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 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.61K+ 37.55% |
$83.8K - $105K
|
5.89K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.58K+ 0.42% |
$82.4K - $103K
|
376K
$25.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.56K+ 63.38% |
$81.2K - $102K
|
4.02K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.54K+ 6.92% |
$80K - $100K
|
23.7K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.53K+ 0.66% |
$79.7K - $99.8K
|
232K
$15.6M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.53K+ 13.28% |
$79.6K - $99.7K
|
13K
$875K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.52K+ 1.61% |
$79.2K - $99.2K
|
95.9K
$6.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.45K+ 11.71% |
$75.5K - $94.6K
|
13.8K
$929K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.38K+ 2.25% |
$72.1K - $90.3K
|
63K
$4.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.33K+ 0.92% |
$69.2K - $86.7K
|
145K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.3K+ 9.2% |
$67.8K - $85K
|
15.4K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.3K+ 4.6% |
$67.7K - $84.8K
|
29.6K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.23K+ 21.72% |
$64.1K - $80.4K
|
6.9K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.18K+ 1.08% |
$61.7K - $77.3K
|
111K
$7.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
1.17K+ 19.24% |
$61.2K - $76.7K
|
7.28K
$489K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.17K+ 3900.0% |
$61K - $76.4K
|
1.2K
$80.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.12K+ 20.11% |
$58.5K - $73.3K
|
6.71K
$451K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.11K+ 12.64% |
$58K - $72.7K
|
9.92K
$667K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.09K+ 17.72% |
$56.9K - $71.3K
|
7.26K
$488K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.09K+ 2.18% |
$56.5K - $70.9K
|
50.8K
$3.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.05K+ 5.4% |
$54.7K - $68.6K
|
20.5K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.05K+ 14.29% |
$54.7K - $68.6K
|
8.4K
$564K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.04K+ 14.35% |
$54.3K - $68K
|
8.3K
$558K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 9.47% |
$52.5K - $65.8K
|
11.6K
$783K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
998+ 7.62% |
$52K - $65.2K
|
14.1K
$947K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
998+ 7.59% |
$52K - $65.2K
|
14.1K
$951K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
978+ 5.4% |
$51K - $63.9K
|
19.1K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
946+ 7.86% |
$49.3K - $61.8K
|
13K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
940+ 4.5% |
$49K - $61.4K
|
21.8K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
933+ 20.93% |
$48.6K - $60.9K
|
5.39K
$362K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
916+ 4.9% |
$47.7K - $59.8K
|
19.6K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
877+ 11.39% |
$45.7K - $57.3K
|
8.58K
$577K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
876+ 18.52% |
$45.6K - $57.2K
|
5.61K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
873+ 17.74% |
$45.5K - $57K
|
5.8K
$389K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
862+ 4.72% |
$44.9K - $56.3K
|
19.1K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
845+ 497.06% |
$44K - $55.2K
|
1.02K
$68.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
843+ 0.38% |
$43.9K - $55K
|
223K
$15M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
843+ 9.35% |
$43.9K - $55K
|
9.86K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
772+ 4.62% |
$40.2K - $50.4K
|
17.5K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
769New |
$40.1K - $50.2K
|
769
$51.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
710+ 7.44% |
$37K - $46.4K
|
10.3K
$689K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
683+ 0.48% |
$35.6K - $44.6K
|
144K
$9.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
676+ 11.52% |
$35.2K - $44.1K
|
6.54K
$440K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
676+ 14.88% |
$35.2K - $44.1K
|
5.22K
$351K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
675+ 4.93% |
$35.2K - $44.1K
|
14.4K
$965K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
668+ 12.57% |
$34.8K - $43.6K
|
5.98K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
667+ 7.74% |
$34.8K - $43.6K
|
9.28K
$624K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
664+ 2.41% |
$34.6K - $43.4K
|
28.2K
$1.89M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
662New |
$34.5K - $43.2K
|
662
$44.5K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
650+ 3.28% |
$33.9K - $42.4K
|
20.5K
$1.37M
|