XCEL ENERGY INC
(98389B100)
Funds Reporting Holdings of XCEL ENERGY INC according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Magellan Asset Management Limited | 11,720,869 | $697,274k | Jun 30, 2019 | Aug 13, 2019 | |
Cantab Capital Partners LLP | 14,666 | $694,000k | Sep 30, 2017 | Nov 14, 2017 | |
DUFF & Phelps Investment Management Co | 1,793,881 | $106,718k | Jun 30, 2019 | Aug 2, 2019 | |
Cohen & Steers Capital Management Inc | 1,370,597 | $47,710k | Mar 31, 2015 | May 15, 2015 | |
Bruce & Co Inc | 436,100 | $25,943k | Jun 30, 2019 | Aug 14, 2019 | |
QS Investors LLC | 314,876 | $18,732k | Jun 30, 2019 | Aug 14, 2019 | |
Energy Income Partners LLC | 292,817 | $17,420k | Jun 30, 2019 | Aug 14, 2019 | |
Hennessy Advisors Inc | 267,899 | $15,937k | Jun 30, 2019 | Jul 11, 2019 | |
Stack Financial Management Inc | 190,815 | $11,352k | Jun 30, 2019 | Jul 30, 2019 | |
Dalton Greiner Hartman Maher & Co LLC | 140,910 | $8,383k | Jun 30, 2019 | Jul 10, 2019 | |
USA Financial Portformulas Corporation | 133,798 | $7,521k | Jun 30, 2019 | Aug 12, 2019 | |
GS Investments Inc | 100 | $5,949k | Jun 30, 2019 | Aug 9, 2019 | |
Three Peaks Capital Management LLC | 88,248 | $5,250k | Jun 30, 2019 | Aug 6, 2019 | |
Pacer Advisors Inc | 81,845 | $4,869k | Jun 30, 2019 | Aug 12, 2019 | |
Sadoff Investment Management LLC | 77,837 | $4,631k | Jun 30, 2019 | Aug 7, 2019 | |
Cambridge Investment Research Advisors Inc | 74,612 | $4,439k | Jun 30, 2019 | Aug 15, 2019 | |
ARS Investment Partners LLC | 70,229 | $4,178k | Jun 30, 2019 | Aug 12, 2019 | |
Alley Company LLC | 68,248 | $4,060k | Jun 30, 2019 | Jul 30, 2019 | |
Edgemoor Investment Advisors Inc | 43,478 | $2,587k | Jun 30, 2019 | Aug 9, 2019 | |
Sentry Investment Management LLC | 30,914 | $1,839k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 30,914 | $1,839k | Jun 30, 2019 | Aug 12, 2019 | |
Copperwynd Financial LLC | 27,231 | $1,620k | Jun 30, 2019 | Aug 7, 2019 | |
Marietta Investment Partners LLC | 24,250 | $1,443k | Jun 30, 2019 | Aug 13, 2019 | |
Northstar Investment Advisors LLC | 18,117 | $1,078k | Jun 30, 2019 | Jul 17, 2019 | |
Northstar Financial Advisors LLC | 18,117 | $1,078k | Jun 30, 2019 | Jul 17, 2019 | |
OFI Advisors LLC | 29,117 | $1,031k | Sep 30, 2015 | Nov 16, 2015 | |
Stillwater Investment Management LLC | 16,186 | $963k | Jun 30, 2019 | Jul 3, 2019 | |
American Investment Services Inc | 15,213 | $905k | Jun 30, 2019 | Aug 6, 2019 | |
Carret Asset Management LLC | 13,685 | $814k | Jun 30, 2019 | Aug 12, 2019 | |
Keystone Financial Planning Inc | 13,080 | $778k | Jun 30, 2019 | Aug 5, 2019 | |
Transamerica Financial Advisors Inc | 12,535 | $746k | Jun 30, 2019 | Aug 21, 2019 | |
Wellesley Investment Partners LLC | 12,518 | $744k | Jun 30, 2019 | Aug 5, 2019 | |
Cahill Financial Advisors Inc | 10,846 | $646k | Jun 30, 2019 | Aug 14, 2019 | |
HMS Capital Management LLC | 9,800 | $583k | Put | Jun 30, 2019 | Jul 12, 2019 |
Access Financial Services Inc | 9,379 | $558k | Jun 30, 2019 | Jul 24, 2019 | |
Bigelow Investment Advisors LLC | 9,305 | $554k | Jun 30, 2019 | Jul 17, 2019 | |
Kayne Anderson Capital Advisors LP | 9,025 | $536k | Jun 30, 2019 | Jul 29, 2019 | |
Oarsman Capital Inc | 8,672 | $516k | Jun 30, 2019 | Aug 13, 2019 | |
Horizon Investment Services LLC | 8,654 | $515k | Jun 30, 2019 | Aug 13, 2019 | |
Horizon Financial Services LLC | 8,654 | $515k | Jun 30, 2019 | Aug 13, 2019 | |
Wespac Advisors LLC | 8,628 | $513k | Jun 30, 2019 | Jul 23, 2019 | |
KMS Financial Services Inc | 16,472 | $501k | Sep 30, 2014 | Nov 17, 2014 | |
Dupont Capital Management Corp | 8,293 | $493k | Jun 30, 2019 | Jul 30, 2019 | |
ACG Wealth Inc | 8,130 | $484k | Jun 30, 2019 | Aug 6, 2019 | |
Carlson Capital Management LLC | 8,110 | $482k | Jun 30, 2019 | Jul 15, 2019 | |
The Fiduciary Group LLC | 7,413 | $441k | Jun 30, 2019 | Aug 14, 2019 | |
Windsor Capital Management LLC | 6,880 | $409k | Jun 30, 2019 | Aug 2, 2019 | |
Crabel Capital Management LLC | 6,825 | $406k | Jun 30, 2019 | Aug 13, 2019 | |
Accredited Investors Inc | 6,334 | $377k | Jun 30, 2019 | Aug 13, 2019 | |
GHP Investment Advisors Inc | 6,299 | $375k | Jun 30, 2019 | Aug 2, 2019 | |
Thompson Investment Management Inc | 5,784 | $344k | Jun 30, 2019 | Aug 7, 2019 | |
Midwest Professional Planners Ltd | 5,441 | $324k | Jun 30, 2019 | Aug 12, 2019 | |
Northrock Partners LLC | 4,977 | $299k | Jun 30, 2019 | Aug 12, 2019 | |
Strategic Advisors LLC | 4,554 | $270k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors LLC | 4,554 | $270k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors Inc | 4,554 | $270k | Jun 30, 2019 | Jul 22, 2019 | |
Peak Asset Management LLC | 4,256 | $253k | Jun 30, 2019 | Aug 15, 2019 | |
Tealwood Asset Management Inc | 4,154 | $247k | Jun 30, 2019 | Aug 6, 2019 | |
Affinity Investment Advisors LLC | 4,000 | $238k | Jun 30, 2019 | Aug 8, 2019 | |
GSB Wealth Management LLC | 3,365 | $200k | Jun 30, 2019 | Aug 9, 2019 | |
Point72 Asset Management LP | 3,300 | $196k | Jun 30, 2019 | Aug 14, 2019 | |
Wealthstreet Investment Advisors LLC | 2,031 | $121k | Jun 30, 2019 | Jul 16, 2019 | |
1919 Investment Counsel LLC | 3,470 | $106k | Sep 30, 2014 | Nov 14, 2014 | |
Tower VIEW Investment Management & Research LLC | 916 | $54k | Jun 30, 2019 | Jul 17, 2019 | |
Stewart & Patten Co LLC | 890 | $53k | Jun 30, 2019 | Jul 17, 2019 | |
Vestor Capital LLC | 821 | $49k | Jun 30, 2019 | Aug 6, 2019 | |
FFCM LLC | 740 | $44k | Jun 30, 2019 | Jul 30, 2019 | |
Horan Securities Inc | 330 | $20k | Jun 30, 2019 | Jul 24, 2019 | |
Alphaone Investment Services LLC | 200 | $12k | Jun 30, 2019 | Aug 13, 2019 | |
Daiwa SB Investments Ltd | 120 | $7k | Mar 31, 2019 | Apr 18, 2019 | |
Daiwa SB Investments USA Ltd | 120 | $7k | Mar 31, 2019 | Apr 18, 2019 | |
Permanens Capital LP | 61 | $4k | Jun 30, 2019 | Aug 9, 2019 |