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 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
100+ 10.47% |
$5.25K - $5.67K
|
1.06K
$73.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
97+ 0.37% |
$5.1K - $5.5K
|
26.5K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
96+ 2.09% |
$5.04K - $5.45K
|
4.7K
$326K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
96New |
$5.04K - $5.45K
|
96
$6.67K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
94+ 4.58% |
$4.94K - $5.33K
|
2.15K
$149K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
93New |
$4.89K - $5.28K
|
93
$6.46K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
88New |
$4.62K - $4.99K
|
88
$6.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
86New |
$4.52K - $4.88K
|
86
$5.97K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
84+ 94.38% |
$4.41K - $4.77K
|
173
$12K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
82+ 21.35% |
$4.31K - $4.65K
|
466
$32.4K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
80+ 0.81% |
$4.2K - $4.54K
|
9.99K
$694K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
78New |
$4.1K - $4.43K
|
78
$5.42K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
73New |
$3.83K - $4.14K
|
73
$5.07K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
71+ 10.2% |
$3.73K - $4.03K
|
767
$53.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
68New |
$3.57K - $3.86K
|
68
$4.72K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
66+ 0.24% |
$3.47K - $3.74K
|
27.8K
$1.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
60+ 1.05% |
$3.15K - $3.4K
|
5.79K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
57+ 0.93% |
$2.99K - $3.23K
|
6.16K
$428K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
55+ 8.73% |
$2.89K - $3.12K
|
685
$47.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
55+ 3.51% |
$2.89K - $3.12K
|
1.62K
$113K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
45New |
$2.36K - $2.55K
|
45
$3.13K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
44+ 0.68% |
$2.31K - $2.5K
|
6.49K
$451K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
44+ 2.78% |
$2.31K - $2.5K
|
1.63K
$113K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
43+ 1.01% |
$2.26K - $2.44K
|
4.32K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
41+ 67.21% |
$2.15K - $2.33K
|
102
$7.08K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
38+ 0.89% |
$2K - $2.16K
|
4.33K
$301K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
38+ 0.55% |
$2K - $2.16K
|
6.89K
$479K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
37+ 17.62% |
$1.94K - $2.1K
|
247
$17.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
37+ 0.68% |
$1.94K - $2.1K
|
5.49K
$381K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
35+ 0.39% |
$1.84K - $1.99K
|
9.01K
$626K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
35+ 0.6% |
$1.84K - $1.99K
|
5.86K
$407K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
26+ 0.05% |
$1.37K - $1.48K
|
49.7K
$3.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
25New |
$1.31K - $1.42K
|
25
$1.74K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
23New |
$1.21K - $1.31K
|
23
$1.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
20+ 0.42% |
$1.05K - $1.13K
|
4.73K
$329K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 18.35% |
$1.05K - $1.13K
|
129
$8.96K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16New |
$840 - $908
|
16
$1.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
16New |
$840 - $908
|
16
$1.11K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
15+ 0.08% |
$788 - $851
|
18.7K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
15+ 0.09% |
$788 - $851
|
17.2K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
15New |
$788 - $851
|
15
$1.04K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
13+ 2.48% |
$683 - $738
|
538
$37.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 1.03% |
$630 - $681
|
1.17K
$81.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
11+ 26.19% |
$578 - $624
|
53
$3.68K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
11+ 0.14% |
$578 - $624
|
7.81K
$542K
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
10+ 0.26% |
$525 - $567
|
3.86K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
10New |
$525 - $567
|
10
$695
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10+ 0.94% |
$525 - $567
|
1.07K
$74.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 45.0% |
$473 - $511
|
29
$2.01K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
9+ 0.24% |
$473 - $511
|
3.83K
$266K
|