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 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-115- 1.51% |
$5.57K - $7.33K
|
7.48K
$525K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-116- 15.74% |
$5.62K - $7.39K
|
621
$43.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-119- 2.16% |
$5.76K - $7.58K
|
5.4K
$378K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-120- 2.02% |
$5.81K - $7.65K
|
5.82K
$408K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-120- 7.42% |
$5.81K - $7.65K
|
1.5K
$105K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-125- 0.68% |
$6.06K - $7.97K
|
18.2K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-125- 2.2% |
$6.06K - $7.97K
|
5.54K
$389K
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-132- 1.41% |
$6.39K - $8.41K
|
9.22K
$646K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-138- 2.07% |
$6.68K - $8.79K
|
6.51K
$457K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-148- 1.95% |
$7.17K - $9.43K
|
7.43K
$521K
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-150- 0.33% |
$7.27K - $9.56K
|
45.8K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-150- 0.33% |
$7.27K - $9.56K
|
45.8K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-151- 3.33% |
$7.31K - $9.62K
|
4.38K
$307K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-151- 17.79% |
$7.31K - $9.62K
|
698
$48.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-152- 4.53% |
$7.36K - $9.69K
|
3.2K
$224K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-157- 2.76% |
$7.61K - $10K
|
5.52K
$387K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-158- 6.04% |
$7.65K - $10.1K
|
2.46K
$172K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-170- 39.08% |
$8.23K - $10.8K
|
265
$18.6K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-171- 3.27% |
$8.28K - $10.9K
|
5.06K
$355K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-171- 3.35% |
$8.28K - $10.9K
|
4.93K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-172- 90.53% |
$8.33K - $11K
|
18
$1.26K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-173- 1.44% |
$8.38K - $11K
|
11.8K
$829K
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-182- 3.39% |
$8.82K - $11.6K
|
5.19K
$364K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-182- 5.34% |
$8.82K - $11.6K
|
3.23K
$226K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-198- 10.5% |
$9.59K - $12.6K
|
1.69K
$118K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-206- 0.92% |
$9.98K - $13.1K
|
22.3K
$1.56M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-209- 4.74% |
$10.1K - $13.3K
|
4.2K
$294K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-214- 3.13% |
$10.4K - $13.6K
|
6.62K
$464K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-218- 1.95% |
$10.6K - $13.9K
|
11K
$770K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-218- 19.26% |
$10.6K - $13.9K
|
914
$64.1K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-219- 0.62% |
$10.6K - $14K
|
35.2K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-220- 0.92% |
$10.7K - $14K
|
23.6K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-235- 0.64% |
$11.4K - $15K
|
36.4K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-250- 6.27% |
$12.1K - $15.9K
|
3.74K
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-250- 2.91% |
$12.1K - $15.9K
|
8.34K
$585K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-259- 2.35% |
$12.5K - $16.5K
|
10.8K
$754K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-263- 5.97% |
$12.7K - $16.8K
|
4.14K
$290K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-268- 6.19% |
$13K - $17.1K
|
4.06K
$285K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-269- 5.49% |
$13K - $17.1K
|
4.63K
$325K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-277- 2.45% |
$13.4K - $17.7K
|
11K
$774K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-290- 3.53% |
$14K - $18.5K
|
7.92K
$555K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-300- 14.66% |
$14.5K - $19.1K
|
1.75K
$122K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-300- 5.27% |
$14.5K - $19.1K
|
5.39K
$378K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-303- 0.74% |
$14.7K - $19.3K
|
40.8K
$2.86M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-305- 11.27% |
$14.8K - $19.4K
|
2.4K
$168K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-308- 1.55% |
$14.9K - $19.6K
|
19.5K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-319- 5.88% |
$15.5K - $20.3K
|
5.11K
$358K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-323- 19.16% |
$15.6K - $20.6K
|
1.36K
$95.5K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-324- 3.23% |
$15.7K - $20.6K
|
9.72K
$681K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-340- 27.82% |
$16.5K - $21.7K
|
882
$61.8K
|