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
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.24KNew |
$169K - $212K
|
3.24K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
3.23K+ 0.1% |
$169K - $211K
|
3.38M
$225M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.2KNew |
$167K - $209K
|
3.2K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.2K+ 3.4% |
$167K - $209K
|
97.4K
$6.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
3.19KNew |
$166K - $208K
|
3.19K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.19KNew |
$166K - $208K
|
3.19K
$212K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.18KNew |
$166K - $207K
|
3.18K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.17KNew |
$165K - $207K
|
3.17K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.16KNew |
$165K - $206K
|
3.16K
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.16KNew |
$164K - $206K
|
3.16K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
3.15KNew |
$164K - $206K
|
3.15K
$210K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
3.15KNew |
$164K - $206K
|
3.15K
$210K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
3.11KNew |
$162K - $203K
|
3.11K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.11KNew |
$162K - $203K
|
3.11K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.09KNew |
$161K - $202K
|
3.09K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.09KNew |
$161K - $201K
|
3.09K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.08KNew |
$160K - $201K
|
3.08K
$205K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.08KNew |
$160K - $201K
|
3.08K
$205K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.05K+ 7.67% |
$159K - $199K
|
42.9K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.05K+ 44.0% |
$159K - $199K
|
9.99K
$665K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3K+ 11.32% |
$156K - $196K
|
29.5K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.91K+ 116.71% |
$151K - $190K
|
5.39K
$359K
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.9K+ 13.4% |
$151K - $189K
|
24.5K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.89K+ 12.35% |
$150K - $189K
|
26.3K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.87K+ 7.29% |
$150K - $188K
|
42.3K
$2.82M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.86K+ 9.56% |
$149K - $187K
|
32.8K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.85K+ 20.97% |
$148K - $186K
|
16.4K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
2.67KNew |
$139K - $175K
|
2.67K
$178K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.67KNew |
$139K - $175K
|
2.67K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.65K+ 4.02% |
$138K - $173K
|
68.5K
$4.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.61KNew |
$136K - $170K
|
2.61K
$174K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.6KNew |
$136K - $170K
|
2.6K
$173K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.51K+ 5.29% |
$131K - $164K
|
50.1K
$3.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.5K+ 269.43% |
$130K - $163K
|
3.43K
$229K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.49K+ 4.11% |
$130K - $163K
|
63.1K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.42K+ 63.17% |
$126K - $158K
|
6.24K
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.39K+ 33.69% |
$125K - $156K
|
9.5K
$633K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.34K+ 481.86% |
$122K - $153K
|
2.82K
$188K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.31K+ 27.24% |
$120K - $151K
|
10.8K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.25K+ 4.12% |
$117K - $147K
|
56.8K
$3.78M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
2.23K+ 3.81% |
$116K - $146K
|
60.9K
$4.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.2K+ 47.71% |
$115K - $144K
|
6.82K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
2.16K+ 0.25% |
$112K - $141K
|
852K
$56.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
2.08K+ 10.28% |
$108K - $136K
|
22.3K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.08K+ 21.97% |
$108K - $136K
|
11.5K
$768K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.07K+ 20.37% |
$108K - $135K
|
12.3K
$816K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.03K+ 32.93% |
$106K - $132K
|
8.18K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.96K+ 17836.36% |
$102K - $128K
|
1.97K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.95KNew |
$102K - $127K
|
1.95K
$130K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.74KNew |
$90.8K - $114K
|
1.74K
$116K
|