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 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-630- 35.8% |
$32.8K - $41.1K
|
1.13K
$75.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-634- 12.72% |
$33K - $41.4K
|
4.35K
$290K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-637- 5.92% |
$33.2K - $41.6K
|
10.1K
$674K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-666- 23.91% |
$34.7K - $43.5K
|
2.12K
$141K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-669- 1.77% |
$34.9K - $43.7K
|
37.2K
$2.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-692- 3.5% |
$36.1K - $45.2K
|
19.1K
$1.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-725- 11.47% |
$37.8K - $47.3K
|
5.59K
$373K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-737- 4.4% |
$38.4K - $48.1K
|
16K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-750- 11.11% |
$39.1K - $49K
|
6K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-752- 9.98% |
$39.2K - $49.1K
|
6.78K
$452K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-765- 11.28% |
$39.9K - $50K
|
6.02K
$401K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-766- 50.03% |
$39.9K - $50K
|
765
$50.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-780- 1.27% |
$40.6K - $50.9K
|
60.8K
$4.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-838- 17.83% |
$43.7K - $54.7K
|
3.86K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-862- 4.75% |
$44.9K - $56.3K
|
17.3K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-881- 4.28% |
$45.9K - $57.5K
|
19.7K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-897- 12.18% |
$46.7K - $58.6K
|
6.47K
$431K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-900- 10.83% |
$46.9K - $58.8K
|
7.41K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-916- 3.08% |
$47.7K - $59.8K
|
28.8K
$1.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-920- 1.25% |
$47.9K - $60.1K
|
72.9K
$4.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-923- 2.91% |
$48.1K - $60.3K
|
30.8K
$2.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-945- 11.38% |
$49.2K - $61.7K
|
7.36K
$490K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-969- 26.22% |
$50.5K - $63.3K
|
2.73K
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-983- 11.09% |
$51.2K - $64.2K
|
7.88K
$525K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-984- 1.24% |
$51.3K - $64.3K
|
78.6K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.05K- 64.35% |
$54.5K - $68.2K
|
579
$38.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.07K- 17.89% |
$55.8K - $69.9K
|
4.92K
$327K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.07K- 3.36% |
$55.9K - $70K
|
30.8K
$2.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.09K- 1.48% |
$56.8K - $71.2K
|
72.4K
$4.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.14K- 8.02% |
$59.3K - $74.3K
|
13.1K
$869K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.18K- 6.52% |
$61.3K - $76.9K
|
16.9K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.18K- 3.35% |
$61.5K - $77.1K
|
34.1K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.21K- 11.72% |
$63K - $78.9K
|
9.1K
$606K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.23K- 15.61% |
$64.3K - $80.5K
|
6.67K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.3K- 1.47% |
$67.7K - $84.9K
|
87.2K
$5.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.42K- 7.9% |
$73.8K - $92.5K
|
16.5K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.42K- 51.77% |
$74K - $92.8K
|
1.32K
$88.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.43K- 2.04% |
$74.5K - $93.3K
|
68.6K
$4.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.44K- 6.27% |
$75.1K - $94.2K
|
21.6K
$1.44M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.45K- 1.18% |
$75.3K - $94.4K
|
121K
$8.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.46K- 30.51% |
$76.3K - $95.6K
|
3.33K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-1.51K- 11.99% |
$78.6K - $98.5K
|
11.1K
$737K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.51K- 17.64% |
$78.7K - $98.6K
|
7.05K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-1.53K- 64.23% |
$79.7K - $99.9K
|
852
$56.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.55K- 9.15% |
$80.5K - $101K
|
15.3K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.55K- 31.01% |
$81K - $101K
|
3.46K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.59K- 2.61% |
$83.1K - $104K
|
59.6K
$3.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.6K- 2.12% |
$83.4K - $104K
|
73.9K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.67K- 10.23% |
$86.8K - $109K
|
14.6K
$973K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.85K- 1.15% |
$96.1K - $120K
|
159K
$10.6M
|