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 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.82K+ 0.4% |
$362K - $424K
|
1.45M
$102M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.76KNew |
$358K - $420K
|
5.76K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
5.62K+ 0.45% |
$350K - $410K
|
1.24M
$87.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.59KNew |
$348K - $408K
|
5.59K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
5.32K+ 1.44% |
$331K - $388K
|
375K
$26.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.21K+ 52.87% |
$324K - $380K
|
15.1K
$1.06M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.18K+ 42.26% |
$322K - $378K
|
17.4K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.18K+ 1.9% |
$322K - $378K
|
278K
$19.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.17KNew |
$321K - $377K
|
5.17K
$363K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.13K+ 2.77% |
$319K - $374K
|
190K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.08KNew |
$316K - $370K
|
5.08K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
5.07K+ 0.15% |
$315K - $370K
|
3.39M
$238M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
5.06K+ 8.91% |
$315K - $369K
|
61.9K
$4.34M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
5.01KNew |
$311K - $365K
|
5.01K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.93K+ 91.69% |
$306K - $359K
|
10.3K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.91KNew |
$305K - $358K
|
4.91K
$344K
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.88KNew |
$303K - $356K
|
4.88K
$342K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.79KNew |
$297K - $349K
|
4.79K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.65KNew |
$289K - $339K
|
4.65K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.53KNew |
$282K - $331K
|
4.53K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.53KNew |
$281K - $330K
|
4.53K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.52KNew |
$281K - $330K
|
4.52K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.5KNew |
$279K - $328K
|
4.5K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
4.46KNew |
$277K - $325K
|
4.46K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.44KNew |
$276K - $324K
|
4.44K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
4.27K+ 18.58% |
$266K - $312K
|
27.3K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.26K+ 13.9% |
$265K - $311K
|
34.9K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4.2KNew |
$261K - $306K
|
4.2K
$294K
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.18KNew |
$260K - $305K
|
4.18K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.15KNew |
$258K - $303K
|
4.15K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.12KNew |
$256K - $301K
|
4.12K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.11K+ 62.81% |
$255K - $300K
|
10.7K
$747K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
4.1K+ 2.7% |
$255K - $299K
|
156K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.09KNew |
$254K - $298K
|
4.09K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
4.06KNew |
$252K - $296K
|
4.06K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
4.05K+ 92.83% |
$252K - $295K
|
8.42K
$590K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.01K+ 2.84% |
$249K - $292K
|
145K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4K+ 21.0% |
$249K - $292K
|
23.1K
$1.62M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
4KNew |
$249K - $292K
|
4K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.95KNew |
$246K - $288K
|
3.95K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
3.94K+ 20.5% |
$245K - $287K
|
23.2K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.92K+ 4.87% |
$244K - $286K
|
84.5K
$5.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
3.92KNew |
$243K - $286K
|
3.92K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.91K+ 35.76% |
$243K - $285K
|
14.8K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.81KNew |
$237K - $278K
|
3.81K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
3.8KNew |
$236K - $277K
|
3.8K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
3.8KNew |
$236K - $277K
|
3.8K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.8KNew |
$236K - $277K
|
3.8K
$266K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.73K+ 68.61% |
$232K - $272K
|
9.16K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.69K+ 83.79% |
$229K - $269K
|
8.1K
$568K
|