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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
Keel Point, LLC3,178$215K0.02%-46013F-HRTimeline
CRA Financial Services, LLC3,177$215K0.04%013F-HRTimeline
Leverty Financial Group, LLC3,166$214K0.11%013F-HRTimeline
Aviance Capital Partners, LLC3,163$214K0.03%-1,75013F-HRTimeline
Kuhn & Co Investment Counsel3,159$213K0.18%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,151$213K<0.01%new13F-HRTimelineGroup
Centric Wealth Management3,150$213K0.06%013F-HRTimeline
HTLF Bank3,145$212K0.02%-30213F-HRTimeline
UMB Bank, n.a.3,139$212K<0.01%+3813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SHARPEPOINT LLC3,124$211K0.19%13F-HRTimeline
Compass Financial Group, INC/SD3,079$208K0.04%013F-HRTimeline
Phillips Wealth Planners LLC3,270$207K0.21%-3013F-HRTimeline
Alteri Wealth LLC3,068$207K0.06%13F-HRTimeline
CFS Investment Advisory Services, LLC3,060$207K0.02%new13F-HRTimeline
LRI Investments, LLC3,037$205K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,027$204K0.01%+87413F-HRTimelineGroup
Frank, Rimerman Advisors LLC3,016$204K0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.3,011$203K0.01%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC2,971$201K0.13%new13F-HRTimeline
GHP Investment Advisors, Inc.2,914$197K0.01%-57913F-HRTimeline
Cranbrook Wealth Management, LLC2,905$196K0.05%013F-HRTimeline
Sound Income Strategies, LLC2,887$195K0.01%+13313F-HRTimeline
Trust Co2,882$195K0.02%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC2,880$194K0.15%013F-HR/ATimeline
OSSIAM2,844$192K<0.01%-65113F-HRTimeline
High Note Wealth, LLC2,694$182K0.05%new13F-HRTimeline
Cherry Tree Wealth Management, LLC2,693$182K0.05%+913F-HRTimeline
Rosenberg Matthew Hamilton2,679$181K0.05%-1,40913F-HRTimeline
GeoWealth Management, LLC2,594$175K0.01%-77813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,590$175K<0.01%-58013F-HRTimelineGroup
Hilltop National Bank2,529$171K0.05%013F-HRTimeline
City State Bank2,526$171K0.06%+76013F-HRTimeline
MOTCO2,517$170K0.02%-7013F-HRTimeline
Founders Capital Management2,500$169K0.11%013F-HRTimeline
Lindbrook Capital, LLC2,460$166K0.01%+34113F-HRTimeline
Smithfield Trust Co2,401$163K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,376$160K0.06%013F-HRTimeline
Riverview Trust Co2,348$159K0.14%013F-HRTimeline
Whipplewood Advisors, LLC2,346$158K0.09%13F-HRTimeline
MAI Capital Management2,339$158K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.2,310$156K0.01%-16513F-HRTimeline
Caitong International Asset Management …2,308$156K0.15%13F-HR/ATimeline
Marquette Asset Management, LLC2,300$155K0.03%013F-HRTimeline
First Command Advisory Services, Inc.2,281$154K<0.01%new13F-HRTimeline
WASHINGTON TRUST Co2,266$153K0.01%-513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,261$153K<0.01%013F-HR/ATimeline
SENTRY INVESTMENT MANAGEMENT LLC2,245$152K0.07%-36613F-HRTimeline
Catalyst Capital Advisors LLC2,247$152K<0.01%+1,41213F-HRTimeline
VESTOR CAPITAL, LLC2,233$151K0.01%+1113F-HRTimeline
WHITTIER TRUST CO2,230$151K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,171$147K0.02%-55513F-HRTimeline
Hexagon Capital Partners LLC2,121$143K0.03%+59913F-HRTimeline
Creative Capital Management Investments…2,089$141K0.06%013F-HRTimeline
Financial Perspectives, Inc2,046$138K0.05%013F-HRTimeline
HM PAYSON & CO2,041$138K<0.01%+25613F-HRTimeline
WOLFF WIESE MAGANA LLC2,036$137K0.09%+413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,000$135K0.01%013F-HRTimeline
True Wealth Design, LLC1,987$134K0.05%+1413F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,969$133K0.01%+5513F-HRTimeline
Brooklyn Investment Group1,920$130K0.04%+17813F-HRTimeline
Golden State Wealth Management, LLC1,871$126K0.02%13F-HRTimeline
Cromwell Holdings LLC1,824$123K0.07%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,815$123K<0.01%+27013F-HRTimeline
Eagle Bay Advisors LLC1,810$122K0.08%+5413F-HRTimeline
FIRST COMMUNITY TRUST NA1,800$122K0.09%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,779$120K<0.01%+1,46213F-HRTimelineGroup
Millstone Evans Group, LLC1,779$120K0.08%13F-HRTimeline
Aspetuck Financial Management LLC1,760$119K0.09%13F-HRTimeline
Covestor Ltd1,722$116K0.07%-1,10013F-HRTimeline
STEPH & CO1,713$116K0.04%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,700$116K<0.01%013F-HRTimeline
COUNTRY TRUST BANK1,677$113K<0.01%+1,40113F-HRTimeline
PSI Advisors, LLC1,629$110K0.03%013F-HRTimeline
Bank of New Hampshire1,629$110K0.03%013F-HRTimeline
State of Wyoming1,620$109K0.01%-3,06413F-HRTimeline
Tandem Financial, LLC1,609$109K0.12%13F-HRTimeline
Altshuler Shaham Ltd1,551$105K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.1,528$103K0.03%-5013F-HRTimeline
Front Row Advisors LLC1,513$102K0.04%013F-HRTimeline
Pinnacle Bancorp, Inc.1,497$101K0.03%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,502$101K<0.01%+1,45413F-HRTimelineGroup
TRUST CO OF VERMONT1,476$99.7K<0.01%+39513F-HRTimeline
Hanson & Doremus Investment Management1,459$99K0.02%013F-HRTimeline
North Ridge Wealth Advisors, Inc.1,356$91.6K0.06%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,355$91.5K<0.01%+3113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1,341$90.5K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,323$89K0.01%+14813F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,309$88.4K0.04%+22913F-HRTimeline
IAG Wealth Partners, LLC1,276$86.2K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,267$85.5K0.05%13F-HRTimeline
LEE DANNER & BASS INC1,258$84.9K0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,225$83K0.03%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,210$81.8K0.06%+83513F-HRTimeline
Delos Wealth Advisors, LLC1,200$81K0.06%013F-HRTimeline
Denver PWM, LLC1,197$80.8K0.03%+1013F-HRTimeline
Winch Advisory Services, LLC1,194$80.6K0.02%+1013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,188$80.2K0.01%013F-HRTimelineGroup
IFS Advisors, LLC1,156$78.1K0.06%+20013F-HRTimeline
SBI Securities Co., Ltd.1,131$76.4K<0.01%13F-HRTimeline
VISION FINANCIAL MARKETS LLC1,110$74.9K0.08%13F-HRTimeline
OSTRUM ASSET MANAGEMENT1,100$74.3K0.01%-4713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,069$72.2K0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,057$71.4K0.01%+4013F-HRTimeline
Heritage Wealth Advisors1,040$70.2K<0.01%+64013F-HRTimeline
North Star Investment Management Corp.1,038$70.1K<0.01%-5213F-HRTimeline
Washington Trust Advisors, Inc.1,030$69.5K0.01%013F-HRTimeline
Fortitude Family Office, LLC1,015$68.5K0.02%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,000$67.5K0.04%13F-HRTimeline
Quent Capital, LLC971$65.6K0.01%+913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/947$63.9K0.03%013F-HRTimelineGroup
Deseret Mutual Benefit Administrators936$63.2K0.03%013F-HRTimeline
Bullock Wealth Management Group930$62.8K0.04%-1713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.902$60.9K0.02%013F-HRTimeline
CoreCap Advisors, LLC897$60.6K<0.01%+5213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC887$59.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caldwell Trust Co884$59.7K0.01%013F-HRTimeline
Versant Capital Management, Inc869$58.7K0.01%-4413F-HRTimeline
Hoese & Co LLP836$56.4K0.05%-7,36113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV827$55.8K<0.01%+15613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.805$54.4K0.05%13F-HRTimeline
Avalon Trust Co800$54K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.784$52.9K<0.01%+74413F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.769$51.9K<0.01%new13F-HRTimelineGroup
Peoples Bank/KS765$51.7K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC731$49.4K<0.01%+15113F-HRTimeline
Strengthening Families & Communities, L…721$49K0.03%+613F-HRTimeline
McIlrath & Eck, LLC710$48K0.01%+613F-HRTimeline
Ransom Advisory, Ltd702$47.4K0.02%013F-HRTimeline
FIRST FINANCIAL CORP /IN/688$46.5K0.02%new13F-HRTimeline
SOA Wealth Advisors, LLC.676$45.6K0.01%013F-HR/ATimeline
West Financial Advisors, LLC662$44.7K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…662$44.7K0.01%+8313F-HRTimeline
Addison Advisors LLC661$44.6K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC658$44.4K0.02%013F-HRTimeline
Kimelman & Baird, LLC652$44K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC648$43.8K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC631$42.6K0.01%013F-HR/ATimeline
Bell Investment Advisors, Inc621$41.9K0.01%-213F-HRTimeline
Continuum Advisory, LLC617$41.6K0.01%+14313F-HRTimeline
TSFG, LLC607$41K0.01%+113F-HRTimeline
Slocum, Gordon & Co LLP600$40.5K0.03%013F-HRTimeline
MCF Advisors LLC593$40K<0.01%+50413F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…580$39.2K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC580$39.2K<0.01%013F-HRTimeline
Piscataqua Savings Bank575$38.8K0.03%013F-HRTimeline
TruNorth Capital Management, LLC557$37.6K0.01%013F-HRTimeline
BFSG, LLC547$36.9K<0.01%-52313F-HRTimeline
CVA Family Office, LLC532$35.9K0.01%+31513F-HRTimeline
Luken Investment Analytics, LLC526$35.5K0.02%013F-HRTimeline
Hemington Wealth Management523$35K0.01%+3913F-HRTimeline
Tower View Wealth Management LLC515$34.7K0.02%+513F-HRTimeline
Crews Bank & Trust504$34K0.01%13F-HRTimeline
Elgethun Capital Management503$34K0.01%-2,04313F-HRTimeline
Asset Dedication, LLC500$33.8K<0.01%-5,98813F-HRTimeline
MONETARY MANAGEMENT GROUP INC500$33.8K0.01%013F-HRTimeline
Archer Investment Corp500$33.8K0.01%013F-HRTimeline
Canopy Partners, LLC497$33.6K0.01%+3713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC494$33.4K0.01%013F-HRTimeline
GS Investments, Inc.484$32.7K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC472$31.9K0.03%-513F-HRTimeline
Tidemark, LLC465$31.4K0.01%013F-HRTimeline
ADIRONDACK TRUST CO465$31.4K0.01%-9713F-HRTimeline
Tanglewood Legacy Advisors, LLC410$27.7K0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.407$27.5K<0.01%-2013F-HRTimeline
Strategic Investment Solutions, Inc. /IL400$27K0.01%013F-HRTimeline
Fairway Wealth LLC400$27K0.01%new13F-HRTimeline
SIERRA OCEAN, LLC384$25.9K0.02%13F-HRTimeline
Glen Eagle Advisors, LLC350$23.6K<0.01%+5013F-HRTimeline
Global Financial Private Client, LLC349$23.6K0.01%+1013F-HRTimeline
LGT Financial Advisors LLC348$23.5K0.05%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC353$23K0.02%013F-HRTimeline
GW&K Investment Management, LLC347$23K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.333$22.5K0.02%13F-HRTimeline
WEBSTER BANK, N. A.325$21.9K<0.01%013F-HRTimeline
Bangor Savings Bank320$21.6K<0.01%-5813F-HRTimeline
Richard W. Paul & Associates, LLC315$21.3K0.01%-113F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC396$21.2K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…301$20.3K<0.01%-9213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC297$20K<0.01%013F-HRTimelineGroup
Main Street Group, LTD295$19.9K0.01%-29413F-HRTimeline
BOK Financial Private Wealth, Inc.281$19K<0.01%013F-HRTimeline
Fairscale Capital, LLC277$18.7K0.02%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.264$17.8K0.01%013F-HRTimeline
CURIO WEALTH, LLC259$17.5K0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC257$17.4K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC256$17.3K<0.01%-2413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC250$16.9K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC245$16.5K<0.01%013F-HRTimeline
Nemes Rush Group LLC239$16.1K<0.01%+213F-HRTimeline
ORG Partners LLC236$16K<0.01%+4813F-HRTimeline
DHJJ Financial Advisors, Ltd.235$15.9K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.234$15.8K<0.01%+2513F-HRTimeline
Spurstone Advisory Services, LLC233$15.7K0.3%13F-HRTimeline
Laurel Wealth Advisors LLC230$15.5K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates228$15.4K<0.01%013F-HRTimeline
Greenline Partners, LLC226$15.3K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC226$15.3K<0.01%13F-HRTimeline
TD Waterhouse Canada Inc.225$15.2K<0.01%+12513F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P228$15K<0.01%new13F-HRTimelineGroup
Caitlin John, LLC221$14.9K0.01%013F-HRTimeline