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 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-150- 2.25% |
$9.32K - $10.9K
|
6.52K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-150- 3.76% |
$9.32K - $10.9K
|
3.84K
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-155- 2.95% |
$9.63K - $11.3K
|
5.1K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-164- 0.4% |
$10.2K - $12K
|
41.3K
$2.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-165- 6.67% |
$10.3K - $12K
|
2.31K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-170- 3.12% |
$10.6K - $12.4K
|
5.27K
$362K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-172- 0.41% |
$10.7K - $12.5K
|
42K
$2.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-177- 0.51% |
$11K - $12.9K
|
34.8K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-178- 0.82% |
$11.1K - $13K
|
21.6K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-178- 3.77% |
$11.1K - $13K
|
4.55K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-193- 4.84% |
$12K - $14.1K
|
3.79K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-194- 5.39% |
$12.1K - $14.1K
|
3.4K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-195- 3.49% |
$12.1K - $14.2K
|
5.39K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-200- 11.46% |
$12.4K - $14.6K
|
1.55K
$106K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-201- 4.03% |
$12.5K - $14.7K
|
4.79K
$329K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-202- 5.2% |
$12.6K - $14.7K
|
3.68K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-224- 1.19% |
$13.9K - $16.3K
|
18.6K
$1.28M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-225- 2.55% |
$14K - $16.4K
|
8.61K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-228- 0.79% |
$14.2K - $16.6K
|
28.6K
$1.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-242- 3.41% |
$15K - $17.6K
|
6.86K
$471K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-248- 6.22% |
$15.4K - $18.1K
|
3.74K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-249- 3.2% |
$15.5K - $18.2K
|
7.54K
$518K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-253- 3.84% |
$15.7K - $18.4K
|
6.34K
$436K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-253- 6.74% |
$15.7K - $18.4K
|
3.5K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-255- 0.98% |
$15.9K - $18.6K
|
25.9K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-259- 4.72% |
$16.1K - $18.9K
|
5.23K
$359K
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-281- 6.49% |
$17.5K - $20.5K
|
4.05K
$278K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-293- 7.81% |
$18.2K - $21.4K
|
3.46K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-294- 49.92% |
$18.3K - $21.4K
|
295
$20.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-300- 5.45% |
$18.6K - $21.9K
|
5.2K
$358K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-302- 8.76% |
$18.8K - $22K
|
3.15K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-304- 3.04% |
$18.9K - $22.2K
|
9.68K
$666K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-318- 2.37% |
$19.8K - $23.2K
|
13.1K
$900K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-329- 5.07% |
$20.5K - $24K
|
6.16K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-345- 7.02% |
$21.4K - $25.2K
|
4.57K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-353- 5.41% |
$21.9K - $25.7K
|
6.17K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-366- 14.02% |
$22.8K - $26.7K
|
2.25K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-378- 2.39% |
$23.5K - $27.6K
|
15.5K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-392- 6.0% |
$24.4K - $28.6K
|
6.14K
$422K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-413- 0.95% |
$25.7K - $30.1K
|
43.1K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-419- 6.34% |
$26K - $30.6K
|
6.19K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-426- 86.59% |
$26.5K - $31.1K
|
66
$4.54K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-448- 2.27% |
$27.8K - $32.7K
|
19.3K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-449- 7.48% |
$27.9K - $32.7K
|
5.55K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-450- 1.87% |
$28K - $32.8K
|
23.7K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-460- 12.64% |
$28.6K - $33.5K
|
3.18K
$218K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-481- 12.49% |
$29.9K - $35.1K
|
3.37K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-490- 1.31% |
$30.5K - $35.7K
|
36.9K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-499- 0.89% |
$31K - $36.4K
|
55.8K
$3.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-500- 4.88% |
$31.1K - $36.5K
|
9.75K
$670K
|