% | 1.43% |
| 30 Sep, 15 | 70.25% | 1.44% |
| 30 Jun, 15 | 69.73% | 1.48% |
| 31 Mar, 15 | 68.76% | 1.46% |
| 31 Dec, 14 | 68.59% | 1.42% |
| 30 Sep, 14 | 69.44% | 1.42% |
| 30 Jun, 14 | 70.01% | 1.49% |
| 31 Mar, 14 | 68.66% | 1.57% |
| 31 Dec, 13 | 66.14% | 1.46% |
| 30 Sep, 13 | 67.40% | 1.62% |
| 30 Jun, 13 | 64.56% | 14.70% |
| 31 Mar, 13 | 20.96% | 4.40% |
| 31 Dec, 12 | 21.83% | 4.27% |
| 30 Sep, 12 | 22.61% | 3.55% |
| 30 Jun, 12 | 25.25% | 4.04% |
| 31 Mar, 12 | 24.99% | 4.58% |
| 31 Dec, 11 | 23.35% | 4.96% |
| 30 Sep, 11 | 21.69% | 4.10% |
| 30 Jun, 11 | 23.01% | 4.43% |
| 31 Mar, 11 | 22.80% | 6.41% |
| 31 Dec, 10 | 18.87% | 5.86% |
| 30 Sep, 10 | 17.94% | 6.02% |
| 30 Jun, 10 | 17.26% | 5.34% |
| 31 Mar, 10 | 17.98% | 6.70% |
| 31 Dec, 09 | 16.39% | 8.71% |
| 30 Sep, 09 | 13.72% | 5.99% |
| 30 Jun, 09 | 15.13% | 5.21% |
| 31 Mar, 09 | 17.05% | 4.16% |
| 31 Dec, 08 | 20.24% | 6.09% |
| 30 Sep, 08 | 18.24% | 11.48% |
| 30 Jun, 08 | 12.60% | 8.54% |
| 31 Mar, 08 | 12.15% | 6.70% |
| 31 Dec, 07 | 13.46% | 9.12% |
| 30 Sep, 07 | 12.15% | 6.95% |
| 30 Jun, 07 | 13.22% | 13.12% |
| 31 Mar, 07 | 10.04% | 5.77% |
| 31 Dec, 06 | 13.19% | 11.79% |
| 30 Sep, 06 | 10.58% | 8.32% |
| 30 Jun, 06 | 11.27% | 8.68% |
| 31 Mar, 06 | 11.39% | 12.21% |
| 31 Dec, 05 | 9.66% | 12.51% |
| 30 Sep, 05 | 8.79% | 12.79% |
| 30 Jun, 05 | 8.29% | 11.22% |
| 31 Mar, 05 | 8.59% | 12.60% |
| 31 Dec, 04 | 8.26% | 26.40% |
| 30 Sep, 04 | 5.59% | 21.69% |
| 30 Jun, 04 | 5.08% | 9.38% |
| 31 Mar, 04 | 7.36% | 17.66% |
| 31 Dec, 03 | 6.46% | 15.34% |
| 30 Sep, 03 | 6.49% | 28.69% |
| 30 Jun, 03 | 4.75% | 27.73% |
| 31 Mar, 03 | 4.14% | 12.47% |
| 31 Dec, 02 | 5.76% | 27.47% |
| 30 Sep, 02 | 4.58% | 26.52% |
| 30 Jun, 02 | 4.16% | 27.91% |
| 31 Mar, 02 | 3.86% | 60.61% |
| 31 Dec, 01 | 2.52% | 17.91% |
| 30 Sep, 01 | 3.75% | 6.90% |
| 30 Jun, 01 | 7.37% | 37.63% |
| 31 Mar, 01 | 4.43% | 14.55% |
| 31 Dec, 00 | 5.52% | 36.21% |
| 30 Sep, 00 | 3.90% | 799229.86% |
| 30 Jun, 00 | 0.02% | - |
As of 31 Mar 24, Xcel Energy is held by 78.22% institutional shareholders, representing a 1.27% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 432 | -17.71% |
| 31 Dec, 23 | 525 | 15.38% |
| 30 Sep, 23 | 455 | 7.31% |
| 30 Jun, 23 | 424 | -7.22% |
| 31 Mar, 23 | 457 | -6.54% |
| 31 Dec, 22 | 489 | 12.67% |
| 30 Sep, 22 | 434 | -3.56% |
| 30 Jun, 22 | 450 | -5.06% |
| 31 Mar, 22 | 474 | 1.94% |
| 31 Dec, 21 | 465 | 28.81% |
| 30 Sep, 21 | 361 | -5.74% |
| 30 Jun, 21 | 383 | 9.12% |
| 31 Mar, 21 | 351 | -18.18% |
| 31 Dec, 20 | 429 | 21.53% |
| 30 Sep, 20 | 353 | 1.44% |
| 30 Jun, 20 | 348 | -4.66% |
| 31 Mar, 20 | 365 | -8.75% |
| 31 Dec, 19 | 400 | 12.36% |
| 30 Sep, 19 | 356 | -0.28% |
| 30 Jun, 19 | 357 | -2.46% |
| 31 Mar, 19 | 366 | -3.94% |
| 31 Dec, 18 | 381 | 26.58% |
| 30 Sep, 18 | 301 | -4.44% |
| 30 Jun, 18 | 315 | 3.96% |
| 31 Mar, 18 | 303 | -12.68% |
| 31 Dec, 17 | 347 | 20.91% |
| 30 Sep, 17 | 287 | -0.69% |
| 30 Jun, 17 | 289 | 0.35% |
| 31 Mar, 17 | 288 | -4.64% |
| 31 Dec, 16 | 302 | 15.71% |
| 30 Sep, 16 | 261 | -14.71% |
| 30 Jun, 16 | 306 | 3.03% |
| 31 Mar, 16 | 297 | 14.23% |
| 31 Dec, 15 | 260 | 12.07% |
| 30 Sep, 15 | 232 | 9.43% |
| 30 Jun, 15 | 212 | -1.40% |
| 31 Mar, 15 | 215 | -16.67% |
| 31 Dec, 14 | 258 | 13.16% |
| 30 Sep, 14 | 228 | -2.98% |
| 30 Jun, 14 | 235 | - |
| 31 Mar, 14 | 235 | 9.81% |
| 31 Dec, 13 | 214 | 8.08% |
| 30 Sep, 13 | 198 | -45.00% |
| 30 Jun, 13 | 360 | 200.00% |
| 31 Mar, 13 | 120 | -2.44% |
| 31 Dec, 12 | 123 | 33.70% |
| 30 Sep, 12 | 92 | -10.68% |
| 30 Jun, 12 | 103 | -5.50% |
| 31 Mar, 12 | 109 | -8.40% |
| 31 Dec, 11 | 119 | 32.22% |
| 30 Sep, 11 | 90 | 9.76% |
| 30 Jun, 11 | 82 | 6.49% |
| 31 Mar, 11 | 77 | -2.53% |
| 31 Dec, 10 | 79 | 3.95% |
| 30 Sep, 10 | 76 | 22.58% |
| 30 Jun, 10 | 62 | 31.91% |
| 31 Mar, 10 | 47 | -18.97% |
| 31 Dec, 09 | 58 | 52.63% |
| 30 Sep, 09 | 38 | -40.63% |
| 30 Jun, 09 | 64 | 6.67% |
| 31 Mar, 09 | 60 | -3.23% |
| 31 Dec, 08 | 62 | 14.81% |
| 30 Sep, 08 | 54 | -14.29% |
| 30 Jun, 08 | 63 | 21.15% |
| 31 Mar, 08 | 52 | -14.75% |
| 31 Dec, 07 | 61 | 38.64% |
| 30 Sep, 07 | 44 | -16.98% |
| 30 Jun, 07 | 53 | 23.26% |
| 31 Mar, 07 | 43 | -25.86% |
| 31 Dec, 06 | 58 | 20.83% |
| 30 Sep, 06 | 48 | 17.07% |
| 30 Jun, 06 | 41 | -6.82% |
| 31 Mar, 06 | 44 | - |
| 31 Dec, 05 | 44 | 41.94% |
| 30 Sep, 05 | 31 | -13.89% |
| 30 Jun, 05 | 36 | -7.69% |
| 31 Mar, 05 | 39 | -2.50% |
| 31 Dec, 04 | 40 | 14.29% |
| 30 Sep, 04 | 35 | 45.83% |
| 30 Jun, 04 | 24 | -33.33% |
| 31 Mar, 04 | 36 | 5.88% |
| 31 Dec, 03 | 34 | 3.03% |
| 30 Sep, 03 | 33 | 10.00% |
| 30 Jun, 03 | 30 | 50.00% |
| 31 Mar, 03 | 20 | -13.04% |
| 31 Dec, 02 | 23 | - |
| 30 Sep, 02 | 23 | -17.86% |
| 30 Jun, 02 | 28 | -3.45% |
| 31 Mar, 02 | 29 | 61.11% |
| 31 Dec, 01 | 18 | -33.33% |
| 30 Sep, 01 | 27 | -6.90% |
| 30 Jun, 01 | 29 | - |
| 31 Mar, 01 | 29 | 26.09% |
| 31 Dec, 00 | 23 | -28.13% |
| 30 Sep, 00 | 32 | 3100.00% |
| 30 Jun, 00 | 1 | - |
432 institutional shareholders have increased their position in XEL stock as of 31 Mar 24 compared to 525 in the previous quarter (a -17.71% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 365 | 14.42% |
| 31 Dec, 23 | 319 | 9.62% |
| 30 Sep, 23 | 291 | -10.74% |
| 30 Jun, 23 | 326 | 6.89% |
| 31 Mar, 23 | 305 | 0.66% |
| 31 Dec, 22 | 303 | 6.69% |
| 30 Sep, 22 | 284 | -4.38% |
| 30 Jun, 22 | 297 | 6.83% |
| 31 Mar, 22 | 278 | -2.11% |
| 31 Dec, 21 | 284 | 4.03% |
| 30 Sep, 21 | 273 | -3.19% |
| 30 Jun, 21 | 282 | -5.37% |
| 31 Mar, 21 | 298 | 9.16% |
| 31 Dec, 20 | 273 | -8.70% |
| 30 Sep, 20 | 299 | 6.41% |
| 30 Jun, 20 | 281 | -6.33% |
| 31 Mar, 20 | 300 | 12.36% |
| 31 Dec, 19 | 267 | -0.74% |
| 30 Sep, 19 | 269 | 9.80% |
| 30 Jun, 19 | 245 | -2.39% |
| 31 Mar, 19 | 251 | 5.91% |
| 31 Dec, 18 | 237 | -2.47% |
| 30 Sep, 18 | 243 | 6.58% |
| 30 Jun, 18 | 228 | -13.31% |
| 31 Mar, 18 | 263 | 25.24% |
| 31 Dec, 17 | 210 | 2.94% |
| 30 Sep, 17 | 204 | 2.00% |
| 30 Jun, 17 | 200 | 1.01% |
| 31 Mar, 17 | 198 | -1.49% |
| 31 Dec, 16 | 201 | 2.03% |
| 30 Sep, 16 | 197 | 4.79% |
| 30 Jun, 16 | 188 | 7.43% |
| 31 Mar, 16 | 175 | -6.42% |
| 31 Dec, 15 | 187 | 1.08% |
| 30 Sep, 15 | 185 | -7.50% |
| 30 Jun, 15 | 200 | -7.83% |
| 31 Mar, 15 | 217 | 34.78% |
| 31 Dec, 14 | 161 | -3.01% |
| 30 Sep, 14 | 166 | 14.48% |
| 30 Jun, 14 | 145 | -18.08% |
| 31 Mar, 14 | 177 | -7.81% |
| 31 Dec, 13 | 192 | 7.87% |
| 30 Sep, 13 | 178 | 131.17% |
| 30 Jun, 13 | 77 | 10.00% |
| 31 Mar, 13 | 70 | 22.81% |
| 31 Dec, 12 | 57 | -10.94% |
| 30 Sep, 12 | 64 | -3.03% |
| 30 Jun, 12 | 66 | 4.76% |
| 31 Mar, 12 | 63 | 40.00% |
| 31 Dec, 11 | 45 | 21.62% |
| 30 Sep, 11 | 37 | - |
| 30 Jun, 11 | 37 | -2.63% |
| 31 Mar, 11 | 38 | -13.64% |
| 31 Dec, 10 | 44 | 62.96% |
| 30 Sep, 10 | 27 | -18.18% |
| 30 Jun, 10 | 33 | -13.16% |
| 31 Mar, 10 | 38 | 26.67% |
| 31 Dec, 09 | 30 | -18.92% |
| 30 Sep, 09 | 37 | 27.59% |
| 30 Jun, 09 | 29 | -14.71% |
| 31 Mar, 09 | 34 | -10.53% |
| 31 Dec, 08 | 38 | 15.15% |
| 30 Sep, 08 | 33 | 57.14% |
| 30 Jun, 08 | 21 | -12.50% |
| 31 Mar, 08 | 24 | -17.24% |
| 31 Dec, 07 | 29 | -3.33% |
| 30 Sep, 07 | 30 | 50.00% |
| 30 Jun, 07 | 20 | -13.04% |
| 31 Mar, 07 | 23 | -4.17% |
| 31 Dec, 06 | 24 | 84.62% |
| 30 Sep, 06 | 13 | -31.58% |
| 30 Jun, 06 | 19 | 5.56% |
| 31 Mar, 06 | 18 | 63.64% |
| 31 Dec, 05 | 11 | -45.00% |
| 30 Sep, 05 | 20 | -9.09% |
| 30 Jun, 05 | 22 | 29.41% |
| 31 Mar, 05 | 17 | 13.33% |
| 31 Dec, 04 | 15 | 66.67% |
| 30 Sep, 04 | 9 | -47.06% |
| 30 Jun, 04 | 17 | -15.00% |
| 31 Mar, 04 | 20 | 53.85% |
| 31 Dec, 03 | 13 | 18.18% |
| 30 Sep, 03 | 11 | 10.00% |
| 30 Jun, 03 | 10 | -9.09% |
| 31 Mar, 03 | 11 | - |
| 31 Dec, 02 | 11 | - |
| 30 Sep, 02 | 11 | - |
| 30 Jun, 02 | 11 | 22.22% |
| 31 Mar, 02 | 9 | 28.57% |
| 31 Dec, 01 | 7 | -22.22% |
| 30 Sep, 01 | 9 | 28.57% |
| 30 Jun, 01 | 7 | - |
| 31 Mar, 01 | 7 | -30.00% |
| 31 Dec, 00 | 10 | - |
| 30 Sep, 00 | - | - |
| 30 Jun, 00 | - | - |
365 institutional shareholders have reduced their position in XEL stock as of 31 Mar 24 compared to 319 in the previous quarter (a 14.42% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 984 | -2.57% | 433,348,199 | 0.06% | 78.22% | 1.27% | 432 | -17.71% | 365 | 14.42% |
| 31 Dec, 23 | 1,010 | 8.72% | 433,068,244 | 0.97% | 78.45% | 1.29% | 525 | 15.38% | 319 | 9.62% |
| 30 Sep, 23 | 929 | -2.82% | 428,922,057 | 0.86% | 77.84% | 1.31% | 455 | 7.31% | 291 | -10.74% |
| 30 Jun, 23 | 956 | -2.05% | 425,275,738 | -0.60% | 77.18% | 1.28% | 424 | -7.22% | 326 | 6.89% |
| 31 Mar, 23 | 976 | -0.81% | 427,830,410 | 1.16% | 77.65% | 1.31% | 457 | -6.54% | 305 | 0.66% |
| 31 Dec, 22 | 984 | 4.46% | 422,944,093 | 0.05% | 77.04% | 1.29% | 489 | 12.67% | 303 | 6.69% |
| 30 Sep, 22 | 942 | -0.74% | 422,751,549 | 0.47% | 77.14% | 1.30% | 434 | -3.56% | 284 | -4.38% |
| 30 Jun, 22 | 949 | 1.28% | 420,770,538 | 2.07% | 77.06% | 1.35% | 450 | -5.06% | 297 | 6.83% |
| 31 Mar, 22 | 937 | 2.18% | 412,246,224 | 0.92% | 75.64% | 1.32% | 474 | 1.94% | 278 | -2.11% |
| 31 Dec, 21 | 917 | 9.43% | 408,481,176 | 1.10% | 75.78% | 1.35% | 465 | 28.81% | 284 | 4.03% |
| 30 Sep, 21 | 838 | -1.76% | 404,037,147 | -1.40% | 74.96% | 1.30% | 361 | -5.74% | 273 | -3.19% |
| 30 Jun, 21 | 853 | 1.19% | 409,761,497 | 1.50% | 76.02% | 1.35% | 383 | 9.12% | 282 | -5.37% |
| 31 Mar, 21 | 843 | -5.49% | 403,698,277 | 0.34% | 75.04% | 1.30% | 351 | -18.18% | 298 | 9.16% |
| 31 Dec, 20 | 892 | 5.81% | 402,349,610 | -0.51% | 75.92% | 1.28% | 429 | 21.53% | 273 | -8.70% |
| 30 Sep, 20 | 843 | 3.95% | 404,411,373 | -1.62% | 76.88% | 1.26% | 353 | 1.44% | 299 | 6.41% |
| 30 Jun, 20 | 811 | -3.11% | 411,087,510 | 1.45% | 78.01% | 1.31% | 348 | -4.66% | 281 | -6.33% |
| 31 Mar, 20 | 837 | -1.53% | 405,231,487 | -0.02% | 77.04% | 1.29% | 365 | -8.75% | 300 | 12.36% |
| 31 Dec, 19 | 850 | 4.68% | 405,324,686 | 0.10% | 77.20% | 1.27% | 400 | 12.36% | 267 | -0.74% |
| 30 Sep, 19 | 812 | 2.27% | 404,928,180 | 0.26% | 78.02% | 1.27% | 356 | -0.28% | 269 | 9.80% |
| 30 Jun, 19 | 794 | 1.02% | 403,879,532 | 1.82% | 78.27% | 1.32% | 357 | -2.46% | 245 | -2.39% |
| 31 Mar, 19 | 786 | 3.29% | 396,644,272 | 1.25% | 77.02% | 1.31% | 366 | -3.94% | 251 | 5.91% |
| 31 Dec, 18 | 761 | 9.34% | 391,734,943 | 3.11% | 76.66% | 1.38% | 381 | 26.58% | 237 | -2.47% |
| 30 Sep, 18 | 696 | -1.83% | 379,912,749 | 1.26% | 74.49% | 1.38% | 301 | -4.44% | 243 | 6.58% |
| 30 Jun, 18 | 709 | 0.57% | 375,185,947 | -0.67% | 73.57% | 1.34% | 315 | 3.96% | 228 | -13.31% |
| 31 Mar, 18 | 705 | 0.86% | 377,729,904 | 1.48% | 74.21% | 1.39% | 303 | -12.68% | 263 | 25.24% |
| 31 Dec, 17 | 699 | 10.08% | 372,221,116 | 0.18% | 73.13% | 1.37% | 347 | 20.91% | 210 | 2.94% |
| 30 Sep, 17 | 635 | -0.16% | 371,543,262 | 0.93% | 73.05% | 1.39% | 287 | -0.69% | 204 | 2.00% |
| 30 Jun, 17 | 636 | 2.09% | 368,130,241 | 0.50% | 72.39% | 1.39% | 289 | 0.35% | 200 | 1.01% |
| 31 Mar, 17 | 623 | 0.16% | 366,290,613 | 1.98% | 72.06% | 1.45% | 288 | -4.64% | 198 | -1.49% |
| 31 Dec, 16 | 622 | 5.25% | 359,167,328 | 0.53% | 70.61% | 1.43% | 302 | 15.71% | 201 | 2.03% |
| 30 Sep, 16 | 591 | -4.98% | 357,277,414 | -0.32% | 70.20% | 1.42% | 261 | -14.71% | 197 | 4.79% |
| 30 Jun, 16 | 622 | 6.69% | 358,433,921 | -1.73% | 70.43% | 1.37% | 306 | 3.03% | 188 | 7.43% |
| 31 Mar, 16 | 583 | 3.00% | 364,761,499 | 1.78% | 71.71% | 1.44% | 297 | 14.23% | 175 | -6.42% |
| 31 Dec, 15 | 566 | 4.62% | 358,387,981 | 0.41% | 70.51% | 1.43% | 260 | 12.07% | 187 | 1.08% |
| 30 Sep, 15 | 541 | 2.66% | 356,913,418 | 0.82% | 70.25% | 1.44% | 232 | 9.43% | 185 | -7.50% |
| 30 Jun, 15 | 527 | -3.66% | 354,021,067 | 1.56% | 69.73% | 1.48% | 212 | -1.40% | 200 | -7.83% |
| 31 Mar, 15 | 547 | 2.05% | 348,579,852 | 0.87% | 68.76% | 1.46% | 215 | -16.67% | 217 | 34.78% |
| 31 Dec, 14 | 536 | 4.48% | 345,571,470 | -1.66% | 68.59% | 1.42% | 258 | 13.16% | 161 | -3.01% |
| 30 Sep, 14 | 513 | 2.40% | 351,418,914 | -0.26% | 69.44% | 1.42% | 228 | -2.98% | 166 | 14.48% |
| 30 Jun, 14 | 501 | -0.79% | 352,345,732 | 2.74% | 70.01% | 1.49% | 235 | - | 145 | -18.08% |
| 31 Mar, 14 | 505 | 3.06% | 342,950,912 | 4.01% | 68.66% | 1.57% | 235 | 9.81% | 177 | -7.81% |
| 31 Dec, 13 | 490 | 4.70% | 329,714,537 | -1.79% | 66.14% | 1.46% | 214 | 8.08% | 192 | 7.87% |
| 30 Sep, 13 | 468 | -2.70% | 335,732,586 | 4.47% | 67.40% | 1.62% | 198 | -45.00% | 178 | 131.17% |
| 30 Jun, 13 | 481 | 117.65% | 321,354,368 | 213.07% | 64.56% | 14.70% | 360 | 200.00% | 77 | 10.00% |
| 31 Mar, 13 | 221 | 4.74% | 102,644,983 | -3.74% | 20.96% | 4.40% | 120 | -2.44% | 70 | 22.81% |
| 31 Dec, 12 | 211 | 10.47% | 106,636,829 | -3.36% | 21.83% | 4.27% | 123 | 33.70% | 57 | -10.94% |
| 30 Sep, 12 | 191 | -2.05% | 110,340,001 | -10.39% | 22.61% | 3.55% | 92 | -10.68% | 64 | -3.03% |
| 30 Jun, 12 | 195 | -0.51% | 123,139,275 | 1.12% | 25.25% | 4.04% | 103 | -5.50% | 66 | 4.76% |
| 31 Mar, 12 | 196 | 1.03% | 121,771,266 | 7.54% | 24.99% | 4.58% | 109 | -8.40% | 63 | 40.00% |
| 31 Dec, 11 | 194 | 25.16% | 113,237,150 | 7.59% | 23.35% | 4.96% | 119 | 32.22% | 45 | 21.62% |
| 30 Sep, 11 | 155 | 7.64% | 105,251,039 | -5.68% | 21.69% | 4.10% | 90 | 9.76% | 37 | - |
| 30 Jun, 11 | 144 | -3.36% | 111,584,731 | 1.18% | 23.01% | 4.43% | 82 | 6.49% | 37 | -2.63% |
| 31 Mar, 11 | 149 | 6.43% | 110,287,693 | 26.51% | 22.80% | 6.41% | 77 | -2.53% | 38 | -13.64% |
| 31 Dec, 10 | 140 | 13.82% | 87,180,151 | 5.54% | 18.87% | 5.86% | 79 | 3.95% | 44 | 62.96% |
| 30 Sep, 10 | 123 | 11.82% | 82,606,636 | 4.02% | 17.94% | 6.02% | 76 | 22.58% | 27 | -18.18% |
| 30 Jun, 10 | 110 | 5.77% | 79,413,165 | -3.76% | 17.26% | 5.34% | 62 | 31.91% | 33 | -13.16% |
| 31 Mar, 10 | 104 | - | 82,513,406 | 9.73% | 17.98% | 6.70% | 47 | -18.97% | 38 | 26.67% |
| 31 Dec, 09 | 104 | 10.64% | 75,193,518 | 20.01% | 16.39% | 8.71% | 58 | 52.63% | 30 | -18.92% |
| 30 Sep, 09 | 94 | -14.55% | 62,654,295 | -9.28% | 13.72% | 5.99% | 38 | -40.63% | 37 | 27.59% |
| 30 Jun, 09 | 110 | - | 69,061,672 | -10.99% | 15.13% | 5.21% | 64 | 6.67% | 29 | -14.71% |
| 31 Mar, 09 | 110 | -3.51% | 77,588,577 | -12.29% | 17.05% | 4.16% | 60 | -3.23% | 34 | -10.53% |
| 31 Dec, 08 | 114 | 3.64% | 88,460,989 | 11.74% | 20.24% | 6.09% | 62 | 14.81% | 38 | 15.15% |
| 30 Sep, 08 | 110 | 1.85% | 79,165,390 | 45.82% | 18.24% | 11.48% | 54 | -14.29% | 33 | 57.14% |
| 30 Jun, 08 | 108 | 11.34% | 54,288,091 | 4.05% | 12.60% | 8.54% | 63 | 21.15% | 21 | -12.50% |
| 31 Mar, 08 | 97 | -11.82% | 52,174,668 | -6.84% | 12.15% | 6.70% | 52 | -14.75% | 24 | -17.24% |
| 31 Dec, 07 | 110 | 26.44% | 56,008,160 | 9.83% | 13.46% | 9.12% | 61 | 38.64% | 29 | -3.33% |
| 30 Sep, 07 | 87 | -1.14% | 50,994,253 | -6.54% | 12.15% | 6.95% | 44 | -16.98% | 30 | 50.00% |
| 30 Jun, 07 | 88 | 4.76% | 54,565,125 | 33.22% | 13.22% | 13.12% | 53 | 23.26% | 20 | -13.04% |
| 31 Mar, 07 | 84 | -11.58% | 40,959,350 | -23.89% | 10.04% | 5.77% | 43 | -25.86% | 23 | -4.17% |
| 31 Dec, 06 | 95 | 25.00% | 53,813,778 | 25.29% | 13.19% | 11.79% | 58 | 20.83% | 24 | 84.62% |
| 30 Sep, 06 | 76 | -1.30% | 42,951,643 | -6.02% | 10.58% | 8.32% | 48 | 17.07% | 13 | -31.58% |
| 30 Jun, 06 | 77 | 1.32% | 45,702,928 | -0.74% | 11.27% | 8.68% | 41 | -6.82% | 19 | 5.56% |
| 31 Mar, 06 | 76 | 8.57% | 46,042,512 | 18.45% | 11.39% | 12.21% | 44 | - | 18 | 63.64% |
| 31 Dec, 05 | 70 | 11.11% | 38,869,318 | 9.84% | 9.66% | 12.51% | 44 | 41.94% | 11 | -45.00% |
| 30 Sep, 05 | 63 | -4.55% | 35,387,586 | 6.15% | 8.79% | 12.79% | 31 | -13.89% | 20 | -9.09% |
| 30 Jun, 05 | 66 | 4.76% | 33,337,795 | -3.29% | 8.29% | 11.22% | 36 | -7.69% | 22 | 29.41% |
| 31 Mar, 05 | 63 | 1.61% | 34,473,292 | 4.07% | 8.59% | 12.60% | 39 | -2.50% | 17 | 13.33% |
| 31 Dec, 04 | 62 | 14.81% | 33,125,755 | 48.17% | 8.26% | 26.40% | 40 | 14.29% | 15 | 66.67% |
| 30 Sep, 04 | 54 | -6.90% | 22,356,762 | 10.28% | 5.59% | 21.69% | 35 | 45.83% | 9 | -47.06% |
| 30 Jun, 04 | 58 | -13.43% | 20,272,205 | -30.89% | 5.08% | 9.38% | 24 | -33.33% | 17 | -15.00% |
| 31 Mar, 04 | 67 | 19.64% | 29,333,136 | 13.95% | 7.36% | 17.66% | 36 | 5.88% | 20 | 53.85% |
| 31 Dec, 03 | 56 | 3.70% | 25,741,713 | -0.47% | 6.46% | 15.34% | 34 | 3.03% | 13 | 18.18% |
| 30 Sep, 03 | 54 | 10.20% | 25,864,544 | 36.44% | 6.49% | 28.69% | 33 | 10.00% | 11 | 10.00% |
| 30 Jun, 03 | 49 | 13.95% | 18,957,245 | 14.83% | 4.75% | 27.73% | 30 | 50.00% | 10 | -9.09% |
| 31 Mar, 03 | 43 | 4.88% | 16,509,451 | -25.02% | 4.14% | 12.47% | 20 | -13.04% | 11 | - |
| 31 Dec, 02 | 41 | 7.89% | 22,018,339 | 20.96% | 5.76% | 27.47% | 23 | - | 11 | - |
| 30 Sep, 02 | 38 | -9.52% | 18,202,279 | 15.88% | 4.58% | 26.52% | 23 | -17.86% | 11 | - |
| 30 Jun, 02 | 42 | -2.33% | 15,708,442 | 15.04% | 4.16% | 27.91% | 28 | -3.45% | 11 | 22.22% |
| 31 Mar, 02 | 43 | 48.28% | 13,654,557 | 52.94% | 3.86% | 60.61% | 29 | 61.11% | 9 | 28.57% |
| 31 Dec, 01 | 29 | -27.50% | 8,927,981 | -30.80% | 2.52% | 17.91% | 18 | -33.33% | 7 | -22.22% |
| 30 Sep, 01 | 40 | - | 12,901,983 | -48.93% | 3.75% | 6.90% | 27 | -6.90% | 9 | 28.57% |
| 30 Jun, 01 | 40 | -2.44% | 25,262,892 | 67.46% | 7.37% | 37.63% | 29 | - | 7 | - |
| 31 Mar, 01 | 41 | 10.81% | 15,085,908 | -19.05% | 4.43% | 14.55% | 29 | 26.09% | 7 | -30.00% |
| 31 Dec, 00 | 37 | 15.63% | 18,635,077 | 41.05% | 5.52% | 36.21% | 23 | -28.13% | 10 | - |
| 30 Sep, 00 | 32 | 3100.00% | 13,211,910 | 17562.98% | 3.90% | 799229.86% | 32 | 3100.00% | - | - |
| 30 Jun, 00 | 1 | - | 74,800 | - | 0.02% | - | 1 | - | - | - |
Xcel Energy Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Xcel Energy's stock was made by Ostrom Melissa on Mar 07 2024, selling - shares at - per share (valued at -).
Xcel Energy Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 26 | 15 | 173.33% |
| Q4 2023 | 9 | - | - |
| Q3 2023 | 9 | 3 | 300.00% |
| Q2 2023 | 17 | 2 | 850.00% |
| Q1 2023 | 28 | 16 | 175.00% |
| Q4 2022 | 6 | 1 | 600.00% |
| Q3 2022 | 6 | 1 | 600.00% |
| Q2 2022 | 19 | 5 | 380.00% |
| Q1 2022 | 39 | 16 | 243.75% |
| Q4 2021 | 7 | 2 | 350.00% |
| Q3 2021 | 10 | 3 | 333.33% |
| Q2 2021 | 21 | 8 | 262.50% |
| Q1 2021 | 54 | 32 | 168.75% |
| Q4 2020 | 7 | 3 | 233.33% |
| Q3 2020 | 8 | 1 | 800.00% |
| Q2 2020 | 21 | 7 | 300.00% |
| Q1 2020 | 68 | 54 | 125.93% |
| Q4 2019 | 4 | - | - |
| Q3 2019 | 4 | 6 | 66.67% |
| Q2 2019 | 22 | 11 | 200.00% |
26 total buy trades, and 15 total sell trades (buy/sell ratio of 1.73%) were made by Xcel Energy's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | 1 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | 3 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 2 | - |
| Q3 2021 | - | 2 | - |
| Q2 2021 | - | 8 | - |
| Q1 2021 | - | 1 | - |
| Q4 2020 | - | 1 | - |
| Q3 2020 | - | 1 | - |
| Q2 2020 | - | 3 | - |
| Q1 2020 | 1 | 9 | 11.11% |
| Q4 2019 | - | - | - |
| Q3 2019 | - | 5 | - |
| Q2 2019 | - | 4 | - |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Xcel Energy's stocks.
Xcel Energy Peer Ownership
| Ticker | Company |
|---|---|
| DTE | DTE Energy Company |
| AEP | American Electric Power Company, Inc. |
| AEE | Ameren Corporation |
| FE | FirstEnergy Corp. |
| CMS | CMS Energy Corporation |
| SO | The Southern Company |
| PNW | Pinnacle West Capital Corporation |
| ETR | Entergy Corporation |
| CNP | CenterPoint Energy, Inc. |
| EVRG | Evergy, Inc. |
| MGEE | MGE Energy, Inc. |
| LNT | Alliant Energy Corporation |
XEL Ownership FAQ
Who Owns Xcel Energy?
Xcel Energy is owned by institutional shareholders (78.22%), insiders (0.18%), and public (21.60%). The largest institutional shareholder of Xcel Energy is VANGUARD GROUP INC (13.01% of total shares) and the top mutual fund owner is New Age Alpha Trust (2.30% of total shares).
Who are the major institutional shareholders of Xcel Energy?
Xcel Energy's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, JPMORGAN CHASE & CO, and MASSACHUSETTS FINANCIAL SERVICES CO /MA/. The top five shareholders own together 34.33% of the company's share outstanding.
How many Xcel Energy shareholders are there?
As of Mar 2024, there are 984 institutional shareholders of Xcel Energy.
What percentage of Xcel Energy is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 72.1M shares of Xcel Energy, representing 13.01% of the company's total shares outstanding, valued at $3.88B (as of Mar 2024).
What percentage of Xcel Energy is owned by BLACKROCK INC?
As of Mar 2024, BLACKROCK INC holds 48.84M shares of Xcel Energy (XEL), compromising 8.82% of the company, valued at $2.62B.
What percentage of Xcel Energy is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Xcel Energy. The company owns 32.61M of the company's shares outstanding (worth $1.77B).