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 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.09K+ 27.49% |
$150K - $197K
|
14.3K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.03K+ 4.85% |
$147K - $193K
|
65.6K
$4.6M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.01K+ 13.21% |
$146K - $192K
|
25.8K
$1.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.9K+ 60.35% |
$141K - $185K
|
7.71K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.84K+ 19.77% |
$138K - $181K
|
17.2K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.7K+ 23.21% |
$131K - $172K
|
14.3K
$1M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.68K+ 1.44% |
$130K - $171K
|
189K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.6KNew |
$126K - $166K
|
2.6K
$182K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.6K+ 9.07% |
$126K - $166K
|
31.3K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$125K - $165K
|
2.58K
$181K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.55KNew |
$124K - $163K
|
2.55K
$179K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
2.43K+ 15.0% |
$117K - $155K
|
18.6K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.42K+ 72.81% |
$117K - $154K
|
5.73K
$402K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.41K+ 3.79% |
$116K - $153K
|
65.9K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.37K+ 6.99% |
$115K - $151K
|
36.3K
$2.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
2.33KNew |
$113K - $149K
|
2.33K
$164K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.33K+ 1.81% |
$113K - $148K
|
131K
$9.18M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.28K+ 55.74% |
$110K - $145K
|
6.36K
$446K
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.26K+ 48.64% |
$109K - $144K
|
6.89K
$483K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
2.19KNew |
$106K - $140K
|
2.19K
$154K
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.13K+ 0.99% |
$103K - $136K
|
219K
$15.3M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.08KNew |
$101K - $133K
|
2.08K
$146K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.06K+ 6.64% |
$99.8K - $131K
|
33.1K
$2.32M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.02KNew |
$98K - $129K
|
2.02K
$142K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.97K+ 1.53% |
$95.2K - $125K
|
131K
$9.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.92K+ 10.89% |
$93K - $122K
|
19.5K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.9K+ 13.14% |
$92K - $121K
|
16.4K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.88K+ 55.27% |
$91.1K - $120K
|
5.28K
$370K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.84K+ 0.57% |
$89.1K - $117K
|
323K
$22.7M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.73K+ 10.88% |
$83.7K - $110K
|
17.6K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.71K+ 17.56% |
$82.8K - $109K
|
11.4K
$802K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.7K+ 15.49% |
$82.2K - $108K
|
12.7K
$887K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.69K+ 47.37% |
$82K - $108K
|
5.26K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.67K+ 0.05% |
$81K - $107K
|
3.38M
$237M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.64K+ 1.14% |
$79.3K - $104K
|
145K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.63K+ 61.95% |
$79K - $104K
|
4.26K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 78.02% |
$74.8K - $98.4K
|
3.52K
$247K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.53K+ 46.57% |
$74K - $97.4K
|
4.81K
$337K
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.45K+ 2.75% |
$70K - $92.1K
|
53.9K
$3.78M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.44K+ 38.77% |
$69.6K - $91.6K
|
5.14K
$361K
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.4K+ 127.02% |
$67.9K - $89.3K
|
2.5K
$176K
|
|
|
May 13, 2024
Q1 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
1.4K+ 32.72% |
$67.7K - $89K
|
5.67K
$397K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.37K+ 0.64% |
$66.3K - $87.2K
|
216K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.35K+ 13.41% |
$65.2K - $85.7K
|
11.4K
$797K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.32K+ 7.41% |
$64K - $84.2K
|
19.1K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.28K+ 2.14% |
$61.9K - $81.4K
|
61K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.24K+ 38.1% |
$59.9K - $78.8K
|
4.48K
$314K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.23K+ 7.28% |
$59.4K - $78.2K
|
18.1K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.22K+ 10.88% |
$59.3K - $78K
|
12.5K
$875K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 9.29% |
$58.8K - $77.4K
|
14.3K
$1M
|