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
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
221New |
$11.5K - $14.4K
|
221
$14.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
219+ 3.7% |
$11.4K - $14.3K
|
6.13K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
207+ 8.96% |
$10.8K - $13.5K
|
2.52K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
206+ 4.07% |
$10.7K - $13.5K
|
5.27K
$354K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
205+ 0.9% |
$10.7K - $13.4K
|
23K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
190+ 3.51% |
$9.9K - $12.4K
|
5.6K
$376K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
186New |
$9.69K - $12.1K
|
186
$12.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
183+ 2.86% |
$9.54K - $11.9K
|
6.59K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
178+ 2.72% |
$9.28K - $11.6K
|
6.72K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
171+ 0.24% |
$8.91K - $11.2K
|
70.9K
$4.77M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
170+ 5.93% |
$8.86K - $11.1K
|
3.04K
$204K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
168+ 1.06% |
$8.75K - $11K
|
16K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
163+ 2.72% |
$8.49K - $10.6K
|
6.16K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
163+ 1.56% |
$8.49K - $10.6K
|
10.6K
$715K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
163+ 0.23% |
$8.49K - $10.6K
|
71.3K
$4.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
158+ 478.79% |
$8.23K - $10.3K
|
191
$12.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
154+ 31.17% |
$8.02K - $10.1K
|
648
$43.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
150+ 2.25% |
$7.82K - $9.8K
|
6.83K
$459K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
149+ 2.08% |
$7.76K - $9.73K
|
7.32K
$492K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
146+ 19.04% |
$7.61K - $9.53K
|
913
$61.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
145New |
$7.56K - $9.47K
|
145
$9.74K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
144+ 1.19% |
$7.5K - $9.4K
|
12.3K
$824K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
142+ 3.61% |
$7.4K - $9.27K
|
4.08K
$274K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
133+ 0.96% |
$6.93K - $8.68K
|
14K
$940K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
129New |
$6.72K - $8.42K
|
129
$8.67K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
128+ 24.02% |
$6.67K - $8.36K
|
661
$44.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
128+ 51.2% |
$6.67K - $8.36K
|
378
$25.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
126+ 2.74% |
$6.57K - $8.23K
|
4.72K
$317K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
123New |
$6.41K - $8.03K
|
123
$8.27K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
120+ 0.25% |
$6.25K - $7.84K
|
47.8K
$3.21M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
120+ 1.94% |
$6.25K - $7.84K
|
6.31K
$424K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
112+ 0.52% |
$5.84K - $7.31K
|
21.8K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.73% |
$5.47K - $6.86K
|
14.6K
$978K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
104+ 0.52% |
$5.42K - $6.79K
|
20.1K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100+ 0.94% |
$5.21K - $6.53K
|
10.8K
$725K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
98New |
$5.11K - $6.4K
|
98
$6.59K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
95+ 1.06% |
$4.95K - $6.2K
|
9.08K
$610K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
91+ 2.3% |
$4.74K - $5.94K
|
4.04K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
90+ 0.41% |
$4.69K - $5.88K
|
21.9K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
83+ 1.87% |
$4.33K - $5.42K
|
4.52K
$304K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
79+ 25.16% |
$4.12K - $5.16K
|
393
$26.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
76+ 0.92% |
$3.96K - $4.96K
|
8.32K
$559K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
75+ 36.59% |
$3.91K - $4.9K
|
280
$18.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
72+ 0.47% |
$3.75K - $4.7K
|
15.5K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
71+ 262.96% |
$3.7K - $4.64K
|
98
$6.59K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
70+ 2.78% |
$3.65K - $4.57K
|
2.59K
$174K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
69+ 27.94% |
$3.6K - $4.51K
|
316
$21.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
66+ 0.85% |
$3.44K - $4.31K
|
7.85K
$527K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
59+ 111.32% |
$3.07K - $3.85K
|
112
$7.53K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
53+ 0.34% |
$2.76K - $3.46K
|
15.8K
$1.06M
|