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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.67K+ 4.86% |
$228K - $268K
|
79.3K
$5.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.65K+ 12.87% |
$227K - $266K
|
32K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.65K+ 91125.0% |
$227K - $266K
|
3.65K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.64KNew |
$226K - $265K
|
3.64K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.63K+ 53.23% |
$226K - $265K
|
10.5K
$733K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.6K+ 1.7% |
$224K - $263K
|
215K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.6K+ 18.83% |
$223K - $262K
|
22.7K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.55KNew |
$221K - $259K
|
3.55K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.53K+ 14.87% |
$219K - $257K
|
27.2K
$1.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.52KNew |
$219K - $256K
|
3.52K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
3.5K+ 3.81% |
$218K - $255K
|
95.4K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.5K+ 17.57% |
$217K - $255K
|
23.4K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.43KNew |
$213K - $250K
|
3.43K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.39KNew |
$211K - $247K
|
3.39K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.35KNew |
$208K - $244K
|
3.35K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.32KNew |
$207K - $242K
|
3.32K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.28K+ 11.1% |
$204K - $239K
|
32.8K
$2.3M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
3.28KNew |
$204K - $239K
|
3.28K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.27KNew |
$203K - $238K
|
3.27K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.22K+ 19.73% |
$200K - $235K
|
19.5K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.22KNew |
$200K - $235K
|
3.22K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.22KNew |
$200K - $235K
|
3.22K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
3.21K+ 2.65% |
$199K - $234K
|
124K
$8.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
3.16K+ 4.46% |
$197K - $231K
|
74.1K
$5.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.15KNew |
$196K - $230K
|
3.15K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
3.12KNew |
$194K - $228K
|
3.12K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.11K+ 8.44% |
$193K - $227K
|
39.9K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
3.08K+ 361.15% |
$191K - $224K
|
3.93K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.07KNew |
$191K - $224K
|
3.07K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.06K+ 33.65% |
$190K - $223K
|
12.2K
$853K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.06KNew |
$190K - $223K
|
3.06K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.02KNew |
$187K - $220K
|
3.02K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.01KNew |
$187K - $220K
|
3.01K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.97KNew |
$185K - $217K
|
2.97K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.92K+ 2.67% |
$182K - $213K
|
112K
$7.87M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.78K+ 3.76% |
$173K - $203K
|
76.7K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.76K+ 0.49% |
$171K - $201K
|
562K
$39.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.75K+ 32.74% |
$171K - $201K
|
11.2K
$782K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.75K+ 4.37% |
$171K - $201K
|
65.7K
$4.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.74K+ 1.72% |
$170K - $200K
|
162K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.73K+ 7.33% |
$170K - $199K
|
39.9K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.71K+ 36.14% |
$169K - $198K
|
10.2K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.71KNew |
$168K - $197K
|
2.71K
$190K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.69KNew |
$167K - $196K
|
2.69K
$189K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.68K+ 59.82% |
$167K - $196K
|
7.17K
$502K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.62K+ 0.87% |
$163K - $191K
|
303K
$21.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.35K+ 13.56% |
$146K - $171K
|
19.6K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.35KNew |
$146K - $171K
|
2.35K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.34KNew |
$145K - $171K
|
2.34K
$164K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.33K+ 5.85% |
$145K - $170K
|
42.2K
$2.96M
|