Purchases and Sales Made in Q3 2023 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-80- 0.93% |
$4.45K - $5.22K
|
8.54K
$593K
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-81- 1.8% |
$4.5K - $5.28K
|
4.41K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-94- 1.88% |
$5.23K - $6.13K
|
4.91K
$341K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-97- 1.16% |
$5.39K - $6.33K
|
8.27K
$574K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.07% |
$5.56K - $6.52K
|
151K
$10.5M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 25.0% |
$5.56K - $6.52K
|
300
$20.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 1.12% |
$5.56K - $6.52K
|
8.79K
$610K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-111- 2.59% |
$6.17K - $7.24K
|
4.17K
$290K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-121- 1.39% |
$6.73K - $7.89K
|
8.62K
$598K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-121- 17.39% |
$6.73K - $7.89K
|
575
$39.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-123- 1.6% |
$6.84K - $8.02K
|
7.57K
$526K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-124- 7.09% |
$6.89K - $8.09K
|
1.63K
$113K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-124- 66.67% |
$6.89K - $8.09K
|
62
$4.31K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-126- 3.06% |
$7K - $8.22K
|
3.99K
$277K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-131- 0.19% |
$7.28K - $8.54K
|
68.1K
$4.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-135- 2.2% |
$7.5K - $8.8K
|
6K
$417K
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-137- 3.4% |
$7.62K - $8.93K
|
3.9K
$271K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-138- 28.69% |
$7.67K - $9K
|
343
$23.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-142- 2.25% |
$7.89K - $9.26K
|
6.16K
$428K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-143- 0.07% |
$7.95K - $9.33K
|
203K
$14.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-144- 6.29% |
$8K - $9.39K
|
2.15K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-150- 1.32% |
$8.34K - $9.78K
|
11.2K
$778K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-155- 3.4% |
$8.62K - $10.1K
|
4.4K
$306K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-164- 34.24% |
$9.12K - $10.7K
|
315
$21.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-168- 34.93% |
$9.34K - $11K
|
313
$21.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-175- 0.64% |
$9.73K - $11.4K
|
27.3K
$1.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-176- 1.79% |
$9.78K - $11.5K
|
9.64K
$669K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-183- 3.24% |
$10.2K - $11.9K
|
5.47K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-196- 3.62% |
$10.9K - $12.8K
|
5.21K
$362K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 0.47% |
$11.1K - $13K
|
42.6K
$2.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-200- 29.85% |
$11.1K - $13K
|
470
$32.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-201- 14.13% |
$11.2K - $13.1K
|
1.22K
$84.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-203- 0.71% |
$11.3K - $13.2K
|
28.5K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-209- 15.62% |
$11.6K - $13.6K
|
1.13K
$78.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
SELL
|
- |
-210- 8.26% |
$11.7K - $13.7K
|
2.33K
$162K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-240- 2.54% |
$13.3K - $15.7K
|
9.22K
$640K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-246- 4.23% |
$13.7K - $16K
|
5.57K
$387K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-267- 3.74% |
$14.8K - $17.4K
|
6.87K
$477K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-271- 23.26% |
$15.1K - $17.7K
|
894
$62.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-274- 0.71% |
$15.2K - $17.9K
|
38.1K
$2.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-292- 1.45% |
$16.2K - $19K
|
19.8K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-300- 35.46% |
$16.7K - $19.6K
|
546
$37.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-302- 5.3% |
$16.8K - $19.7K
|
5.4K
$375K
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-307- 1.17% |
$17.1K - $20K
|
25.8K
$1.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-315- 0.11% |
$17.5K - $20.5K
|
290K
$20.2M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-328- 1.4% |
$18.2K - $21.4K
|
23.2K
$1.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-328- 4.06% |
$18.2K - $21.4K
|
7.75K
$538K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-352- 18.9% |
$19.6K - $23K
|
1.51K
$105K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-378- 0.3% |
$21K - $24.6K
|
125K
$8.66M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-381- 2.08% |
$21.2K - $24.8K
|
17.9K
$1.24M
|