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 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-449- 7.48% |
$27.9K - $32.7K
|
5.55K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-450- 1.87% |
$28K - $32.8K
|
23.7K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-481- 12.49% |
$29.9K - $35.1K
|
3.37K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-490- 1.31% |
$30.5K - $35.7K
|
36.9K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-500- 4.35% |
$31.1K - $36.5K
|
11K
$741K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-500- 4.88% |
$31.1K - $36.5K
|
9.75K
$657K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-523- 48.88% |
$32.5K - $38.1K
|
547
$36.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-528- 1.36% |
$32.8K - $38.5K
|
38.3K
$2.58M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-535- 1.5% |
$33.3K - $39K
|
35.2K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-540- 0.7% |
$33.6K - $39.4K
|
77K
$5.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-555- 20.36% |
$34.5K - $40.5K
|
2.17K
$146K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-579- 16.58% |
$36K - $42.2K
|
2.91K
$196K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-595- 6.41% |
$37K - $43.4K
|
8.69K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 2.21% |
$37.3K - $43.8K
|
26.6K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-618- 11.02% |
$38.4K - $45.1K
|
4.99K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-631- 10.07% |
$39.2K - $46K
|
5.64K
$380K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-638- 6.3% |
$39.7K - $46.5K
|
9.48K
$639K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-666- 10.55% |
$41.4K - $48.6K
|
5.65K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-693- 14.02% |
$43.1K - $50.5K
|
4.25K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-702- 1.18% |
$43.6K - $51.2K
|
58.9K
$3.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-728- 14.17% |
$45.3K - $53.1K
|
4.41K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-781- 1.28% |
$48.5K - $57K
|
60.1K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-850- 7.83% |
$52.8K - $62K
|
10K
$675K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-906- 0.69% |
$56.3K - $66.1K
|
131K
$8.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-940- 21.6% |
$58.4K - $68.5K
|
3.41K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-942- 11.35% |
$58.6K - $68.7K
|
7.36K
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-951- 14.53% |
$59.1K - $69.3K
|
5.59K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-981- 6.01% |
$61K - $71.5K
|
15.3K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-985- 3.1% |
$61.2K - $71.8K
|
30.8K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.01K- 4.63% |
$62.8K - $73.6K
|
20.8K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.06K- 0.96% |
$65.8K - $77.2K
|
109K
$7.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.06K- 93.25% |
$66.1K - $77.6K
|
77
$5.19K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 1.49% |
$68.4K - $80.2K
|
72.8K
$4.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.11K- 17.75% |
$68.8K - $80.7K
|
5.13K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.16K- 14.34% |
$71.9K - $84.4K
|
6.91K
$466K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.25K- 2.37% |
$77.6K - $91K
|
51.3K
$3.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.32K- 2.11% |
$82.3K - $96.5K
|
61.3K
$4.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.4K- 14.71% |
$86.9K - $102K
|
8.1K
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.41K- 34.47% |
$87.6K - $103K
|
2.68K
$181K
|
|
|
Feb 11, 2025
Q4 2024
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-1.5K- 0.77% |
$93.2K - $109K
|
195K
$13.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.53K- 3.21% |
$95K - $111K
|
46.1K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.58K- 10.81% |
$98.2K - $115K
|
13K
$878K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.68K- 32.95% |
$105K - $123K
|
3.43K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.7K- 6.1% |
$105K - $124K
|
26.1K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.7K- 3.07% |
$106K - $124K
|
53.7K
$3.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.71K- 28.45% |
$106K - $125K
|
4.31K
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.75K- 35.62% |
$109K - $128K
|
3.16K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.9K- 17.64% |
$118K - $139K
|
8.88K
$599K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.02K- 1.67% |
$125K - $147K
|
118K
$7.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-2.04K- 80.24% |
$127K - $149K
|
503
$33.9K
|