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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
10.5KNew |
$655K - $769K
|
10.5K
$739K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
10.5K+ 14.51% |
$652K - $765K
|
82.8K
$5.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.3K+ 14.38% |
$639K - $749K
|
81.7K
$5.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
10.1K+ 4.51% |
$628K - $736K
|
234K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
9.86KNew |
$613K - $719K
|
9.86K
$691K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
9.8K+ 5.43% |
$609K - $715K
|
190K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.74K+ 12.05% |
$606K - $710K
|
90.6K
$6.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.47K+ 163.87% |
$588K - $690K
|
15.2K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
9.43K+ 24.32% |
$586K - $687K
|
48.2K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.36K+ 33.22% |
$582K - $683K
|
37.5K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
9.11K+ 22.34% |
$566K - $664K
|
49.9K
$3.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.91KNew |
$554K - $650K
|
8.91K
$625K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.87K+ 115.97% |
$551K - $647K
|
16.5K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8.5K+ 3.52% |
$528K - $620K
|
250K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
8.48KNew |
$527K - $618K
|
8.48K
$594K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.48K+ 18.08% |
$527K - $618K
|
55.4K
$3.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
8.36K+ 143.39% |
$520K - $609K
|
14.2K
$995K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
8.23K+ 1.21% |
$512K - $600K
|
688K
$48.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.17K+ 54.96% |
$508K - $596K
|
23K
$1.61M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
7.93K+ 160.23% |
$493K - $578K
|
12.9K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
7.9K+ 3.19% |
$491K - $576K
|
255K
$17.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.87K+ 11.49% |
$489K - $574K
|
76.4K
$5.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.85K+ 3.41% |
$488K - $573K
|
238K
$16.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
7.82K+ 167.14% |
$486K - $570K
|
12.5K
$876K
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
7.72K+ 5.91% |
$480K - $563K
|
138K
$9.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.7K+ 190.52% |
$479K - $562K
|
11.7K
$823K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
7.69KNew |
$478K - $560K
|
7.69K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
7.67K+ 76.96% |
$477K - $560K
|
17.6K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
7.55KNew |
$469K - $551K
|
7.55K
$529K
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
7.55KNew |
$469K - $550K
|
7.55K
$529K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.47K+ 110.29% |
$464K - $545K
|
14.2K
$999K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
7.42KNew |
$461K - $541K
|
7.42K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
7.37K+ 10.12% |
$458K - $537K
|
80.2K
$5.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
7.23K+ 144.85% |
$449K - $527K
|
12.2K
$856K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.18K+ 6.41% |
$446K - $523K
|
119K
$8.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7.06K+ 4.87% |
$439K - $515K
|
152K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.98K+ 7.03% |
$434K - $509K
|
106K
$7.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
6.95KNew |
$432K - $507K
|
6.95K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.7K+ 15.82% |
$416K - $488K
|
49K
$3.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.65KNew |
$413K - $485K
|
6.65K
$466K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.59KNew |
$410K - $481K
|
6.59K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.59K+ 9.25% |
$410K - $481K
|
77.8K
$5.46M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
6.37KNew |
$396K - $465K
|
6.37K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
6.24KNew |
$388K - $455K
|
6.24K
$438K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.22K+ 47.9% |
$387K - $453K
|
19.2K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
6.13K+ 4.4% |
$381K - $447K
|
146K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.11K+ 4.78% |
$380K - $446K
|
134K
$9.4M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.06K+ 42.93% |
$377K - $442K
|
20.2K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
5.92KNew |
$368K - $432K
|
5.92K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
5.82KNew |
$362K - $424K
|
5.82K
$408K
|