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 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-275- 47.83% |
$15.1K - $17.4K
|
300
$20K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-296- 4.16% |
$16.3K - $18.7K
|
6.82K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-305- 3.69% |
$16.8K - $19.3K
|
7.95K
$530K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-318- 0.31% |
$17.5K - $20.1K
|
103K
$6.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-325- 0.87% |
$17.9K - $20.6K
|
36.9K
$2.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-345- 5.33% |
$19K - $21.8K
|
6.12K
$408K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-350- 8.47% |
$19.3K - $22.2K
|
3.78K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-358- 1.57% |
$19.7K - $22.7K
|
22.5K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-364- 10.25% |
$20K - $23.1K
|
3.19K
$212K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-367- 33.24% |
$20.2K - $23.2K
|
737
$49.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-375- 3.3% |
$20.6K - $23.7K
|
11K
$733K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-385- 0.81% |
$21.2K - $24.4K
|
47K
$3.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-385- 9.36% |
$21.2K - $24.4K
|
3.73K
$248K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-387- 1.03% |
$21.3K - $24.5K
|
37.2K
$2.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-389- 5.45% |
$21.4K - $24.6K
|
6.75K
$450K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-400- 4.61% |
$22K - $25.3K
|
8.27K
$551K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-404- 1.77% |
$22.2K - $25.6K
|
22.4K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-411- 7.28% |
$22.6K - $26K
|
5.23K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-412- 8.8% |
$22.7K - $26.1K
|
4.27K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-418- 24.72% |
$23K - $26.5K
|
1.27K
$84.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-452- 4.32% |
$24.9K - $28.6K
|
10K
$666K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-472- 0.26% |
$26K - $29.9K
|
183K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-477- 11.12% |
$26.2K - $30.2K
|
3.81K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-485- 43.19% |
$26.7K - $30.7K
|
638
$42.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-494- 9.32% |
$27.2K - $31.3K
|
4.81K
$320K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-497- 11.81% |
$27.3K - $31.5K
|
3.71K
$247K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-502- 13.27% |
$27.6K - $31.8K
|
3.28K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-505- 4.27% |
$27.8K - $32K
|
11.3K
$754K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-512- 12.54% |
$28.2K - $32.4K
|
3.57K
$238K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-517- 5.37% |
$28.5K - $32.7K
|
9.12K
$607K
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
SELL
|
- |
-526- 0.41% |
$28.9K - $33.3K
|
129K
$8.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-535- 17.32% |
$29.4K - $33.9K
|
2.55K
$170K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-550- 0.7% |
$30.3K - $34.8K
|
78.1K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-566- 3.79% |
$31.1K - $35.8K
|
14.4K
$958K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-571- 9.41% |
$31.4K - $36.2K
|
5.49K
$366K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-572- 6.2% |
$31.5K - $36.2K
|
8.65K
$576K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-576- 9.89% |
$31.7K - $36.5K
|
5.25K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-581- 0.72% |
$32K - $36.8K
|
79.8K
$5.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-581- 0.24% |
$32K - $36.8K
|
238K
$15.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-590- 10.6% |
$32.5K - $37.4K
|
4.98K
$332K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-595- 4.89% |
$32.7K - $37.7K
|
11.6K
$770K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 0.77% |
$33K - $38K
|
77.2K
$5.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-600- 9.23% |
$33K - $38K
|
5.9K
$393K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-609- 0.39% |
$33.5K - $38.6K
|
155K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-610- 8.79% |
$33.6K - $38.6K
|
6.33K
$422K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-612- 15.22% |
$33.7K - $38.8K
|
3.41K
$227K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-621- 25.96% |
$34.2K - $39.3K
|
1.77K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-623- 6.19% |
$34.3K - $39.5K
|
9.44K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-626- 6.32% |
$34.4K - $39.6K
|
9.28K
$618K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-638- 86.92% |
$35.1K - $40.4K
|
96
$6.39K
|