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 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.21KNew |
$456K - $535K
|
8.21K
$575K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.14K+ 173.64% |
$453K - $531K
|
12.8K
$899K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.09KNew |
$450K - $527K
|
8.09K
$567K
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.94K+ 4.46% |
$442K - $518K
|
186K
$13M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
7.81K+ 82.42% |
$434K - $509K
|
17.3K
$1.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.77K+ 2.41% |
$432K - $506K
|
330K
$23.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.61K+ 2.71% |
$423K - $496K
|
288K
$20.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
7.55KNew |
$420K - $492K
|
7.55K
$529K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
7.52KNew |
$418K - $491K
|
7.52K
$527K
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
7.49K+ 0.49% |
$417K - $489K
|
1.53M
$107M
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
7.43K+ 6.14% |
$413K - $484K
|
128K
$9M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.42K+ 122.86% |
$413K - $484K
|
13.5K
$944K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.35K+ 50.11% |
$409K - $480K
|
22K
$1.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.31KNew |
$407K - $477K
|
7.31K
$513K
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.26KNew |
$403K - $473K
|
7.26K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
7.12K+ 34.5% |
$396K - $464K
|
27.8K
$1.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7K+ 2.67% |
$389K - $456K
|
269K
$18.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.86KNew |
$381K - $447K
|
6.86K
$481K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.85KNew |
$381K - $446K
|
6.85K
$480K
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
6.78KNew |
$377K - $442K
|
6.78K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
6.67K+ 2.03% |
$371K - $435K
|
335K
$23.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.5KNew |
$361K - $424K
|
6.5K
$456K
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
6.4KNew |
$356K - $417K
|
6.4K
$449K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.19K+ 4.94% |
$344K - $404K
|
132K
$9.22M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.19KNew |
$344K - $403K
|
6.19K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.17K+ 25.68% |
$343K - $402K
|
30.2K
$2.12M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.16K+ 692.46% |
$342K - $401K
|
7.05K
$494K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
6.07KNew |
$337K - $396K
|
6.07K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
6.06KNew |
$337K - $395K
|
6.06K
$425K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.94KNew |
$330K - $387K
|
5.94K
$416K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.81KNew |
$323K - $379K
|
5.81K
$408K
|
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
5.78K+ 1.91% |
$321K - $377K
|
309K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.63KNew |
$313K - $367K
|
5.63K
$395K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.58K+ 62.58% |
$310K - $364K
|
14.5K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
5.53K+ 159.29% |
$308K - $361K
|
9.01K
$631K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.47KNew |
$304K - $357K
|
5.47K
$384K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.45K+ 15.14% |
$303K - $356K
|
41.5K
$2.91M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.44KNew |
$302K - $355K
|
5.44K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.34KNew |
$297K - $348K
|
5.34K
$374K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
5.33K+ 3.97% |
$296K - $347K
|
140K
$9.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.32K+ 42.44% |
$296K - $347K
|
17.9K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
5.27KNew |
$293K - $344K
|
5.27K
$370K
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
5.14K+ 0.15% |
$286K - $335K
|
3.4M
$238M
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5.13K+ 25.27% |
$285K - $334K
|
25.4K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
5K+ 133.9% |
$278K - $326K
|
8.73K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.99K+ 8.62% |
$277K - $325K
|
62.9K
$4.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
4.92K+ 36.39% |
$274K - $321K
|
18.4K
$1.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.92K+ 61.11% |
$273K - $321K
|
13K
$909K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
4.82K+ 2.7% |
$268K - $314K
|
184K
$12.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.8K+ 8.72% |
$267K - $313K
|
59.9K
$4.2M
|