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XEL - Xcel Energy Inc Stock Price, Fair Value and News
52.54
USD
-0.63
(-1.18%)
Market Closed
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XEL
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Funds-Owners-Holders
Which funds bought or sold XEL recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-15
FIRST NATIONAL BANK SIOUX FALLS
ADDED
Premium
Premium
Premium
Premium
4,079
2024-04-15
FIRST CITIZENS BANK & TRUST CO
REDUCED
Premium
Premium
Premium
Premium
19,532
2024-04-15
VIKING FUND MANAGEMENT LLC
NEW
Premium
Premium
Premium
Premium
102,400
2024-04-15
THOMPSON INVESTMENT MANAGEMENT, INC.
UNCHANGED
Premium
Premium
Premium
Premium
10,899
2024-04-15
ATLAS CAPITAL ADVISORS LLC
REDUCED
Premium
Premium
Premium
Premium
8.00
2024-04-15
EXCHANGE TRADED CONCEPTS, LLC
ADDED
Premium
Premium
Premium
Premium
13,723
2024-04-15
Corundum Group, Inc.
REDUCED
Premium
Premium
Premium
Premium
5,523
2024-04-15
Windsor Capital Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-15
Capital Investment Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
6,450
2024-04-15
JANICZEK WEALTH MANAGEMENT, LLC
REDUCED
Premium
Premium
Premium
Premium
621
2024-04-15
Brookstone Capital Management
REDUCED
Premium
Premium
Premium
Premium
5,448
2024-04-15
Sunbelt Securities, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
1,200
2024-04-15
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
REDUCED
Premium
Premium
Premium
Premium
320,285
2024-04-15
Orgel Wealth Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-15
Affiance Financial, LLC
UNCHANGED
Premium
Premium
Premium
Premium
6,752
2024-04-15
Sound Income Strategies, LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,188
2024-04-15
CX Institutional
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-15
EPIQ PARTNERS, LLC
ADDED
Premium
Premium
Premium
Premium
29,072
2024-04-15
Future Financial Wealth Managment LLC
NEW
Premium
Premium
Premium
Premium
816
2024-04-15
Procyon Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
23,469
2024-04-15
Pallas Capital Advisors LLC
ADDED
Premium
Premium
Premium
Premium
13,111
2024-04-15
Northeast Financial Group, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-15
KINGSWOOD WEALTH ADVISORS, LLC
REDUCED
Premium
Premium
Premium
Premium
5,575
2024-04-15
Concurrent Investment Advisors, LLC
NEW
Premium
Premium
Premium
Premium
8,420
2024-04-15
WEST PACES ADVISORS INC.
UNCHANGED
Premium
Premium
Premium
Premium
13.00
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25
50
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1–25 of 1200
Which funds are the top buyers of XEL?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
71,989,800
4,456,890,000
0.10%
BlackRock Inc.
49,987,600
3,094,730,000
0.08%
STATE STREET CORP
29,428,700
1,837,070,000
0.09%
JPMORGAN CHASE & CO
21,473,900
1,329,450,000
0.13%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
19,994,300
1,237,850,000
0.40%
T. Rowe Price Investment Management, Inc.
16,700,300
1,033,920,000
0.67%
Aristotle Capital Management, LLC
14,015,400
867,690,000
1.70%
GOLDMAN SACHS GROUP INC
13,591,500
841,452,000
0.08%
GEODE CAPITAL MANAGEMENT, LLC
13,242,500
819,070,000
0.09%
Royal Bank of Canada
8,554,580
529,615,000
0.12%
Rows per page:
10
1–10 of 98
Which funds have put a big percent of portfolio in XEL?
Fund Name
$ Value
% Port.
Bruce & Co., Inc.
18,396,600
6.42%
Coann Capital LLC
13,218,500
6.29%
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund
22,933,000
5.60%
DECADE RENEWABLE PARTNERS LP
8,623,510
4.96%
CTC Alternative Strategies, Ltd.
1,851,110
3.84%
REAVES W H & CO INC
92,165,000
3.35%
OPUS INVESTMENT MANAGEMENT INC
5,677,700
3.26%
ASSET PLANNING SERVICES INC /LA/ /ADV
5,149,000
3.13%
STEWART & PATTEN CO LLC
19,187,300
3.00%
Ausbil Investment Management Ltd
5,525,100
2.99%
Rows per page:
10
1–10 of 98
Trend of No. of funds that hold XEL
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
ExodusPoint Capital Management, LP
108,316,000
REINHART PARTNERS, LLC.
21,932,300
CAPITAL FUND MANAGEMENT S.A.
18,213,000
Coann Capital LLC
13,218,500
LMR Partners LLP
12,382,100
Jefferies Financial Group Inc.
11,364,900
Amalgamated Financial Corp.
9,751,000
Beck Bode, LLC
9,190,730
Additions
Fund Name
% Increased
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
226,100
Gibson Wealth Advisors LLC
6,200
ROYAL LONDON ASSET MANAGEMENT LTD
3,423
Trexquant Investment LP
1,924
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
1,332
EXCHANGE TRADED CONCEPTS, LLC
1,330
EverSource Wealth Advisors, LLC
884
Quantbot Technologies LP
762
Reductions
Fund Name
% Reduced
Arlington Trust Co LLC
-98.85
Strategic Investment Solutions, Inc. /IL
-98.41
TWO SIGMA INVESTMENTS, LP
-98.38
Balyasny Asset Management L.P.
-97.16
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
-95.96
Summit Global Investments
-95.8
RENAISSANCE TECHNOLOGIES LLC
-94.56
ATLAS CAPITAL ADVISORS LLC
-92.59
Sold off
Fund Name
$ Sold
D. E. Shaw & Co., Inc.
-32,972,300
Lighthouse Investment Partners, LLC
-31,971,800
VIRGINIA RETIREMENT SYSTEMS ET AL
-27,560,200
Connor, Clark & Lunn Investment Management Ltd.
-24,716,000
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
-15,584,600
NATIXIS
-13,588,700
Rovida Advisors Inc.
-13,160,600
Covalis Capital LLP
-9,543,040