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 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
51+ 1275.0% |
$3.17K - $3.72K
|
55
$3.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
48+ 25.53% |
$2.98K - $3.5K
|
236
$15.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
39+ 8.06% |
$2.42K - $2.84K
|
523
$35.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
38+ 1.23% |
$2.36K - $2.77K
|
3.14K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
31+ 0.15% |
$1.93K - $2.26K
|
20.5K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
30+ 20.69% |
$1.86K - $2.19K
|
175
$11.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
30+ 0.41% |
$1.86K - $2.19K
|
7.39K
$497K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26+ 325.0% |
$1.62K - $1.9K
|
34
$2.28K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
23+ 0.62% |
$1.43K - $1.68K
|
3.71K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
22+ 0.66% |
$1.37K - $1.6K
|
3.38K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
19+ 0.34% |
$1.18K - $1.39K
|
5.55K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
18+ 0.47% |
$1.12K - $1.31K
|
3.88K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
14+ 0.12% |
$870 - $1.02K
|
11.7K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 12.24% |
$746 - $875
|
110
$7.39K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11+ 0.3% |
$684 - $802
|
3.66K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11New |
$684 - $802
|
11
$739
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.84% |
$622 - $729
|
1.19K
$80.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
10+ 0.29% |
$622 - $729
|
3.46K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 2.95% |
$622 - $729
|
349
$23.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
9+ 0.94% |
$559 - $656
|
971
$65.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8+ 0.21% |
$497 - $583
|
3.84K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7+ 7.53% |
$435 - $510
|
100
$6.72K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.17% |
$435 - $510
|
4.22K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
7New |
$435 - $510
|
7
$470
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6+ 0.84% |
$373 - $438
|
721
$48.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 12.2% |
$311 - $365
|
46
$3.09K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 3.23% |
$311 - $365
|
160
$10.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
4New |
$249 - $292
|
4
$269
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 0.2% |
$249 - $292
|
2.04K
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.17% |
$62.2 - $72.9
|
607
$40.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.49% |
$62.2 - $72.9
|
206
$13.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$62.2 - $72.9
|
5.38K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$62.2 - $72.9
|
11.7K
$784K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.1% |
$62.2 - $72.9
|
90
$6.05K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 6.06% |
$124 - $146
|
31
$2.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.1% |
$311 - $365
|
5.17K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 7.46% |
$311 - $365
|
62
$4.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5- 0.22% |
$311 - $365
|
2.27K
$152K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-5- 1.05% |
$311 - $365
|
472
$31.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-7- 0.09% |
$435 - $510
|
7.65K
$514K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-10- 0.1% |
$622 - $729
|
9.73K
$654K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-19- 0.37% |
$1.18K - $1.39K
|
5.07K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-20- 4.68% |
$1.24K - $1.46K
|
407
$27.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-24- 8.57% |
$1.49K - $1.75K
|
256
$17.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-30- 0.91% |
$1.86K - $2.19K
|
3.27K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-40- 0.89% |
$2.49K - $2.92K
|
4.47K
$300K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-44- 4.82% |
$2.74K - $3.21K
|
869
$58.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-45- 0.08% |
$2.8K - $3.28K
|
58.1K
$3.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50- 3.17% |
$3.11K - $3.65K
|
1.53K
$103K
|