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
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
50+ 0.89% |
$2.78K - $3.26K
|
5.64K
$396K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
49+ 0.71% |
$2.72K - $3.2K
|
6.94K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
47+ 0.27% |
$2.61K - $3.06K
|
17.4K
$1.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
46+ 70.77% |
$2.56K - $3K
|
111
$7.78K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
45+ 1.23% |
$2.5K - $2.93K
|
3.7K
$260K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
42New |
$2.33K - $2.74K
|
42
$2.94K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
41+ 1.77% |
$2.28K - $2.67K
|
2.36K
$166K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
40+ 51.95% |
$2.22K - $2.61K
|
117
$8.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
40New |
$2.22K - $2.61K
|
40
$2.8K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
40New |
$2.22K - $2.61K
|
40
$2.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
38+ 0.93% |
$2.11K - $2.48K
|
4.11K
$288K
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
37+ 0.9% |
$2.06K - $2.41K
|
4.17K
$292K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
37New |
$2.06K - $2.41K
|
37
$2.59K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
36+ 0.79% |
$2K - $2.35K
|
4.6K
$323K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
35+ 0.53% |
$1.95K - $2.28K
|
6.65K
$466K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
35+ 5.85% |
$1.95K - $2.28K
|
633
$44.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
34New |
$1.89K - $2.22K
|
34
$2.38K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
32+ 20.78% |
$1.78K - $2.09K
|
186
$13K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
31+ 0.5% |
$1.72K - $2.02K
|
6.17K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30+ 0.98% |
$1.67K - $1.96K
|
3.09K
$216K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
30+ 24.59% |
$1.67K - $1.96K
|
152
$10.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
25+ 4.98% |
$1.39K - $1.63K
|
527
$36.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
24+ 0.71% |
$1.33K - $1.57K
|
3.41K
$239K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 0.12% |
$1.17K - $1.37K
|
17.4K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 4.55% |
$1.11K - $1.3K
|
460
$32.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
19+ 2.23% |
$1.06K - $1.24K
|
870
$61K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 118.75% |
$1.06K - $1.24K
|
35
$2.45K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
19+ 0.48% |
$1.06K - $1.24K
|
4K
$281K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
17+ 0.77% |
$945 - $1.11K
|
2.22K
$156K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17+ 0.31% |
$945 - $1.11K
|
5.55K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
17+ 0.36% |
$945 - $1.11K
|
4.76K
$334K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17+ 0.33% |
$945 - $1.11K
|
5.23K
$367K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
14New |
$778 - $913
|
14
$981
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
14+ 0.16% |
$778 - $913
|
8.61K
$604K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 16.05% |
$723 - $848
|
94
$6.59K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
13+ 0.23% |
$723 - $848
|
5.7K
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13+ 0.37% |
$723 - $848
|
3.55K
$249K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
BUY
|
- |
11+ 0.09% |
$611 - $717
|
11.6K
$814K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.8% |
$500 - $587
|
1.14K
$80K
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
8+ 0.21% |
$445 - $522
|
3.84K
$269K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$445 - $522
|
8
$561
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.74% |
$389 - $456
|
951
$66.7K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
7New |
$389 - $456
|
7
$491
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
7+ 0.19% |
$389 - $456
|
3.69K
$259K
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
6+ 0.1% |
$334 - $391
|
6.14K
$430K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.07% |
$278 - $326
|
7.68K
$538K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 0.74% |
$278 - $326
|
678
$47.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.78% |
$278 - $326
|
646
$45.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 0.52% |
$278 - $326
|
971
$68.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 20.0% |
$278 - $326
|
30
$2.1K
|