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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-138- 2.07% |
$6.68K - $8.79K
|
6.51K
$452K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-148- 1.95% |
$7.17K - $9.43K
|
7.43K
$516K
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-150- 0.33% |
$7.27K - $9.56K
|
45.8K
$3.18M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-150- 0.33% |
$7.27K - $9.56K
|
45.8K
$3.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-151- 17.79% |
$7.31K - $9.62K
|
698
$48.5K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-151- 3.33% |
$7.31K - $9.62K
|
4.38K
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-152- 4.53% |
$7.36K - $9.69K
|
3.2K
$222K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-157- 2.76% |
$7.61K - $10K
|
5.52K
$384K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-158- 6.04% |
$7.65K - $10.1K
|
2.46K
$171K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-170- 39.08% |
$8.23K - $10.8K
|
265
$18.4K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-171- 3.27% |
$8.28K - $10.9K
|
5.06K
$352K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-171- 3.35% |
$8.28K - $10.9K
|
4.93K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-172- 90.53% |
$8.33K - $11K
|
18
$1.25K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-173- 1.44% |
$8.38K - $11K
|
11.8K
$822K
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-182- 3.39% |
$8.82K - $11.6K
|
5.19K
$360K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-182- 5.34% |
$8.82K - $11.6K
|
3.23K
$224K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-198- 10.5% |
$9.59K - $12.6K
|
1.69K
$117K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-206- 0.92% |
$9.98K - $13.1K
|
22.3K
$1.55M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-209- 4.74% |
$10.1K - $13.3K
|
4.2K
$292K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-214- 3.13% |
$10.4K - $13.6K
|
6.62K
$460K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-218- 19.26% |
$10.6K - $13.9K
|
914
$63.5K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-218- 1.95% |
$10.6K - $13.9K
|
11K
$763K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-219- 0.62% |
$10.6K - $14K
|
35.2K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-220- 0.92% |
$10.7K - $14K
|
23.6K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-235- 0.64% |
$11.4K - $15K
|
36.4K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-250- 6.27% |
$12.1K - $15.9K
|
3.74K
$260K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-250- 2.91% |
$12.1K - $15.9K
|
8.34K
$579K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-259- 2.35% |
$12.5K - $16.5K
|
10.8K
$747K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-263- 5.97% |
$12.7K - $16.8K
|
4.14K
$287K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-268- 6.19% |
$13K - $17.1K
|
4.06K
$282K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-269- 5.49% |
$13K - $17.1K
|
4.63K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-277- 2.45% |
$13.4K - $17.7K
|
11K
$767K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-290- 3.53% |
$14K - $18.5K
|
7.92K
$550K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-300- 5.27% |
$14.5K - $19.1K
|
5.39K
$374K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-300- 14.66% |
$14.5K - $19.1K
|
1.75K
$121K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-303- 0.74% |
$14.7K - $19.3K
|
40.8K
$2.83M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-305- 11.27% |
$14.8K - $19.4K
|
2.4K
$167K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-308- 1.55% |
$14.9K - $19.6K
|
19.5K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-319- 5.88% |
$15.5K - $20.3K
|
5.11K
$355K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-323- 19.16% |
$15.6K - $20.6K
|
1.36K
$94.7K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-324- 3.23% |
$15.7K - $20.6K
|
9.72K
$675K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-340- 27.82% |
$16.5K - $21.7K
|
882
$61.3K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-350- 5.35% |
$17K - $22.3K
|
6.2K
$431K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-352- 2.9% |
$17.1K - $22.4K
|
11.8K
$819K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-355- 3.45% |
$17.2K - $22.6K
|
9.92K
$689K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-360- 90.0% |
$17.4K - $22.9K
|
40
$2.78K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-386- 37.99% |
$18.7K - $24.6K
|
630
$43.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-407- 5.28% |
$19.7K - $25.9K
|
7.3K
$507K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-410- 8.49% |
$19.9K - $26.1K
|
4.42K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-414- 64.89% |
$20.1K - $26.4K
|
224
$15.6K
|