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 |
|---|---|---|---|---|---|---|---|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-30- 5.07% |
$1.65K - $1.9K
|
562
$39.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-36- 0.94% |
$1.98K - $2.28K
|
3.79K
$265K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-40- 1.01% |
$2.2K - $2.53K
|
3.91K
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-41- 0.53% |
$2.26K - $2.6K
|
7.71K
$540K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-41- 1.16% |
$2.26K - $2.6K
|
3.5K
$245K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-43- 0.86% |
$2.37K - $2.72K
|
4.97K
$349K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-48- 4.07% |
$2.64K - $3.04K
|
1.13K
$79.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-48- 1.1% |
$2.64K - $3.04K
|
4.3K
$302K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-48- 0.21% |
$2.64K - $3.04K
|
23.2K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-48- 4.07% |
$2.64K - $3.04K
|
1.13K
$79.3K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-50- 0.5% |
$2.75K - $3.17K
|
10K
$704K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-53- 80.3% |
$2.92K - $3.36K
|
13
$911
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-53- 21.2% |
$2.92K - $3.36K
|
197
$13.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-56- 0.27% |
$3.08K - $3.55K
|
20.9K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-57- 1.14% |
$3.14K - $3.61K
|
4.96K
$348K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-57- 0.07% |
$3.14K - $3.61K
|
82.1K
$5.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-61- 0.72% |
$3.36K - $3.86K
|
8.43K
$591K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-73- 2.06% |
$4.02K - $4.62K
|
3.47K
$243K
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-80- 1.47% |
$4.4K - $5.07K
|
5.37K
$376K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-89- 1.58% |
$4.9K - $5.64K
|
5.53K
$388K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-97- 14.16% |
$5.34K - $6.14K
|
588
$41.2K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.07% |
$5.5K - $6.33K
|
151K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-102- 0.56% |
$5.61K - $6.46K
|
18K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-107- 2.43% |
$5.89K - $6.78K
|
4.29K
$301K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-112- 1.11% |
$6.16K - $7.09K
|
9.98K
$699K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-116- 27.29% |
$6.38K - $7.35K
|
309
$21.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-133- 0.99% |
$7.32K - $8.42K
|
13.3K
$934K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-135- 1.76% |
$7.43K - $8.55K
|
7.54K
$528K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-150- 0.33% |
$8.25K - $9.5K
|
46K
$3.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-158- 2.69% |
$8.69K - $10K
|
5.71K
$400K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-159- 3.22% |
$8.75K - $10.1K
|
4.78K
$335K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-175- 0.98% |
$9.63K - $11.1K
|
17.6K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-190- 1.03% |
$10.5K - $12K
|
18.3K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-195- 4.63% |
$10.7K - $12.3K
|
4.02K
$282K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-200- 2.28% |
$11K - $12.7K
|
8.59K
$602K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 2.38% |
$11K - $12.7K
|
8.21K
$576K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-201- 0.07% |
$11.1K - $12.7K
|
308K
$21.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-202- 20.74% |
$11.1K - $12.8K
|
772
$54.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-217- 12.95% |
$11.9K - $13.7K
|
1.46K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-219- 4.0% |
$12.1K - $13.9K
|
5.26K
$369K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-220- 1.94% |
$12.1K - $13.9K
|
11.1K
$781K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-224- 3.63% |
$12.3K - $14.2K
|
5.95K
$417K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-231- 1.62% |
$12.7K - $14.6K
|
14K
$982K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-235- 0.61% |
$12.9K - $14.9K
|
38K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-245- 47.85% |
$13.5K - $15.5K
|
267
$18.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-250- 5.38% |
$13.8K - $15.8K
|
4.4K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-257- 44.31% |
$14.1K - $16.3K
|
323
$22.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-258- 18.25% |
$14.2K - $16.3K
|
1.16K
$81K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-259- 48.41% |
$14.3K - $16.4K
|
276
$19.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-265- 0.8% |
$14.6K - $16.8K
|
32.9K
$2.3M
|