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 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.08K- 4.5% |
$60.1K - $70.6K
|
23K
$1.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.16K- 9.27% |
$64.3K - $75.4K
|
11.3K
$787K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.17K- 4.86% |
$64.8K - $76K
|
22.8K
$1.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.2K- 22.5% |
$66.7K - $78.3K
|
4.13K
$287K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.2K- 56.18% |
$66.9K - $78.5K
|
939
$65.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.24K- 18.02% |
$68.7K - $80.6K
|
5.62K
$391K
|
|
|
Oct 30, 2023
Q3 2023
|
Amarillo National Bank
|
SELL
|
- |
-1.25K- 9.29% |
$69.2K - $81.2K
|
12.2K
$845K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.32K- 6.37% |
$73.4K - $86.1K
|
19.4K
$1.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.32K- 3.41% |
$73.6K - $86.3K
|
37.6K
$2.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.33K- 1.33% |
$73.9K - $86.7K
|
98.7K
$6.85M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 1.24% |
$74.2K - $87K
|
106K
$7.39M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.34K- 20.31% |
$74.4K - $87.3K
|
5.25K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.34K- 17.68% |
$74.7K - $87.6K
|
6.25K
$434K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.35K- 3.08% |
$75K - $88K
|
42.5K
$2.95M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.36K- 5.19% |
$75.7K - $88.8K
|
24.9K
$1.73M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.41K- 15.34% |
$78.3K - $91.9K
|
7.78K
$540K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.43K- 3.24% |
$79.6K - $93.4K
|
42.8K
$2.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.5K- 0.95% |
$83.3K - $97.7K
|
156K
$10.8M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.5K- 7.26% |
$83.4K - $97.8K
|
19.2K
$1.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.52K- 23.5% |
$84.3K - $98.9K
|
4.93K
$343K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.57K- 10.44% |
$87.2K - $102K
|
13.5K
$934K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.57K- 26.71% |
$87.4K - $103K
|
4.31K
$300K
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.62K- 19.17% |
$90.3K - $106K
|
6.85K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-1.71K- 89.21% |
$95.1K - $112K
|
207
$14.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.8K- 9.52% |
$100K - $117K
|
17.1K
$1.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.8K- 4.43% |
$100K - $117K
|
38.8K
$2.7M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.81K- 60.09% |
$100K - $118K
|
1.2K
$83.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.81K- 7.93% |
$101K - $118K
|
21K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.86K- 22.69% |
$104K - $121K
|
6.35K
$441K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-1.96K- 23.79% |
$109K - $128K
|
6.27K
$435K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.97K- 1.63% |
$109K - $128K
|
119K
$8.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.99K- 2.51% |
$111K - $130K
|
77.2K
$5.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2K- 13.24% |
$111K - $130K
|
13.1K
$909K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.21K- 5.83% |
$123K - $144K
|
35.6K
$2.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.24K- 32.57% |
$124K - $146K
|
4.63K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.31K- 11.61% |
$128K - $151K
|
17.6K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.35K- 5.23% |
$131K - $154K
|
42.6K
$2.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2.41K- 6.08% |
$134K - $157K
|
37.2K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.41K- 1.99% |
$134K - $157K
|
118K
$8.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.49K- 19.19% |
$138K - $162K
|
10.5K
$728K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.54K- 4.11% |
$141K - $166K
|
59.4K
$4.12M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.57K- 5.7% |
$143K - $168K
|
42.5K
$2.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.59K- 1.48% |
$144K - $169K
|
173K
$12M
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-2.69K- 28.08% |
$149K - $175K
|
6.88K
$478K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.03K- 4.21% |
$168K - $198K
|
68.9K
$4.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-3.16K- 11.28% |
$176K - $206K
|
24.9K
$1.73M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.29K- 2.36% |
$183K - $215K
|
136K
$9.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.29K- 2.36% |
$183K - $215K
|
136K
$9.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-3.34K- 41.8% |
$186K - $218K
|
4.65K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-3.51K- 47.1% |
$195K - $229K
|
3.95K
$274K
|