Purchases and Sales Made in Q1 2024 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q1 2024. The information is specifically focused on institutions that hold shares of XCEL ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2+ 0.05% |
$96.9 - $127
|
3.79K
$266K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.75% |
$48.4 - $63.7
|
134
$9.39K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.04% |
$48.4 - $63.7
|
2.26K
$158K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2- 0.12% |
$96.9 - $127
|
1.7K
$119K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-2- 0.05% |
$96.9 - $127
|
3.81K
$267K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3- 3.7% |
$145 - $191
|
78
$5.47K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-4- 1.87% |
$194 - $255
|
210
$14.7K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6- 6.25% |
$291 - $382
|
90
$6.31K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-7- 16.67% |
$339 - $446
|
35
$2.45K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 18.42% |
$339 - $446
|
31
$2.17K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 8.99% |
$388 - $510
|
81
$5.68K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 9.89% |
$436 - $574
|
82
$5.75K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-13- 0.82% |
$630 - $828
|
1.58K
$111K
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-15- 0.27% |
$727 - $956
|
5.48K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-19- 0.04% |
$920 - $1.21K
|
47K
$3.29M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-24- 47.06% |
$1.16K - $1.53K
|
27
$1.89K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-25- 0.24% |
$1.21K - $1.59K
|
10.5K
$735K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-28- 31.46% |
$1.36K - $1.78K
|
61
$4.28K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-29- 0.69% |
$1.4K - $1.85K
|
4.2K
$295K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-34- 0.54% |
$1.65K - $2.17K
|
6.22K
$436K
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-36- 0.83% |
$1.74K - $2.29K
|
4.29K
$301K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-40- 4.02% |
$1.94K - $2.55K
|
955
$66.9K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-41- 2.41% |
$1.99K - $2.61K
|
1.66K
$116K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-44- 0.48% |
$2.13K - $2.8K
|
9.1K
$638K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-44- 15.6% |
$2.13K - $2.8K
|
238
$16.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-44- 11.64% |
$2.13K - $2.8K
|
334
$23.4K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-45- 2.92% |
$2.18K - $2.87K
|
1.5K
$105K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-46- 2.14% |
$2.23K - $2.93K
|
2.1K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-49- 0.72% |
$2.37K - $3.12K
|
6.78K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-49- 11.32% |
$2.37K - $3.12K
|
384
$26.9K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-49- 2.04% |
$2.37K - $3.12K
|
2.35K
$165K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-52- 1.04% |
$2.52K - $3.31K
|
4.93K
$345K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 5.83% |
$2.66K - $3.51K
|
888
$62.2K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-56- 0.91% |
$2.71K - $3.57K
|
6.11K
$428K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-59- 22.18% |
$2.86K - $3.76K
|
207
$14.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.37% |
$2.91K - $3.82K
|
16.3K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-62- 2.54% |
$3K - $3.95K
|
2.38K
$167K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-62- 18.08% |
$3K - $3.95K
|
281
$19.7K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-76- 1.95% |
$3.68K - $4.84K
|
3.81K
$267K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-84- 53.5% |
$4.07K - $5.35K
|
73
$5.12K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-84- 4.29% |
$4.07K - $5.35K
|
1.87K
$131K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-94- 2.08% |
$4.55K - $5.99K
|
4.43K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.1% |
$4.84K - $6.37K
|
95.2K
$6.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 92.59% |
$4.84K - $6.37K
|
8
$561
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-100- 2.26% |
$4.84K - $6.37K
|
4.33K
$304K
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-103- 2.29% |
$4.99K - $6.56K
|
4.4K
$309K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-110- 6.52% |
$5.33K - $7.01K
|
1.58K
$111K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-114- 2.17% |
$5.52K - $7.27K
|
5.13K
$360K
|