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
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -21.59%
0.01%
$230,378
3,412 shares@ 67.52 avg price
Faris F. Chesley@Chesley Taft & Associates Llc
Recent Activity
Decreased -12.49%
0.02%
$227,542
3,370 shares@ 67.52 avg price
Lauren Black@Phillips Wealth Planners Llc
Recent Activity
Decreased -0.9%
0.21%
$207,220
3,270 shares@ 63.38 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
Decreased -34.46%
0.05%
$180,886
2,679 shares@ 67.52 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Decreased -4.81%
0.02%
$58,675
869 shares@ 67.53 avg price
Shannon Streich@Hoese & Co Llp
Recent Activity
Decreased -89.8%
0.05%
$56,446
836 shares@ 67.52 avg price
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
Decreased -1.04%
0.03%
$31,869
472 shares@ 67.52 avg price
Janelle Phillips@Adirondack Trust Co
Recent Activity
Decreased -17.25%
0.02%
$31,392
465 shares@ 67.51 avg price
Tyler Hoxie@Bangor Savings Bank
Recent Activity
Decreased -15.34%
0.01%
$21,606
320 shares@ 67.52 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Decreased -23.4%
0.01%
$20,320
301 shares@ 67.51 avg price