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 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.89K- 31.02% |
$104K - $119K
|
4.19K
$291K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2K- 24.36% |
$110K - $127K
|
6.21K
$431K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.09K- 9.54% |
$115K - $133K
|
19.8K
$1.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.1K- 25.37% |
$115K - $133K
|
6.17K
$429K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2.15K- 98.85% |
$118K - $136K
|
25
$1.74K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.22K- 3.74% |
$122K - $141K
|
57.1K
$3.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-2.24K- 1.29% |
$123K - $142K
|
172K
$11.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2.26K- 10.26% |
$124K - $143K
|
19.7K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-2.27K- 2.51% |
$125K - $144K
|
88K
$6.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.27K- 10.4% |
$125K - $144K
|
19.6K
$1.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-2.3K- 7.38% |
$127K - $146K
|
28.9K
$2.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-2.33K- 44.68% |
$128K - $147K
|
2.88K
$200K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.37K- 6.53% |
$131K - $150K
|
33.9K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.41K- 30.99% |
$133K - $153K
|
5.37K
$373K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.42K- 1.08% |
$133K - $153K
|
221K
$15.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.44K- 18.13% |
$134K - $155K
|
11K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.47K- 1.81% |
$136K - $156K
|
134K
$9.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-2.6K- 40.53% |
$143K - $164K
|
3.81K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.61K- 12.42% |
$144K - $165K
|
18.4K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.62K- 15.36% |
$144K - $166K
|
14.4K
$1M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.78K- 19.44% |
$153K - $176K
|
11.5K
$801K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.9K- 32.07% |
$159K - $183K
|
6.14K
$426K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.92K- 12.59% |
$161K - $185K
|
20.3K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.05K- 37.67% |
$168K - $193K
|
5.04K
$350K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.09K- 2.48% |
$170K - $196K
|
122K
$8.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.1K- 2.61% |
$171K - $196K
|
116K
$8.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.16K- 0.56% |
$174K - $200K
|
556K
$38.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.34K- 4.33% |
$184K - $211K
|
73.8K
$5.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.43K- 14.1% |
$189K - $217K
|
20.9K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.48K- 0.44% |
$191K - $220K
|
790K
$54.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-3.5K- 9.8% |
$193K - $222K
|
32.2K
$2.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.71K- 3.76% |
$204K - $235K
|
95K
$6.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-3.82K- 2.21% |
$210K - $242K
|
169K
$11.7M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3.88K- 19.49% |
$214K - $246K
|
16K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-3.9K- 10.05% |
$215K - $247K
|
34.9K
$2.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.92K- 24.68% |
$215K - $248K
|
12K
$830K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.16K- 0.44% |
$229K - $263K
|
936K
$65M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.2K- 0.42% |
$231K - $266K
|
995K
$69.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.23K- 24.73% |
$233K - $268K
|
12.9K
$894K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-4.25K- 1.23% |
$234K - $269K
|
340K
$23.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.41K- 9.39% |
$243K - $280K
|
42.6K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-4.52K- 3.72% |
$249K - $286K
|
117K
$8.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.59K- 18.53% |
$252K - $290K
|
20.2K
$1.4M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-4.61K- 69.57% |
$254K - $292K
|
2.02K
$140K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.62K- 3.9% |
$254K - $293K
|
114K
$7.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.71K- 11.91% |
$259K - $298K
|
34.9K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4.88K- 0.83% |
$269K - $309K
|
580K
$40.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-4.91K- 55.12% |
$270K - $311K
|
4K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.98K- 11.19% |
$274K - $315K
|
39.5K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.02K- 6.72% |
$276K - $318K
|
69.7K
$4.84M
|