Purchases and Sales Made in Q4 2024 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q4 2024. 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, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.48MNew |
$154M - $181M
|
2.48M
$165M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.24MNew |
$77M - $90.3M
|
1.24M
$82.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Reaves W H & CO Inc
|
BUY
|
- |
1.19M+ 440.23% |
$73.7M - $86.5M
|
1.46M
$97M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
208KNew |
$12.9M - $15.2M
|
208K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
208K+ 6.09% |
$12.9M - $15.2M
|
3.63M
$241M
|
|
|
Feb 04, 2025
Q4 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
151KNew |
$9.4M - $11M
|
151K
$10.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
86.4KNew |
$5.37M - $6.3M
|
86.4K
$5.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
71.8K+ 153.23% |
$4.46M - $5.24M
|
119K
$7.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
56.9K+ 492.88% |
$3.53M - $4.15M
|
68.4K
$4.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
42K+ 447.06% |
$2.61M - $3.06M
|
51.4K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
37.3KNew |
$2.32M - $2.72M
|
37.3K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
36.1K+ 21.41% |
$2.24M - $2.63M
|
205K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
35.1KNew |
$2.18M - $2.56M
|
35.1K
$2.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
28.5KNew |
$1.77M - $2.08M
|
28.5K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
21.2KNew |
$1.32M - $1.55M
|
21.2K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
19.2K+ 12.04% |
$1.2M - $1.4M
|
179K
$11.9M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
19KNew |
$1.18M - $1.39M
|
19K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
17.4K+ 24.69% |
$1.08M - $1.27M
|
88.1K
$5.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
14.8K+ 164300.0% |
$919K - $1.08M
|
14.8K
$985K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
14.2KNew |
$881K - $1.03M
|
14.2K
$944K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
13.8KNew |
$856K - $1M
|
13.8K
$917K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.6K+ 389.78% |
$846K - $993K
|
17.1K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
12.4KNew |
$771K - $904K
|
12.4K
$826K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.1K+ 143.0% |
$752K - $882K
|
20.6K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.7K+ 303.25% |
$730K - $856K
|
15.6K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
11.3K+ 1.17% |
$702K - $824K
|
976K
$65M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.9K+ 9.63% |
$680K - $798K
|
125K
$8.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
10.7K+ 9.79% |
$665K - $780K
|
120K
$7.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
10.5K+ 14.51% |
$652K - $765K
|
82.8K
$5.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
9.8K+ 5.43% |
$609K - $715K
|
190K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.74K+ 12.05% |
$606K - $710K
|
90.6K
$6.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.47K+ 163.87% |
$588K - $690K
|
15.2K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.87K+ 115.97% |
$551K - $647K
|
16.5K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8.5K+ 3.52% |
$528K - $620K
|
250K
$16.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
8.36K+ 143.39% |
$520K - $609K
|
14.2K
$945K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
8.23K+ 1.21% |
$512K - $600K
|
688K
$45.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.87K+ 11.49% |
$489K - $574K
|
76.4K
$5.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.85K+ 3.41% |
$488K - $573K
|
238K
$15.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
7.82K+ 167.14% |
$486K - $570K
|
12.5K
$833K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.7K+ 190.52% |
$479K - $562K
|
11.7K
$782K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.47K+ 110.29% |
$464K - $545K
|
14.2K
$949K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.18K+ 6.41% |
$446K - $523K
|
119K
$7.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.59KNew |
$410K - $481K
|
6.59K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.59K+ 9.25% |
$410K - $481K
|
77.8K
$5.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.22K+ 47.9% |
$387K - $453K
|
19.2K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
6.13K+ 4.4% |
$381K - $447K
|
146K
$9.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.11K+ 4.78% |
$380K - $446K
|
134K
$8.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.82K+ 0.4% |
$362K - $424K
|
1.45M
$96.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.76KNew |
$358K - $420K
|
5.76K
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.59KNew |
$348K - $408K
|
5.59K
$373K
|