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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.66KNew |
$311K - $358K
|
5.66K
$377K
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
5.64K+ 6.09% |
$311K - $357K
|
98.3K
$6.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.6K+ 884.99% |
$308K - $355K
|
6.24K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5.57K+ 8.56% |
$306K - $352K
|
70.6K
$4.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
5.4K+ 82.92% |
$297K - $342K
|
11.9K
$793K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
5.37KNew |
$296K - $340K
|
5.37K
$358K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
5.24KNew |
$288K - $332K
|
5.24K
$349K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.21K+ 42.81% |
$287K - $330K
|
17.4K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
5.13KNew |
$282K - $325K
|
5.13K
$342K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.13KNew |
$282K - $325K
|
5.13K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.07K+ 1.27% |
$279K - $321K
|
405K
$27M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.04K+ 36.75% |
$277K - $319K
|
18.7K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.02KNew |
$276K - $318K
|
5.02K
$334K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5K+ 23.58% |
$275K - $317K
|
26.2K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.86KNew |
$268K - $308K
|
4.86K
$324K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
4.85KNew |
$267K - $307K
|
4.85K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.79K+ 41.54% |
$264K - $303K
|
16.3K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.7KNew |
$258K - $297K
|
4.7K
$313K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.62KNew |
$254K - $292K
|
4.62K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4.61KNew |
$254K - $292K
|
4.61K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
4.58KNew |
$252K - $290K
|
4.58K
$305K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
4.54KNew |
$250K - $287K
|
4.54K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.53KNew |
$249K - $287K
|
4.53K
$302K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.48K+ 24.7% |
$246K - $284K
|
22.6K
$1.51M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.45KNew |
$245K - $282K
|
4.45K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.4KNew |
$242K - $279K
|
4.4K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.25K+ 5.01% |
$234K - $269K
|
89.2K
$5.94M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
4.25K+ 8.94% |
$234K - $269K
|
51.8K
$3.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.24K+ 63.22% |
$233K - $269K
|
11K
$730K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.21K+ 59.73% |
$232K - $266K
|
11.3K
$749K
|
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
4.21KNew |
$232K - $266K
|
4.21K
$280K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.19K+ 152.68% |
$230K - $265K
|
6.93K
$461K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.16KNew |
$229K - $263K
|
4.16K
$277K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.16KNew |
$229K - $263K
|
4.16K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.07KNew |
$224K - $257K
|
4.07K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.01KNew |
$221K - $254K
|
4.01K
$267K
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.01K+ 22.65% |
$220K - $254K
|
21.7K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4KNew |
$220K - $253K
|
4K
$266K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.98K+ 266.11% |
$219K - $252K
|
5.48K
$365K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
3.98KNew |
$219K - $252K
|
3.98K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
3.93KNew |
$216K - $249K
|
3.93K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.89KNew |
$214K - $246K
|
3.89K
$259K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.89KNew |
$214K - $246K
|
3.89K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
3.88K+ 9.68% |
$213K - $246K
|
43.9K
$2.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
3.78KNew |
$208K - $240K
|
3.78K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.78KNew |
$208K - $239K
|
3.78K
$252K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.76KNew |
$207K - $238K
|
3.76K
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.75KNew |
$206K - $237K
|
3.75K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.67KNew |
$202K - $232K
|
3.67K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.65KNew |
$201K - $231K
|
3.65K
$243K
|