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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-217- 0.28% |
$11.3K - $14.2K
|
77.5K
$5.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-217- 3.8% |
$11.3K - $14.2K
|
5.49K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-220- 1.04% |
$11.5K - $14.4K
|
20.8K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-224- 0.31% |
$11.7K - $14.6K
|
72.8K
$4.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-237- 4.57% |
$12.4K - $15.5K
|
4.94K
$329K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-245- 0.42% |
$12.8K - $16K
|
58.1K
$3.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-250- 1.69% |
$13K - $16.3K
|
14.5K
$966K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-271- 4.74% |
$14.1K - $17.7K
|
5.45K
$363K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-272- 5.17% |
$14.2K - $17.8K
|
4.99K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-274- 7.96% |
$14.3K - $17.9K
|
3.17K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-275- 2.02% |
$14.3K - $18K
|
13.3K
$888K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-277- 6.53% |
$14.4K - $18.1K
|
3.97K
$264K
|
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-281- 6.49% |
$14.6K - $18.3K
|
4.05K
$269K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-306- 3.85% |
$15.9K - $20K
|
7.65K
$509K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-313- 7.14% |
$16.3K - $20.4K
|
4.07K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-324- 2.9% |
$16.9K - $21.2K
|
10.9K
$723K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-338- 49.27% |
$17.6K - $22.1K
|
348
$23.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-354- 62.0% |
$18.4K - $23.1K
|
217
$14.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-369- 1.61% |
$19.2K - $24.1K
|
22.6K
$1.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-376- 1.77% |
$19.6K - $24.6K
|
20.8K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-377- 1.17% |
$19.6K - $24.6K
|
31.9K
$2.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-379- 5.52% |
$19.7K - $24.7K
|
6.49K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-394- 9.16% |
$20.5K - $25.7K
|
3.91K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-398- 4.86% |
$20.7K - $26K
|
7.79K
$519K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-400- 5.76% |
$20.8K - $26.1K
|
6.54K
$436K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.26% |
$20.8K - $26.1K
|
152K
$10.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-400- 5.51% |
$20.8K - $26.1K
|
6.86K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-404- 7.14% |
$21.1K - $26.4K
|
5.25K
$350K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-410- 9.27% |
$21.4K - $26.8K
|
4.01K
$267K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-412- 1.16% |
$21.5K - $26.9K
|
35.1K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-412- 5.43% |
$21.5K - $26.9K
|
7.18K
$478K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-413- 2.47% |
$21.5K - $27K
|
16.3K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-425- 8.53% |
$22.1K - $27.8K
|
4.56K
$304K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-426- 1.2% |
$22.2K - $27.8K
|
34.9K
$2.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-450- 7.45% |
$23.4K - $29.4K
|
5.59K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-450- 9.12% |
$23.4K - $29.4K
|
4.49K
$299K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-454- 2.49% |
$23.7K - $29.6K
|
17.8K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-471- 11.58% |
$24.5K - $30.8K
|
3.6K
$239K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-472- 0.89% |
$24.6K - $30.8K
|
52.6K
$3.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-475- 6.0% |
$24.8K - $31K
|
7.45K
$496K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-516- 3.52% |
$26.9K - $33.7K
|
14.1K
$941K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-539- 23.19% |
$28.1K - $35.2K
|
1.79K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-541- 8.85% |
$28.2K - $35.3K
|
5.58K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-562- 22.7% |
$29.3K - $36.7K
|
1.91K
$127K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-589- 9.76% |
$30.7K - $38.5K
|
5.45K
$363K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-590- 14.38% |
$30.7K - $38.5K
|
3.51K
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-594- 2.27% |
$31K - $38.8K
|
25.6K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 2.16% |
$31.3K - $39.2K
|
27.2K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-613- 3.48% |
$31.9K - $40K
|
17K
$1.13M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-620- 6.21% |
$32.3K - $40.5K
|
9.37K
$624K
|