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 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-350- 5.35% |
$17K - $22.3K
|
6.2K
$434K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-352- 2.9% |
$17.1K - $22.4K
|
11.8K
$826K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-355- 3.45% |
$17.2K - $22.6K
|
9.92K
$696K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-360- 90.0% |
$17.4K - $22.9K
|
40
$2.8K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-386- 37.99% |
$18.7K - $24.6K
|
630
$44.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-407- 5.28% |
$19.7K - $25.9K
|
7.3K
$512K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-410- 8.49% |
$19.9K - $26.1K
|
4.42K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-414- 64.89% |
$20.1K - $26.4K
|
224
$15.7K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-428- 1.84% |
$20.7K - $27.3K
|
22.9K
$1.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-432- 6.25% |
$20.9K - $27.5K
|
6.48K
$454K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-433- 8.77% |
$21K - $27.6K
|
4.5K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-434- 9.52% |
$21K - $27.7K
|
4.12K
$289K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-434- 5.76% |
$21K - $27.7K
|
7.1K
$498K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-435- 2.15% |
$21.1K - $27.7K
|
19.8K
$1.39M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-461- 4.89% |
$22.3K - $29.4K
|
8.97K
$629K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-475- 9.42% |
$23K - $30.3K
|
4.57K
$320K
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-475- 0.8% |
$23K - $30.3K
|
58.9K
$4.13M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-477- 51.46% |
$23.1K - $30.4K
|
450
$31.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-483- 49.14% |
$23.4K - $30.8K
|
500
$35.1K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-500- 5.51% |
$24.2K - $31.9K
|
8.58K
$601K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-515- 0.23% |
$24.9K - $32.8K
|
226K
$15.8M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-529- 2.71% |
$25.6K - $33.7K
|
19K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-546- 8.62% |
$26.4K - $34.8K
|
5.79K
$406K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-551- 9.04% |
$26.7K - $35.1K
|
5.54K
$389K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-561- 34.61% |
$27.2K - $35.8K
|
1.06K
$74.3K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-578- 47.49% |
$28K - $36.8K
|
639
$44.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-586- 6.83% |
$28.4K - $37.3K
|
7.99K
$560K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-607- 2.03% |
$29.4K - $38.7K
|
29.3K
$2.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-613- 13.4% |
$29.7K - $39.1K
|
3.96K
$278K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-642- 11.55% |
$31.1K - $40.9K
|
4.92K
$345K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-678- 0.37% |
$32.8K - $43.2K
|
182K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-694- 11.18% |
$33.6K - $44.2K
|
5.51K
$386K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-695- 11.31% |
$33.7K - $44.3K
|
5.45K
$382K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-707- 3.15% |
$34.2K - $45.1K
|
21.7K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-726- 8.31% |
$35.2K - $46.3K
|
8.01K
$561K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-795- 9.19% |
$38.5K - $50.7K
|
7.85K
$551K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-802- 7.49% |
$38.8K - $51.1K
|
9.91K
$695K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-819- 10.67% |
$39.7K - $52.2K
|
6.86K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-822- 10.28% |
$39.8K - $52.4K
|
7.17K
$503K
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-842- 16.41% |
$40.8K - $53.7K
|
4.29K
$301K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-854- 13.84% |
$41.4K - $54.4K
|
5.32K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-859- 15.73% |
$41.6K - $54.7K
|
4.6K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-904- 0.29% |
$43.8K - $57.6K
|
307K
$21.5M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-945- 7.86% |
$45.8K - $60.2K
|
11.1K
$777K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-956- 4.49% |
$46.3K - $60.9K
|
20.3K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-972- 13.31% |
$47.1K - $61.9K
|
6.33K
$444K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1K- 14.93% |
$48.4K - $63.7K
|
5.7K
$399K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.03K- 89.63% |
$49.8K - $65.6K
|
119
$8.34K
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.09K- 12.85% |
$52.9K - $69.6K
|
7.4K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.11K- 4.14% |
$53.7K - $70.6K
|
25.7K
$1.8M
|