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
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.61KNew |
$199K - $229K
|
3.61K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.57KNew |
$197K - $226K
|
3.57K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.55KNew |
$196K - $225K
|
3.55K
$239K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.55KNew |
$195K - $225K
|
3.55K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.54KNew |
$195K - $224K
|
3.54K
$238K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.53KNew |
$194K - $223K
|
3.53K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.53KNew |
$194K - $223K
|
3.53K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.53KNew |
$194K - $223K
|
3.53K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.49K+ 23.35% |
$192K - $221K
|
18.4K
$1.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.46K+ 30.98% |
$190K - $219K
|
14.6K
$982K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
3.45KNew |
$190K - $218K
|
3.45K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.45K+ 3.21% |
$190K - $218K
|
111K
$7.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.41KNew |
$188K - $216K
|
3.41K
$229K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
3.4KNew |
$187K - $216K
|
3.4K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.4KNew |
$187K - $216K
|
3.4K
$229K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.38KNew |
$186K - $214K
|
3.38K
$227K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
3.35KNew |
$184K - $212K
|
3.35K
$225K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.35KNew |
$184K - $212K
|
3.35K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.34KNew |
$184K - $211K
|
3.34K
$224K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.34KNew |
$184K - $211K
|
3.34K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.33K+ 9.34% |
$183K - $211K
|
39K
$2.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
3.31K+ 52.83% |
$182K - $210K
|
9.58K
$644K
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.31KNew |
$182K - $210K
|
3.31K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.31KNew |
$182K - $209K
|
3.31K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.31K+ 13.69% |
$182K - $209K
|
27.4K
$1.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.3KNew |
$182K - $209K
|
3.3K
$222K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.3KNew |
$181K - $209K
|
3.3K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.28KNew |
$181K - $208K
|
3.28K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
3.28KNew |
$181K - $208K
|
3.28K
$221K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.28K+ 26.92% |
$180K - $208K
|
15.5K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.28K+ 25.3% |
$180K - $208K
|
16.2K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.28KNew |
$180K - $208K
|
3.28K
$220K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.21K+ 18.07% |
$177K - $203K
|
21K
$1.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.14K+ 57.66% |
$173K - $199K
|
8.58K
$576K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.12K+ 72.52% |
$171K - $197K
|
7.41K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.11K+ 24.39% |
$171K - $197K
|
15.9K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.08KNew |
$169K - $195K
|
3.08K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
2.92K+ 8.53% |
$160K - $185K
|
37.1K
$2.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.85K+ 37.53% |
$157K - $180K
|
10.4K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.78K+ 61.27% |
$153K - $176K
|
7.3K
$491K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.76K+ 52.76% |
$152K - $175K
|
7.99K
$537K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.75K+ 21.01% |
$151K - $174K
|
15.8K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.74K+ 0.86% |
$151K - $174K
|
321K
$21.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.74K+ 4.58% |
$151K - $174K
|
62.6K
$4.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.52KNew |
$138K - $159K
|
2.52K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.43K+ 32.92% |
$133K - $154K
|
9.79K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.31K+ 53.61% |
$127K - $146K
|
6.63K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.31K+ 37.24% |
$127K - $146K
|
8.51K
$572K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.3K+ 3.94% |
$126K - $146K
|
60.6K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.3K+ 52.71% |
$126K - $145K
|
6.65K
$447K
|