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 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.3K- 7.38% |
$68.1K - $73.5K
|
16.3K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.3K- 8.41% |
$68.2K - $73.7K
|
14.1K
$983K
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.3K- 25.04% |
$68.2K - $73.7K
|
3.89K
$270K
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.31K- 2.9% |
$68.7K - $74.2K
|
43.7K
$3.04M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-1.45K- 1.83% |
$76.2K - $82.3K
|
77.8K
$5.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.5K- 15.96% |
$78.8K - $85.1K
|
7.9K
$549K
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.51K- 4.1% |
$79.4K - $85.7K
|
35.4K
$2.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.54K- 28.21% |
$80.7K - $87.2K
|
3.91K
$272K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.54K- 9.65% |
$80.7K - $87.2K
|
14.4K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.55K- 18.75% |
$81.5K - $88.1K
|
6.72K
$467K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.61K- 15.68% |
$84.3K - $91.1K
|
8.63K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-1.66K- 0.48% |
$87K - $94K
|
346K
$24M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.68K- 15.19% |
$88.1K - $95.2K
|
9.37K
$651K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.7K- 17.51% |
$89.4K - $96.6K
|
8.02K
$557K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.77K- 7.73% |
$92.7K - $100K
|
21.1K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 11.35% |
$97.2K - $105K
|
14.4K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.91K- 4.23% |
$100K - $108K
|
43.2K
$3M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.91K- 26.66% |
$100K - $109K
|
5.26K
$365K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.96K- 7.57% |
$103K - $111K
|
23.9K
$1.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.97K- 12.55% |
$103K - $111K
|
13.7K
$951K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.09K- 7.3% |
$110K - $119K
|
26.6K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.15K- 19.93% |
$113K - $122K
|
8.62K
$598K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.19K- 1.91% |
$115K - $124K
|
112K
$7.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.24K- 6.14% |
$117K - $127K
|
34.2K
$2.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.25K- 0.73% |
$118K - $128K
|
305K
$21.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.28K- 3.15% |
$120K - $129K
|
70.1K
$4.87M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.28K- 79.97% |
$120K - $129K
|
571
$39.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.3K- 27.58% |
$121K - $131K
|
6.04K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-2.34K- 13.8% |
$123K - $133K
|
14.6K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.46K- 3.35% |
$129K - $140K
|
71.1K
$4.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.5K- 0.84% |
$131K - $142K
|
296K
$20.5M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.51K- 3.37% |
$132K - $142K
|
71.9K
$4.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.57K- 14.85% |
$135K - $146K
|
14.8K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-2.67K- 3.5% |
$140K - $152K
|
73.8K
$5.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.73K- 35.34% |
$143K - $155K
|
4.99K
$346K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.73K- 3.05% |
$144K - $155K
|
86.9K
$6.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.77K- 2.54% |
$145K - $157K
|
106K
$7.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.85K- 6.36% |
$150K - $161K
|
41.9K
$2.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.94K- 54.28% |
$154K - $167K
|
2.48K
$172K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-2.99K- 12.69% |
$157K - $170K
|
20.6K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.12K- 41.25% |
$164K - $177K
|
4.44K
$308K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-3.16K- 4.1% |
$166K - $179K
|
73.8K
$5.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.16K- 7.75% |
$166K - $179K
|
37.6K
$2.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.18K- 30.71% |
$167K - $180K
|
7.17K
$498K
|
|
|
Aug 05, 2024
Q2 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-3.51K- 1.98% |
$184K - $199K
|
174K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3.6K- 3.78% |
$189K - $204K
|
91.6K
$6.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.6K- 22.56% |
$189K - $204K
|
12.4K
$859K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.63K- 43.06% |
$191K - $206K
|
4.8K
$333K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-3.76K- 31.17% |
$197K - $213K
|
8.29K
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-3.99K- 4.13% |
$209K - $226K
|
92.6K
$6.43M
|