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
George M. Cohen@Cohen Klingenstein Llc
Recent Activity
0.02%
$546,912
8,100 shares@ 67.52 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 4.64%
0.01%
$536,311
7,943 shares@ 67.52 avg price
John Brocker@Legacy Wealth Asset Management, Llc
Recent Activity
Decreased -0.09%
0.15%
$516,258
7,646 shares@ 67.53 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
Increased 35.75%
0.03%
$470,042
7,417 shares@ 63.38 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 0.41%
0.06%
$499,113
7,392 shares@ 67.53 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -3.4%
0.01%
$462,855
6,855 shares@ 67.53 avg price
Aryn Sands@Romano Brothers And Company
Recent Activity
Decreased -1.45%
0.06%
$456,570
6,762 shares@ 67.52 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -98.7%
0.04%
$439,491
6,573 shares@ 66.87 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Decreased -2.25%
0.06%
$439,960
6,516 shares@ 67.52 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
Increased 36.21%
0.01%
$423,215
6,268 shares@ 67.52 avg price