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 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
335+ 0.66% |
$20.8K - $24.4K
|
51.1K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
333New |
$20.7K - $24.3K
|
333
$26.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
323+ 4.73% |
$20.1K - $23.6K
|
7.15K
$577K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
323+ 8.27% |
$20.1K - $23.6K
|
4.23K
$341K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
315+ 145.16% |
$19.6K - $23K
|
532
$42.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
290+ 1.33% |
$18K - $21.1K
|
22.1K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
287+ 5.13% |
$17.8K - $20.9K
|
5.88K
$474K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
286+ 2.85% |
$17.8K - $20.9K
|
10.3K
$831K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
284+ 7.45% |
$17.7K - $20.7K
|
4.1K
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
283+ 7.73% |
$17.6K - $20.6K
|
3.94K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
270+ 17.48% |
$16.8K - $19.7K
|
1.82K
$146K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
263+ 5.81% |
$16.3K - $19.2K
|
4.79K
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
259New |
$16.1K - $18.9K
|
259
$20.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
256+ 7.02% |
$15.9K - $18.7K
|
3.9K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
256+ 14.34% |
$15.9K - $18.7K
|
2.04K
$165K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
250New |
$15.5K - $18.2K
|
250
$20.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
245+ 4.37% |
$15.2K - $17.9K
|
5.85K
$471K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
236+ 6.97% |
$14.7K - $17.2K
|
3.62K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
233+ 5.12% |
$14.5K - $17K
|
4.79K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
233New |
$14.5K - $17K
|
233
$18.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
232+ 3.23% |
$14.4K - $16.9K
|
7.41K
$598K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
231+ 4.05% |
$14.4K - $16.8K
|
5.94K
$479K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
229+ 21.2% |
$14.2K - $16.7K
|
1.31K
$106K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
228New |
$14.2K - $16.6K
|
228
$18.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
226New |
$14K - $16.5K
|
226
$18.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
226New |
$14K - $16.5K
|
226
$18.2K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
219+ 5.26% |
$13.6K - $16K
|
4.38K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
209+ 5.03% |
$13K - $15.2K
|
4.37K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
206+ 6.68% |
$12.8K - $15K
|
3.29K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
201+ 2.76% |
$12.5K - $14.7K
|
7.48K
$603K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
200+ 20.92% |
$12.4K - $14.6K
|
1.16K
$93.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
200New |
$12.4K - $14.6K
|
200
$16.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
200+ 0.96% |
$12.4K - $14.6K
|
21K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
199+ 0.65% |
$12.4K - $14.5K
|
31K
$2.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
198+ 1.94% |
$12.3K - $14.4K
|
10.4K
$838K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
192+ 4.75% |
$11.9K - $14K
|
4.24K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
185+ 2.77% |
$11.5K - $13.5K
|
6.87K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
183+ 1.11% |
$11.4K - $13.3K
|
16.6K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
182+ 0.63% |
$11.3K - $13.3K
|
29K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
178+ 10.22% |
$11.1K - $13K
|
1.92K
$155K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
177+ 0.88% |
$11K - $12.9K
|
20.2K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
176+ 3.53% |
$10.9K - $12.8K
|
5.16K
$416K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
174+ 0.08% |
$10.8K - $12.7K
|
223K
$18M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
163+ 2.82% |
$10.1K - $11.9K
|
5.93K
$479K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
162New |
$10.1K - $11.8K
|
162
$13.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
160+ 2.6% |
$9.95K - $11.7K
|
6.32K
$510K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
160+ 1.76% |
$9.95K - $11.7K
|
9.24K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
158New |
$9.82K - $11.5K
|
158
$12.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
156+ 23.25% |
$9.7K - $11.4K
|
827
$66.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
155+ 4.5% |
$9.63K - $11.3K
|
3.6K
$291K
|