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 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
466+ 2.85% |
$24.5K - $26.4K
|
16.8K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
465+ 6.35% |
$24.4K - $26.4K
|
7.78K
$546K
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
461+ 1.43% |
$24.2K - $26.2K
|
32.7K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
455+ 11.33% |
$23.9K - $25.8K
|
4.47K
$313K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
447+ 64.04% |
$23.5K - $25.4K
|
1.15K
$80.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
442+ 8.46% |
$23.2K - $25.1K
|
5.67K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
422+ 1.34% |
$22.2K - $23.9K
|
31.9K
$2.24M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
421+ 4.07% |
$22.1K - $23.9K
|
10.8K
$754K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
403+ 3.52% |
$21.2K - $22.9K
|
11.8K
$830K
|
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
400+ 1.81% |
$21K - $22.7K
|
22.5K
$1.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
395+ 692.98% |
$20.7K - $22.4K
|
452
$31.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
BUY
|
- |
393+ 4.7% |
$20.6K - $22.3K
|
8.75K
$613K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
385+ 10.21% |
$20.2K - $21.8K
|
4.16K
$291K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
375New |
$19.7K - $21.3K
|
375
$26.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
360+ 900.0% |
$18.9K - $20.4K
|
400
$28K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
355+ 17.55% |
$18.6K - $20.1K
|
2.38K
$167K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
350+ 2.08% |
$18.4K - $19.9K
|
17.2K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
341+ 7.36% |
$17.9K - $19.3K
|
4.98K
$349K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
336+ 6.03% |
$17.7K - $19.1K
|
5.91K
$414K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
334+ 7.63% |
$17.5K - $19K
|
4.71K
$330K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
333+ 5.97% |
$17.5K - $18.9K
|
5.92K
$415K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
323+ 5.98% |
$17K - $18.3K
|
5.72K
$401K
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
320+ 0.85% |
$16.8K - $18.2K
|
37.9K
$2.65M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
314New |
$16.5K - $17.8K
|
314
$22K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
304+ 1.96% |
$16K - $17.2K
|
15.8K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
303+ 12.21% |
$15.9K - $17.2K
|
2.79K
$195K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
286+ 5.18% |
$15K - $16.2K
|
5.81K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
277New |
$14.6K - $15.7K
|
277
$19.4K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
276+ 1.92% |
$14.5K - $15.7K
|
14.6K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
274+ 2.49% |
$14.4K - $15.5K
|
11.3K
$789K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
272+ 0.69% |
$14.3K - $15.4K
|
39.8K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
259+ 3.48% |
$13.6K - $14.7K
|
7.7K
$540K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
251+ 4.77% |
$13.2K - $14.2K
|
5.52K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
248+ 16.57% |
$13K - $14.1K
|
1.75K
$122K
|
|
|
Jan 10, 2025
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
243+ 6.01% |
$12.8K - $13.8K
|
4.29K
$301K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
242+ 2.05% |
$12.7K - $13.7K
|
12.1K
$846K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
214+ 293.15% |
$11.2K - $12.1K
|
287
$20.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
190+ 4.52% |
$9.98K - $10.8K
|
4.39K
$308K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
185+ 0.89% |
$9.72K - $10.5K
|
20.9K
$1.46M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
182+ 4.3% |
$9.56K - $10.3K
|
4.41K
$309K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
175+ 74.15% |
$9.19K - $9.93K
|
411
$28.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
173+ 0.99% |
$9.09K - $9.82K
|
17.7K
$1.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
170New |
$8.93K - $9.65K
|
170
$11.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
169New |
$8.88K - $9.59K
|
169
$11.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
167+ 1.1% |
$8.77K - $9.48K
|
15.4K
$1.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
165+ 1.0% |
$8.67K - $9.36K
|
16.7K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
164+ 21.24% |
$8.61K - $9.31K
|
936
$65.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
163+ 0.61% |
$8.56K - $9.25K
|
27.1K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
155+ 1.55% |
$8.14K - $8.79K
|
10.1K
$711K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
133New |
$6.99K - $7.55K
|
133
$9.32K
|