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 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.27KNew |
$78.8K - $92.4K
|
1.27K
$88.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.26K+ 5.61% |
$78.2K - $91.7K
|
23.7K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.26KNew |
$78.2K - $91.7K
|
1.26K
$88.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.25K+ 7.23% |
$77.6K - $91K
|
18.5K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.23K+ 5.19% |
$76.5K - $89.7K
|
24.9K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.22K+ 35.46% |
$75.6K - $88.7K
|
4.65K
$326K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.13KNew |
$70.3K - $82.5K
|
1.13K
$79.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.12K+ 6.77% |
$69.4K - $81.5K
|
17.6K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.11K+ 5.99% |
$69.2K - $81.2K
|
19.7K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.11KNew |
$69K - $80.9K
|
1.11K
$77.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.1K+ 21.68% |
$68.6K - $80.5K
|
6.2K
$434K
|
|
|
Apr 28, 2025
Q4 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.09K+ 0.68% |
$67.6K - $79.3K
|
161K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.07K+ 6.23% |
$66.6K - $78.2K
|
18.3K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.06K+ 11.2% |
$66.1K - $77.6K
|
10.6K
$741K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.04K+ 18.0% |
$64.8K - $76.1K
|
6.84K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.04K+ 12.5% |
$64.6K - $75.8K
|
9.36K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.02K+ 7.46% |
$63.3K - $74.2K
|
14.7K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.01K+ 2.69% |
$62.8K - $73.7K
|
38.6K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.01K+ 1.84% |
$62.5K - $73.3K
|
55.5K
$3.89M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1K+ 10.33% |
$62.4K - $73.2K
|
10.7K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 5.88% |
$62.2K - $73K
|
18K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
1K+ 30.52% |
$62.2K - $72.9K
|
4.28K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1KNew |
$62.2K - $72.9K
|
1K
$70.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
991+ 4.07% |
$61.6K - $72.3K
|
25.4K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
986+ 25.6% |
$61.3K - $71.9K
|
4.84K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
980+ 2.99% |
$60.9K - $71.5K
|
33.7K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
959+ 9.67% |
$59.6K - $69.9K
|
10.9K
$763K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
917+ 6.74% |
$57K - $66.9K
|
14.5K
$1.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
905+ 29.06% |
$56.3K - $66K
|
4.02K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
889+ 4.65% |
$55.3K - $64.8K
|
20K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
879+ 16.14% |
$54.6K - $64.1K
|
6.33K
$443K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
874+ 40.59% |
$54.3K - $63.7K
|
3.03K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
871+ 21.36% |
$54.1K - $63.5K
|
4.95K
$347K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
863+ 27.35% |
$53.6K - $62.9K
|
4.02K
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
835+ 222.67% |
$51.9K - $60.9K
|
1.21K
$84.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
832+ 15.79% |
$51.7K - $60.7K
|
6.1K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
805New |
$50K - $58.7K
|
805
$56.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
801+ 14.19% |
$49.8K - $58.4K
|
6.45K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
778+ 3.86% |
$48.4K - $56.7K
|
20.9K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
769New |
$47.8K - $56.1K
|
769
$53.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
764+ 5.89% |
$47.5K - $55.7K
|
13.7K
$963K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
760+ 43.04% |
$47.2K - $55.4K
|
2.53K
$177K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
744+ 1860.0% |
$46.2K - $54.3K
|
784
$55K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
711+ 17.93% |
$44.2K - $51.8K
|
4.68K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
708+ 0.98% |
$44K - $51.6K
|
73.1K
$5.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
706+ 19.64% |
$43.9K - $51.5K
|
4.3K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
705+ 5.1% |
$43.8K - $51.4K
|
14.5K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
702+ 11.0% |
$43.6K - $51.2K
|
7.08K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
694+ 2.35% |
$43.1K - $50.6K
|
30.3K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
688New |
$42.8K - $50.2K
|
688
$48.2K
|