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 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
635+ 6.78% |
$33.1K - $41.5K
|
10K
$672K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
633+ 2.99% |
$33K - $41.3K
|
21.8K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
600+ 5.51% |
$31.3K - $39.2K
|
11.5K
$773K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
589New |
$30.7K - $38.5K
|
589
$39.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
589+ 13.39% |
$30.7K - $38.5K
|
4.99K
$335K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
566+ 25.87% |
$29.5K - $37K
|
2.75K
$185K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
564+ 23.72% |
$29.4K - $36.8K
|
2.94K
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
549+ 3.72% |
$28.6K - $35.8K
|
15.3K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
537+ 8.84% |
$28K - $35.1K
|
6.61K
$444K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
511+ 3.57% |
$26.6K - $33.4K
|
14.8K
$997K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$26.1K - $32.7K
|
500
$33.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
486+ 2.89% |
$25.3K - $31.7K
|
17.3K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
484+ 9.72% |
$25.2K - $31.6K
|
5.46K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
484New |
$25.2K - $31.6K
|
484
$32.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
469+ 14.93% |
$24.4K - $30.6K
|
3.61K
$243K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
466+ 12.01% |
$24.3K - $30.4K
|
4.35K
$292K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
461+ 6.47% |
$24K - $30.1K
|
7.59K
$510K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
456+ 66.57% |
$23.8K - $29.8K
|
1.14K
$76.7K
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
451+ 8.08% |
$23.5K - $29.5K
|
6.04K
$406K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
451+ 25.47% |
$23.5K - $29.5K
|
2.22K
$149K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
450+ 8.9% |
$23.4K - $29.4K
|
5.5K
$370K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
450+ 34.19% |
$23.4K - $29.4K
|
1.77K
$119K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
435+ 1.82% |
$22.7K - $28.4K
|
24.4K
$1.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
407+ 2.21% |
$21.2K - $26.6K
|
18.8K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
401+ 4.58% |
$20.9K - $26.2K
|
9.15K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
395+ 0.73% |
$20.6K - $25.8K
|
54.5K
$3.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
393+ 3.25% |
$20.5K - $25.7K
|
12.5K
$838K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
384+ 0.19% |
$20K - $25.1K
|
200K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
383+ 1.95% |
$20K - $25K
|
20K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
382New |
$19.9K - $24.9K
|
382
$25.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
367+ 9.22% |
$19.1K - $24K
|
4.35K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
362+ 3.75% |
$18.9K - $23.6K
|
10K
$673K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
361+ 4.46% |
$18.8K - $23.6K
|
8.46K
$569K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
351+ 9.33% |
$18.3K - $22.9K
|
4.11K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
340+ 1.28% |
$17.7K - $22.2K
|
26.8K
$1.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
339+ 4.81% |
$17.7K - $22.1K
|
7.39K
$497K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
339New |
$17.7K - $22.1K
|
339
$22.8K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
331+ 1.71% |
$17.2K - $21.6K
|
19.7K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
317+ 1.76% |
$16.5K - $20.7K
|
18.4K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
317New |
$16.5K - $20.7K
|
317
$21.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
300+ 6.97% |
$15.6K - $19.6K
|
4.6K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.33% |
$15.6K - $19.6K
|
91.9K
$6.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
297+ 55.2% |
$15.5K - $19.4K
|
835
$56.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
294+ 5.91% |
$15.3K - $19.2K
|
5.27K
$354K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
287+ 0.68% |
$15K - $18.7K
|
42.2K
$2.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
277New |
$14.4K - $18.1K
|
277
$18.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
276+ 1.04% |
$14.4K - $18K
|
26.8K
$1.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
270+ 9.54% |
$14.1K - $17.6K
|
3.1K
$208K
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
261+ 2.02% |
$13.6K - $17K
|
13.2K
$887K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
238+ 4.34% |
$12.4K - $15.5K
|
5.72K
$385K
|