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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-79- 0.71% |
$4.91K - $5.76K
|
11.1K
$747K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-84- 2.26% |
$5.22K - $6.13K
|
3.64K
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-91- 2.29% |
$5.66K - $6.64K
|
3.88K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-92- 23.41% |
$5.72K - $6.71K
|
301
$20.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-93- 0.27% |
$5.78K - $6.78K
|
34K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-94- 1.81% |
$5.84K - $6.85K
|
5.09K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-94- 2.67% |
$5.84K - $6.85K
|
3.43K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-97- 17.26% |
$6.03K - $7.07K
|
465
$31.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 1.46% |
$6.22K - $7.29K
|
6.76K
$456K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-108- 0.74% |
$6.71K - $7.88K
|
14.4K
$973K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-116- 0.67% |
$7.21K - $8.46K
|
17.2K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-117- 1.97% |
$7.27K - $8.53K
|
5.82K
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-123- 3.66% |
$7.65K - $8.97K
|
3.24K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-134- 2.49% |
$8.33K - $9.77K
|
5.26K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-142- 1.07% |
$8.83K - $10.4K
|
13.2K
$889K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-145- 0.58% |
$9.01K - $10.6K
|
25K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-150- 2.25% |
$9.32K - $10.9K
|
6.52K
$439K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-150- 3.76% |
$9.32K - $10.9K
|
3.84K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-155- 2.95% |
$9.63K - $11.3K
|
5.1K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-172- 0.41% |
$10.7K - $12.5K
|
42K
$2.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-177- 0.51% |
$11K - $12.9K
|
34.8K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-178- 0.82% |
$11.1K - $13K
|
21.6K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-178- 3.77% |
$11.1K - $13K
|
4.55K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-194- 5.39% |
$12.1K - $14.1K
|
3.4K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-195- 3.49% |
$12.1K - $14.2K
|
5.39K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-200- 11.46% |
$12.4K - $14.6K
|
1.55K
$104K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-201- 4.03% |
$12.5K - $14.7K
|
4.79K
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-202- 5.2% |
$12.6K - $14.7K
|
3.68K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-224- 1.19% |
$13.9K - $16.3K
|
18.6K
$1.25M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-225- 2.55% |
$14K - $16.4K
|
8.61K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-242- 3.41% |
$15K - $17.6K
|
6.86K
$462K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-248- 6.22% |
$15.4K - $18.1K
|
3.74K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-249- 3.2% |
$15.5K - $18.2K
|
7.54K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-253- 3.84% |
$15.7K - $18.4K
|
6.34K
$427K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-253- 6.74% |
$15.7K - $18.4K
|
3.5K
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-259- 4.72% |
$16.1K - $18.9K
|
5.23K
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-293- 7.81% |
$18.2K - $21.4K
|
3.46K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-300- 5.45% |
$18.6K - $21.9K
|
5.2K
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-302- 8.76% |
$18.8K - $22K
|
3.15K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-304- 3.04% |
$18.9K - $22.2K
|
9.68K
$653K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-318- 2.37% |
$19.8K - $23.2K
|
13.1K
$882K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-329- 5.07% |
$20.5K - $24K
|
6.16K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-345- 7.02% |
$21.4K - $25.2K
|
4.57K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-353- 5.41% |
$21.9K - $25.7K
|
6.17K
$416K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-366- 14.02% |
$22.8K - $26.7K
|
2.25K
$151K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-392- 6.0% |
$24.4K - $28.6K
|
6.14K
$414K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-413- 0.95% |
$25.7K - $30.1K
|
43.1K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-419- 6.34% |
$26K - $30.6K
|
6.19K
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-426- 86.59% |
$26.5K - $31.1K
|
66
$4.45K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-448- 2.27% |
$27.8K - $32.7K
|
19.3K
$1.3M
|