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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
25+ 0.24% |
$1.38K - $1.58K
|
10.5K
$767K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
20+ 0.5% |
$1.1K - $1.27K
|
4.02K
$294K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
16+ 0.16% |
$880 - $1.01K
|
9.91K
$724K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 45.71% |
$880 - $1.01K
|
51
$3.73K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
15+ 1.06% |
$825 - $950
|
1.43K
$105K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
15+ 1.06% |
$825 - $950
|
1.43K
$105K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15New |
$825 - $950
|
15
$1.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
13+ 0.95% |
$715 - $823
|
1.38K
$101K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13+ 0.82% |
$715 - $823
|
1.59K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
12New |
$660 - $760
|
12
$877
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
11+ 0.45% |
$605 - $697
|
2.47K
$181K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.88% |
$550 - $633
|
1.15K
$84.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
10New |
$550 - $633
|
10
$731
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
10+ 0.13% |
$550 - $633
|
7.79K
$569K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 1.2% |
$495 - $570
|
759
$55.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
9+ 0.23% |
$495 - $570
|
3.85K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8+ 0.15% |
$440 - $507
|
5.22K
$381K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8+ 0.22% |
$440 - $507
|
3.7K
$270K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 26.67% |
$440 - $507
|
38
$2.78K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 0.88% |
$330 - $380
|
684
$50K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6New |
$330 - $380
|
6
$438
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
6+ 0.1% |
$330 - $380
|
6.14K
$449K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
5+ 0.07% |
$275 - $317
|
6.85K
$501K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.41% |
$275 - $317
|
1.22K
$89K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5+ 0.06% |
$275 - $317
|
8.62K
$630K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5+ 3.29% |
$275 - $317
|
157
$11.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.43% |
$220 - $253
|
943
$68.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.14% |
$165 - $190
|
2.15K
$157K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 0.26% |
$165 - $190
|
1.15K
$83.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3+ 0.05% |
$165 - $190
|
6.21K
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3+ 0.03% |
$165 - $190
|
9.14K
$668K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3New |
$165 - $190
|
3
$219
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.86% |
$110 - $127
|
235
$17.2K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2+ 0.12% |
$110 - $127
|
1.7K
$124K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.76% |
$55 - $63.3
|
133
$9.72K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1- 33.33% |
$55 - $63.3
|
2
$146
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 9.09% |
$55 - $63.3
|
10
$731
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-4- 0.05% |
$220 - $253
|
7.68K
$561K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 5.32% |
$275 - $317
|
89
$6.5K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-5- 35.71% |
$275 - $317
|
9
$658
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-7- 6.86% |
$385 - $443
|
95
$6.94K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-13- 12.75% |
$715 - $823
|
89
$6.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-13- 0.08% |
$715 - $823
|
16.7K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-13- 4.15% |
$715 - $823
|
300
$21.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-15- 2.13% |
$825 - $950
|
690
$50.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-17- 1.74% |
$936 - $1.08K
|
959
$70.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-18- 29.03% |
$991 - $1.14K
|
44
$3.21K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-19- 82.61% |
$1.05K - $1.2K
|
4
$292
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-24- 3.82% |
$1.32K - $1.52K
|
605
$44.2K
|