Purchases and Sales Made in Q4 2023 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
101New |
$5.56K - $6.4K
|
101
$8.15K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$5.5K - $6.33K
|
100
$8.07K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
96+ 51.61% |
$5.28K - $6.08K
|
282
$22.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
94+ 10.51% |
$5.17K - $5.95K
|
988
$79.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
92+ 0.08% |
$5.06K - $5.83K
|
117K
$9.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
91New |
$5.01K - $5.76K
|
91
$7.34K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
90New |
$4.95K - $5.7K
|
90
$7.26K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
88+ 0.3% |
$4.84K - $5.57K
|
29.9K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
88+ 7.79% |
$4.84K - $5.57K
|
1.22K
$98.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
84+ 1.89% |
$4.62K - $5.32K
|
4.53K
$365K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
82+ 0.5% |
$4.51K - $5.19K
|
16.5K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
81+ 12.54% |
$4.46K - $5.13K
|
727
$58.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
81+ 202.5% |
$4.46K - $5.13K
|
121
$9.76K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
81New |
$4.46K - $5.13K
|
81
$6.53K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
80New |
$4.4K - $5.07K
|
80
$6.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
74+ 1.99% |
$4.07K - $4.69K
|
3.79K
$306K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
73New |
$4.02K - $4.62K
|
73
$5.89K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
72+ 0.41% |
$3.96K - $4.56K
|
17.6K
$1.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
67+ 1.13% |
$3.69K - $4.24K
|
6.01K
$484K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
65+ 1.11% |
$3.58K - $4.12K
|
5.94K
$479K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
65+ 25.49% |
$3.58K - $4.12K
|
320
$25.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
63+ 20.0% |
$3.47K - $3.99K
|
378
$30.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
63+ 0.98% |
$3.47K - $3.99K
|
6.46K
$521K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
63+ 3.88% |
$3.47K - $3.99K
|
1.69K
$136K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
62+ 1.49% |
$3.41K - $3.93K
|
4.23K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
59+ 0.34% |
$3.25K - $3.74K
|
17.5K
$1.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
59+ 0.49% |
$3.25K - $3.74K
|
12.2K
$984K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
58+ 0.31% |
$3.19K - $3.67K
|
18.5K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
58New |
$3.19K - $3.67K
|
58
$4.68K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
49+ 0.72% |
$2.7K - $3.1K
|
6.83K
$551K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
45+ 4.63% |
$2.48K - $2.85K
|
1.02K
$81.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
42+ 0.2% |
$2.31K - $2.66K
|
21.2K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
41+ 1.74% |
$2.26K - $2.6K
|
2.4K
$194K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
39+ 0.89% |
$2.15K - $2.47K
|
4.43K
$358K
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
39New |
$2.15K - $2.47K
|
39
$3.15K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
38+ 0.55% |
$2.09K - $2.41K
|
6.91K
$557K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
37+ 0.98% |
$2.04K - $2.34K
|
3.81K
$307K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37New |
$2.04K - $2.34K
|
37
$2.98K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
37+ 4.56% |
$2.04K - $2.34K
|
849
$68.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
35New |
$1.93K - $2.22K
|
35
$2.82K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
33+ 0.44% |
$1.82K - $2.09K
|
7.6K
$613K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
32+ 1.66% |
$1.76K - $2.03K
|
1.96K
$158K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
32+ 3.36% |
$1.76K - $2.03K
|
983
$79.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
31+ 281.82% |
$1.71K - $1.96K
|
42
$3.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
31+ 16.67% |
$1.71K - $1.96K
|
217
$17.5K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
31New |
$1.71K - $1.96K
|
31
$2.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
30New |
$1.65K - $1.9K
|
30
$2.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
29+ 0.37% |
$1.6K - $1.84K
|
7.82K
$630K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
29New |
$1.6K - $1.84K
|
29
$2.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
29+ 1.92% |
$1.6K - $1.84K
|
1.54K
$124K
|