Purchases and Sales Made in Q3 2023 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.11% |
$222 - $261
|
3.77K
$254K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
2+ 0.19% |
$111 - $130
|
1.06K
$70.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.13% |
$111 - $130
|
1.51K
$102K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.87% |
$111 - $130
|
233
$15.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 10.0% |
$55.6 - $65.2
|
11
$739
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 33.33% |
$55.6 - $65.2
|
4
$269
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1+ 50.0% |
$55.6 - $65.2
|
3
$202
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1+ 0.03% |
$55.6 - $65.2
|
3.54K
$238K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.76% |
$55.6 - $65.2
|
132
$8.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.01% |
$55.6 - $65.2
|
11.8K
$795K
|
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$55.6 - $65.2
|
4.44K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.14% |
$55.6 - $65.2
|
734
$49.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$167 - $196
|
17.3K
$1.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5- 35.71% |
$278 - $326
|
9
$605
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-7Closed |
$389 - $456
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-8- 80.0% |
$445 - $522
|
2
$134
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-10- 0.19% |
$556 - $652
|
5.2K
$349K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-10- 1.98% |
$556 - $652
|
494
$33.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-16- 0.36% |
$889 - $1.04K
|
4.4K
$295K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-17- 0.11% |
$945 - $1.11K
|
15.9K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-17- 0.69% |
$945 - $1.11K
|
2.46K
$165K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-19- 4.28% |
$1.06K - $1.24K
|
425
$28.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20- 0.23% |
$1.11K - $1.3K
|
8.49K
$571K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-21- 0.29% |
$1.17K - $1.37K
|
7.14K
$480K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-23- 0.32% |
$1.28K - $1.5K
|
7.12K
$478K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-25- 1.03% |
$1.39K - $1.63K
|
2.39K
$161K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-26- 0.44% |
$1.45K - $1.7K
|
5.82K
$391K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-26- 9.74% |
$1.45K - $1.7K
|
241
$16.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-27- 0.63% |
$1.5K - $1.76K
|
4.29K
$288K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-29- 0.78% |
$1.61K - $1.89K
|
3.67K
$247K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-30- 0.23% |
$1.67K - $1.96K
|
12.8K
$857K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-34- 1.24% |
$1.89K - $2.22K
|
2.71K
$182K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-39- 0.74% |
$2.17K - $2.54K
|
5.25K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-40- 0.28% |
$2.22K - $2.61K
|
14.2K
$957K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 2.9% |
$2.22K - $2.61K
|
1.34K
$89.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-40- 28.17% |
$2.22K - $2.61K
|
102
$6.85K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-42- 0.68% |
$2.33K - $2.74K
|
6.11K
$411K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-42- 4.13% |
$2.33K - $2.74K
|
974
$65.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-43- 0.97% |
$2.39K - $2.8K
|
4.41K
$296K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-45- 3.78% |
$2.5K - $2.93K
|
1.15K
$76.9K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-51- 0.68% |
$2.84K - $3.33K
|
7.4K
$498K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-51- 77.27% |
$2.84K - $3.33K
|
15
$1.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-54- 1.33% |
$3K - $3.52K
|
4K
$269K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-58- 93.55% |
$3.22K - $3.78K
|
4
$269
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-65- 1.06% |
$3.61K - $4.24K
|
6.1K
$410K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-69- 77.53% |
$3.84K - $4.5K
|
20
$1.34K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-74- 4.23% |
$4.11K - $4.83K
|
1.68K
$113K
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-75- 1.36% |
$4.17K - $4.89K
|
5.45K
$366K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-75- 1.19% |
$4.17K - $4.89K
|
6.2K
$417K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-75- 28.74% |
$4.17K - $4.89K
|
186
$12.5K
|