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 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-294- 49.92% |
$18.3K - $21.4K
|
295
$20.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-300- 5.45% |
$18.6K - $21.9K
|
5.2K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-302- 8.76% |
$18.8K - $22K
|
3.15K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-304- 3.04% |
$18.9K - $22.2K
|
9.68K
$679K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-318- 2.37% |
$19.8K - $23.2K
|
13.1K
$918K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-329- 5.07% |
$20.5K - $24K
|
6.16K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-345- 7.02% |
$21.4K - $25.2K
|
4.57K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-353- 5.41% |
$21.9K - $25.7K
|
6.17K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-366- 14.02% |
$22.8K - $26.7K
|
2.25K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-378- 2.39% |
$23.5K - $27.6K
|
15.5K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-392- 6.0% |
$24.4K - $28.6K
|
6.14K
$430K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-413- 0.95% |
$25.7K - $30.1K
|
43.1K
$3.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-419- 6.34% |
$26K - $30.6K
|
6.19K
$434K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-426- 86.59% |
$26.5K - $31.1K
|
66
$4.63K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-448- 2.27% |
$27.8K - $32.7K
|
19.3K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-449- 7.48% |
$27.9K - $32.7K
|
5.55K
$389K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-450- 1.87% |
$28K - $32.8K
|
23.7K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-460- 12.64% |
$28.6K - $33.5K
|
3.18K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-481- 12.49% |
$29.9K - $35.1K
|
3.37K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-490- 1.31% |
$30.5K - $35.7K
|
36.9K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-499- 0.89% |
$31K - $36.4K
|
55.8K
$3.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-500- 4.35% |
$31.1K - $36.5K
|
11K
$771K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-500- 4.88% |
$31.1K - $36.5K
|
9.75K
$684K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-520- 5.55% |
$32.3K - $37.9K
|
8.85K
$620K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-523- 48.88% |
$32.5K - $38.1K
|
547
$38.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-528- 1.36% |
$32.8K - $38.5K
|
38.3K
$2.69M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-535- 1.5% |
$33.3K - $39K
|
35.2K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-540- 0.7% |
$33.6K - $39.4K
|
77K
$5.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-555- 20.36% |
$34.5K - $40.5K
|
2.17K
$152K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-579- 16.58% |
$36K - $42.2K
|
2.91K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-580- 18.3% |
$36.1K - $42.3K
|
2.59K
$182K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-595- 6.41% |
$37K - $43.4K
|
8.69K
$609K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 2.21% |
$37.3K - $43.8K
|
26.6K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-618- 11.02% |
$38.4K - $45.1K
|
4.99K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-631- 10.07% |
$39.2K - $46K
|
5.64K
$395K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-638- 6.3% |
$39.7K - $46.5K
|
9.48K
$665K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-651- 18.63% |
$40.5K - $47.5K
|
2.84K
$199K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-666- 10.55% |
$41.4K - $48.6K
|
5.65K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-676- 12.96% |
$42K - $49.3K
|
4.54K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-690- 2.77% |
$42.9K - $50.3K
|
24.2K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-693- 14.02% |
$43.1K - $50.5K
|
4.25K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-702- 1.18% |
$43.6K - $51.2K
|
58.9K
$4.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-728- 14.17% |
$45.3K - $53.1K
|
4.41K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-740- 8.44% |
$46K - $54K
|
8.03K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-778- 23.07% |
$48.4K - $56.7K
|
2.59K
$182K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-781- 1.28% |
$48.5K - $57K
|
60.1K
$4.21M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-850- 7.83% |
$52.8K - $62K
|
10K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-906- 0.69% |
$56.3K - $66.1K
|
131K
$9.16M
|
|
|
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
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-942- 11.35% |
$58.6K - $68.7K
|
7.36K
$516K
|