XEL

Xcel Energy Inc

Latest period2024 - Q4Total superinvestors155

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Lori Van Dusen@Lvw Advisors, Llc Recent Activity Increased 167.14%	0.11%	$844,136 12,502 shares@ 67.53 avg price	Increased 167.14%
Nathan Deets@Advisors Management Group Inc Adv Recent Activity Increased 0.13%	0.19%	$788,000 11,670 shares@ 67.53 avg price	Increased 0.13%
Lori L. Fuerstenberg@Koshinski Asset Management, Inc. Recent Activity Increased 0.01%	0.07%	$787,589 11,665 shares@ 67.52 avg price	Increased 0.01%
Kimberly Key@Cwa Asset Management Group, Llc Recent Activity Increased 10.33%	0.04%	$724,229 10,726 shares@ 67.53 avg price	Increased 10.33%
Jeff Welch@Bard Financial Services, Inc. Recent Activity	0.09%	$717,400 10,625 shares@ 67.52 avg price
Kenneth D Hochstetler@Everence Capital Management Inc Recent Activity Decreased -0.1%	0.05%	$657,000 9,734 shares@ 67.5 avg price	Decreased -0.1%
Lianna Figueroa@First Hawaiian Bank Recent Activity Decreased -6.3%	0.03%	$640,157 9,481 shares@ 67.52 avg price	Decreased -6.3%
Fredrick Williams@Old Port Advisors Recent Activity Decreased -2.54%	0.17%	$581,145 8,607 shares@ 67.53 avg price	Decreased -2.54%
Dana M. Capozzella@Cascade Investment Group, Inc. Recent Activity	0.41%	$572,570 8,480 shares@ 67.53 avg price
Michael McComb@Arkadios Wealth Advisors Recent Activity Decreased -14.71%	0.03%	$547,091 8,103 shares@ 67.52 avg price	Decreased -14.71%