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 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
689+ 166.02% |
$38.3K - $44.9K
|
1.1K
$77.4K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
687+ 0.88% |
$38.2K - $44.8K
|
78.7K
$5.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
660+ 1.31% |
$36.7K - $43K
|
51K
$3.58M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
641+ 20.4% |
$35.6K - $41.8K
|
3.78K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
636+ 4.45% |
$35.4K - $41.5K
|
14.9K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
630+ 13.29% |
$35K - $41.1K
|
5.37K
$377K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
624+ 17.38% |
$34.7K - $40.7K
|
4.21K
$295K
|
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
BUY
|
- |
624+ 2.68% |
$34.7K - $40.7K
|
23.9K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
619+ 57.74% |
$34.4K - $40.4K
|
1.69K
$119K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
613+ 11.67% |
$34.1K - $40K
|
5.87K
$411K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
612+ 10.45% |
$34K - $39.9K
|
6.47K
$453K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
591+ 71.38% |
$32.9K - $38.5K
|
1.42K
$99.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
591+ 71.38% |
$32.9K - $38.5K
|
1.42K
$99.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
586+ 6.37% |
$32.6K - $38.2K
|
9.79K
$686K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
580New |
$32.2K - $37.8K
|
580
$40.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
576+ 35.98% |
$32K - $37.6K
|
2.18K
$153K
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
574+ 0.06% |
$31.9K - $37.4K
|
1.02M
$71.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
528New |
$29.4K - $34.4K
|
528
$37K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
527+ 5.51% |
$29.3K - $34.4K
|
10.1K
$707K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
520+ 0.44% |
$28.9K - $33.9K
|
118K
$8.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
515+ 3.73% |
$28.6K - $33.6K
|
14.3K
$1M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
508+ 0.21% |
$28.2K - $33.1K
|
238K
$16.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
505+ 13.69% |
$28.1K - $32.9K
|
4.19K
$294K
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
500+ 8.06% |
$27.8K - $32.6K
|
6.7K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
475+ 4.3% |
$26.4K - $31K
|
11.5K
$808K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
471New |
$26.2K - $30.7K
|
471
$33K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
465+ 29.32% |
$25.8K - $30.3K
|
2.05K
$144K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
460New |
$25.6K - $30K
|
460
$32.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
455+ 238.22% |
$25.3K - $29.7K
|
646
$45.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
424+ 8.49% |
$23.6K - $27.6K
|
5.42K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
413+ 0.83% |
$23K - $26.9K
|
50K
$3.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
406+ 1.02% |
$22.6K - $26.5K
|
40.4K
$2.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
406New |
$22.6K - $26.5K
|
406
$28.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
403+ 0.35% |
$22.4K - $26.3K
|
114K
$8.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
395+ 5.21% |
$22K - $25.8K
|
7.98K
$560K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
346+ 6.74% |
$19.2K - $22.6K
|
5.48K
$384K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
345+ 1.05% |
$19.2K - $22.5K
|
33.1K
$2.32M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
339+ 44.31% |
$18.8K - $22.1K
|
1.1K
$77.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
320+ 3.63% |
$17.8K - $20.9K
|
9.14K
$641K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
318+ 11.72% |
$17.7K - $20.7K
|
3.03K
$213K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
312+ 0.45% |
$17.3K - $20.3K
|
69.9K
$4.9M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
311+ 1.79% |
$17.3K - $20.3K
|
17.7K
$1.24M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
305+ 6.94% |
$17K - $19.9K
|
4.7K
$329K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
305+ 3.84% |
$17K - $19.9K
|
8.26K
$579K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
303+ 1.2% |
$16.8K - $19.8K
|
25.5K
$1.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
298+ 3.35% |
$16.6K - $19.4K
|
9.19K
$644K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
296+ 7.57% |
$16.5K - $19.3K
|
4.21K
$295K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
280+ 6.28% |
$15.6K - $18.3K
|
4.74K
$332K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
276+ 106.56% |
$15.3K - $18K
|
535
$37.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
274+ 2.69% |
$15.2K - $17.9K
|
10.4K
$732K
|