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 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.06K+ 2.15% |
$128K - $150K
|
98K
$6.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2K+ 1.38% |
$124K - $146K
|
147K
$9.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.95K+ 35.74% |
$121K - $142K
|
7.42K
$498K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.93K+ 0.97% |
$120K - $141K
|
201K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.93K+ 23.57% |
$120K - $141K
|
10.1K
$679K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.91K+ 8.71% |
$119K - $139K
|
23.9K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.87KNew |
$116K - $136K
|
1.87K
$126K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.85K+ 6.89% |
$115K - $135K
|
28.6K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.8K+ 33.11% |
$112K - $132K
|
7.25K
$487K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.8K+ 2.17% |
$112K - $131K
|
84.6K
$5.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.67K+ 36.2% |
$104K - $121K
|
6.27K
$421K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.61K+ 21.63% |
$100K - $117K
|
9.06K
$609K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.61KNew |
$100K - $117K
|
1.61K
$108K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.58K+ 0.41% |
$98.1K - $115K
|
388K
$26.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.45K+ 6.5% |
$90.2K - $106K
|
23.8K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.41K+ 169.1% |
$87.8K - $103K
|
2.25K
$151K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.41K+ 19.07% |
$87.6K - $103K
|
8.8K
$592K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
1.4K+ 507.61% |
$87.1K - $102K
|
1.68K
$113K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.37K+ 4.33% |
$85.4K - $100K
|
33.1K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.26K+ 5.61% |
$78.2K - $91.7K
|
23.7K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.22K+ 35.46% |
$75.6K - $88.7K
|
4.65K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.12K+ 6.77% |
$69.4K - $81.5K
|
17.6K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.07K+ 6.23% |
$66.6K - $78.2K
|
18.3K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.06K+ 11.2% |
$66.1K - $77.6K
|
10.6K
$710K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.04K+ 12.5% |
$64.6K - $75.8K
|
9.36K
$629K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1K+ 10.33% |
$62.4K - $73.2K
|
10.7K
$721K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1KNew |
$62.2K - $72.9K
|
1K
$67.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
991+ 4.07% |
$61.6K - $72.3K
|
25.4K
$1.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
905+ 29.06% |
$56.3K - $66K
|
4.02K
$270K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
874+ 40.59% |
$54.3K - $63.7K
|
3.03K
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
871+ 21.36% |
$54.1K - $63.5K
|
4.95K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
835+ 222.67% |
$51.9K - $60.9K
|
1.21K
$81.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
832+ 15.79% |
$51.7K - $60.7K
|
6.1K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
805New |
$50K - $58.7K
|
805
$54.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
801+ 14.19% |
$49.8K - $58.4K
|
6.45K
$433K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
760+ 43.04% |
$47.2K - $55.4K
|
2.53K
$170K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
744+ 1860.0% |
$46.2K - $54.3K
|
784
$52.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
711+ 17.93% |
$44.2K - $51.8K
|
4.68K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
705+ 5.1% |
$43.8K - $51.4K
|
14.5K
$976K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
688New |
$42.8K - $50.2K
|
688
$46.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
685+ 20.78% |
$42.6K - $50K
|
3.98K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
665+ 1.03% |
$41.3K - $48.5K
|
65.5K
$4.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
647+ 21.03% |
$40.2K - $47.2K
|
3.72K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
642+ 7.48% |
$39.9K - $46.8K
|
9.22K
$620K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
616+ 19.57% |
$38.3K - $44.9K
|
3.76K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
600+ 4.04% |
$37.3K - $43.8K
|
15.4K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
600+ 12.98% |
$37.3K - $43.8K
|
5.22K
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
551+ 0.91% |
$34.3K - $40.2K
|
61.3K
$4.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
539+ 9.22% |
$33.5K - $39.3K
|
6.38K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
534+ 14.8% |
$33.2K - $38.9K
|
4.14K
$278K
|