Purchases and Sales Made in Q2 2024 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q2 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 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
15+ 0.09% |
$788 - $851
|
17.2K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
15+ 0.08% |
$788 - $851
|
18.7K
$1.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
15New |
$788 - $851
|
15
$1.21K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
13+ 2.48% |
$683 - $738
|
538
$43.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 1.03% |
$630 - $681
|
1.17K
$94.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
11+ 0.14% |
$578 - $624
|
7.81K
$630K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
11+ 26.19% |
$578 - $624
|
53
$4.27K
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
10+ 0.26% |
$525 - $567
|
3.86K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
10New |
$525 - $567
|
10
$807
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10+ 0.94% |
$525 - $567
|
1.07K
$86.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 45.0% |
$473 - $511
|
29
$2.34K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
9+ 0.24% |
$473 - $511
|
3.83K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 1.01% |
$368 - $397
|
697
$56.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.91% |
$368 - $397
|
773
$62.3K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6+ 46.15% |
$315 - $340
|
19
$1.53K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
6+ 0.09% |
$315 - $340
|
6.87K
$554K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 1.0% |
$263 - $284
|
505
$40.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 4.2% |
$263 - $284
|
124
$10K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$263 - $284
|
4.92K
$397K
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
4New |
$210 - $227
|
4
$323
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 1.12% |
$158 - $170
|
270
$21.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 10.0% |
$158 - $170
|
33
$2.66K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2+ 0.05% |
$105 - $113
|
3.79K
$306K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 6.45% |
$105 - $113
|
33
$2.66K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.17% |
$52.5 - $56.7
|
606
$48.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.2% |
$52.5 - $56.7
|
495
$39.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1+ 1.02% |
$52.5 - $56.7
|
99
$7.98K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.75% |
$52.5 - $56.7
|
135
$10.9K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1- 0.03% |
$52.5 - $56.7
|
3.81K
$307K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 1.28% |
$52.5 - $56.7
|
77
$6.21K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 8.33% |
$52.5 - $56.7
|
11
$887
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2- 0.03% |
$105 - $113
|
7.82K
$630K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2- 0.04% |
$105 - $113
|
5.54K
$447K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2- 22.22% |
$105 - $113
|
7
$565
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 2.1% |
$263 - $284
|
233
$18.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10- 0.24% |
$525 - $567
|
4.19K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12- 16.9% |
$630 - $681
|
59
$4.76K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-18- 0.07% |
$946 - $1.02K
|
26.2K
$2.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-19- 54.29% |
$998 - $1.08K
|
16
$1.29K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-22- 0.1% |
$1.16K - $1.25K
|
21.7K
$1.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-23- 25.56% |
$1.21K - $1.31K
|
67
$5.4K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-23- 0.12% |
$1.21K - $1.31K
|
19.1K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-23- 0.5% |
$1.21K - $1.31K
|
4.54K
$366K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-24- 6.32% |
$1.26K - $1.36K
|
356
$28.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-25- 0.53% |
$1.31K - $1.42K
|
4.68K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-26- 0.05% |
$1.37K - $1.48K
|
47.6K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-30- 0.15% |
$1.58K - $1.7K
|
19.8K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-36- 0.09% |
$1.89K - $2.04K
|
41.9K
$3.38M
|