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 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-660- 0.79% |
$36.3K - $41.8K
|
83.2K
$5.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-663- 4.91% |
$36.5K - $42K
|
12.8K
$892K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-683- 14.35% |
$37.6K - $43.3K
|
4.08K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-688- 0.02% |
$37.9K - $43.6K
|
3.38M
$235M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-701- 9.21% |
$38.6K - $44.4K
|
6.91K
$480K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-701- 2.13% |
$38.6K - $44.4K
|
32.1K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-710- 0.87% |
$39.1K - $45K
|
81K
$5.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-720- 4.99% |
$39.6K - $45.6K
|
13.7K
$953K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-721- 7.1% |
$39.7K - $45.7K
|
9.43K
$655K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-734- 8.6% |
$40.4K - $46.5K
|
7.8K
$542K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-739- 13.63% |
$40.7K - $46.8K
|
4.68K
$325K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-750- 1.9% |
$41.3K - $47.5K
|
38.7K
$2.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-787- 74.6% |
$43.3K - $49.8K
|
268
$18.6K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-815- 16.09% |
$44.8K - $51.6K
|
4.25K
$295K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-821- 13.13% |
$45.2K - $52K
|
5.43K
$377K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-830- 7.26% |
$45.7K - $52.6K
|
10.6K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-846- 9.21% |
$46.6K - $53.6K
|
8.34K
$579K
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-850- 16.24% |
$46.8K - $53.8K
|
4.38K
$304K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-950- 12.67% |
$52.3K - $60.2K
|
6.55K
$455K
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-952- 46.33% |
$52.4K - $60.3K
|
1.1K
$76.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-976- 5.63% |
$53.7K - $61.8K
|
16.4K
$1.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.02K- 21.62% |
$56.2K - $64.7K
|
3.71K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.04K- 28.31% |
$57.2K - $65.8K
|
2.63K
$183K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.05K- 18.65% |
$57.7K - $66.4K
|
4.58K
$318K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.05K- 9.28% |
$57.8K - $66.6K
|
10.3K
$714K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1.07K- 4.3% |
$58.9K - $67.8K
|
23.8K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-1.08K- 20.01% |
$59.2K - $68.1K
|
4.3K
$298K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.09K- 16.44% |
$60.2K - $69.3K
|
5.56K
$386K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.1K- 49.5% |
$60.5K - $69.6K
|
1.12K
$77.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.1K- 49.5% |
$60.5K - $69.6K
|
1.12K
$77.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.13K- 1.43% |
$62.2K - $71.6K
|
78K
$5.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-1.19K- 8.32% |
$65.3K - $75.2K
|
13.1K
$908K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.23K- 7.46% |
$67.8K - $78K
|
15.3K
$1.06M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 20.18% |
$68.7K - $79K
|
4.94K
$343K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.28K- 9.27% |
$70.7K - $81.3K
|
12.6K
$872K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.3K- 36.76% |
$71.3K - $82.1K
|
2.23K
$155K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.32K- 1.28% |
$72.7K - $83.7K
|
102K
$7.06M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.4K- 55.95% |
$77.1K - $88.7K
|
1.1K
$76.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.48K- 2.55% |
$81.2K - $93.5K
|
56.5K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.51K- 25.02% |
$83K - $95.6K
|
4.52K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.51K- 4.23% |
$83.3K - $95.9K
|
34.2K
$2.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.52K- 31.4% |
$83.9K - $96.5K
|
3.33K
$231K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.55K- 5.45% |
$85.5K - $98.4K
|
27K
$1.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.61K- 16.4% |
$88.8K - $102K
|
8.22K
$571K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.69K- 7.35% |
$92.9K - $107K
|
21.3K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.73K- 29.51% |
$95.1K - $109K
|
4.13K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.74K- 23.43% |
$95.5K - $110K
|
5.67K
$394K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.77K- 0.57% |
$97.4K - $112K
|
309K
$21.5M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.85K- 3.75% |
$102K - $117K
|
47.3K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.87K- 7.42% |
$103K - $118K
|
23.3K
$1.62M
|