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 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-740- 8.44% |
$46K - $54K
|
8.03K
$647K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-778- 23.07% |
$48.4K - $56.7K
|
2.59K
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-781- 1.28% |
$48.5K - $57K
|
60.1K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-850- 7.83% |
$52.8K - $62K
|
10K
$807K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-906- 0.69% |
$56.3K - $66.1K
|
131K
$10.5M
|
|
|
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
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-942- 11.35% |
$58.6K - $68.7K
|
7.36K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-951- 14.53% |
$59.1K - $69.3K
|
5.59K
$451K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-981- 6.01% |
$61K - $71.5K
|
15.3K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-985- 3.1% |
$61.2K - $71.8K
|
30.8K
$2.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.01K- 4.63% |
$62.8K - $73.6K
|
20.8K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.04K- 20.27% |
$64.6K - $75.8K
|
4.09K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.06K- 0.96% |
$65.8K - $77.2K
|
109K
$8.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.06K- 93.25% |
$66.1K - $77.6K
|
77
$6.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.1K- 38.98% |
$68.4K - $80.2K
|
1.72K
$139K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 1.49% |
$68.4K - $80.2K
|
72.8K
$5.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.11K- 17.75% |
$68.8K - $80.7K
|
5.13K
$414K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.16K- 14.34% |
$71.9K - $84.4K
|
6.91K
$558K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.25K- 2.37% |
$77.6K - $91K
|
51.3K
$4.14M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.25K- 4.55% |
$77.7K - $91.2K
|
26.2K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.32K- 0.06% |
$81.8K - $96K
|
2.29M
$185M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.32K- 2.11% |
$82.3K - $96.5K
|
61.3K
$4.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.4K- 14.71% |
$86.9K - $102K
|
8.1K
$654K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.41K- 34.47% |
$87.6K - $103K
|
2.68K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.46K- 25.14% |
$90.6K - $106K
|
4.34K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-1.5K- 0.77% |
$93.2K - $109K
|
195K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.53K- 3.21% |
$95K - $111K
|
46.1K
$3.72M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.58K- 10.81% |
$98.2K - $115K
|
13K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.68K- 32.95% |
$105K - $123K
|
3.43K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.7K- 6.1% |
$105K - $124K
|
26.1K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.7K- 3.07% |
$106K - $124K
|
53.7K
$4.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.71K- 28.45% |
$106K - $125K
|
4.31K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.75K- 35.62% |
$109K - $128K
|
3.16K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.9K- 17.64% |
$118K - $139K
|
8.88K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.92K- 3.19% |
$119K - $140K
|
58.3K
$4.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.97K- 13.91% |
$122K - $144K
|
12.2K
$982K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2K- 0.37% |
$124K - $146K
|
542K
$43.7M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.02K- 1.67% |
$125K - $147K
|
118K
$9.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-2.04K- 80.24% |
$127K - $149K
|
503
$40.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.06K- 2.1% |
$128K - $150K
|
95.9K
$7.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.07K- 2.84% |
$129K - $151K
|
70.8K
$5.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.1K- 0.29% |
$131K - $153K
|
715K
$57.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.31K- 26.33% |
$143K - $168K
|
6.45K
$520K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.39K- 11.16% |
$149K - $174K
|
19K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-2.4K- 1.48% |
$149K - $175K
|
160K
$12.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-2.46K- 42.85% |
$153K - $180K
|
3.28K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.62K- 80.63% |
$163K - $191K
|
629
$50.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.75K- 10.63% |
$171K - $201K
|
23.1K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.79K- 10.87% |
$173K - $203K
|
22.8K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.06K- 65.41% |
$190K - $223K
|
1.62K
$131K
|