Purchases and Sales Made in Q3 2024 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q3 2024. 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, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-41- 0.48% |
$2.14K - $2.68K
|
8.44K
$567K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-44- 0.57% |
$2.29K - $2.87K
|
7.65K
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-45- 0.11% |
$2.34K - $2.94K
|
40.8K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-45- 0.23% |
$2.34K - $2.94K
|
19.6K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-52- 6.78% |
$2.71K - $3.4K
|
715
$48K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-52- 0.69% |
$2.71K - $3.4K
|
7.45K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-53- 0.03% |
$2.76K - $3.46K
|
174K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-55- 0.74% |
$2.87K - $3.59K
|
7.34K
$493K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-56- 7.14% |
$2.92K - $3.66K
|
728
$48.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-57- 1.61% |
$2.97K - $3.72K
|
3.49K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-58- 1.33% |
$3.02K - $3.79K
|
4.31K
$289K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-58- 43.61% |
$3.02K - $3.79K
|
75
$5.04K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-60- 2.57% |
$3.13K - $3.92K
|
2.27K
$153K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-63- 1.52% |
$3.28K - $4.11K
|
4.09K
$275K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-65- 3.68% |
$3.39K - $4.24K
|
1.7K
$114K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-66- 1.12% |
$3.44K - $4.31K
|
5.84K
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-74- 1.9% |
$3.86K - $4.83K
|
3.81K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-75- 5.94% |
$3.91K - $4.9K
|
1.19K
$79.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-81- 66.94% |
$4.22K - $5.29K
|
40
$2.69K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-83- 0.84% |
$4.33K - $5.42K
|
9.78K
$657K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-95- 38.0% |
$4.95K - $6.2K
|
155
$10.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-98- 2.27% |
$5.11K - $6.4K
|
4.22K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-98- 1.77% |
$5.11K - $6.4K
|
5.44K
$366K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-99- 34.49% |
$5.16K - $6.46K
|
188
$12.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-100- 1.17% |
$5.21K - $6.53K
|
8.48K
$570K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 92.59% |
$5.21K - $6.53K
|
8
$538
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-102- 13.2% |
$5.32K - $6.66K
|
671
$45.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-105- 15.33% |
$5.47K - $6.86K
|
580
$39K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-105- 2.46% |
$5.47K - $6.86K
|
4.16K
$280K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-106- 0.11% |
$5.52K - $6.92K
|
93K
$6.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-111- 31.18% |
$5.78K - $7.25K
|
245
$16.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-122- 1.99% |
$6.36K - $7.97K
|
6.02K
$404K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-124- 2.12% |
$6.46K - $8.1K
|
5.73K
$385K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-130- 0.58% |
$6.77K - $8.49K
|
22.4K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-147- 11.97% |
$7.66K - $9.6K
|
1.08K
$72.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-150- 0.7% |
$7.82K - $9.8K
|
21.3K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-153- 1.84% |
$7.97K - $9.99K
|
8.14K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-154- 4.05% |
$8.02K - $10.1K
|
3.65K
$245K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-159- 4.11% |
$8.29K - $10.4K
|
3.71K
$249K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-161- 0.2% |
$8.39K - $10.5K
|
80.5K
$5.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-164- 2.82% |
$8.55K - $10.7K
|
5.64K
$379K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-169- 2.45% |
$8.81K - $11K
|
6.72K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-169- 36.27% |
$8.81K - $11K
|
297
$20K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-174- 1.93% |
$9.07K - $11.4K
|
8.83K
$594K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-176- 2.29% |
$9.17K - $11.5K
|
7.51K
$504K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-177- 3.77% |
$9.22K - $11.6K
|
4.52K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-200- 8.74% |
$10.4K - $13.1K
|
2.09K
$140K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-215- 5.06% |
$11.2K - $14K
|
4.04K
$271K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-217- 3.8% |
$11.3K - $14.2K
|
5.49K
$369K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-217- 0.28% |
$11.3K - $14.2K
|
77.5K
$5.21M
|