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
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-951- 14.53% |
$59.1K - $69.3K
|
5.59K
$376K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-981- 6.01% |
$61K - $71.5K
|
15.3K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.06K- 0.96% |
$65.8K - $77.2K
|
109K
$7.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.06K- 93.25% |
$66.1K - $77.6K
|
77
$5.17K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 1.49% |
$68.4K - $80.2K
|
72.8K
$4.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.4K- 14.71% |
$86.9K - $102K
|
8.1K
$545K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.41K- 34.47% |
$87.6K - $103K
|
2.68K
$180K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.53K- 3.21% |
$95K - $111K
|
46.1K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.7K- 6.1% |
$105K - $124K
|
26.1K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.7K- 3.07% |
$106K - $124K
|
53.7K
$3.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.71K- 28.45% |
$106K - $125K
|
4.31K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.9K- 17.64% |
$118K - $139K
|
8.88K
$597K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.06K- 2.1% |
$128K - $150K
|
95.9K
$6.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.07K- 2.84% |
$129K - $151K
|
70.8K
$4.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.39K- 11.16% |
$149K - $174K
|
19K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-2.4K- 1.48% |
$149K - $175K
|
160K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.79K- 10.87% |
$173K - $203K
|
22.8K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.51K- 99.91% |
$218K - $256K
|
3
$202
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.72K- 53.86% |
$231K - $271K
|
3.18K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.92K- 37.52% |
$244K - $286K
|
6.53K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.14K- 47.74% |
$257K - $302K
|
4.53K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.05K- 15.82% |
$314K - $368K
|
26.9K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.52K- 8.96% |
$343K - $402K
|
56K
$3.76M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5.61K- 43.05% |
$349K - $409K
|
7.42K
$499K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.63K- 4.96% |
$350K - $411K
|
108K
$7.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.99K- 92.29% |
$372K - $437K
|
500
$33.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-7.36K- 89.8% |
$458K - $537K
|
836
$56.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.4K- 5.19% |
$522K - $613K
|
153K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.75K- 38.72% |
$544K - $638K
|
13.9K
$931K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.38K- 4.77% |
$583K - $684K
|
187K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-10K- 3.99% |
$622K - $729K
|
241K
$16.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-12.7K- 16.18% |
$789K - $925K
|
65.7K
$4.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-15.2K- 0.9% |
$947K - $1.11M
|
1.67M
$112M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-23K- 9.99% |
$1.43M - $1.68M
|
207K
$13.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-28.1K- 84.35% |
$1.75M - $2.05M
|
5.22K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
SELL
|
- |
-32.7K- 18.27% |
$2.03M - $2.38M
|
146K
$9.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-33K- 80.53% |
$2.05M - $2.41M
|
7.99K
$537K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-35.8K- 16.37% |
$2.23M - $2.61M
|
183K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-41.3K- 14.3% |
$2.57M - $3.01M
|
248K
$16.6M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-57.8K- 11.7% |
$3.59M - $4.22M
|
436K
$29.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-228K- 6.48% |
$14.1M - $16.6M
|
3.29M
$221M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-500K- 98.7% |
$31.1M - $36.5M
|
6.57K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-798K- 94.5% |
$49.6M - $58.2M
|
46.5K
$3.12M
|