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Disclosery

XEL XCEL ENERGY INC

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COM (common), issuer CIK 72903

1,088 managers (1,115 13F filers) reported a position in XEL shares at 2024-12-31, 485,925,451 shares in all. 90 filers opened a position and 70 filers sold out during the quarter.

Managers
1,088
13F filers
1,115
New
90
Added
451
Reduced
305
Sold out
70
Shares held by filers
485,925,451

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Goelzer Investment Management, Inc.6,050$408K0.02%013F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC6,015$406K0.02%013F-HRTimelineGroup
CX Institutional6,004$405K0.02%+2,15813F-HRTimeline
STOCK YARDS BANK & TRUST CO5,984$404K0.01%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC5,934$401K0.08%+16313F-HRTimeline
CSS LLC/IL5,920$400K0.02%new13F-HRTimeline
HBK Sorce Advisory LLC5,903$399K0.01%+1,34413F-HRTimeline
Capital Management Associates, Inc5,899$398K0.15%+5513F-HRTimeline
Sandy Spring Bank5,893$398K0.02%+5013F-HRTimeline
EVERPAR ADVISORS LLC5,881$397K0.2%+28713F-HRTimeline
Checchi Capital Advisers, LLC5,846$395K0.03%+24513F-HRTimeline
Perigon Wealth Management, LLC5,937$393K0.01%+23113F-HRTimeline
PharVision Advisers, LLC5,820$393K0.33%13F-HRTimeline
First Horizon Advisors, Inc.5,815$393K0.01%-11713F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,796$391K0.03%013F-HRTimelineGroup
SVB WEALTH LLC5,755$389K0.01%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW5,733$388K0.07%013F-HRTimelineGroup
Legacy Financial Advisors, Inc.5,682$384K0.06%+41313F-HRTimeline
IFP Advisors, Inc5,646$381K0.01%+4313F-HRTimeline
V-Square Quantitative Management LLC5,646$381K0.05%-66613F-HRTimeline
INGALLS & SNYDER LLC5,643$381K0.02%013F-HRTimeline
Keudell/Morrison Wealth Management5,641$381K0.1%-7813F-HRTimeline
Lantz Financial LLC5,637$381K0.1%-63113F-HRTimeline
FourThought Financial Partners, LLC5,594$378K0.04%new13F-HRTimeline
SC&H Financial Advisors, Inc.5,592$378K0.08%-95113F-HRTimeline
Lakeridge Wealth Management LLC5,551$375K0.19%+1913F-HRTimeline
RDA Financial Network5,551$375K0.11%-44913F-HRTimeline
Summit Financial, LLC5,548$375K0.01%-2713F-HRTimeline
OLD NATIONAL BANCORP /IN/5,439$367K0.01%-6013F-HRTimeline
James Hambro & Partners LLP5,400$365K0.01%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,394$364K0.04%-19513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,389$364K0.02%013F-HRTimelineGroup
WOLVERINE TRADING, LLC5,382$364K0.01%-9,19313F-HRTimeline
Smith Anglin Financial, LLC5,378$363K0.03%+113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,370$363K0.02%+1,84513F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …5,274$356K0.08%-17013F-HRTimelineGroup
Farther Finance Advisors, LLC5,257$355K0.01%-13413F-HRTimeline
Claro Advisors Inc.5,223$353K0.05%-28,14113F-HRTimeline
PrairieView Partners, LLC5,221$352K0.04%+60013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS5,218$352K<0.01%-295,59713F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…5,204$351K0.04%-30013F-HRTimelineGroup
Vantage Financial Partners, LLC5,188$350K0.09%013F-HRTimeline
Intrua Financial, LLC5,188$350K0.06%-5,56113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…5,173$349K0.01%-513F-HRTimelineGroup
PFG Advisors5,172$349K0.02%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC5,155$348K<0.01%+17613F-HRTimeline
Nautilus Advisors LLC5,146$347K0.28%13F-HRTimeline
HUB Investment Partners, LLC5,131$346K0.01%-1,10713F-HRTimeline
Alley Investment Management Company, LLC5,097$344K0.04%-15513F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC5,087$343K0.2%-9413F-HRTimeline
FLOW TRADERS U.S. LLC5,080$343K0.01%new13F-HRTimeline
Manchester Capital Management LLC5,070$342K0.04%-1913F-HRTimeline
Leonteq Securities AG5,023$339K0.03%+3,41013F-HRTimeline
Castle Rock Wealth Management, LLC4,930$338K0.08%013F-HRTimeline
Welch Group, LLC4,989$337K0.02%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT5,009$337K0.01%+1,54513F-HR/ATimeline
RITHOLTZ WEALTH MANAGEMENT4,989$337K0.01%-61813F-HRTimeline
Kenora Financial, LLC4,949$334K0.13%+87113F-HRTimeline
Lummis Asset Management, LP4,949$334K0.42%013F-HRTimeline
Parallel Advisors, LLC4,928$333K0.01%+1,31813F-HRTimeline
Scientech Research LLC4,906$331K0.09%new13F-HRTimeline
Significant Wealth Partners LLC4,881$330K0.17%new13F-HRTimeline
Aventura Private Wealth, LLC4,878$329K0.18%13F-HRTimeline
Carlson Capital Management4,837$327K0.01%+98613F-HRTimeline
DANSKE BANK A/S4,799$324K<0.01%013F-HRTimeline
AMG National Trust Bank4,789$324K0.01%-20113F-HRTimeline
PRIVATE TRUST CO NA4,788$323K0.03%+23313F-HRTimeline
Prime Capital Investment Advisors, LLC4,787$323K<0.01%+26313F-HRTimeline
Warwick Investment Management, Inc.4,785$323K0.07%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,676$316K0.03%+71113F-HR/ATimeline
PANAGORA ASSET MANAGEMENT INC4,671$315K<0.01%-36,56113F-HRTimeline
Net Worth Advisory Group4,662$315K0.1%+5913F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …4,652$314K0.07%new13F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC4,645$314K0.1%+1,21613F-HRTimeline
WRAPMANAGER INC4,572$309K0.08%-34513F-HRTimeline
Clearstead Advisors, LLC4,545$307K<0.01%-17813F-HRTimeline
Curi Capital, LLC4,542$307K0.01%-67613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,533$306K0.01%13F-HRTimeline
Advisory Alpha, LLC4,530$306K0.01%-4,13913F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.4,528$306K0.06%new13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC4,524$305K0.31%13F-HRTimeline
World Investment Advisors4,496$304K0.01%new13F-HRTimeline
Principle Wealth Partners LLC4,487$303K0.02%+14013F-HRTimeline
Trueblood Wealth Management, LLC4,465$301K0.15%-4013F-HRTimeline
GEN Financial Management, INC.4,457$301K0.2%13F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd4,437$300K0.22%new13F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding4,416$298K+153Timeline
Christopher J. Hasenberg, Inc4,409$298K0.12%-72813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,382$296K0.02%+21913F-HRTimelineGroup
FFT WEALTH MANAGEMENT LLC4,377$296K0.02%-3713F-HRTimeline
CIDEL ASSET MANAGEMENT INC4,366$295K0.02%+20913F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP4,339$293K0.04%-1,45713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,317$291K0.01%+1113F-HRTimeline
TCI Wealth Advisors, Inc.4,307$291K0.02%+11613F-HRTimeline
Bremer Bank National Association4,306$291K0.06%-1,71213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,301$290K<0.01%+70613F-HRTimeline
First Business Financial Services, Inc.4,277$289K0.03%+1,00013F-HRTimeline
Capital Investment Advisors, LLC4,251$287K0.01%-69313F-HRTimeline
Horizon Investment Services, LLC4,238$286K0.12%+19213F-HRTimeline
CONNING INC.in group CONNING INC.4,228$285K0.01%+32313F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.4,224$285K0.04%+713F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC4,200$284K0.01%+49213F-HRTimeline
Financial Advisors Network, Inc.4,199$284K0.05%13F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC4,182$282K0.3%13F-HRTimeline
Wealthspire Advisors, LLC4,152$280K<0.01%new13F-HRTimeline
WESBANCO BANK INC4,143$280K0.01%+53413F-HRTimeline
Machina Capital S.A.S.4,125$279K0.12%-20,39613F-HRTimeline
Compound Planning, Inc.4,122$278K0.01%new13F-HRTimeline
Centre Asset Management, LLC4,098$277K0.06%+28413F-HRTimeline
Triumph Capital Management4,092$276K0.09%-1,04013F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.4,070$275K0.05%013F-HRTimeline
Kozak & Associates, Inc.4,119$275K0.06%+8413F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC4,058$274K0.32%13F-HRTimeline
Buska Wealth Management, LLC4,046$273K0.09%-28113F-HRTimeline
Graypoint LLC4,019$271K0.02%+90513F-HRTimeline
NorthCrest Asset Manangement, LLC4,018$271K0.01%+86313F-HR/ATimeline
JNBA Financial Advisors4,016$271K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC4,012$271K0.01%013F-HRTimeline
Challenger Wealth Management4,000$270K0.23%13F-HRTimeline
Catalina Capital Group, LLC3,982$269K0.09%+68513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC3,970$268K0.2%+7513F-HRTimeline
SageView Advisory Group, LLC3,951$267K0.01%new13F-HRTimeline
Global Retirement Partners, LLC3,943$266K0.01%+28313F-HRTimeline
Paragon Capital Management LLC3,931$265K0.14%013F-HRTimeline
Quarry LP3,929$265K0.05%+3,07713F-HRTimeline
BlueStem Wealth Partners, LLC3,917$264K0.03%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,901$263K<0.01%+25613F-HRTimeline
Peak Asset Management, LLC3,896$263K0.05%013F-HRTimeline
RNC CAPITAL MANAGEMENT LLC3,881$262K0.01%+1813F-HRTimeline
HEADINVEST, LLC3,875$262K0.05%-6713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.3,871$261K0.1%-3713F-HRTimeline
Austin Private Wealth, LLC3,854$260K0.02%+5813F-HRTimeline
DORVAL Corp3,842$259K0.1%-15013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.3,842$259K0.1%+813F-HRTimeline
BALLAST ADVISORS LLC3,832$259K0.08%-3013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,811$257K0.02%new13F-HRTimelineGroup
Planning Center, Inc.3,805$257K0.03%013F-HRTimeline
Financially Speaking Inc3,798$256K0.17%13F-HRTimeline
Voleon Capital Management LP3,797$256K0.02%13F-HRTimeline
Premier Path Wealth Partners, LLC3,795$256K0.04%new13F-HRTimeline
MGO ONE SEVEN LLC3,794$256K0.01%-19313F-HRTimeline
NewEdge Wealth, LLC3,794$256K<0.01%+13313F-HRTimeline
Priebe Wealth Holdings LLC3,764$254K0.17%+61613F-HRTimeline
Clarius Group, LLC3,740$253K0.02%-24813F-HRTimeline
Williams Jones Wealth Management, LLC.3,738$252K<0.01%-3713F-HRTimeline
GRIES FINANCIAL LLC3,724$251K0.04%+64713F-HRTimeline
Accel Wealth Management3,712$251K0.1%+2313F-HRTimeline
Mesirow Financial Investment Management…3,689$249K<0.01%-4,83313F-HRTimeline
Tyche Wealth Partners LLC3,679$248K0.05%-20213F-HRTimeline
Venture Visionary Partners LLC3,675$248K0.01%-84513F-HR/ATimeline
Fortis Group Advisors, LLC3,659$247K0.05%+1113F-HRTimeline
Obermeyer Wealth Partners3,657$247K0.01%013F-HRTimeline
Scissortail Wealth Management, LLC3,649$246K0.06%+3,64513F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,637$246K0.01%-8413F-HRTimelineGroup
CAPITAL ADVISORS INC/OK3,636$246K<0.01%new13F-HRTimeline
Marcum Wealth, LLC3,622$245K0.02%+23613F-HRTimeline
GenTrust, LLC3,602$243K0.01%+15513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,601$243K<0.01%+14413F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC3,570$241K0.05%+3013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,551$240K0.02%+5713F-HRTimelineGroup
BRIGHTON JONES LLC3,549$240K0.01%new13F-HR/ATimeline
Avestar Capital, LLC3,532$238K0.02%+34313F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,516$237K0.24%13F-HRTimeline
CoreFirst Bank & Trust3,514$237K0.14%-4513F-HRTimeline
Sunpointe, LLC3,499$236K0.12%-25313F-HRTimeline
Avidian Wealth Enterprises, LLC3,496$236K0.01%+40213F-HRTimeline
FDx Advisors, Inc.3,459$234K0.07%-29313F-HRTimeline
Perpetual Ltdin group Perpetual Ltd3,460$234K<0.01%+1013F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC3,433$232K0.13%13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…3,432$232K0.01%013F-HRTimeline
LCM Capital Management Inc3,426$231K0.13%013F-HRTimeline
WESPAC Advisors, LLC3,425$231K0.17%-9413F-HRTimeline
Atlanta Consulting Group Advisors, LLC3,413$230K0.08%-13,79513F-HR/ATimeline
Avior Wealth Management, LLC3,412$230K0.01%-94013F-HRTimeline
MATHER GROUP, LLC.3,408$230K<0.01%+46613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,404$230K0.05%-19413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS3,404$230K0.1%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.3,400$230K0.11%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,386$229K0.02%+9013F-HRTimeline
Ariadne Wealth Management, LP3,425$229K0.1%-1,68313F-HRTimeline
Vestmark Advisory Solutions, Inc.3,392$229K0.01%new13F-HRTimeline
Windsor Capital Management, LLC3,375$228K0.07%+2213F-HRTimeline
Chesley Taft & Associates LLC3,370$228K0.01%-48113F-HRTimeline
Mystic Asset Management, Inc.3,352$226K0.06%new13F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,347$226K<0.01%013F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,336$225K+88Timeline
HOWE & RUSLING INC3,336$225K0.02%013F-HRTimeline
JPL Wealth Management, LLC3,323$224K0.06%13F-HRTimeline
Knollwood Investment Advisory, LLC3,323$224K0.02%013F-HRTimeline
Cyndeo Wealth Partners, LLC3,291$222K0.02%+20613F-HRTimeline
First Heartland Consultants, Inc.3,290$222K0.02%013F-HRTimeline
Sabal Trust CO3,283$222K0.01%-2,46213F-HRTimeline
Anchor Pointe Wealth Management, LLC3,276$221K0.29%13F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…3,274$221K0.02%013F-HRTimelineGroup
Gotham Asset Management, LLC3,245$219K<0.01%+513F-HRTimeline
USAdvisors Wealth Management, LLC3,237$218K0.07%-12313F-HRTimeline
Sharkey, Howes & Javer3,219$217K0.03%new13F-HRTimeline
Occidental Asset Management, LLC3,217$217K0.03%new13F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC3,199$216K<0.01%+913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,183$215K0.02%-3,71613F-HRTimeline