Xcel Energy Ownership 2024 | Who Owns Xcel Energy Now?


OverviewForecastRevenueFinancialsChartTranscripts

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC13.01%0.08%72,097,430107,5990.15%3,875,236,864Mar 31, 2024
BLACKROCK INC.8.82%0.06%48,835,443-1,152,136-2.30%2,624,905,062Mar 31, 2024
STATE STREET CORP5.89%0.08%32,611,9633,183,28510.82%1,770,436,630Mar 31, 2024
JPMORGAN CHASE & CO3.51%0.09%19,421,552-2,052,310-9.56%1,043,908,471Mar 31, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/3.11%0.28%17,205,532-2,788,766-13.95%924,797,345Mar 31, 2024
ARISTOTLE CAPITAL MANAGEMENT, LLC2.56%1.42%14,205,589190,2361.36%763,550,390Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.50%0.07%13,847,411604,9124.57%744,309,854Mar 31, 2024
MORGAN STANLEY1.62%0.04%8,990,8982,981,34849.61%483,260,919Mar 31, 2024
VICTORY CAPITAL MANAGEMENT INC1.46%0.42%8,068,633302,5853.90%433,689,024Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/1.36%0.05%7,552,6256,684,499769.99%405,955,000Mar 31, 2024
LEGAL & GENERAL GROUP PLC1.17%0.08%6,495,37251,7850.80%349,126,249Mar 31, 2024
WELLS FARGO & COMPANY/MN1.13%0.08%6,247,529-876,683-12.31%335,804,692,000Mar 31, 2024
INVESCO LTD.1.10%0.07%6,069,829687,98112.78%326,253,300Mar 31, 2024
GOLDMAN SACHS GROUP INC0.98%0.05%5,452,467-1,343,301-19.77%293,070,081Mar 31, 2024
NORTHERN TRUST CORP0.95%0.05%5,250,866-297,039-5.35%282,234,047Mar 31, 2024
FRANKLIN RESOURCES INC0.92%0.09%5,114,8552,661,887108.52%274,923,458Mar 31, 2024
BANK OF AMERICA CORP /DE/0.87%0.02%4,818,408312,7416.94%258,989,415,000Mar 31, 2024
MITSUBISHI UFJ TRUST & BANKING CORP0.76%0.51%4,186,10174,6901.82%223,263,551Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.69%0.04%3,838,266-243,967-5.98%206,306,793Mar 31, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM0.62%0.13%3,460,906105,5703.15%186,023,698Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
LSP INVESTMENT ADVISORS, LLC0.13%20.34%702,000702,000100.00%37,732,500Mar 31, 2024
TEILINGER CAPITAL LTD.0.07%6.19%390,000390,000100.00%20,963,000Mar 31, 2024
BRUCE & CO., INC.0.03%3.44%193,000-100,000-34.13%10,373,750Mar 31, 2024
OPUS INVESTMENT MANAGEMENT INC0.02%3.22%91,709--4,929,359Mar 31, 2024
STEWART & PATTEN CO LLC0.06%2.53%314,5124,5891.48%16,905,031Mar 31, 2024
COVALIS CAPITAL LLP0.05%2.01%302,418302,418100.00%16,254,968Mar 31, 2024
MAGELLAN ASSET MANAGEMENT LTD0.54%1.54%2,993,786213,7227.69%160,915,998Mar 31, 2024
ARISTOTLE CAPITAL MANAGEMENT, LLC2.56%1.42%14,205,589190,2361.36%763,550,390Mar 31, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.39%1.41%2,183,548115,4085.58%117,365,705Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.09%1.23%488,722488,722100.00%26,268,808Mar 31, 2024
HITE HEDGE ASSET MANAGEMENT LLC0.04%1.16%215,29096,22180.81%11,571,838Mar 31, 2024
AQUATIC CAPITAL MANAGEMENT LLC0.12%1.14%651,600577,000773.46%35,023,500Mar 31, 2024
HGK ASSET MANAGEMENT INC0.02%1.13%107,57719,60822.29%5,782,264Mar 31, 2024
FIRST PREMIER BANK0.01%1.13%79,202-2,883-3.51%4,257,000Mar 31, 2024
TEZA CAPITAL MANAGEMENT LLC0.03%1.09%152,867123,328417.51%8,216,601Mar 31, 2024
OLD REPUBLIC INTERNATIONAL CORP0.09%1.09%515,600--27,714,000Mar 31, 2024
SABAL TRUST CO0.06%1.09%348,0667,7932.29%18,708,547Mar 31, 2024
ZIMMER PARTNERS, LP0.17%1.07%932,505882,5051765.01%50,122,144Mar 31, 2024
OLIVER LUXXE ASSETS LLC0.02%1.07%95,08095,080100.00%5,110,550Mar 31, 2024
STILES FINANCIAL SERVICES INC0.01%1.07%49,678-2,093-4.04%2,670,117Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
PRICE T ROWE ASSOCIATES INC /MD/1.36%0.05%7,552,6256,684,499769.99%405,955,000Mar 31, 2024
STATE STREET CORP5.89%0.08%32,611,9633,183,28510.82%1,770,436,630Mar 31, 2024
MORGAN STANLEY1.62%0.04%8,990,8982,981,34849.61%483,260,919Mar 31, 2024
FRANKLIN RESOURCES INC0.92%0.09%5,114,8552,661,887108.52%274,923,458Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.53%0.25%2,947,0722,469,991517.73%158,405,120Mar 31, 2024
MAN GROUP PLC0.56%0.42%3,129,6352,302,689278.46%168,217,881Mar 31, 2024
JUPITER ASSET MANAGEMENT LTD0.27%0.77%1,493,6341,493,634100.00%80,282,827Mar 31, 2024
HSBC HOLDINGS PLC0.44%0.09%2,450,7461,480,466152.58%131,712,460Mar 31, 2024
FMR LLC0.61%0.01%3,376,5881,413,70372.02%181,491,526Mar 31, 2024
CITADEL ADVISORS LLC0.25%0.01%1,404,0561,264,231904.15%75,468,010Mar 31, 2024
AMUNDI0.43%0.06%2,396,4291,084,43482.66%128,832,023Mar 31, 2024
VERITION FUND MANAGEMENT LLC0.22%0.45%1,224,1981,067,899683.24%65,800,643Mar 31, 2024
MARSHALL WACE, LLP0.18%0.08%972,937972,937100.00%52,295,367Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.18%0.09%978,759933,6652070.49%52,608,296Mar 31, 2024
ZIMMER PARTNERS, LP0.17%1.07%932,505882,5051765.01%50,122,144Mar 31, 2024
SQUAREPOINT OPS LLC0.16%0.08%909,265845,5611327.33%48,872,994Mar 31, 2024
UBS GROUP AG0.33%0.02%1,847,774756,44269.31%99,317,853Mar 31, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.0.18%0.10%1,016,242730,200255.28%54,623,008Mar 31, 2024
DEUTSCHE BANK AG\0.30%0.04%1,657,941721,85477.11%89,114,331Mar 31, 2024
LSP INVESTMENT ADVISORS, LLC0.13%20.34%702,000702,000100.00%37,732,500Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.0.03%0.01%171,314-16,529,005-98.97%9,209,000Mar 31, 2024
ROYAL BANK OF CANADA0.53%0.04%2,937,914-5,616,671-65.66%157,913,000Mar 31, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/3.11%0.28%17,205,532-2,788,766-13.95%924,797,345Mar 31, 2024
JPMORGAN CHASE & CO3.51%0.09%19,421,552-2,052,310-9.56%1,043,908,471Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.42%0.05%2,333,797-2,000,769-46.16%125,441,589Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.02%0.05%127,840-1,621,736-92.69%6,871,000Mar 31, 2024
GOLDMAN SACHS GROUP INC0.98%0.05%5,452,467-1,343,301-19.77%293,070,081Mar 31, 2024
BLACKROCK INC.8.82%0.06%48,835,443-1,152,136-2.30%2,624,905,062Mar 31, 2024
REAVES W H & CO INC0.08%0.83%436,276-1,052,420-70.69%23,450,000Mar 31, 2024
PICTET ASSET MANAGEMENT HOLDING SA0.29%0.09%1,608,425-979,484-37.85%86,450,596Mar 31, 2024
WELLS FARGO & COMPANY/MN1.13%0.08%6,247,529-876,683-12.31%335,804,692,000Mar 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, LLC0.44%0.04%2,447,554-717,487-22.67%140,447,802Mar 31, 2024
NFJ INVESTMENT GROUP, LLC-0.00%183-677,348-99.97%9,837Mar 31, 2024
CI PRIVATE WEALTH, LLC0.03%0.01%153,894-532,273-77.57%8,271,779Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.----486,500-100.00%-Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.03%0.02%173,755-370,923-68.10%9,257,642,000Mar 31, 2024
JANE STREET GROUP, LLC0.03%0.00%138,364-367,327-72.64%7,437,065Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC0.47%0.08%2,584,554-356,057-12.11%138,919,799Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
MARSHALL WACE, LLP0.18%0.08%972,937972,937100.00%52,295,367Mar 31, 2024
LSP INVESTMENT ADVISORS, LLC0.13%20.34%702,000702,000100.00%37,732,500Mar 31, 2024
ZURICH INSURANCE GROUP LTD/FI0.12%0.33%662,755662,755100.00%35,623,081Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.09%1.23%488,722488,722100.00%26,268,808Mar 31, 2024
TEILINGER CAPITAL LTD.0.07%6.19%390,000390,000100.00%20,963,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.07%0.00%364,400364,400100.00%19,586,500Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.06%0.00%347,814347,814100.00%18,695,003Mar 31, 2024
TWINBEECH CAPITAL LP0.06%0.39%347,691347,691100.00%18,688,391Mar 31, 2024
HRT FINANCIAL LP0.04%0.08%242,319242,319100.00%13,024,000Mar 31, 2024
GOLDMAN SACHS GROUP INC0.04%0.00%226,700226,700100.00%12,185,125Mar 31, 2024
REINHART PARTNERS, INC.0.04%0.45%204,022204,022100.00%10,966,169Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.03%0.02%185,458185,458100.00%9,968,000Mar 31, 2024
UBS GROUP AG0.03%0.00%166,800166,800100.00%8,965,500Mar 31, 2024
TWIN TREE MANAGEMENT, LP0.03%0.02%153,000153,000100.00%8,223,750Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.03%0.00%152,900152,900100.00%8,218,375Mar 31, 2024
BANK OF AMERICA CORP /DE/0.03%0.00%149,500149,500100.00%8,035,625,000Mar 31, 2024
PINEBRIDGE INVESTMENTS, L.P.0.02%0.06%132,264132,264100.00%7,109,190Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.02%0.00%132,100132,100100.00%7,100,375Mar 31, 2024
UBS GROUP AG0.02%0.00%128,400128,400100.00%6,901,500Mar 31, 2024
ROYAL BANK OF CANADA0.02%0.00%115,300115,300100.00%6,197,000Mar 31, 2024
FOCUS FINANCIAL NETWORK, INC.0.02%0.29%108,825108,825100.00%5,850,434Mar 31, 2024
BTC CAPITAL MANAGEMENT, INC.0.02%0.53%108,051108,051100.00%5,807,809Mar 31, 2024
VIKING FUND MANAGEMENT LLC0.02%1.00%102,400102,400100.00%5,504,000Mar 31, 2024
0.02%0.17%97,36897,368100.00%5,233,517Mar 31, 2024
OLIVER LUXXE ASSETS LLC0.02%1.07%95,08095,080100.00%5,110,550Mar 31, 2024
POINT72 HONG KONG LTD0.02%0.25%93,80893,808100.00%5,042,173Mar 31, 2024
PARALLAX VOLATILITY ADVISERS, L.P.0.02%0.01%89,00089,000100.00%4,783,750Mar 31, 2024
MEDIOLANUM INTERNATIONAL FUNDS LTD0.01%0.07%76,42276,422100.00%4,079,406Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.01%0.01%75,00075,000100.00%4,031,250Mar 31, 2024
SIR CAPITAL MANAGEMENT, L.P.0.01%0.39%71,50071,500100.00%3,843,125Mar 31, 2024
NORDEN GROUP LLC0.01%0.28%66,67266,672100.00%3,583,962Mar 31, 2024
GLOBAL ASSETS ADVISORY, LLC0.01%0.06%64,46964,469100.00%1,210,000Mar 31, 2024
BTG PACTUAL GLOBAL ASSET MANAGEMENT LTD0.01%0.56%62,33162,331100.00%3,350,291Mar 31, 2024
DUALITY ADVISERS, LP0.01%0.30%56,73756,737100.00%3,049,614Mar 31, 2024
WEXFORD CAPITAL LP0.01%0.61%56,00756,007100.00%3,010,376Mar 31, 2024
CAPTION MANAGEMENT, LLC0.01%0.04%50,00050,000100.00%2,687,500Mar 31, 2024
SQUAREPOINT OPS LLC0.01%0.00%43,80043,800100.00%2,354,250Mar 31, 2024
GREENLAND CAPITAL MANAGEMENT LP0.01%0.24%40,05040,050100.00%2,152,688Mar 31, 2024
WELLS FARGO & COMPANY/MN0.01%0.00%36,00036,000100.00%1,935,000,000Mar 31, 2024
MACHINA CAPITAL S.A.S.0.01%0.98%34,66634,666100.00%1,863,298Mar 31, 2024
IMC-CHICAGO, LLC0.01%0.00%33,79733,797100.00%1,816,589Mar 31, 2024
MEEDER ASSET MANAGEMENT INC0.01%0.11%33,50533,505100.00%1,800,894Mar 31, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.01%0.36%31,51231,512100.00%1,693,770Mar 31, 2024
PRINCIPAL STREET PARTNERS, LLC0.01%0.31%29,84029,840100.00%1,652,996Mar 31, 2024
INCEPTIONR LLC0.01%0.38%27,75527,755100.00%1,491,831Mar 31, 2024
CENTRAL BANK & TRUST CO0.00%0.20%26,23026,230100.00%1,409,825Mar 31, 2024
STEVENS CAPITAL MANAGEMENT LP0.00%0.27%25,53125,531100.00%1,372,000Mar 31, 2024
HUDSON BAY CAPITAL MANAGEMENT LP0.00%0.01%25,24125,241100.00%1,356,704Mar 31, 2024
HSBC HOLDINGS PLC0.00%0.00%24,00024,000100.00%1,290,000Mar 31, 2024
POLIANTA LTD0.00%0.56%21,50021,500100.00%1,155,000Mar 31, 2024
SAGEFIELD CAPITAL LP0.00%0.14%21,35021,350100.00%1,147,563Mar 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC0.00%0.01%20,17220,172100.00%1,084,257Mar 31, 2024
STRONG TOWER ADVISORY SERVICES0.00%0.42%19,81819,818100.00%1,055,903Mar 31, 2024
0.00%0.03%18,00018,000100.00%967,500Mar 31, 2024
OPPENHEIMER ASSET MANAGEMENT INC.0.00%0.01%17,95617,956100.00%965,135Mar 31, 2024
EQUITABLE TRUST CO0.00%0.06%16,81316,813100.00%903,699Mar 31, 2024
FARMERS & MERCHANTS TRUST CO OF LONG BEACH0.00%0.20%15,38215,382100.00%826,782Mar 31, 2024
CAPTION MANAGEMENT, LLC0.00%0.01%14,50014,500100.00%779,375Mar 31, 2024
SIMPLICITY WEALTH,LLC0.00%0.02%14,34314,343100.00%770,912Mar 31, 2024
WINTON GROUP LTD0.00%0.05%13,72513,725100.00%737,719Mar 31, 2024
QUEST PARTNERS LLC0.00%0.12%12,79912,799100.00%687,946Mar 31, 2024
RESOLUTION CAPITAL LTD0.00%0.01%12,78012,780100.00%686,925Mar 31, 2024
STONERIDGE INVESTMENT PARTNERS LLC0.00%0.26%12,63812,638100.00%679,000Mar 31, 2024
SOWELL FINANCIAL SERVICES LLC0.00%0.03%12,63312,633100.00%686,000Mar 31, 2024
COMMERZBANK AKTIENGESELLSCHAFT /FI0.00%0.02%12,42312,423100.00%668Mar 31, 2024
PARALLAX VOLATILITY ADVISERS, L.P.0.00%0.00%12,24812,248100.00%658,330Mar 31, 2024
PETRUS TRUST COMPANY, LTA0.00%0.06%11,84811,848100.00%636,830Mar 31, 2024
OMNISTAR FINANCIAL GROUP, INC.0.00%0.47%9,6229,622100.00%517,183Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC0.00%0.01%9,5279,527100.00%512,076Mar 31, 2024
MITCHELL SINKLER & STARR/PA0.00%0.13%9,5009,500100.00%510,625Mar 31, 2024
GTS SECURITIES LLC0.00%0.00%9,2009,200100.00%494,500Mar 31, 2024
BANK OF HAWAII0.00%0.02%8,0088,008100.00%430,431Mar 31, 2024
COLONY GROUP, LLC0.00%0.00%7,8917,891100.00%424,000Mar 31, 2024
FIFTH LANE CAPITAL, LP0.00%0.35%7,5007,500100.00%403,125Mar 31, 2024
LEGACY WEALTH ASSET MANAGEMENT, LLC0.00%0.11%7,4387,438100.00%399,793Mar 31, 2024
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP0.00%0.52%7,4347,434100.00%399,578Mar 31, 2024
HSBC HOLDINGS PLC0.00%0.00%7,1007,100100.00%381,625Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.00%0.03%6,8736,873100.00%369,424Mar 31, 2024
WILEY BROS.-AINTREE CAPITAL, LLC0.00%0.04%6,0126,012100.00%323,136Mar 31, 2024
XTX TOPCO LTD0.00%0.04%5,5355,535100.00%297,506Mar 31, 2024
RITHOLTZ WEALTH MANAGEMENT0.00%0.01%4,7114,711100.00%253,216Mar 31, 2024
BUCKINGHAM STRATEGIC PARTNERS0.00%0.01%4,7104,710100.00%253,163Mar 31, 2024
0.00%0.01%4,7004,700100.00%252,625Mar 31, 2024
WAVERLY ADVISORS, LLC0.00%0.01%4,5244,524100.00%243,173Mar 31, 2024
BRIDGEFRONT CAPITAL, LLC0.00%0.18%4,3854,385100.00%235,694Mar 31, 2024
TRADEWINDS, LLC.0.00%0.11%4,2014,201100.00%225,811Mar 31, 2024
PITCAIRN CO0.00%0.01%4,1724,172100.00%224,245Mar 31, 2024
NVERSES CAPITAL, LLC0.00%0.53%4,1004,100100.00%220,375,000Mar 31, 2024
VINVA INVESTMENT MANAGEMENT LTD0.00%0.01%4,0604,060100.00%218,225Mar 31, 2024
CONGRESS WEALTH MANAGEMENT LLC / DE /0.00%0.00%4,0174,017100.00%215,946Mar 31, 2024
ALPHA CUBED INVESTMENTS, LLC0.00%0.01%3,8893,889100.00%209,032Mar 31, 2024
SPIDERROCK ADVISORS, LLC0.00%0.01%3,8703,870100.00%201,395Mar 31, 2024
SCP INVESTMENT, LP0.00%0.13%3,8003,800100.00%204,250Mar 31, 2024
FIFTH LANE CAPITAL, LP0.00%0.15%3,3003,300100.00%177,375Mar 31, 2024
0.00%0.02%2,6032,603100.00%145,325Mar 31, 2024
ENTRYPOINT CAPITAL, LLC0.00%0.12%2,5842,584100.00%138,890Mar 31, 2024
HILLTOP NATIONAL BANK0.00%0.05%2,5542,554100.00%137,278Mar 31, 2024
CHRISTOPHER J. HASENBERG, INC0.00%0.06%2,1942,194100.00%117,928Mar 31, 2024
FIDELIS CAPITAL PARTNERS, LLC0.00%0.15%2,0822,082100.00%1,272,744Mar 31, 2024
MATHER GROUP, LLC.0.00%0.00%2,0232,023100.00%125,229,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
New Age Alpha Trust2.30%8,012-2,912-26.66%May 31, 2022
KAVILCO INC/WA/1.75%12,77012,770-Mar 31, 2021
MASSACHUSETTS INVESTORS TRUST1.60%959,159327,98351.96%Dec 31, 2023
REAVES UTILITY INCOME FUND1.55%1,365,800269,50024.58%Jan 31, 2024
PIONEER EQUITY INCOME FUND1.51%337,25026,3758.48%Jan 31, 2024
Duff & Phelps Utility & Infrastructure Fund Inc.1.41%245,300--Jan 31, 2024
Barings Private Equity Opportunities & Commitments Fund1.25%1,500,000--Dec 31, 2023
MASSACHUSETTS INVESTORS GROWTH STOCK FUND1.14%2,702,579-66,742-2.41%Feb 29, 2024
Nuveen Core Equity Alpha Fund0.87%20,30012,600163.64%Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.78%381,016--Dec 31, 2023
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.66%486,949--Jan 31, 2024
INVESCO QQQ TRUST, SERIES 10.65%10,092,504663,1037.03%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 FUND0.58%417,250-4,750-1.13%Dec 29, 2023
JP MORGAN FLEMING MUTUAL FUND GROUP INC0.55%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 FUND0.40%73,65030,00068.73%Feb 29, 2024
BNY MELLON VARIABLE INVESTMENT FUND0.39%95,000--Mar 31, 2024
DELAWARE GROUP EQUITY FUNDS I0.38%9,050--Jan 31, 2023
BlackRock Utilities, Infrastructure & Power Opportunities Trust0.38%82,590--Dec 31, 2023
MFS SERIES TRUST I0.37%7,291,822-1,080,372-12.90%Feb 29, 2024
COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC0.36%275,999--Dec 31, 2023
DAXOR CORP0.36%1,0001,000-Sep 30, 2023
AMERICAN MUTUAL FUND0.36%3,343,483--Jan 31, 2024
JANUS ASPEN SERIES0.35%15,152,000--Dec 31, 2023
TAX-MANAGED GROWTH PORTFOLIO0.34%114,436--Dec 31, 2023
GABELLI UTILITY TRUST0.34%142,821-29-0.02%Dec 29, 2023
TORTOISE ENERGY INFRASTRUCTURE CORP0.28%246,874-45,231-15.48%Feb 29, 2024
FRONTIER FUNDS, INC.0.28%122,989-5,379-4.19%Dec 31, 2023
Gateway Trust0.27%440,442105,27731.41%Dec 31, 2023
Eaton Vance Tax-Managed Buy-Write Income Fund0.27%12,009--Dec 31, 2023
SELECT SECTOR SPDR TRUST0.27%8,353,8708,9280.11%Dec 31, 2023
Kayne Anderson NextGen Energy & Infrastructure, Inc.0.25%69,700-96,800-58.14%Aug 31, 2023
EATON VANCE SPECIAL INVESTMENT TRUST0.24%260,700--Jan 31, 2024
EIP INVESTMENT TRUST0.20%9,3745,000114.31%Jan 31, 2024
DNP SELECT INCOME FUND INC0.19%1,490,150--Jan 31, 2024
JANUS INVESTMENT FUND0.19%58,664,000--Dec 31, 2023
Kayne Anderson Energy Infrastructure Fund, Inc.0.19%187,300--Feb 29, 2024
Manager Directed Portfolios0.18%30,000--Jan 31, 2024
Manager Directed Portfolios0.18%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 FUND0.18%86,10046,600117.97%Jan 31, 2024
Monteagle Funds0.18%7,350--Feb 29, 2024
John Hancock Funds III0.18%3,036,843--Dec 31, 2023
Index Funds0.17%1,458-2,146-59.54%Dec 31, 2023
SPDR S&P 500 ETF TRUST0.17%6,814,444704,49111.53%Dec 31, 2023
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.17%668--Jan 31, 2024
VICTORY PORTFOLIOS0.16%4,935,975179,2993.77%Dec 31, 2023
STATE FARM ASSOCIATES FUNDS TRUSTS0.16%3,000,000--May 31, 2021
SIT MUTUAL FUNDS INC0.15%50,400--Dec 29, 2023
Calvert Responsible Index Series, Inc.0.15%241,4194890.20%Dec 31, 2023
LIBERTY ALL STAR EQUITY FUND0.15%118,000--Dec 31, 2023
Gabelli ETFs Trust0.14%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 FUND0.14%1,476,041-27,046-1.80%Dec 31, 2023
BRUCE FUND INC0.14%290,000-50,000-14.71%Dec 31, 2023
LORD ASSET MANAGEMENT TRUST0.14%5,0201,60046.78%Oct 31, 2022
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND0.14%34,10019,300130.41%Jan 31, 2024
T. Rowe Price Value Fund, Inc.0.14%1,105,350--Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.14%4,020,778-49,219-1.21%Dec 31, 2023
AMERICAN FUNDS FUNDAMENTAL INVESTORS0.14%2,414,398--Dec 31, 2023
Engine No. 1 ETF Trust0.13%7,963-181-2.22%Jan 31, 2024
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO0.13%21,618-382-1.74%Dec 31, 2023
MASTER LARGE CAP SERIES LLC0.12%110,794--Mar 31, 2022
OSI ETF Trust0.12%20,910--Mar 31, 2022
GABELLI GLOBAL UTILITY & INCOME TRUST0.12%18,500--Dec 29, 2023
FIRST TRUST ENERGY INCOME & GROWTH FUND0.12%46,10033,500265.87%Feb 29, 2024
SPIRIT OF AMERICA INVESTMENT FUND INC0.12%6,700--Feb 29, 2024
VANGUARD INDEX FUNDS0.11%52,633,2668,389,40318.96%Dec 31, 2023
GROWTH FUND OF AMERICA0.11%2,791,411--Feb 29, 2024
Transparent Value Trust0.11%1,802--Dec 31, 2023
Collaborative Investment Series Trust0.11%19,323--Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.11%259,73510,9574.40%Dec 31, 2023
Advisers Investment Trust0.10%3,000,000--Dec 29, 2023
ALLSPRING UTILITIES & HIGH INCOME FUND0.10%49,273--Feb 29, 2024
VANGUARD WINDSOR FUNDS0.10%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 IV0.09%95,220--Dec 29, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.09%770,000--Dec 31, 2023
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.0.08%89,018--Feb 29, 2024
WASHINGTON MUTUAL INVESTORS FUND0.08%1,732,477--Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund0.08%190,416--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.08%304,21832,09511.79%Jan 31, 2024
AMERICAN CENTURY GOVERNMENT INCOME TRUST0.08%3,720,000--Dec 31, 2023
VANGUARD FENWAY FUNDS0.08%1,980,073-238,775-10.76%Dec 31, 2023
Fidelity Commonwealth Trust II0.07%494,105-167,962-25.37%Aug 31, 2023
DOMINI INVESTMENT TRUST0.07%420,000--Jan 31, 2024
Guggenheim Enhanced Equity Income Fund0.07%12,4794974.15%Sep 30, 2021
SCHWAB ANNUITY PORTFOLIOS0.07%26,2053471.34%Dec 31, 2023
Centre Funds0.06%3,843-98-2.49%Dec 31, 2023
JOHN HANCOCK BOND TRUST0.06%4,370,000--Feb 29, 2024
Global Beta ETF Trust0.06%1698498.82%May 31, 2022
TIAA SEPARATE ACCOUNT VA 10.06%14,186-737-4.94%Dec 31, 2023
CORNERSTONE STRATEGIC VALUE FUND INC0.06%25,000--Dec 31, 2023
ALLSPRING MASTER TRUST0.06%3,882,000--Feb 29, 2024
VANGUARD SPECIALIZED FUNDS0.06%3,162,6599,9030.31%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

DateHoldingsChange %
31 Mar, 24984-2.57%
31 Dec, 231,0108.72%
30 Sep, 23929-2.82%
30 Jun, 23956-2.05%
31 Mar, 23976-0.81%
31 Dec, 229844.46%
30 Sep, 22942-0.74%
30 Jun, 229491.28%
31 Mar, 229372.18%
31 Dec, 219179.43%
30 Sep, 21838-1.76%
30 Jun, 218531.19%
31 Mar, 21843-5.49%
31 Dec, 208925.81%
30 Sep, 208433.95%
30 Jun, 20811-3.11%
31 Mar, 20837-1.53%
31 Dec, 198504.68%
30 Sep, 198122.27%
30 Jun, 197941.02%
31 Mar, 197863.29%
31 Dec, 187619.34%
30 Sep, 18696-1.83%
30 Jun, 187090.57%
31 Mar, 187050.86%
31 Dec, 1769910.08%
30 Sep, 17635-0.16%
30 Jun, 176362.09%
31 Mar, 176230.16%
31 Dec, 166225.25%
30 Sep, 16591-4.98%
30 Jun, 166226.69%
31 Mar, 165833.00%
31 Dec, 155664.62%
30 Sep, 155412.66%
30 Jun, 15527-3.66%
31 Mar, 155472.05%
31 Dec, 145364.48%
30 Sep, 145132.40%
30 Jun, 14501-0.79%
31 Mar, 145053.06%
31 Dec, 134904.70%
30 Sep, 13468-2.70%
30 Jun, 13481117.65%
31 Mar, 132214.74%
31 Dec, 1221110.47%
30 Sep, 12191-2.05%
30 Jun, 12195-0.51%
31 Mar, 121961.03%
31 Dec, 1119425.16%
30 Sep, 111557.64%
30 Jun, 11144-3.36%
31 Mar, 111496.43%
31 Dec, 1014013.82%
30 Sep, 1012311.82%
30 Jun, 101105.77%
31 Mar, 10104-
31 Dec, 0910410.64%
30 Sep, 0994-14.55%
30 Jun, 09110-
31 Mar, 09110-3.51%
31 Dec, 081143.64%
30 Sep, 081101.85%
30 Jun, 0810811.34%
31 Mar, 0897-11.82%
31 Dec, 0711026.44%
30 Sep, 0787-1.14%
30 Jun, 07884.76%
31 Mar, 0784-11.58%
31 Dec, 069525.00%
30 Sep, 0676-1.30%
30 Jun, 06771.32%
31 Mar, 06768.57%
31 Dec, 057011.11%
30 Sep, 0563-4.55%
30 Jun, 05664.76%
31 Mar, 05631.61%
31 Dec, 046214.81%
30 Sep, 0454-6.90%
30 Jun, 0458-13.43%
31 Mar, 046719.64%
31 Dec, 03563.70%
30 Sep, 035410.20%
30 Jun, 034913.95%
31 Mar, 03434.88%
31 Dec, 02417.89%
30 Sep, 0238-9.52%
30 Jun, 0242-2.33%
31 Mar, 024348.28%
31 Dec, 0129-27.50%
30 Sep, 0140-
30 Jun, 0140-2.44%
31 Mar, 014110.81%
31 Dec, 003715.63%
30 Sep, 00323100.00%
30 Jun, 001-

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

DateShares OutstandingChange %
31 Mar, 24433,348,1990.06%
31 Dec, 23433,068,2440.97%
30 Sep, 23428,922,0570.86%
30 Jun, 23425,275,738-0.60%
31 Mar, 23427,830,4101.16%
31 Dec, 22422,944,0930.05%
30 Sep, 22422,751,5490.47%
30 Jun, 22420,770,5382.07%
31 Mar, 22412,246,2240.92%
31 Dec, 21408,481,1761.10%
30 Sep, 21404,037,147-1.40%
30 Jun, 21409,761,4971.50%
31 Mar, 21403,698,2770.34%
31 Dec, 20402,349,610-0.51%
30 Sep, 20404,411,373-1.62%
30 Jun, 20411,087,5101.45%
31 Mar, 20405,231,487-0.02%
31 Dec, 19405,324,6860.10%
30 Sep, 19404,928,1800.26%
30 Jun, 19403,879,5321.82%
31 Mar, 19396,644,2721.25%
31 Dec, 18391,734,9433.11%
30 Sep, 18379,912,7491.26%
30 Jun, 18375,185,947-0.67%
31 Mar, 18377,729,9041.48%
31 Dec, 17372,221,1160.18%
30 Sep, 17371,543,2620.93%
30 Jun, 17368,130,2410.50%
31 Mar, 17366,290,6131.98%
31 Dec, 16359,167,3280.53%
30 Sep, 16357,277,414-0.32%
30 Jun, 16358,433,921-1.73%
31 Mar, 16364,761,4991.78%
31 Dec, 15358,387,9810.41%
30 Sep, 15356,913,4180.82%
30 Jun, 15354,021,0671.56%
31 Mar, 15348,579,8520.87%
31 Dec, 14345,571,470-1.66%
30 Sep, 14351,418,914-0.26%
30 Jun, 14352,345,7322.74%
31 Mar, 14342,950,9124.01%
31 Dec, 13329,714,537-1.79%
30 Sep, 13335,732,5864.47%
30 Jun, 13321,354,368213.07%
31 Mar, 13102,644,983-3.74%
31 Dec, 12106,636,829-3.36%
30 Sep, 12110,340,001-10.39%
30 Jun, 12123,139,2751.12%
31 Mar, 12121,771,2667.54%
31 Dec, 11113,237,1507.59%
30 Sep, 11105,251,039-5.68%
30 Jun, 11111,584,7311.18%
31 Mar, 11110,287,69326.51%
31 Dec, 1087,180,1515.54%
30 Sep, 1082,606,6364.02%
30 Jun, 1079,413,165-3.76%
31 Mar, 1082,513,4069.73%
31 Dec, 0975,193,51820.01%
30 Sep, 0962,654,295-9.28%
30 Jun, 0969,061,672-10.99%
31 Mar, 0977,588,577-12.29%
31 Dec, 0888,460,98911.74%
30 Sep, 0879,165,39045.82%
30 Jun, 0854,288,0914.05%
31 Mar, 0852,174,668-6.84%
31 Dec, 0756,008,1609.83%
30 Sep, 0750,994,253-6.54%
30 Jun, 0754,565,12533.22%
31 Mar, 0740,959,350-23.89%
31 Dec, 0653,813,77825.29%
30 Sep, 0642,951,643-6.02%
30 Jun, 0645,702,928-0.74%
31 Mar, 0646,042,51218.45%
31 Dec, 0538,869,3189.84%
30 Sep, 0535,387,5866.15%
30 Jun, 0533,337,795-3.29%
31 Mar, 0534,473,2924.07%
31 Dec, 0433,125,75548.17%
30 Sep, 0422,356,76210.28%
30 Jun, 0420,272,205-30.89%
31 Mar, 0429,333,13613.95%
31 Dec, 0325,741,713-0.47%
30 Sep, 0325,864,54436.44%
30 Jun, 0318,957,24514.83%
31 Mar, 0316,509,451-25.02%
31 Dec, 0222,018,33920.96%
30 Sep, 0218,202,27915.88%
30 Jun, 0215,708,44215.04%
31 Mar, 0213,654,55752.94%
31 Dec, 018,927,981-30.80%
30 Sep, 0112,901,983-48.93%
30 Jun, 0125,262,89267.46%
31 Mar, 0115,085,908-19.05%
31 Dec, 0018,635,07741.05%
30 Sep, 0013,211,91017562.98%
30 Jun, 0074,800-

Xcel Energy (XEL) has 433.35M shares outstanding as of 31 Mar 24, up 0.06% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2478.22%1.27%
31 Dec, 2378.45%1.29%
30 Sep, 2377.84%1.31%
30 Jun, 2377.18%1.28%
31 Mar, 2377.65%1.31%
31 Dec, 2277.04%1.29%
30 Sep, 2277.14%1.30%
30 Jun, 2277.06%1.35%
31 Mar, 2275.64%1.32%
31 Dec, 2175.78%1.35%
30 Sep, 2174.96%1.30%
30 Jun, 2176.02%1.35%
31 Mar, 2175.04%1.30%
31 Dec, 2075.92%1.28%
30 Sep, 2076.88%1.26%
30 Jun, 2078.01%1.31%
31 Mar, 2077.04%1.29%
31 Dec, 1977.20%1.27%
30 Sep, 1978.02%1.27%
30 Jun, 1978.27%1.32%
31 Mar, 1977.02%1.31%
31 Dec, 1876.66%1.38%
30 Sep, 1874.49%1.38%
30 Jun, 1873.57%1.34%
31 Mar, 1874.21%1.39%
31 Dec, 1773.13%1.37%
30 Sep, 1773.05%1.39%
30 Jun, 1772.39%1.39%
31 Mar, 1772.06%1.45%
31 Dec, 1670.61%1.43%
30 Sep, 1670.20%1.42%
30 Jun, 1670.43%1.37%
31 Mar, 1671.71%1.44%
31 Dec, 1570.51%1.43%
30 Sep, 1570.25%1.44%
30 Jun, 1569.73%1.48%
31 Mar, 1568.76%1.46%
31 Dec, 1468.59%1.42%
30 Sep, 1469.44%1.42%
30 Jun, 1470.01%1.49%
31 Mar, 1468.66%1.57%
31 Dec, 1366.14%1.46%
30 Sep, 1367.40%1.62%
30 Jun, 1364.56%14.70%
31 Mar, 1320.96%4.40%
31 Dec, 1221.83%4.27%
30 Sep, 1222.61%3.55%
30 Jun, 1225.25%4.04%
31 Mar, 1224.99%4.58%
31 Dec, 1123.35%4.96%
30 Sep, 1121.69%4.10%
30 Jun, 1123.01%4.43%
31 Mar, 1122.80%6.41%
31 Dec, 1018.87%5.86%
30 Sep, 1017.94%6.02%
30 Jun, 1017.26%5.34%
31 Mar, 1017.98%6.70%
31 Dec, 0916.39%8.71%
30 Sep, 0913.72%5.99%
30 Jun, 0915.13%5.21%
31 Mar, 0917.05%4.16%
31 Dec, 0820.24%6.09%
30 Sep, 0818.24%11.48%
30 Jun, 0812.60%8.54%
31 Mar, 0812.15%6.70%
31 Dec, 0713.46%9.12%
30 Sep, 0712.15%6.95%
30 Jun, 0713.22%13.12%
31 Mar, 0710.04%5.77%
31 Dec, 0613.19%11.79%
30 Sep, 0610.58%8.32%
30 Jun, 0611.27%8.68%
31 Mar, 0611.39%12.21%
31 Dec, 059.66%12.51%
30 Sep, 058.79%12.79%
30 Jun, 058.29%11.22%
31 Mar, 058.59%12.60%
31 Dec, 048.26%26.40%
30 Sep, 045.59%21.69%
30 Jun, 045.08%9.38%
31 Mar, 047.36%17.66%
31 Dec, 036.46%15.34%
30 Sep, 036.49%28.69%
30 Jun, 034.75%27.73%
31 Mar, 034.14%12.47%
31 Dec, 025.76%27.47%
30 Sep, 024.58%26.52%
30 Jun, 024.16%27.91%
31 Mar, 023.86%60.61%
31 Dec, 012.52%17.91%
30 Sep, 013.75%6.90%
30 Jun, 017.37%37.63%
31 Mar, 014.43%14.55%
31 Dec, 005.52%36.21%
30 Sep, 003.90%799229.86%
30 Jun, 000.02%-

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

DateIncreased PositionsChange %
31 Mar, 24432-17.71%
31 Dec, 2352515.38%
30 Sep, 234557.31%
30 Jun, 23424-7.22%
31 Mar, 23457-6.54%
31 Dec, 2248912.67%
30 Sep, 22434-3.56%
30 Jun, 22450-5.06%
31 Mar, 224741.94%
31 Dec, 2146528.81%
30 Sep, 21361-5.74%
30 Jun, 213839.12%
31 Mar, 21351-18.18%
31 Dec, 2042921.53%
30 Sep, 203531.44%
30 Jun, 20348-4.66%
31 Mar, 20365-8.75%
31 Dec, 1940012.36%
30 Sep, 19356-0.28%
30 Jun, 19357-2.46%
31 Mar, 19366-3.94%
31 Dec, 1838126.58%
30 Sep, 18301-4.44%
30 Jun, 183153.96%
31 Mar, 18303-12.68%
31 Dec, 1734720.91%
30 Sep, 17287-0.69%
30 Jun, 172890.35%
31 Mar, 17288-4.64%
31 Dec, 1630215.71%
30 Sep, 16261-14.71%
30 Jun, 163063.03%
31 Mar, 1629714.23%
31 Dec, 1526012.07%
30 Sep, 152329.43%
30 Jun, 15212-1.40%
31 Mar, 15215-16.67%
31 Dec, 1425813.16%
30 Sep, 14228-2.98%
30 Jun, 14235-
31 Mar, 142359.81%
31 Dec, 132148.08%
30 Sep, 13198-45.00%
30 Jun, 13360200.00%
31 Mar, 13120-2.44%
31 Dec, 1212333.70%
30 Sep, 1292-10.68%
30 Jun, 12103-5.50%
31 Mar, 12109-8.40%
31 Dec, 1111932.22%
30 Sep, 11909.76%
30 Jun, 11826.49%
31 Mar, 1177-2.53%
31 Dec, 10793.95%
30 Sep, 107622.58%
30 Jun, 106231.91%
31 Mar, 1047-18.97%
31 Dec, 095852.63%
30 Sep, 0938-40.63%
30 Jun, 09646.67%
31 Mar, 0960-3.23%
31 Dec, 086214.81%
30 Sep, 0854-14.29%
30 Jun, 086321.15%
31 Mar, 0852-14.75%
31 Dec, 076138.64%
30 Sep, 0744-16.98%
30 Jun, 075323.26%
31 Mar, 0743-25.86%
31 Dec, 065820.83%
30 Sep, 064817.07%
30 Jun, 0641-6.82%
31 Mar, 0644-
31 Dec, 054441.94%
30 Sep, 0531-13.89%
30 Jun, 0536-7.69%
31 Mar, 0539-2.50%
31 Dec, 044014.29%
30 Sep, 043545.83%
30 Jun, 0424-33.33%
31 Mar, 04365.88%
31 Dec, 03343.03%
30 Sep, 033310.00%
30 Jun, 033050.00%
31 Mar, 0320-13.04%
31 Dec, 0223-
30 Sep, 0223-17.86%
30 Jun, 0228-3.45%
31 Mar, 022961.11%
31 Dec, 0118-33.33%
30 Sep, 0127-6.90%
30 Jun, 0129-
31 Mar, 012926.09%
31 Dec, 0023-28.13%
30 Sep, 00323100.00%
30 Jun, 001-

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

DateReduced PositionsChange %
31 Mar, 2436514.42%
31 Dec, 233199.62%
30 Sep, 23291-10.74%
30 Jun, 233266.89%
31 Mar, 233050.66%
31 Dec, 223036.69%
30 Sep, 22284-4.38%
30 Jun, 222976.83%
31 Mar, 22278-2.11%
31 Dec, 212844.03%
30 Sep, 21273-3.19%
30 Jun, 21282-5.37%
31 Mar, 212989.16%
31 Dec, 20273-8.70%
30 Sep, 202996.41%
30 Jun, 20281-6.33%
31 Mar, 2030012.36%
31 Dec, 19267-0.74%
30 Sep, 192699.80%
30 Jun, 19245-2.39%
31 Mar, 192515.91%
31 Dec, 18237-2.47%
30 Sep, 182436.58%
30 Jun, 18228-13.31%
31 Mar, 1826325.24%
31 Dec, 172102.94%
30 Sep, 172042.00%
30 Jun, 172001.01%
31 Mar, 17198-1.49%
31 Dec, 162012.03%
30 Sep, 161974.79%
30 Jun, 161887.43%
31 Mar, 16175-6.42%
31 Dec, 151871.08%
30 Sep, 15185-7.50%
30 Jun, 15200-7.83%
31 Mar, 1521734.78%
31 Dec, 14161-3.01%
30 Sep, 1416614.48%
30 Jun, 14145-18.08%
31 Mar, 14177-7.81%
31 Dec, 131927.87%
30 Sep, 13178131.17%
30 Jun, 137710.00%
31 Mar, 137022.81%
31 Dec, 1257-10.94%
30 Sep, 1264-3.03%
30 Jun, 12664.76%
31 Mar, 126340.00%
31 Dec, 114521.62%
30 Sep, 1137-
30 Jun, 1137-2.63%
31 Mar, 1138-13.64%
31 Dec, 104462.96%
30 Sep, 1027-18.18%
30 Jun, 1033-13.16%
31 Mar, 103826.67%
31 Dec, 0930-18.92%
30 Sep, 093727.59%
30 Jun, 0929-14.71%
31 Mar, 0934-10.53%
31 Dec, 083815.15%
30 Sep, 083357.14%
30 Jun, 0821-12.50%
31 Mar, 0824-17.24%
31 Dec, 0729-3.33%
30 Sep, 073050.00%
30 Jun, 0720-13.04%
31 Mar, 0723-4.17%
31 Dec, 062484.62%
30 Sep, 0613-31.58%
30 Jun, 06195.56%
31 Mar, 061863.64%
31 Dec, 0511-45.00%
30 Sep, 0520-9.09%
30 Jun, 052229.41%
31 Mar, 051713.33%
31 Dec, 041566.67%
30 Sep, 049-47.06%
30 Jun, 0417-15.00%
31 Mar, 042053.85%
31 Dec, 031318.18%
30 Sep, 031110.00%
30 Jun, 0310-9.09%
31 Mar, 0311-
31 Dec, 0211-
30 Sep, 0211-
30 Jun, 021122.22%
31 Mar, 02928.57%
31 Dec, 017-22.22%
30 Sep, 01928.57%
30 Jun, 017-
31 Mar, 017-30.00%
31 Dec, 0010-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24984-2.57%433,348,1990.06%78.22%1.27%432-17.71%36514.42%
31 Dec, 231,0108.72%433,068,2440.97%78.45%1.29%52515.38%3199.62%
30 Sep, 23929-2.82%428,922,0570.86%77.84%1.31%4557.31%291-10.74%
30 Jun, 23956-2.05%425,275,738-0.60%77.18%1.28%424-7.22%3266.89%
31 Mar, 23976-0.81%427,830,4101.16%77.65%1.31%457-6.54%3050.66%
31 Dec, 229844.46%422,944,0930.05%77.04%1.29%48912.67%3036.69%
30 Sep, 22942-0.74%422,751,5490.47%77.14%1.30%434-3.56%284-4.38%
30 Jun, 229491.28%420,770,5382.07%77.06%1.35%450-5.06%2976.83%
31 Mar, 229372.18%412,246,2240.92%75.64%1.32%4741.94%278-2.11%
31 Dec, 219179.43%408,481,1761.10%75.78%1.35%46528.81%2844.03%
30 Sep, 21838-1.76%404,037,147-1.40%74.96%1.30%361-5.74%273-3.19%
30 Jun, 218531.19%409,761,4971.50%76.02%1.35%3839.12%282-5.37%
31 Mar, 21843-5.49%403,698,2770.34%75.04%1.30%351-18.18%2989.16%
31 Dec, 208925.81%402,349,610-0.51%75.92%1.28%42921.53%273-8.70%
30 Sep, 208433.95%404,411,373-1.62%76.88%1.26%3531.44%2996.41%
30 Jun, 20811-3.11%411,087,5101.45%78.01%1.31%348-4.66%281-6.33%
31 Mar, 20837-1.53%405,231,487-0.02%77.04%1.29%365-8.75%30012.36%
31 Dec, 198504.68%405,324,6860.10%77.20%1.27%40012.36%267-0.74%
30 Sep, 198122.27%404,928,1800.26%78.02%1.27%356-0.28%2699.80%
30 Jun, 197941.02%403,879,5321.82%78.27%1.32%357-2.46%245-2.39%
31 Mar, 197863.29%396,644,2721.25%77.02%1.31%366-3.94%2515.91%
31 Dec, 187619.34%391,734,9433.11%76.66%1.38%38126.58%237-2.47%
30 Sep, 18696-1.83%379,912,7491.26%74.49%1.38%301-4.44%2436.58%
30 Jun, 187090.57%375,185,947-0.67%73.57%1.34%3153.96%228-13.31%
31 Mar, 187050.86%377,729,9041.48%74.21%1.39%303-12.68%26325.24%
31 Dec, 1769910.08%372,221,1160.18%73.13%1.37%34720.91%2102.94%
30 Sep, 17635-0.16%371,543,2620.93%73.05%1.39%287-0.69%2042.00%
30 Jun, 176362.09%368,130,2410.50%72.39%1.39%2890.35%2001.01%
31 Mar, 176230.16%366,290,6131.98%72.06%1.45%288-4.64%198-1.49%
31 Dec, 166225.25%359,167,3280.53%70.61%1.43%30215.71%2012.03%
30 Sep, 16591-4.98%357,277,414-0.32%70.20%1.42%261-14.71%1974.79%
30 Jun, 166226.69%358,433,921-1.73%70.43%1.37%3063.03%1887.43%
31 Mar, 165833.00%364,761,4991.78%71.71%1.44%29714.23%175-6.42%
31 Dec, 155664.62%358,387,9810.41%70.51%1.43%26012.07%1871.08%
30 Sep, 155412.66%356,913,4180.82%70.25%1.44%2329.43%185-7.50%
30 Jun, 15527-3.66%354,021,0671.56%69.73%1.48%212-1.40%200-7.83%
31 Mar, 155472.05%348,579,8520.87%68.76%1.46%215-16.67%21734.78%
31 Dec, 145364.48%345,571,470-1.66%68.59%1.42%25813.16%161-3.01%
30 Sep, 145132.40%351,418,914-0.26%69.44%1.42%228-2.98%16614.48%
30 Jun, 14501-0.79%352,345,7322.74%70.01%1.49%235-145-18.08%
31 Mar, 145053.06%342,950,9124.01%68.66%1.57%2359.81%177-7.81%
31 Dec, 134904.70%329,714,537-1.79%66.14%1.46%2148.08%1927.87%
30 Sep, 13468-2.70%335,732,5864.47%67.40%1.62%198-45.00%178131.17%
30 Jun, 13481117.65%321,354,368213.07%64.56%14.70%360200.00%7710.00%
31 Mar, 132214.74%102,644,983-3.74%20.96%4.40%120-2.44%7022.81%
31 Dec, 1221110.47%106,636,829-3.36%21.83%4.27%12333.70%57-10.94%
30 Sep, 12191-2.05%110,340,001-10.39%22.61%3.55%92-10.68%64-3.03%
30 Jun, 12195-0.51%123,139,2751.12%25.25%4.04%103-5.50%664.76%
31 Mar, 121961.03%121,771,2667.54%24.99%4.58%109-8.40%6340.00%
31 Dec, 1119425.16%113,237,1507.59%23.35%4.96%11932.22%4521.62%
30 Sep, 111557.64%105,251,039-5.68%21.69%4.10%909.76%37-
30 Jun, 11144-3.36%111,584,7311.18%23.01%4.43%826.49%37-2.63%
31 Mar, 111496.43%110,287,69326.51%22.80%6.41%77-2.53%38-13.64%
31 Dec, 1014013.82%87,180,1515.54%18.87%5.86%793.95%4462.96%
30 Sep, 1012311.82%82,606,6364.02%17.94%6.02%7622.58%27-18.18%
30 Jun, 101105.77%79,413,165-3.76%17.26%5.34%6231.91%33-13.16%
31 Mar, 10104-82,513,4069.73%17.98%6.70%47-18.97%3826.67%
31 Dec, 0910410.64%75,193,51820.01%16.39%8.71%5852.63%30-18.92%
30 Sep, 0994-14.55%62,654,295-9.28%13.72%5.99%38-40.63%3727.59%
30 Jun, 09110-69,061,672-10.99%15.13%5.21%646.67%29-14.71%
31 Mar, 09110-3.51%77,588,577-12.29%17.05%4.16%60-3.23%34-10.53%
31 Dec, 081143.64%88,460,98911.74%20.24%6.09%6214.81%3815.15%
30 Sep, 081101.85%79,165,39045.82%18.24%11.48%54-14.29%3357.14%
30 Jun, 0810811.34%54,288,0914.05%12.60%8.54%6321.15%21-12.50%
31 Mar, 0897-11.82%52,174,668-6.84%12.15%6.70%52-14.75%24-17.24%
31 Dec, 0711026.44%56,008,1609.83%13.46%9.12%6138.64%29-3.33%
30 Sep, 0787-1.14%50,994,253-6.54%12.15%6.95%44-16.98%3050.00%
30 Jun, 07884.76%54,565,12533.22%13.22%13.12%5323.26%20-13.04%
31 Mar, 0784-11.58%40,959,350-23.89%10.04%5.77%43-25.86%23-4.17%
31 Dec, 069525.00%53,813,77825.29%13.19%11.79%5820.83%2484.62%
30 Sep, 0676-1.30%42,951,643-6.02%10.58%8.32%4817.07%13-31.58%
30 Jun, 06771.32%45,702,928-0.74%11.27%8.68%41-6.82%195.56%
31 Mar, 06768.57%46,042,51218.45%11.39%12.21%44-1863.64%
31 Dec, 057011.11%38,869,3189.84%9.66%12.51%4441.94%11-45.00%
30 Sep, 0563-4.55%35,387,5866.15%8.79%12.79%31-13.89%20-9.09%
30 Jun, 05664.76%33,337,795-3.29%8.29%11.22%36-7.69%2229.41%
31 Mar, 05631.61%34,473,2924.07%8.59%12.60%39-2.50%1713.33%
31 Dec, 046214.81%33,125,75548.17%8.26%26.40%4014.29%1566.67%
30 Sep, 0454-6.90%22,356,76210.28%5.59%21.69%3545.83%9-47.06%
30 Jun, 0458-13.43%20,272,205-30.89%5.08%9.38%24-33.33%17-15.00%
31 Mar, 046719.64%29,333,13613.95%7.36%17.66%365.88%2053.85%
31 Dec, 03563.70%25,741,713-0.47%6.46%15.34%343.03%1318.18%
30 Sep, 035410.20%25,864,54436.44%6.49%28.69%3310.00%1110.00%
30 Jun, 034913.95%18,957,24514.83%4.75%27.73%3050.00%10-9.09%
31 Mar, 03434.88%16,509,451-25.02%4.14%12.47%20-13.04%11-
31 Dec, 02417.89%22,018,33920.96%5.76%27.47%23-11-
30 Sep, 0238-9.52%18,202,27915.88%4.58%26.52%23-17.86%11-
30 Jun, 0242-2.33%15,708,44215.04%4.16%27.91%28-3.45%1122.22%
31 Mar, 024348.28%13,654,55752.94%3.86%60.61%2961.11%928.57%
31 Dec, 0129-27.50%8,927,981-30.80%2.52%17.91%18-33.33%7-22.22%
30 Sep, 0140-12,901,983-48.93%3.75%6.90%27-6.90%928.57%
30 Jun, 0140-2.44%25,262,89267.46%7.37%37.63%29-7-
31 Mar, 014110.81%15,085,908-19.05%4.43%14.55%2926.09%7-30.00%
31 Dec, 003715.63%18,635,07741.05%5.52%36.21%23-28.13%10-
30 Sep, 00323100.00%13,211,91017562.98%3.90%799229.86%323100.00%--
30 Jun, 001-74,800-0.02%-1---

Xcel Energy Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 07, 2024Ostrom Melissaofficer Vice President, ControllerSell---2,265
Mar 07, 2024Ostrom Melissaofficer Vice President, ControllerSell1,711---
Mar 05, 2024Rome Amanda Jofficer EVP, Group President, UtilitieF-InKindSell678$52.69$35.76K27,094
Feb 22, 2024Correa Patriciaofficer SVP, Chief Human Resources OffF-InKindSell511$59.07$30.21K1,156
Feb 22, 2024Correa Patriciaofficer SVP, Chief Human Resources OffM-ExemptSell763---
Feb 22, 2024Prager Frank Pofficer SVP, Strategy, Security & Ext.F-InKindSell672$59.07$39.72K30,746
Feb 22, 2024Prager Frank Pofficer SVP, Strategy, Security & Ext.M-ExemptSell1,097---

All Insider Owners Trades