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
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-43- 1.83% |
$2.26K - $2.44K
|
2.31K
$162K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-43- 1.11% |
$2.26K - $2.44K
|
3.82K
$268K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-45- 0.81% |
$2.36K - $2.55K
|
5.5K
$385K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-47- 4.33% |
$2.47K - $2.67K
|
1.04K
$72.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-52- 2.18% |
$2.73K - $2.95K
|
2.33K
$163K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-57- 0.28% |
$2.99K - $3.23K
|
20.1K
$1.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-57- 0.16% |
$2.99K - $3.23K
|
35.6K
$2.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-57- 1.42% |
$2.99K - $3.23K
|
3.95K
$277K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-65- 1.05% |
$3.41K - $3.69K
|
6.15K
$431K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-70- 21.88% |
$3.68K - $3.97K
|
250
$17.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-75- 3.57% |
$3.94K - $4.26K
|
2.03K
$142K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-80- 1.83% |
$4.2K - $4.54K
|
4.3K
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-87- 17.09% |
$4.57K - $4.94K
|
422
$29.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-90- 0.39% |
$4.73K - $5.11K
|
22.8K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-95- 0.13% |
$4.99K - $5.39K
|
74.7K
$5.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-95- 3.68% |
$4.99K - $5.39K
|
2.49K
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-100- 1.74% |
$5.25K - $5.67K
|
5.66K
$396K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.13% |
$5.25K - $5.67K
|
75.5K
$5.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-103- 14.17% |
$5.41K - $5.84K
|
624
$43.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-108- 2.14% |
$5.67K - $6.13K
|
4.94K
$346K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-109- 2.82% |
$5.73K - $6.18K
|
3.76K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-114- 2.63% |
$5.99K - $6.47K
|
4.22K
$296K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-121- 13.63% |
$6.36K - $6.87K
|
767
$53.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-122- 1.63% |
$6.41K - $6.92K
|
7.36K
$516K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-127- 9.37% |
$6.67K - $7.21K
|
1.23K
$86.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-129- 62.32% |
$6.78K - $7.32K
|
78
$5.47K
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-135- 2.97% |
$7.09K - $7.66K
|
4.41K
$309K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-144- 3.63% |
$7.56K - $8.17K
|
3.83K
$268K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-146- 43.71% |
$7.67K - $8.28K
|
188
$13.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-150- 31.71% |
$7.88K - $8.51K
|
323
$22.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-151- 3.34% |
$7.93K - $8.57K
|
4.37K
$307K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-153- 1.23% |
$8.04K - $8.68K
|
12.3K
$864K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-154- 0.85% |
$8.09K - $8.74K
|
18K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-160- 0.75% |
$8.4K - $9.08K
|
21.2K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-163- 5.61% |
$8.56K - $9.25K
|
2.75K
$192K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-172- 1.99% |
$9.04K - $9.76K
|
8.48K
$594K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-175- 10.37% |
$9.19K - $9.93K
|
1.51K
$106K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-184- 1.56% |
$9.67K - $10.4K
|
11.6K
$814K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-189- 30.43% |
$9.93K - $10.7K
|
432
$30.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-193- 15.29% |
$10.1K - $11K
|
1.07K
$74.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-199- 1.44% |
$10.5K - $11.3K
|
13.6K
$954K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-200- 3.51% |
$10.5K - $11.3K
|
5.5K
$385K
|
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-201- 0.69% |
$10.6K - $11.4K
|
28.9K
$2.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-202- 30.28% |
$10.6K - $11.5K
|
465
$32.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-208- 5.02% |
$10.9K - $11.8K
|
3.94K
$276K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-267- 6.74% |
$14K - $15.1K
|
3.7K
$259K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-272- 6.57% |
$14.3K - $15.4K
|
3.87K
$271K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-275- 4.07% |
$14.4K - $15.6K
|
6.48K
$454K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-275- 30.09% |
$14.4K - $15.6K
|
639
$44.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-285- 2.62% |
$15K - $16.2K
|
10.6K
$743K
|