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 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.8K+ 145.34% |
$1.2M - $1.38M
|
36.8K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
21.1K+ 20.73% |
$1.16M - $1.33M
|
123K
$8.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
20.9KNew |
$1.15M - $1.32M
|
20.9K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
20.5K+ 26.99% |
$1.13M - $1.3M
|
96.4K
$6.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
20.1K+ 0.98% |
$1.1M - $1.27M
|
2.07M
$144M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
19.6K+ 152.7% |
$1.08M - $1.24M
|
32.4K
$2.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
19.4K+ 3.17% |
$1.07M - $1.23M
|
630K
$43.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
19.3K+ 8.83% |
$1.06M - $1.22M
|
238K
$16.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
19K+ 72.25% |
$1.04M - $1.2M
|
45.2K
$3.14M
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
18.9KNew |
$1.04M - $1.19M
|
18.9K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18.8K+ 357.71% |
$1.03M - $1.19M
|
24K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
18.4K+ 5.5% |
$1.01M - $1.17M
|
353K
$24.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
18.1K+ 104.61% |
$995K - $1.15M
|
35.4K
$2.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.8K+ 55.32% |
$980K - $1.13M
|
50K
$3.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
17.5K+ 6.08% |
$961K - $1.11M
|
305K
$21.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
17K+ 10.47% |
$936K - $1.08M
|
179K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17K+ 41.28% |
$933K - $1.07M
|
58K
$4.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
16.6K+ 1.63% |
$915K - $1.05M
|
1.04M
$72M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.2K+ 104.6% |
$891K - $1.02M
|
31.7K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
16.1K+ 3423.99% |
$887K - $1.02M
|
16.6K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
16K+ 18.21% |
$883K - $1.02M
|
104K
$7.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15.9K+ 133.02% |
$877K - $1.01M
|
27.9K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.6KNew |
$856K - $985K
|
15.6K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
15KNew |
$825K - $950K
|
15K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
14.9KNew |
$820K - $943K
|
14.9K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.5KNew |
$796K - $916K
|
14.5K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
13.4K+ 26.85% |
$739K - $851K
|
63.5K
$4.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.3K+ 13.56% |
$730K - $840K
|
111K
$7.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
12.9K+ 129.59% |
$710K - $817K
|
22.8K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
12.8KNew |
$704K - $810K
|
12.8K
$888K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
12.6K+ 2.75% |
$693K - $798K
|
470K
$32.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
12.5K+ 15.37% |
$687K - $791K
|
93.7K
$6.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
12KNew |
$659K - $758K
|
12K
$832K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
11.7K+ 3.74% |
$644K - $742K
|
325K
$22.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
11.7K+ 31.2% |
$641K - $738K
|
49K
$3.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
11.6KNew |
$640K - $737K
|
11.6K
$808K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11.6K+ 110.84% |
$636K - $732K
|
22K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
11.4K+ 19.37% |
$629K - $724K
|
70.5K
$4.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
11.4K+ 7.67% |
$625K - $719K
|
159K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
11.3K+ 5.58% |
$624K - $719K
|
215K
$14.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
11.3KNew |
$621K - $714K
|
11.3K
$783K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11.3K+ 268.45% |
$620K - $713K
|
15.5K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.1KNew |
$612K - $704K
|
11.1K
$772K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
11K+ 284.7% |
$603K - $694K
|
14.8K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11KNew |
$603K - $694K
|
11K
$761K
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
11K+ 31.29% |
$603K - $693K
|
46K
$3.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.5K+ 12.1% |
$580K - $668K
|
97.7K
$6.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.5K+ 7.91% |
$578K - $665K
|
143K
$9.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3K+ 34.19% |
$568K - $654K
|
40.5K
$2.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.2KNew |
$560K - $645K
|
10.2K
$707K
|