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 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.26K+ 226100.0% |
$124K - $143K
|
2.26K
$151K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.25K+ 42.84% |
$124K - $143K
|
7.52K
$501K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.24KNew |
$123K - $142K
|
2.24K
$149K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.18KNew |
$120K - $138K
|
2.18K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
2.16K+ 7.79% |
$119K - $137K
|
29.9K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.08K+ 7.23% |
$114K - $132K
|
30.8K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.06K+ 29.41% |
$114K - $131K
|
9.08K
$605K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.06K+ 21.54% |
$113K - $131K
|
11.6K
$775K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.04K+ 37.23% |
$112K - $129K
|
7.53K
$501K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.02K+ 3.8% |
$111K - $128K
|
55.1K
$3.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.01K+ 3.43% |
$111K - $128K
|
60.8K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.93K+ 6.21% |
$106K - $122K
|
33K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.88K+ 9.7% |
$104K - $119K
|
21.3K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.87K+ 1.64% |
$103K - $118K
|
116K
$7.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.83K+ 7.57% |
$101K - $116K
|
26K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.7K+ 3.41% |
$93.6K - $108K
|
51.5K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.69KNew |
$92.8K - $107K
|
1.69K
$112K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.5K+ 14.22% |
$82.3K - $94.7K
|
12K
$800K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.48K+ 5.84% |
$81.3K - $93.5K
|
26.8K
$1.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.47K+ 2.87% |
$80.6K - $92.8K
|
52.5K
$3.5M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.44K+ 34.74% |
$79.1K - $91.1K
|
5.58K
$371K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.42K+ 16.44% |
$77.9K - $89.7K
|
10K
$668K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.41KNew |
$77.8K - $89.5K
|
1.41K
$94.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.33K+ 3.11% |
$73.4K - $84.4K
|
44.2K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.33K+ 15.05% |
$73.1K - $84.2K
|
10.2K
$677K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.33K+ 57.63% |
$73K - $84K
|
3.63K
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.29K+ 3.12% |
$71.2K - $81.9K
|
42.8K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.26K+ 10.23% |
$69.5K - $80K
|
13.6K
$906K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.26KNew |
$69.5K - $80K
|
1.26K
$84.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 56.16% |
$67K - $77.1K
|
3.38K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.16K+ 27.9% |
$63.6K - $73.2K
|
5.3K
$353K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.15K+ 3.02% |
$63.3K - $72.8K
|
39.2K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.12K+ 2.64% |
$61.6K - $70.9K
|
43.6K
$2.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.09K+ 27.95% |
$60K - $69K
|
4.99K
$332K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.08K+ 6.16% |
$59.2K - $68.1K
|
18.5K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
1.07K+ 12.0% |
$58.7K - $67.6K
|
9.96K
$663K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.06K+ 0.07% |
$58.2K - $66.9K
|
1.59M
$106M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.06K+ 15.44% |
$58.2K - $66.9K
|
7.9K
$526K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.05KNew |
$57.7K - $66.4K
|
1.05K
$69.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.03K+ 1.79% |
$56.8K - $65.4K
|
58.7K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1K+ 1.41% |
$55.2K - $63.5K
|
72.2K
$4.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1K+ 84.18% |
$55K - $63.3K
|
2.19K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1KNew |
$55K - $63.3K
|
1K
$66.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
995New |
$54.8K - $63K
|
995
$66.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
990New |
$54.5K - $62.7K
|
990
$65.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
937+ 0.3% |
$51.6K - $59.3K
|
310K
$20.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
932+ 23.28% |
$51.3K - $59K
|
4.94K
$329K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
927New |
$51K - $58.7K
|
927
$61.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
912+ 19.7% |
$50.2K - $57.8K
|
5.54K
$369K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
912+ 8.86% |
$50.2K - $57.8K
|
11.2K
$746K
|