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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49+ 6.15% |
$2.37K - $3.12K
|
846
$58.8K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
48+ 0.75% |
$2.33K - $3.06K
|
6.45K
$448K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
47+ 0.56% |
$2.28K - $3K
|
8.48K
$589K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45+ 0.09% |
$2.18K - $2.87K
|
52.5K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
42+ 0.24% |
$2.03K - $2.68K
|
17.5K
$1.22M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
39New |
$1.89K - $2.49K
|
39
$2.71K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
37+ 0.74% |
$1.79K - $2.36K
|
5.05K
$351K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36+ 3.11% |
$1.74K - $2.29K
|
1.19K
$82.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
31+ 0.45% |
$1.5K - $1.98K
|
6.85K
$476K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
30New |
$1.45K - $1.91K
|
30
$2.08K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
29+ 2.75% |
$1.4K - $1.85K
|
1.09K
$75.4K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
29+ 0.34% |
$1.4K - $1.85K
|
8.65K
$601K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28+ 0.6% |
$1.36K - $1.78K
|
4.71K
$327K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
25+ 0.74% |
$1.21K - $1.59K
|
3.41K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
21New |
$1.02K - $1.34K
|
21
$1.46K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
21+ 0.52% |
$1.02K - $1.34K
|
4.04K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19+ 475.0% |
$920 - $1.21K
|
23
$1.6K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
19+ 1.49% |
$920 - $1.21K
|
1.29K
$89.7K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
19+ 0.47% |
$920 - $1.21K
|
4.1K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17+ 54.84% |
$823 - $1.08K
|
48
$3.33K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 106.67% |
$775 - $1.02K
|
31
$2.15K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 0.34% |
$775 - $1.02K
|
4.79K
$333K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 0.44% |
$678 - $892
|
3.2K
$222K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
10+ 0.89% |
$484 - $637
|
1.13K
$78.6K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10+ 0.95% |
$484 - $637
|
1.06K
$73.6K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.87% |
$484 - $637
|
1.16K
$80.6K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
9+ 0.12% |
$436 - $574
|
7.8K
$541K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 4.15% |
$436 - $574
|
226
$15.7K
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
8+ 0.21% |
$388 - $510
|
3.85K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 20.0% |
$339 - $446
|
42
$2.92K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
7+ 1.35% |
$339 - $446
|
525
$36.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
7+ 0.11% |
$339 - $446
|
6.15K
$427K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6+ 0.87% |
$291 - $382
|
696
$48.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
6+ 0.09% |
$291 - $382
|
6.86K
$476K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 0.88% |
$291 - $382
|
690
$47.9K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.79% |
$291 - $382
|
766
$53.2K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 71.43% |
$242 - $319
|
12
$834
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5+ 0.1% |
$242 - $319
|
5.23K
$363K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 12.82% |
$242 - $319
|
44
$3.06K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
4+ 0.08% |
$194 - $255
|
4.98K
$346K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.33% |
$194 - $255
|
1.22K
$84.9K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$194 - $255
|
6.24K
$433K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 1.29% |
$145 - $191
|
236
$16.4K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.85% |
$96.9 - $127
|
237
$16.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2+ 0.05% |
$96.9 - $127
|
3.79K
$263K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
2+ 0.02% |
$96.9 - $127
|
13.1K
$908K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 50.0% |
$96.9 - $127
|
6
$417
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.75% |
$48.4 - $63.7
|
134
$9.31K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.04% |
$48.4 - $63.7
|
2.26K
$157K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2- 0.12% |
$96.9 - $127
|
1.7K
$118K
|