XEL

Xcel Energy Inc

Latest period2024 - Q4Total superinvestors155

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 155 superinvestors own shares of Xcel Energy Inc (XEL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Xcel Energy Inc (XEL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Xcel Energy Inc (XEL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Xcel Energy Inc (XEL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
LEIGH ANN YOUNG@Central Bank & Trust Co
Recent Activity
Decreased -10.87%
0.24%
$1.542M
22,833 shares@ 67.52 avg price
Julie Wilson@Oak Thistle Llc
Recent Activity
New Position
0.43%
$1.433M
21,217 shares@ 67.53 avg price
Jenna Fricke@Sanibel Captiva Trust Company, Inc.
Recent Activity
Increased 19.73%
0.05%
$1.319M
19,538 shares@ 67.53 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 47.91%
0.02%
$1.297M
19,202 shares@ 67.55 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -11.15%
0.06%
$1.286M
19,039 shares@ 67.52 avg price
Eric B. Parsons@St. Louis Financial Planners Asset Management, Llc
Recent Activity
New Position
0.93%
$1.285M
19,024 shares@ 67.53 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 42.27%
0.11%
$1.177M
17,437 shares@ 67.52 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 389.78%
0.03%
$1.155M
17,108 shares@ 67.53 avg price
Teresa Devick@Bond & Devick Financial Network, Inc.
Recent Activity
0.45%
$1.043M
15,972 shares@ 65.3 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 52.88%
0.02%
$1.018M
15,073 shares@ 67.53 avg price