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 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
246+ 4.58% |
$13.7K - $16K
|
5.62K
$390K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
243+ 0.24% |
$13.5K - $15.8K
|
104K
$7.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
241+ 5.04% |
$13.4K - $15.7K
|
5.02K
$349K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
235New |
$13.1K - $15.3K
|
235
$16.3K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
235+ 6.55% |
$13.1K - $15.3K
|
3.82K
$266K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
231+ 3.4% |
$12.8K - $15.1K
|
7.03K
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
231+ 1.57% |
$12.8K - $15.1K
|
14.9K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
228+ 4.11% |
$12.7K - $14.9K
|
5.77K
$401K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
228+ 4.53% |
$12.7K - $14.9K
|
5.26K
$365K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
221+ 10.63% |
$12.3K - $14.4K
|
2.3K
$160K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
214+ 6.32% |
$11.9K - $14K
|
3.6K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
205New |
$11.4K - $13.4K
|
205
$14.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.21% |
$11.1K - $13K
|
94.8K
$6.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
188+ 20.11% |
$10.5K - $12.3K
|
1.12K
$78K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
188+ 9.5% |
$10.5K - $12.3K
|
2.17K
$151K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
183+ 29.09% |
$10.2K - $11.9K
|
812
$56.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
176+ 1.74% |
$9.78K - $11.5K
|
10.3K
$715K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
175+ 5.23% |
$9.73K - $11.4K
|
3.52K
$244K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
161+ 4.04% |
$8.95K - $10.5K
|
4.15K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
158+ 15.46% |
$8.78K - $10.3K
|
1.18K
$82K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
158+ 13.08% |
$8.78K - $10.3K
|
1.37K
$94.9K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
158+ 15.46% |
$8.78K - $10.3K
|
1.18K
$82K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
150+ 1.82% |
$8.34K - $9.78K
|
8.41K
$584K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
149+ 2.0% |
$8.28K - $9.72K
|
7.61K
$528K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
143+ 6.68% |
$7.95K - $9.33K
|
2.28K
$159K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
136+ 11.2% |
$7.56K - $8.87K
|
1.35K
$93.8K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
125+ 1.28% |
$6.95K - $8.15K
|
9.91K
$688K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
121+ 1.24% |
$6.73K - $7.89K
|
9.89K
$687K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
121+ 4.51% |
$6.73K - $7.89K
|
2.8K
$195K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
115+ 1.5% |
$6.39K - $7.5K
|
7.78K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
110New |
$6.11K - $7.17K
|
110
$7.64K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
104+ 34.32% |
$5.78K - $6.78K
|
407
$28.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
102+ 1.4% |
$5.67K - $6.65K
|
7.37K
$512K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
101New |
$5.61K - $6.59K
|
101
$7.02K
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
100+ 0.08% |
$5.56K - $6.52K
|
119K
$8.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100+ 1.1% |
$5.56K - $6.52K
|
9.19K
$638K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
96+ 2.29% |
$5.34K - $6.26K
|
4.3K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
85+ 50.0% |
$4.73K - $5.54K
|
255
$17.7K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
77New |
$4.28K - $5.02K
|
77
$5.35K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
77+ 28.0% |
$4.28K - $5.02K
|
352
$24.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
74+ 1.85% |
$4.11K - $4.83K
|
4.08K
$284K
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
73+ 0.45% |
$4.06K - $4.76K
|
16.4K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
71+ 1.69% |
$3.95K - $4.63K
|
4.28K
$297K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
71+ 1.18% |
$3.95K - $4.63K
|
6.08K
$422K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
65New |
$3.61K - $4.24K
|
65
$4.51K
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
64+ 0.41% |
$3.56K - $4.17K
|
15.7K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
58+ 1.29% |
$3.22K - $3.78K
|
4.55K
$316K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
57+ 0.95% |
$3.17K - $3.72K
|
6.03K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
50+ 0.89% |
$2.78K - $3.26K
|
5.64K
$392K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
49+ 0.71% |
$2.72K - $3.2K
|
6.94K
$482K
|