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 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.14K- 23.12% |
$55K - $72.3K
|
3.78K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.14K- 21.23% |
$55.2K - $72.7K
|
4.23K
$297K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.15K- 31.57% |
$55.5K - $73K
|
2.48K
$174K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.18K- 11.63% |
$57.3K - $75.3K
|
8.98K
$629K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.2K- 11.32% |
$58.1K - $76.5K
|
9.4K
$659K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.22K- 7.28% |
$59K - $77.6K
|
15.5K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.23K- 8.54% |
$59.6K - $78.5K
|
13.2K
$924K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.25K- 38.4% |
$60.4K - $79.5K
|
2K
$140K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.29K- 24.59% |
$62.4K - $82.1K
|
3.95K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.35K- 19.59% |
$65.2K - $85.7K
|
5.52K
$387K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.35K- 23.8% |
$65.3K - $86K
|
4.32K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.35K- 21.11% |
$65.6K - $86.3K
|
5.06K
$355K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.4K- 5.07% |
$67.9K - $89.3K
|
26.2K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.43K- 14.54% |
$69.5K - $91.4K
|
8.43K
$591K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.43K- 14.77% |
$69.5K - $91.4K
|
8.28K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.45K- 7.37% |
$70.2K - $92.3K
|
18.2K
$1.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.47K- 41.86% |
$71.4K - $93.9K
|
2.05K
$143K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.47K- 2.0% |
$71.4K - $93.9K
|
72.3K
$5.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.53K- 22.12% |
$74.2K - $97.6K
|
5.39K
$378K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.55K- 4.17% |
$75.1K - $98.8K
|
35.6K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 0.73% |
$75.5K - $99.3K
|
210K
$14.8M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.57K- 72.0% |
$76.1K - $100K
|
611
$42.8K
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-1.59K- 14.17% |
$76.9K - $101K
|
9.62K
$674K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.6K- 1.68% |
$77.3K - $102K
|
93.4K
$6.55M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.6K- 9.78% |
$77.5K - $102K
|
14.8K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.6K- 2.07% |
$77.5K - $102K
|
75.6K
$5.3M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.61K- 24.35% |
$78.1K - $103K
|
5.01K
$351K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.62K- 8.02% |
$78.3K - $103K
|
18.5K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.62K- 15.5% |
$78.4K - $103K
|
8.82K
$619K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.66K- 10.36% |
$80.5K - $106K
|
14.4K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.67K- 17.38% |
$80.7K - $106K
|
7.92K
$555K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.68K- 10.45% |
$81.2K - $107K
|
14.4K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.68K- 19.96% |
$81.4K - $107K
|
6.74K
$472K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.7K- 9.63% |
$82.3K - $108K
|
15.9K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.73K- 0.56% |
$83.8K - $110K
|
307K
$21.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.74K- 6.06% |
$84.1K - $111K
|
26.9K
$1.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.78K- 96.84% |
$86K - $113K
|
58
$4.07K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.86K- 2.33% |
$90.2K - $119K
|
77.9K
$5.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.92K- 3.18% |
$93.2K - $123K
|
58.6K
$4.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.96K- 26.13% |
$95.1K - $125K
|
5.55K
$389K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.99K- 21.91% |
$96.4K - $127K
|
7.09K
$497K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2K- 6.13% |
$96.8K - $127K
|
30.6K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.05K- 13.28% |
$99.4K - $131K
|
13.4K
$940K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-2.09K- 4.04% |
$101K - $133K
|
49.7K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.11K- 28.06% |
$102K - $135K
|
5.42K
$380K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.14K- 18.54% |
$104K - $136K
|
9.39K
$658K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.17K- 5.49% |
$105K - $138K
|
37.4K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-2.24K- 3.45% |
$108K - $143K
|
62.6K
$4.38M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.24K- 5.08% |
$109K - $143K
|
41.9K
$2.94M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-2.29K- 36.38% |
$111K - $146K
|
4K
$281K
|