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 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
4.74K+ 31.18% |
$263K - $309K
|
19.9K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.5K+ 107.14% |
$250K - $293K
|
8.7K
$610K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.43K+ 11.34% |
$246K - $289K
|
43.5K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.36KNew |
$242K - $284K
|
4.36K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.32KNew |
$240K - $282K
|
4.32K
$303K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.3KNew |
$239K - $281K
|
4.3K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
4.22K+ 8.83% |
$235K - $275K
|
52K
$3.65M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.2KNew |
$233K - $274K
|
4.2K
$294K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
4.18K+ 14.57% |
$232K - $272K
|
32.8K
$2.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
4.09K+ 4.74% |
$227K - $266K
|
90.2K
$6.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.85KNew |
$214K - $251K
|
3.85K
$270K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
3.73KNew |
$207K - $243K
|
3.73K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.69K+ 3.56% |
$205K - $240K
|
107K
$7.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.63K+ 48.3% |
$202K - $237K
|
11.2K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.63KNew |
$202K - $237K
|
3.63K
$255K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.49K+ 40.11% |
$194K - $227K
|
12.2K
$854K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.38K+ 269.27% |
$188K - $221K
|
4.64K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.33K+ 17.44% |
$185K - $217K
|
22.4K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.28K+ 48.36% |
$182K - $214K
|
10.1K
$706K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.15K+ 81.22% |
$175K - $205K
|
7.02K
$492K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.08K+ 20.45% |
$171K - $201K
|
18.1K
$1.27M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.05K+ 87.98% |
$169K - $199K
|
6.51K
$456K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.03K+ 14.77% |
$168K - $198K
|
23.5K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
3.01K+ 43.45% |
$168K - $197K
|
9.95K
$697K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.01K+ 3.01% |
$167K - $196K
|
103K
$7.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.92K+ 3.73% |
$162K - $191K
|
81.3K
$5.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.74K+ 13.64% |
$152K - $178K
|
22.8K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.72K+ 62.88% |
$151K - $177K
|
7.04K
$494K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
2.69K+ 16.97% |
$149K - $175K
|
18.5K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.6K+ 8.97% |
$144K - $169K
|
31.6K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.56K+ 21.81% |
$142K - $167K
|
14.3K
$1M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
2.49K+ 16.24% |
$138K - $162K
|
17.8K
$1.25M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.43K+ 8.97% |
$135K - $158K
|
29.5K
$2.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.18K+ 1.56% |
$121K - $142K
|
142K
$9.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.18KNew |
$121K - $142K
|
2.18K
$153K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.1K+ 10.66% |
$117K - $137K
|
21.8K
$1.53M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.1K+ 7.9% |
$117K - $137K
|
28.7K
$2.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
1.93K+ 2.83% |
$107K - $126K
|
70.2K
$4.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.93KNew |
$107K - $126K
|
1.93K
$135K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.9K+ 23.78% |
$106K - $124K
|
9.91K
$694K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1.9K+ 4.17% |
$106K - $124K
|
47.5K
$3.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.88K+ 21.95% |
$105K - $123K
|
10.5K
$733K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.82K+ 10.71% |
$101K - $118K
|
18.8K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.74K+ 0.04% |
$96.6K - $113K
|
4.69M
$329M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.74K+ 55.68% |
$96.5K - $113K
|
4.85K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.67K+ 35.37% |
$92.9K - $109K
|
6.4K
$449K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.65K+ 13.94% |
$91.8K - $108K
|
13.5K
$946K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.65K+ 42.95% |
$91.6K - $107K
|
5.49K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.64K+ 0.05% |
$91.2K - $107K
|
3.38M
$237M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.64K+ 60.56% |
$91K - $107K
|
4.34K
$304K
|