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 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-275- 4.07% |
$14.4K - $15.6K
|
6.48K
$522K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-285- 2.62% |
$15K - $16.2K
|
10.6K
$855K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-288- 1.58% |
$15.1K - $16.3K
|
17.9K
$1.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-291- 4.85% |
$15.3K - $16.5K
|
5.71K
$460K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-296- 1.72% |
$15.5K - $16.8K
|
16.9K
$1.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-301- 7.02% |
$15.8K - $17.1K
|
3.99K
$322K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-312- 67.83% |
$16.4K - $17.7K
|
148
$11.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-315- 4.5% |
$16.5K - $17.9K
|
6.68K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-316- 0.53% |
$16.6K - $17.9K
|
59.8K
$4.82M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-330- 7.44% |
$17.3K - $18.7K
|
4.1K
$331K
|
|
|
Aug 09, 2024
Q2 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-358- 3.88% |
$18.8K - $20.3K
|
8.86K
$715K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-403- 0.61% |
$21.2K - $22.9K
|
65.2K
$5.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-411- 15.56% |
$21.6K - $23.3K
|
2.23K
$180K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-456- 13.38% |
$24K - $25.9K
|
2.95K
$238K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-460- 27.3% |
$24.2K - $26.1K
|
1.23K
$98.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-476- 7.6% |
$25K - $27K
|
5.79K
$467K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-500- 3.82% |
$26.3K - $28.4K
|
12.6K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-527- 16.46% |
$27.7K - $29.9K
|
2.67K
$216K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-545- 6.62% |
$28.6K - $30.9K
|
7.68K
$620K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-546- 44.68% |
$28.7K - $31K
|
676
$54.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-555- 8.95% |
$29.2K - $31.5K
|
5.64K
$455K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-578- 6.55% |
$30.4K - $32.8K
|
8.25K
$665K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-579- 42.48% |
$30.4K - $32.9K
|
784
$63.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-594- 1.83% |
$31.2K - $33.7K
|
31.9K
$2.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-600- 11.75% |
$31.5K - $34K
|
4.51K
$363K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-604- 11.39% |
$31.7K - $34.3K
|
4.7K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-604- 7.54% |
$31.7K - $34.3K
|
7.4K
$597K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-631- 3.37% |
$33.1K - $35.8K
|
18.1K
$1.46M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-640- 39.95% |
$33.6K - $36.3K
|
962
$77.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-648- 12.93% |
$34K - $36.8K
|
4.36K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-659- 0.69% |
$34.6K - $37.4K
|
94.4K
$7.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-665- 11.09% |
$34.9K - $37.7K
|
5.33K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-670- 11.98% |
$35.2K - $38K
|
4.92K
$397K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-686- 40.64% |
$36K - $38.9K
|
1K
$80.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-693- 14.22% |
$36.4K - $39.3K
|
4.18K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-697- 1.1% |
$36.6K - $39.5K
|
62.9K
$5.07M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-702- 10.18% |
$36.9K - $39.8K
|
6.19K
$499K
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-712- 8.38% |
$37.4K - $40.4K
|
7.78K
$628K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-716- 8.34% |
$37.6K - $40.6K
|
7.87K
$635K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-745- 7.72% |
$39.1K - $42.3K
|
8.91K
$719K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-760- 15.01% |
$39.9K - $43.1K
|
4.3K
$347K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-767- 15.6% |
$40.3K - $43.5K
|
4.15K
$335K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-774- 4.07% |
$40.7K - $43.9K
|
18.3K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-825- 17.31% |
$43.3K - $46.8K
|
3.94K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-830- 0.47% |
$43.6K - $47.1K
|
175K
$14.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-831- 63.15% |
$43.7K - $47.2K
|
485
$39.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-859- 7.36% |
$45.1K - $48.7K
|
10.8K
$872K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-896- 12.27% |
$47.1K - $50.8K
|
6.41K
$517K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-911- 11.6% |
$47.9K - $51.7K
|
6.94K
$560K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-928- 82.05% |
$48.7K - $52.7K
|
203
$16.4K
|