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
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
315+ 5.3% |
$15.3K - $20.1K
|
6.26K
$439K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300New |
$14.5K - $19.1K
|
300
$21K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
274+ 0.61% |
$13.3K - $17.5K
|
45.4K
$3.19M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
268+ 837.5% |
$13K - $17.1K
|
300
$21K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
267New |
$12.9K - $17K
|
267
$18.7K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
266+ 7.48% |
$12.9K - $17K
|
3.82K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
262+ 26.2% |
$12.7K - $16.7K
|
1.26K
$88.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
256+ 4.18% |
$12.4K - $16.3K
|
6.38K
$447K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
252+ 1.45% |
$12.2K - $16.1K
|
17.6K
$1.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
252+ 4.06% |
$12.2K - $16.1K
|
6.46K
$453K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
250New |
$12.1K - $15.9K
|
250
$17.5K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
233+ 1.26% |
$11.3K - $14.8K
|
18.7K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
231+ 6.52% |
$11.2K - $14.7K
|
3.77K
$264K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
212+ 1.34% |
$10.3K - $13.5K
|
16.1K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
206New |
$9.98K - $13.1K
|
206
$14.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
202+ 0.7% |
$9.78K - $12.9K
|
29.1K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
196+ 14.28% |
$9.49K - $12.5K
|
1.57K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
195+ 1.99% |
$9.45K - $12.4K
|
9.99K
$700K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
193New |
$9.35K - $12.3K
|
193
$13.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
180+ 0.15% |
$8.72K - $11.5K
|
122K
$8.54M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
179+ 2.24% |
$8.67K - $11.4K
|
8.17K
$573K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
177+ 0.32% |
$8.57K - $11.3K
|
55.3K
$3.88M
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
172+ 3.21% |
$8.33K - $11K
|
5.53K
$387K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
168+ 11.72% |
$8.14K - $10.7K
|
1.6K
$112K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
159+ 0.68% |
$7.7K - $10.1K
|
23.4K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
150+ 46.44% |
$7.27K - $9.56K
|
473
$33.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
150+ 2.89% |
$7.27K - $9.56K
|
5.35K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
146+ 1.97% |
$7.07K - $9.3K
|
7.56K
$530K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
140+ 23.81% |
$6.78K - $8.92K
|
728
$51K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
136+ 1.99% |
$6.59K - $8.67K
|
6.98K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
136+ 1.36% |
$6.59K - $8.67K
|
10.1K
$711K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
132+ 0.12% |
$6.39K - $8.41K
|
114K
$8M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
118+ 3.19% |
$5.72K - $7.52K
|
3.82K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
109New |
$5.28K - $6.95K
|
109
$7.64K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
104+ 0.51% |
$5.04K - $6.63K
|
20.7K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$4.84K - $6.37K
|
100
$7.01K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.07% |
$4.84K - $6.37K
|
151K
$10.6M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 8.06% |
$4.84K - $6.37K
|
1.34K
$94K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
98New |
$4.75K - $6.25K
|
98
$6.87K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
89New |
$4.31K - $5.67K
|
89
$6.24K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
88+ 1.75% |
$4.26K - $5.61K
|
5.11K
$358K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
84+ 11.07% |
$4.07K - $5.35K
|
843
$59.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
82+ 0.5% |
$3.97K - $5.23K
|
16.6K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
80+ 1.86% |
$3.88K - $5.1K
|
4.38K
$307K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
76New |
$3.68K - $4.84K
|
76
$5.33K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
75New |
$3.63K - $4.78K
|
75
$5.26K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
71New |
$3.44K - $4.52K
|
71
$4.98K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
62New |
$3K - $3.95K
|
62
$4.35K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57New |
$2.76K - $3.63K
|
57
$4K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
56+ 1.34% |
$2.71K - $3.57K
|
4.25K
$298K
|