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
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-6- 50.0% |
$373 - $438
|
6
$404
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-7- 0.09% |
$435 - $510
|
7.65K
$515K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-10- 0.11% |
$622 - $729
|
8.91K
$600K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-10- 0.1% |
$622 - $729
|
9.73K
$656K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11- 0.24% |
$684 - $802
|
4.51K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-19- 0.37% |
$1.18K - $1.39K
|
5.07K
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-20- 4.68% |
$1.24K - $1.46K
|
407
$27.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-24- 8.57% |
$1.49K - $1.75K
|
256
$17.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-26- 0.39% |
$1.62K - $1.9K
|
6.7K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-27- 0.48% |
$1.68K - $1.97K
|
5.55K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-30- 0.78% |
$1.86K - $2.19K
|
3.83K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-30- 0.91% |
$1.86K - $2.19K
|
3.27K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-37- 0.84% |
$2.3K - $2.7K
|
4.38K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-37- 0.95% |
$2.3K - $2.7K
|
3.87K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-40- 0.89% |
$2.49K - $2.92K
|
4.47K
$301K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-44- 4.82% |
$2.74K - $3.21K
|
869
$58.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-45- 1.26% |
$2.8K - $3.28K
|
3.51K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-45- 0.08% |
$2.8K - $3.28K
|
58.1K
$3.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50- 3.17% |
$3.11K - $3.65K
|
1.53K
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-52- 4.77% |
$3.23K - $3.79K
|
1.04K
$70K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-58- 15.34% |
$3.61K - $4.23K
|
320
$21.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-60- 1.09% |
$3.73K - $4.38K
|
5.44K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-64- 0.21% |
$3.98K - $4.67K
|
30.8K
$2.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-70- 2.71% |
$4.35K - $5.1K
|
2.52K
$170K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-76- 1.04% |
$4.72K - $5.54K
|
7.24K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-78- 1.36% |
$4.85K - $5.69K
|
5.64K
$380K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-79- 0.71% |
$4.91K - $5.76K
|
11.1K
$747K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-84- 2.26% |
$5.22K - $6.13K
|
3.64K
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-91- 2.29% |
$5.66K - $6.64K
|
3.88K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-92- 23.41% |
$5.72K - $6.71K
|
301
$20.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-93- 0.27% |
$5.78K - $6.78K
|
34K
$2.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-94- 2.67% |
$5.84K - $6.85K
|
3.43K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-94- 1.81% |
$5.84K - $6.85K
|
5.09K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-97- 17.26% |
$6.03K - $7.07K
|
465
$31.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 1.46% |
$6.22K - $7.29K
|
6.76K
$456K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-108- 0.74% |
$6.71K - $7.88K
|
14.4K
$973K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-116- 0.67% |
$7.21K - $8.46K
|
17.2K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-117- 1.97% |
$7.27K - $8.53K
|
5.82K
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-123- 3.66% |
$7.65K - $8.97K
|
3.24K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-134- 2.49% |
$8.33K - $9.77K
|
5.26K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-142- 1.07% |
$8.83K - $10.4K
|
13.2K
$889K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-145- 0.58% |
$9.01K - $10.6K
|
25K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-150- 3.76% |
$9.32K - $10.9K
|
3.84K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-150- 2.25% |
$9.32K - $10.9K
|
6.52K
$439K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-155- 2.95% |
$9.63K - $11.3K
|
5.1K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-172- 0.41% |
$10.7K - $12.5K
|
42K
$2.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-177- 0.51% |
$11K - $12.9K
|
34.8K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-178- 0.82% |
$11.1K - $13K
|
21.6K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-178- 3.77% |
$11.1K - $13K
|
4.55K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-194- 5.39% |
$12.1K - $14.1K
|
3.4K
$229K
|