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
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.95K+ 10.19% |
$206K - $258K
|
42.7K
$2.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.94K+ 31.77% |
$205K - $257K
|
16.3K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.92K+ 41.72% |
$204K - $256K
|
13.3K
$896K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3.9KNew |
$203K - $254K
|
3.9K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.87KNew |
$202K - $253K
|
3.87K
$260K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
3.85KNew |
$200K - $251K
|
3.85K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 25.43% |
$196K - $246K
|
18.6K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.75KNew |
$196K - $245K
|
3.75K
$252K
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.73K+ 111.64% |
$194K - $244K
|
7.07K
$475K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.72KNew |
$194K - $243K
|
3.72K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.7KNew |
$193K - $242K
|
3.7K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
3.69KNew |
$192K - $241K
|
3.69K
$248K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.66KNew |
$191K - $239K
|
3.66K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.66KNew |
$191K - $239K
|
3.66K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
3.66K+ 20.36% |
$191K - $239K
|
21.6K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.66KNew |
$191K - $239K
|
3.66K
$246K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.65KNew |
$190K - $238K
|
3.65K
$245K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.61KNew |
$188K - $236K
|
3.61K
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
3.61K+ 11.8% |
$188K - $236K
|
34.2K
$2.3M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.54KNew |
$184K - $231K
|
3.54K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.53KNew |
$184K - $230K
|
3.53K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
3.52KNew |
$183K - $230K
|
3.52K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.5KNew |
$182K - $228K
|
3.5K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
3.5KNew |
$182K - $228K
|
3.5K
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.49KNew |
$182K - $228K
|
3.49K
$235K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
3.45KNew |
$180K - $225K
|
3.45K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.45KNew |
$180K - $225K
|
3.45K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
3.45KNew |
$180K - $225K
|
3.45K
$232K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.43KNew |
$179K - $224K
|
3.43K
$230K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
3.43KNew |
$179K - $224K
|
3.43K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
3.4KNew |
$177K - $222K
|
3.4K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.4KNew |
$177K - $222K
|
3.4K
$229K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.39KNew |
$176K - $221K
|
3.39K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.37KNew |
$176K - $220K
|
3.37K
$227K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.36KNew |
$175K - $219K
|
3.36K
$226K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.35KNew |
$175K - $219K
|
3.35K
$225K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.35KNew |
$175K - $219K
|
3.35K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
3.35KNew |
$174K - $219K
|
3.35K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.34KNew |
$174K - $218K
|
3.34K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.32KNew |
$173K - $217K
|
3.32K
$223K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.3KNew |
$172K - $215K
|
3.3K
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.3KNew |
$172K - $215K
|
3.3K
$222K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.3KNew |
$172K - $215K
|
3.3K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.29KNew |
$172K - $215K
|
3.29K
$221K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.29KNew |
$171K - $215K
|
3.29K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.28KNew |
$171K - $214K
|
3.28K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.27KNew |
$171K - $214K
|
3.27K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.26K+ 229.4% |
$170K - $213K
|
4.68K
$315K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.25KNew |
$169K - $212K
|
3.25K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.24KNew |
$169K - $212K
|
3.24K
$218K
|