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 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.53K+ 6.7% |
$84.8K - $99.4K
|
24.3K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.51K+ 1906.33% |
$83.7K - $98.2K
|
1.59K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.49K+ 0.47% |
$82.7K - $97K
|
319K
$22.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.48K+ 7380.0% |
$82.1K - $96.2K
|
1.5K
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.44K+ 15.3% |
$80.1K - $94K
|
10.9K
$754K
|
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.43K+ 230.92% |
$79.7K - $93.5K
|
2.06K
$143K
|
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.43K+ 230.92% |
$79.7K - $93.5K
|
2.06K
$143K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.41K+ 7.44% |
$78.5K - $92.1K
|
20.4K
$1.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.37KNew |
$76.3K - $89.5K
|
1.37K
$95.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Planning Services Inc
|
BUY
|
- |
1.33K+ 1.61% |
$73.7K - $86.4K
|
83.8K
$5.82M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.3K+ 4.56% |
$72.3K - $84.8K
|
29.8K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.28K+ 14.2% |
$71.1K - $83.4K
|
10.3K
$714K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.28K+ 7.74% |
$70.9K - $83.2K
|
17.8K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.28KNew |
$70.9K - $83.2K
|
1.28K
$88.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
1.25K+ 38.04% |
$69.4K - $81.4K
|
4.53K
$315K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.22K+ 9.75% |
$67.7K - $79.4K
|
13.7K
$952K
|
|
|
Nov 13, 2023
Q3 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
1.21K+ 34.86% |
$67.3K - $78.9K
|
4.68K
$325K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.21K+ 18.92% |
$67.2K - $78.8K
|
7.59K
$527K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.19K+ 10.65% |
$66K - $77.5K
|
12.3K
$857K
|
|
|
Nov 02, 2023
Q3 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
1.17K+ 31.13% |
$64.8K - $76K
|
4.91K
$341K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.16K+ 7.42% |
$64.3K - $75.4K
|
16.7K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.15K+ 32.21% |
$64K - $75.1K
|
4.73K
$328K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.15K+ 2662.79% |
$63.7K - $74.7K
|
1.19K
$82.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.14K+ 71.21% |
$63.4K - $74.3K
|
2.74K
$190K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.13K+ 1.32% |
$63K - $73.9K
|
87.2K
$6.06M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
1.13K+ 7.84% |
$62.6K - $73.4K
|
15.5K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.12K+ 19.99% |
$62.1K - $72.9K
|
6.71K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.11K+ 5.56% |
$61.9K - $72.6K
|
21.2K
$1.47M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.09K+ 96.29% |
$60.5K - $71K
|
2.22K
$154K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.08K+ 31.72% |
$60.1K - $70.5K
|
4.49K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.06K+ 13.51% |
$59K - $69.2K
|
8.91K
$619K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.05K+ 11.98% |
$58.5K - $68.6K
|
9.84K
$683K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.03K+ 1.32% |
$57.3K - $67.2K
|
79K
$5.49M
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
1.02K+ 1.12% |
$56.9K - $66.7K
|
92.6K
$6.44M
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
903+ 17.49% |
$50.2K - $58.9K
|
6.07K
$421K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
890+ 20.92% |
$49.5K - $58K
|
5.15K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
890+ 20.92% |
$49.5K - $58K
|
5.15K
$357K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
845+ 442.41% |
$47K - $55.1K
|
1.04K
$72K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
810+ 10.1% |
$45K - $52.8K
|
8.83K
$613K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
808+ 9.5% |
$44.9K - $52.7K
|
9.31K
$647K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
801+ 3.97% |
$44.5K - $52.2K
|
21K
$1.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
768+ 2.76% |
$42.7K - $50.1K
|
28.6K
$1.98M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
765+ 1.46% |
$42.5K - $49.9K
|
53.1K
$3.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
750New |
$41.7K - $48.9K
|
750
$52.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
734+ 3.46% |
$40.8K - $47.9K
|
22K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
717+ 10.0% |
$39.9K - $46.8K
|
7.89K
$548K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
711+ 0.82% |
$39.5K - $46.4K
|
87K
$6.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
695+ 1.21% |
$38.6K - $45.3K
|
58.3K
$4.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
694+ 1.98% |
$38.6K - $45.3K
|
35.8K
$2.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
689+ 166.02% |
$38.3K - $44.9K
|
1.1K
$76.7K
|