Skip to content
Disclosery

XEL XCEL ENERGY INC

Follow

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
ATTICUS WEALTH MANAGEMENT, LLC220$14.9K<0.01%013F-HRTimeline
WFA Asset Management Corp206$13.9K0.01%+113F-HRTimeline
Stuart Chaussee & Associates, Inc.202$13.6K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.200$13.5K0.01%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.192$13K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.191$12.9K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC186$12.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC184$12.4K0.01%13F-HRTimeline
Beacon Capital Management, LLC175$11.8K<0.01%+3013F-HRTimeline
SITTNER & NELSON, LLC169$11.4K<0.01%013F-HRTimeline
Parvin Asset Management, LLC158$10.7K0.01%13F-HRTimeline
Rialto Wealth Management, LLC150$10.1K<0.01%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC160$10K<0.01%+513F-HRTimeline
MilWealth Group LLC148$9.99K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC146$9.8K<0.01%+3913F-HRTimeline
Dunhill Financial, LLC140$9.48K<0.01%+2813F-HRTimeline
Future Financial Wealth Managment LLC129$8.71K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC124$8.38K0.01%+113F-HRTimeline
Financial Management Professionals, Inc.124$8.37K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.108$7.29K<0.01%+10013F-HRTimeline
Sugar Maple Asset Management, LLC105$7.09K0.01%new13F-HRTimeline
Avion Wealth110$7K<0.01%+1213F-HRTimeline
DUNCKER STREETT & CO INC100$6.75K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC100$6.75K<0.01%+713F-HRTimeline
Transce3nd, LLC100$6.75K<0.01%13F-HRTimeline
Tributary Capital Management, LLC99$6.68K<0.01%013F-HRTimeline
DT Investment Partners, LLC98$6.62K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC97$6.55K<0.01%013F-HRTimeline
Red Tortoise LLC95$6.41K<0.01%013F-HRTimeline
Abound Wealth Management90$6.09K<0.01%-113F-HRTimeline
SUMMIT SECURITIES GROUP LLC90$6.08K<0.01%new13F-HRTimeline
Independence Bank of Kentucky90$6.08K<0.01%new13F-HRTimeline
Aspect Partners, LLC89$6.01K<0.01%+713F-HRTimeline
WR Wealth Planners, LLC83$5.6K<0.01%+613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC80$5.4K<0.01%+2313F-HRTimeline
Private Wealth Management Group, LLC78$5.27K<0.01%013F-HRTimeline
GREAT LAKES ADVISORS, LLC78$5.25K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division76$5.13K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC75$5.06K<0.01%013F-HRTimeline
WPG Advisers, LLC75$5.06K<0.01%13F-HRTimeline
Householder Group Estate & Retirement S…77$5K<0.01%-1,06413F-HRTimeline
FPC INVESTMENT ADVISORY, INC.74$4.97K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC72$4.86K<0.01%013F-HRTimeline
Westside Investment Management, Inc.66$4.46K<0.01%-42613F-HRTimeline
Sachetta, LLC62$4.19K<0.01%-513F-HRTimeline
Grove Bank & Trust61$4.12K<0.01%new13F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.55$4K<0.01%+5113F-HRTimeline
TFC Financial Management, Inc.57$3.85K<0.01%013F-HRTimeline
Anchor Investment Management, LLC48$3.24K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC46$3.1K<0.01%+513F-HRTimeline
Pacifica Partners Inc.45$3.01K<0.01%013F-HRTimeline
Granite FO LLC39$2.63K<0.01%013F-HRTimeline
CONQUIS FINANCIAL LLC35$2.36K<0.01%13F-HRTimeline
Cassady Schiller Wealth Management, LLC34$2.3K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC34$2.3K<0.01%+2613F-HRTimeline
Holos Integrated Wealth LLC33$2.23K<0.01%13F-HRTimeline
Clark Wealth Partners32$2.16K<0.01%13F-HRTimeline
SJS Investment Consulting Inc.31$2.09K<0.01%-213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC30$2.03K<0.01%13F-HRTimeline
Key Financial Inc29$1.96K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC28$1.89K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC25$1.69K<0.01%13F-HRTimeline
NewSquare Capital LLC22$1.49K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC21$1.42K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.21$1.42K<0.01%13F-HRTimeline
Core Alternative Capital18$1.22K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.16$1.08K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC16$1.08K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7$1K<0.01%-313F-HRTimelineGroup
TD Capital Management LLC14$945<0.01%new13F-HRTimeline
JDM Financial Group LLC13$878<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.13$878<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC11$743<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.11$743<0.01%new13F-HRTimeline
NVWM, LLC10$675<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC10$675<0.01%13F-HRTimeline
Capital A Wealth Management, LLC10$675<0.01%13F-HRTimeline
WINNACLE WEALTH LLC10$673<0.01%13F-HRTimeline
YANKCOM Partnership7$473<0.01%13F-HRTimeline
Rakuten Securities, Inc.6$405<0.01%-613F-HRTimeline
Parkworth Wealth Management, Inc.5$338<0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC5$337<0.01%013F-HRTimeline
Bellwether Advisors, LLC4$270<0.01%new13F-HRTimeline
Activest Wealth Management4$270<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.3$2140.02%-3,51113F-HRTimeline
REAP Financial Group, LLC1$34<0.01%new13F-HRTimeline
Financial Life Planners0$4<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Edge Capital Group, LLC208,333$36.6Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.