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 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
151+ 26.03% |
$9.39K - $11K
|
731
$59K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
151+ 0.66% |
$9.39K - $11K
|
23.1K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
150New |
$9.32K - $10.9K
|
150
$12.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
148+ 12.6% |
$9.2K - $10.8K
|
1.32K
$107K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
144+ 4.17% |
$8.95K - $10.5K
|
3.6K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
143+ 30.17% |
$8.89K - $10.4K
|
617
$49.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
141+ 0.21% |
$8.76K - $10.3K
|
68.8K
$5.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
140+ 3.22% |
$8.7K - $10.2K
|
4.49K
$362K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
138+ 0.86% |
$8.58K - $10.1K
|
16.1K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
136+ 0.96% |
$8.45K - $9.92K
|
14.2K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
133+ 3.63% |
$8.27K - $9.7K
|
3.79K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
133+ 4.83% |
$8.27K - $9.7K
|
2.89K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
125+ 125.0% |
$7.77K - $9.12K
|
225
$18.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
124+ 0.75% |
$7.71K - $9.04K
|
16.7K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
123+ 0.44% |
$7.65K - $8.97K
|
28.1K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
116+ 2.77% |
$7.21K - $8.46K
|
4.31K
$347K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
105New |
$6.53K - $7.66K
|
105
$8.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
100New |
$6.22K - $7.29K
|
100
$8.07K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 1250.0% |
$6.22K - $7.29K
|
108
$8.71K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
90+ 2.73% |
$5.59K - $6.56K
|
3.39K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
90New |
$5.59K - $6.56K
|
90
$7.26K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
90New |
$5.59K - $6.56K
|
90
$7.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
88+ 1.04% |
$5.47K - $6.42K
|
8.52K
$687K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
84+ 2.08% |
$5.22K - $6.13K
|
4.12K
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
83+ 14.34% |
$5.16K - $6.05K
|
662
$53.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
80+ 0.88% |
$4.97K - $5.83K
|
9.18K
$740K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
80+ 0.59% |
$4.97K - $5.83K
|
13.7K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
75+ 1.93% |
$4.66K - $5.47K
|
3.97K
$320K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
75New |
$4.66K - $5.47K
|
75
$6.05K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
74New |
$4.6K - $5.4K
|
74
$5.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
67+ 0.39% |
$4.16K - $4.89K
|
17.3K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
67+ 0.09% |
$4.16K - $4.89K
|
78.7K
$6.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
61New |
$3.79K - $4.45K
|
61
$4.92K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
59+ 1.28% |
$3.67K - $4.3K
|
4.66K
$376K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
58+ 1.53% |
$3.61K - $4.23K
|
3.85K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
57+ 1.63% |
$3.54K - $4.16K
|
3.55K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
55+ 0.94% |
$3.42K - $4.01K
|
5.9K
$476K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
55+ 2.87% |
$3.42K - $4.01K
|
1.97K
$159K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
54+ 3.08% |
$3.36K - $3.94K
|
1.81K
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
52+ 6.15% |
$3.23K - $3.79K
|
897
$72.3K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
51+ 1275.0% |
$3.17K - $3.72K
|
55
$4.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 16.67% |
$3.11K - $3.65K
|
350
$28.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
50+ 0.86% |
$3.11K - $3.65K
|
5.89K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
50New |
$3.11K - $3.65K
|
50
$4.03K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
48+ 25.53% |
$2.98K - $3.5K
|
236
$19K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
43+ 0.77% |
$2.67K - $3.14K
|
5.65K
$455K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40+ 3.93% |
$2.49K - $2.92K
|
1.06K
$85.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
39+ 8.06% |
$2.42K - $2.84K
|
523
$42.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
39+ 36.45% |
$2.42K - $2.84K
|
146
$11.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
38+ 1.23% |
$2.36K - $2.77K
|
3.14K
$253K
|