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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.1K+ 15.97% |
$1.28M - $1.5M
|
167K
$11.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
22.5K+ 2.9% |
$1.25M - $1.47M
|
798K
$56M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
22.3K+ 175.95% |
$1.24M - $1.45M
|
35K
$2.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
21K+ 255.27% |
$1.17M - $1.37M
|
29.3K
$2.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
18.8K+ 7.02% |
$1.05M - $1.23M
|
287K
$20.1M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
18.8K+ 7.02% |
$1.05M - $1.23M
|
287K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.5K+ 47.59% |
$1.03M - $1.21M
|
57.4K
$4.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
18.3K+ 408.93% |
$1.02M - $1.19M
|
22.8K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.5KNew |
$860K - $1.01M
|
15.5K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.3K+ 47.94% |
$853K - $1M
|
47.4K
$3.32M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
15K+ 3.07% |
$834K - $979K
|
503K
$35.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
15K+ 3.07% |
$834K - $979K
|
503K
$35.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.9K+ 53.48% |
$826K - $969K
|
42.6K
$2.99M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
14.6K+ 127.8% |
$814K - $955K
|
26.1K
$1.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
14.4KNew |
$802K - $941K
|
14.4K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
14.3K+ 486.23% |
$795K - $933K
|
17.2K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
14K+ 9.67% |
$777K - $912K
|
159K
$11.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
13.5KNew |
$750K - $880K
|
13.5K
$946K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
13.4K+ 426.14% |
$743K - $872K
|
16.5K
$1.16M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
12.6K+ 27.09% |
$700K - $821K
|
59K
$4.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.1KNew |
$675K - $792K
|
12.1K
$851K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$674K - $791K
|
12.1K
$850K
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
12.1K+ 13.54% |
$673K - $790K
|
102K
$7.12M
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
11.8K+ 199.27% |
$655K - $768K
|
17.7K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.7K+ 18.67% |
$653K - $766K
|
74.7K
$5.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
11.6K+ 44.65% |
$644K - $756K
|
37.5K
$2.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.5KNew |
$639K - $749K
|
11.5K
$806K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$623K - $731K
|
11.2K
$786K
|
|
|
Nov 13, 2023
Q3 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
11.2KNew |
$622K - $730K
|
11.2K
$785K
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
11.1K+ 31.71% |
$617K - $724K
|
46.1K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 0.36% |
$602K - $706K
|
3.06M
$215M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$598K - $702K
|
10.8K
$754K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
10.7K+ 34.07% |
$596K - $700K
|
42.2K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.7K+ 6.77% |
$596K - $699K
|
169K
$11.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
10.5KNew |
$584K - $685K
|
10.5K
$737K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
BUY
|
- |
10.5K+ 22.12% |
$582K - $682K
|
57.8K
$4.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10.4K+ 148871.44% |
$579K - $680K
|
10.4K
$731K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.1K+ 73.92% |
$562K - $659K
|
23.8K
$1.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10K+ 71.25% |
$558K - $655K
|
24.1K
$1.69M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
9.93KNew |
$552K - $648K
|
9.93K
$696K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
9.56K+ 1.25% |
$531K - $623K
|
772K
$54.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
9.4K+ 13.74% |
$523K - $613K
|
77.8K
$5.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
9.33K+ 5.78% |
$519K - $608K
|
171K
$12M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
8.98K+ 11.34% |
$499K - $586K
|
88.2K
$6.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
8.89KNew |
$494K - $580K
|
8.89K
$623K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
8.52K+ 17.13% |
$474K - $556K
|
58.3K
$4.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.35K+ 12.87% |
$464K - $545K
|
73.2K
$5.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8.29K+ 16.42% |
$461K - $540K
|
58.8K
$4.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.26KNew |
$459K - $539K
|
8.26K
$579K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
8.24K+ 5.01% |
$458K - $537K
|
173K
$12.1M
|