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 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.2KNew |
$560K - $645K
|
10.2K
$684K
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
10.1KNew |
$555K - $639K
|
10.1K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
9.53KNew |
$524K - $603K
|
9.53K
$640K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
9.31K+ 5.46% |
$512K - $590K
|
180K
$12.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.22K+ 135.26% |
$507K - $584K
|
16K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.22K+ 135.26% |
$507K - $584K
|
16K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
9.08KNew |
$500K - $575K
|
9.08K
$610K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
8.53KNew |
$469K - $540K
|
8.53K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
8.52K+ 33.51% |
$469K - $539K
|
33.9K
$2.28M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.42KNew |
$463K - $533K
|
8.42K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
8.38KNew |
$461K - $531K
|
8.38K
$563K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8.22K+ 4.22% |
$452K - $520K
|
203K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.03K+ 4.65% |
$442K - $508K
|
181K
$12.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.99KNew |
$440K - $506K
|
7.99K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.8KNew |
$429K - $494K
|
7.8K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.68K+ 24.33% |
$423K - $486K
|
39.3K
$2.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.68K+ 2.64% |
$423K - $486K
|
298K
$20M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.67KNew |
$422K - $486K
|
7.67K
$516K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.65K+ 10.45% |
$421K - $485K
|
80.9K
$5.44M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.58KNew |
$417K - $480K
|
7.58K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.53K+ 76.9% |
$414K - $477K
|
17.3K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
7.48K+ 200.29% |
$411K - $473K
|
11.2K
$753K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
7.47K+ 2.41% |
$411K - $473K
|
317K
$21.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7.46KNew |
$410K - $472K
|
7.46K
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.43K+ 12.94% |
$409K - $470K
|
64.8K
$4.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
7.39KNew |
$407K - $468K
|
7.39K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
7.39K+ 11.75% |
$407K - $468K
|
70.3K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7.38K+ 2.38% |
$406K - $467K
|
318K
$21.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7.26K+ 40.68% |
$400K - $460K
|
25.1K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.26KNew |
$400K - $460K
|
7.26K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
7.25K+ 12.54% |
$399K - $459K
|
65K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
7.24KNew |
$398K - $458K
|
7.24K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.84KNew |
$377K - $433K
|
6.84K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.79K+ 120.56% |
$374K - $430K
|
12.4K
$835K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.76KNew |
$372K - $428K
|
6.76K
$454K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.76KNew |
$372K - $428K
|
6.76K
$454K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.69KNew |
$368K - $423K
|
6.69K
$449K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.66K+ 15.31% |
$367K - $422K
|
50.2K
$3.37M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
6.63KNew |
$365K - $420K
|
6.63K
$446K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.59K+ 2.29% |
$363K - $417K
|
295K
$19.8M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.45K+ 6.06% |
$355K - $408K
|
113K
$7.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.41K+ 60.99% |
$353K - $406K
|
16.9K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
6.32KNew |
$348K - $400K
|
6.32K
$425K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.26K+ 88.91% |
$345K - $397K
|
13.3K
$894K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.17K+ 24.81% |
$339K - $391K
|
31K
$2.08M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
6.13K+ 52.42% |
$337K - $388K
|
17.8K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.06KNew |
$333K - $384K
|
6.06K
$407K
|
|
|
Feb 13, 2024
Q4 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
6K+ 30.0% |
$330K - $380K
|
26K
$1.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.94K+ 96.72% |
$327K - $376K
|
12.1K
$811K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.78K+ 72187.5% |
$318K - $366K
|
5.78K
$389K
|