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 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
600+ 4.04% |
$37.3K - $43.8K
|
15.4K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
599+ 39.36% |
$37.2K - $43.7K
|
2.12K
$149K
|
|
|
Feb 12, 2025
Q4 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
576+ 7.31% |
$35.8K - $42K
|
8.46K
$594K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
564+ 3.19% |
$35.1K - $41.1K
|
18.2K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
551+ 0.91% |
$34.3K - $40.2K
|
61.3K
$4.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
539+ 9.22% |
$33.5K - $39.3K
|
6.38K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
537+ 5.77% |
$33.4K - $39.2K
|
9.84K
$691K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
534+ 14.8% |
$33.2K - $38.9K
|
4.14K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
522+ 7.01% |
$32.4K - $38.1K
|
7.97K
$560K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
504New |
$31.3K - $36.8K
|
504
$35.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
504+ 566.29% |
$31.3K - $36.8K
|
593
$41.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
501+ 3.07% |
$31.1K - $36.5K
|
16.8K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
492+ 13.27% |
$30.6K - $35.9K
|
4.2K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
476+ 7.36% |
$29.6K - $34.7K
|
6.94K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
472+ 3.98% |
$29.3K - $34.4K
|
12.3K
$865K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
466+ 15.84% |
$29K - $34K
|
3.41K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
465+ 6.6% |
$28.9K - $33.9K
|
7.51K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
458+ 2.96% |
$28.5K - $33.4K
|
15.9K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
428+ 5.45% |
$26.6K - $31.2K
|
8.28K
$581K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
413+ 7.84% |
$25.7K - $30.1K
|
5.68K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
402+ 12.99% |
$25K - $29.3K
|
3.5K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
400New |
$24.9K - $29.2K
|
400
$28.1K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
396+ 2.01% |
$24.6K - $28.9K
|
20.1K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
395+ 36.54% |
$24.6K - $28.8K
|
1.48K
$104K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
384New |
$23.9K - $28K
|
384
$27K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
370+ 2.97% |
$23K - $27K
|
12.8K
$902K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
368+ 6.25% |
$22.9K - $26.8K
|
6.26K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
366+ 2.8% |
$22.8K - $26.7K
|
13.4K
$943K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
353+ 14.02% |
$21.9K - $25.7K
|
2.87K
$202K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
352+ 4.64% |
$21.9K - $25.7K
|
7.94K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
BUY
|
- |
351+ 1.0% |
$21.8K - $25.6K
|
35.5K
$2.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
343+ 10.76% |
$21.3K - $25K
|
3.53K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
343+ 5.99% |
$21.3K - $25K
|
6.07K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
342+ 0.39% |
$21.3K - $24.9K
|
87.6K
$6.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
341+ 16.09% |
$21.2K - $24.9K
|
2.46K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
337+ 3.17% |
$20.9K - $24.6K
|
11K
$771K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
335+ 0.66% |
$20.8K - $24.4K
|
51.1K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
333New |
$20.7K - $24.3K
|
333
$23.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
323+ 8.27% |
$20.1K - $23.6K
|
4.23K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
323+ 4.73% |
$20.1K - $23.6K
|
7.15K
$502K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
315+ 145.16% |
$19.6K - $23K
|
532
$37.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
290+ 1.33% |
$18K - $21.1K
|
22.1K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
287+ 5.13% |
$17.8K - $20.9K
|
5.88K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
286+ 2.85% |
$17.8K - $20.9K
|
10.3K
$724K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
284+ 7.45% |
$17.7K - $20.7K
|
4.1K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
283+ 7.73% |
$17.6K - $20.6K
|
3.94K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
270+ 17.48% |
$16.8K - $19.7K
|
1.82K
$127K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
263+ 5.81% |
$16.3K - $19.2K
|
4.79K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
259New |
$16.1K - $18.9K
|
259
$18.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
256+ 14.34% |
$15.9K - $18.7K
|
2.04K
$143K
|