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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.24KNew |
$223K - $241K
|
4.24K
$295K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.18K+ 24.14% |
$219K - $237K
|
21.5K
$1.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.16K+ 46.22% |
$218K - $236K
|
13.2K
$913K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.13K+ 30.56% |
$217K - $234K
|
17.6K
$1.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.08KNew |
$214K - $231K
|
4.08K
$283K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.97KNew |
$209K - $225K
|
3.97K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.97KNew |
$208K - $225K
|
3.97K
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.96K+ 11.17% |
$208K - $225K
|
39.4K
$2.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.96K+ 619.41% |
$208K - $225K
|
4.6K
$319K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
3.84K+ 11.6% |
$202K - $218K
|
36.9K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.83KNew |
$201K - $217K
|
3.83K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.82KNew |
$201K - $217K
|
3.82K
$265K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.81KNew |
$200K - $216K
|
3.81K
$265K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.75KNew |
$197K - $213K
|
3.75K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.69K+ 31.17% |
$194K - $210K
|
15.5K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.63KNew |
$191K - $206K
|
3.63K
$252K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.62K+ 67.14% |
$190K - $206K
|
9.02K
$626K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.45K+ 7.35% |
$181K - $196K
|
50.4K
$3.5M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.45K+ 44.6% |
$181K - $196K
|
11.2K
$777K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.44K+ 65.01% |
$180K - $195K
|
8.72K
$606K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.33K+ 48.55% |
$175K - $189K
|
10.2K
$707K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.3K+ 22.22% |
$173K - $187K
|
18.2K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.24K+ 25.68% |
$170K - $184K
|
15.9K
$1.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.14K+ 317.91% |
$165K - $178K
|
4.13K
$287K
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
3.08K+ 6.04% |
$162K - $175K
|
54.1K
$3.76M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.04K+ 10.39% |
$160K - $172K
|
32.3K
$2.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.03K+ 12.9% |
$159K - $172K
|
26.5K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Bruce & Co., Inc.
Chicago, IL |
BUY
|
- |
3K+ 1.55% |
$158K - $170K
|
196K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.99K+ 1.38% |
$157K - $170K
|
219K
$15.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
2.95K+ 54.01% |
$155K - $167K
|
8.42K
$585K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
2.94K+ 134.14% |
$155K - $167K
|
5.14K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
2.82K+ 0.38% |
$148K - $160K
|
752K
$52.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.81K+ 5309.43% |
$148K - $160K
|
2.87K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.76K+ 7.59% |
$145K - $156K
|
39.1K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 44.05% |
$144K - $156K
|
8.99K
$624K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.68K+ 1.69% |
$141K - $152K
|
161K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.61K+ 10.38% |
$137K - $148K
|
27.8K
$1.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.57K+ 36.2% |
$135K - $146K
|
9.66K
$671K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.56K+ 13.6% |
$134K - $145K
|
21.4K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.53K+ 1.34% |
$133K - $143K
|
192K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.48K+ 258.75% |
$130K - $141K
|
3.44K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.47K+ 3.5% |
$130K - $140K
|
73.1K
$5.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.38KNew |
$125K - $135K
|
2.38K
$165K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.36K+ 48.42% |
$124K - $134K
|
7.23K
$502K
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.3K+ 2.07% |
$121K - $131K
|
114K
$7.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.29KNew |
$120K - $130K
|
2.29K
$159K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.28K+ 57.25% |
$120K - $129K
|
6.25K
$434K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.21K+ 37.49% |
$116K - $125K
|
8.1K
$563K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
2.2K+ 22.16% |
$116K - $125K
|
12.1K
$842K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.07K+ 30.69% |
$109K - $117K
|
8.81K
$612K
|