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 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.17K+ 2.78% |
$56.6K - $74.5K
|
43.2K
$3M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.05K+ 3.18% |
$50.8K - $66.9K
|
34.1K
$2.37M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.02K+ 23.67% |
$49.2K - $64.7K
|
5.31K
$369K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.01K+ 325.89% |
$48.8K - $64.2K
|
1.32K
$91.4K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
994+ 15.49% |
$48.1K - $63.3K
|
7.41K
$515K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
985+ 25.98% |
$47.7K - $62.8K
|
4.78K
$332K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
919+ 16.62% |
$44.5K - $58.6K
|
6.45K
$448K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
914+ 7.49% |
$44.3K - $58.2K
|
13.1K
$911K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
900+ 24.66% |
$43.6K - $57.4K
|
4.55K
$316K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
821+ 4.38% |
$39.8K - $52.3K
|
19.6K
$1.36M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
790+ 52.32% |
$38.3K - $50.3K
|
2.3K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
784+ 2.91% |
$38K - $50K
|
27.7K
$1.93M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
783+ 14.78% |
$37.9K - $49.9K
|
6.08K
$422K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
773+ 10.37% |
$37.4K - $49.3K
|
8.23K
$572K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
714+ 13.52% |
$34.6K - $45.5K
|
6K
$416K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
706New |
$34.2K - $45K
|
706
$49K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
675+ 19.83% |
$32.7K - $43K
|
4.08K
$283K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
617+ 15.35% |
$29.9K - $39.3K
|
4.64K
$322K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
590+ 0.51% |
$28.6K - $37.6K
|
117K
$8.11M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
555+ 8.21% |
$26.9K - $35.4K
|
7.32K
$508K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
543+ 27.11% |
$26.3K - $34.6K
|
2.55K
$177K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
535+ 5.25% |
$25.9K - $34.1K
|
10.7K
$744K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
519+ 11.47% |
$25.1K - $33.1K
|
5.05K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
516+ 13.74% |
$25K - $32.9K
|
4.27K
$297K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
510+ 13.49% |
$24.7K - $32.5K
|
4.29K
$298K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
509+ 10.03% |
$24.7K - $32.4K
|
5.58K
$388K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
505+ 0.57% |
$24.5K - $32.2K
|
89.8K
$6.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
BUY
|
- |
485+ 4.19% |
$23.5K - $30.9K
|
12.1K
$837K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
484+ 5.69% |
$23.4K - $30.8K
|
8.99K
$625K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
475+ 3.13% |
$23K - $30.3K
|
15.7K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
454+ 4.66% |
$22K - $28.9K
|
10.2K
$709K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
450+ 1.15% |
$21.8K - $28.7K
|
39.7K
$2.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
445+ 0.46% |
$21.6K - $28.4K
|
97.1K
$6.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
429+ 0.19% |
$20.8K - $27.3K
|
221K
$15.4M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
426+ 4.3% |
$20.6K - $27.1K
|
10.3K
$718K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
419+ 2.0% |
$20.3K - $26.7K
|
21.4K
$1.48M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
411+ 18.43% |
$19.9K - $26.2K
|
2.64K
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
408New |
$19.8K - $26K
|
408
$28.3K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
388+ 2.11% |
$18.8K - $24.7K
|
18.8K
$1.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
387+ 1.49% |
$18.7K - $24.7K
|
26.4K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
361+ 9.54% |
$17.5K - $23K
|
4.14K
$288K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
343+ 7.07% |
$16.6K - $21.9K
|
5.2K
$361K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
335+ 13.31% |
$16.2K - $21.3K
|
2.85K
$198K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
327+ 9.82% |
$15.8K - $20.8K
|
3.66K
$254K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
320+ 1.0% |
$15.5K - $20.4K
|
32.5K
$2.25M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
320+ 0.64% |
$15.5K - $20.4K
|
50.3K
$3.49M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
315+ 5.3% |
$15.3K - $20.1K
|
6.26K
$435K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300New |
$14.5K - $19.1K
|
300
$20.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
274+ 0.61% |
$13.3K - $17.5K
|
45.4K
$3.16M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
268+ 837.5% |
$13K - $17.1K
|
300
$20.8K
|