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 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
522+ 7.01% |
$32.4K - $38.1K
|
7.97K
$535K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
504New |
$31.3K - $36.8K
|
504
$33.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
504+ 566.29% |
$31.3K - $36.8K
|
593
$39.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
476+ 7.36% |
$29.6K - $34.7K
|
6.94K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
466+ 15.84% |
$29K - $34K
|
3.41K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
402+ 12.99% |
$25K - $29.3K
|
3.5K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
396+ 2.01% |
$24.6K - $28.9K
|
20.1K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
395+ 36.54% |
$24.6K - $28.8K
|
1.48K
$99.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
384New |
$23.9K - $28K
|
384
$25.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
368+ 6.25% |
$22.9K - $26.8K
|
6.26K
$421K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
366+ 2.8% |
$22.8K - $26.7K
|
13.4K
$902K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
352+ 4.64% |
$21.9K - $25.7K
|
7.94K
$534K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
BUY
|
- |
351+ 1.0% |
$21.8K - $25.6K
|
35.5K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
343+ 5.99% |
$21.3K - $25K
|
6.07K
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
343+ 10.76% |
$21.3K - $25K
|
3.53K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
335+ 0.66% |
$20.8K - $24.4K
|
51.1K
$3.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
323+ 8.27% |
$20.1K - $23.6K
|
4.23K
$284K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
315+ 145.16% |
$19.6K - $23K
|
532
$35.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
290+ 1.33% |
$18K - $21.1K
|
22.1K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
287+ 5.13% |
$17.8K - $20.9K
|
5.88K
$395K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
284+ 7.45% |
$17.7K - $20.7K
|
4.1K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
283+ 7.73% |
$17.6K - $20.6K
|
3.94K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
270+ 17.48% |
$16.8K - $19.7K
|
1.82K
$122K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
236+ 6.97% |
$14.7K - $17.2K
|
3.62K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
231+ 4.05% |
$14.4K - $16.8K
|
5.94K
$399K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
229+ 21.2% |
$14.2K - $16.7K
|
1.31K
$88K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
226New |
$14K - $16.5K
|
226
$15.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
209+ 5.03% |
$13K - $15.2K
|
4.37K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
206+ 6.68% |
$12.8K - $15K
|
3.29K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
200+ 20.92% |
$12.4K - $14.6K
|
1.16K
$77.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
199+ 0.65% |
$12.4K - $14.5K
|
31K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
185+ 2.77% |
$11.5K - $13.5K
|
6.87K
$461K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
182+ 0.63% |
$11.3K - $13.3K
|
29K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
178+ 10.22% |
$11.1K - $13K
|
1.92K
$129K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
160+ 2.6% |
$9.95K - $11.7K
|
6.32K
$425K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
151+ 0.66% |
$9.39K - $11K
|
23.1K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
140+ 3.22% |
$8.7K - $10.2K
|
4.49K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
133+ 4.83% |
$8.27K - $9.7K
|
2.89K
$194K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
123+ 0.44% |
$7.65K - $8.97K
|
28.1K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
116+ 2.77% |
$7.21K - $8.46K
|
4.31K
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
105New |
$6.53K - $7.66K
|
105
$7.06K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
90New |
$5.59K - $6.56K
|
90
$6.05K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
84+ 2.08% |
$5.22K - $6.13K
|
4.12K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
75+ 1.93% |
$4.66K - $5.47K
|
3.97K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
67+ 0.09% |
$4.16K - $4.89K
|
78.7K
$5.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
61New |
$3.79K - $4.45K
|
61
$4.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
58+ 1.53% |
$3.61K - $4.23K
|
3.85K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
57+ 1.63% |
$3.54K - $4.16K
|
3.55K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
55+ 0.94% |
$3.42K - $4.01K
|
5.9K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
54+ 3.08% |
$3.36K - $3.94K
|
1.81K
$122K
|