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 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.62K- 52.8% |
$127K - $167K
|
2.34K
$163K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.65K- 2.35% |
$129K - $169K
|
110K
$7.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.72K- 6.38% |
$132K - $173K
|
39.9K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.72K- 13.56% |
$132K - $173K
|
17.3K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.76K- 15.33% |
$134K - $176K
|
15.2K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.76K- 14.73% |
$134K - $176K
|
16K
$1.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.78K- 17.09% |
$134K - $177K
|
13.5K
$935K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.8K- 38.68% |
$135K - $178K
|
4.43K
$308K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-2.88K- 3.51% |
$140K - $184K
|
79.2K
$5.5M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.89K- 3.7% |
$140K - $184K
|
75.2K
$5.23M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-2.97K- 8.41% |
$144K - $189K
|
32.3K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.04K- 38.4% |
$147K - $193K
|
4.87K
$338K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.08K- 36.12% |
$149K - $196K
|
5.45K
$378K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.11K- 35.72% |
$151K - $198K
|
5.59K
$388K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.11K- 14.61% |
$151K - $198K
|
18.2K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
SELL
|
- |
-3.23K- 60.09% |
$156K - $206K
|
2.14K
$149K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.27K- 24.6% |
$159K - $209K
|
10K
$697K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.29K- 0.33% |
$160K - $210K
|
992K
$68.9M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-3.32K- 2.58% |
$161K - $212K
|
126K
$8.72M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.42K- 2.36% |
$166K - $218K
|
141K
$9.82M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.47K- 4.92% |
$168K - $221K
|
67K
$4.65M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.5K- 11.19% |
$170K - $223K
|
27.8K
$1.93M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-3.57K- 8.12% |
$173K - $227K
|
40.4K
$2.8M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.79K- 18.09% |
$184K - $242K
|
17.2K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-3.82K- 5.88% |
$185K - $243K
|
61.2K
$4.25M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3.83K- 5.27% |
$185K - $244K
|
68.8K
$4.78M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-4K- 17.51% |
$194K - $255K
|
18.8K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.05K- 9.28% |
$196K - $258K
|
39.5K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-4.1K- 88.95% |
$199K - $261K
|
509
$35.4K
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-4.2K- 13.04% |
$203K - $268K
|
28K
$1.94M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-4.2K- 2.45% |
$204K - $268K
|
167K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.27K- 29.21% |
$207K - $272K
|
10.3K
$719K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.31K- 2.4% |
$209K - $275K
|
176K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.48K- 36.02% |
$217K - $285K
|
7.95K
$552K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.74K- 7.31% |
$230K - $302K
|
60.1K
$4.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.8K- 48.09% |
$232K - $306K
|
5.18K
$360K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-5.35K- 97.74% |
$259K - $341K
|
124
$8.61K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.82K- 35.67% |
$282K - $371K
|
10.5K
$729K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-5.85K- 28.05% |
$283K - $373K
|
15K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-6K- 77.27% |
$291K - $382K
|
1.77K
$123K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.18K- 51.19% |
$299K - $394K
|
5.89K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-6.3K- 24.9% |
$305K - $401K
|
19K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.37K- 16.24% |
$309K - $406K
|
32.9K
$2.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.48K- 53.74% |
$314K - $413K
|
5.58K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-6.59K- 8.45% |
$319K - $420K
|
71.4K
$4.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.62K- 2.03% |
$321K - $422K
|
320K
$22.2M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.63K- 8.19% |
$321K - $423K
|
74.4K
$5.16M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-7.28K- 7.04% |
$352K - $464K
|
96K
$6.67M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-7.28K- 17.03% |
$353K - $464K
|
35.5K
$2.46M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.33K- 22.62% |
$355K - $467K
|
25.1K
$1.74M
|