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
|
Quarry LP
New York, NY |
BUY
|
- |
2.38KNew |
$125K - $135K
|
2.38K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.36K+ 48.42% |
$124K - $134K
|
7.23K
$506K
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.3K+ 2.07% |
$121K - $131K
|
114K
$7.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.29KNew |
$120K - $130K
|
2.29K
$160K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.28K+ 57.25% |
$120K - $129K
|
6.25K
$438K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.21K+ 37.49% |
$116K - $125K
|
8.1K
$568K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
2.2K+ 22.16% |
$116K - $125K
|
12.1K
$850K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.07K+ 30.69% |
$109K - $117K
|
8.81K
$617K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.06K+ 4.58% |
$108K - $117K
|
47.1K
$3.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.03KNew |
$106K - $115K
|
2.03K
$142K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.01K+ 3.43% |
$106K - $114K
|
60.7K
$4.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.97K+ 11.17% |
$103K - $112K
|
19.6K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.94K+ 29.21% |
$102K - $110K
|
8.56K
$600K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.92K+ 5.9% |
$101K - $109K
|
34.4K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.91K+ 12.93% |
$100K - $109K
|
16.7K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.9K+ 1.08% |
$99.9K - $108K
|
177K
$12.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
1.86K+ 29.3% |
$97.4K - $105K
|
8.19K
$574K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.83K+ 5.15% |
$96.3K - $104K
|
37.4K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.82KNew |
$95.8K - $103K
|
1.82K
$128K
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
1.81K+ 47.92% |
$94.8K - $102K
|
5.57K
$391K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.71K+ 1894.44% |
$89.6K - $96.7K
|
1.8K
$126K
|
|
|
Aug 14, 2024
Q2 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
1.67K+ 50.75% |
$87.5K - $94.5K
|
4.95K
$347K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.6K+ 9.27% |
$84.1K - $90.8K
|
18.9K
$1.32M
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.58K+ 35.82% |
$82.8K - $89.5K
|
5.98K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.56K+ 8.6% |
$82.2K - $88.7K
|
19.7K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.5K+ 27.05% |
$78.9K - $85.2K
|
7.05K
$494K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.5K+ 8.34% |
$78.6K - $84.9K
|
19.5K
$1.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.49K+ 18.8% |
$78.2K - $84.4K
|
9.4K
$659K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.47K+ 6.49% |
$77.4K - $83.6K
|
24.2K
$1.69M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.43K+ 6.96% |
$75K - $81K
|
22K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.42K+ 25.81% |
$74.8K - $80.7K
|
6.94K
$486K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.41K+ 31.84% |
$74.1K - $80K
|
5.84K
$409K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.38K+ 32.1% |
$72.3K - $78.1K
|
5.67K
$397K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.37K+ 16.82% |
$72.2K - $78K
|
9.54K
$669K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.37K+ 42.89% |
$72.1K - $77.9K
|
4.57K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36K+ 0.6% |
$71.6K - $77.3K
|
228K
$16M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
1.35K+ 25.07% |
$71.1K - $76.8K
|
6.75K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.31K+ 4.57% |
$68.7K - $74.2K
|
29.9K
$2.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.28K+ 106.25% |
$67K - $72.3K
|
2.48K
$173K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.23K+ 32.3% |
$64.8K - $70K
|
5.05K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.23K+ 19.35% |
$64.7K - $69.8K
|
7.59K
$532K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.2K+ 0.69% |
$62.9K - $68K
|
175K
$12.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.19K+ 24.16% |
$62.5K - $67.5K
|
6.12K
$429K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.18K+ 18.33% |
$62.2K - $67.2K
|
7.64K
$536K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.18KNew |
$61.9K - $66.9K
|
1.18K
$82.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.13K+ 0.03% |
$59.4K - $64.2K
|
3.38M
$237M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.11K+ 20.48% |
$58.4K - $63.1K
|
6.54K
$459K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.08K+ 22.48% |
$56.6K - $61.1K
|
5.87K
$411K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.03K+ 26.08% |
$54.1K - $58.4K
|
4.98K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.02K+ 14.63% |
$53.8K - $58.1K
|
8.02K
$562K
|