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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-400- 3.09% |
$22.2K - $26.1K
|
12.5K
$843K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-401- 8.82% |
$22.3K - $26.1K
|
4.14K
$278K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-403- 1.7% |
$22.4K - $26.3K
|
23.3K
$1.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-412- 11.48% |
$22.9K - $26.9K
|
3.18K
$213K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-437- 1.1% |
$24.3K - $28.5K
|
39.4K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-443- 13.58% |
$24.6K - $28.9K
|
2.82K
$189K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-444- 3.52% |
$24.7K - $29K
|
12.2K
$818K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-450- 9.42% |
$25K - $29.3K
|
4.33K
$291K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-478- 7.75% |
$26.6K - $31.2K
|
5.69K
$382K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-479- 13.42% |
$26.6K - $31.2K
|
3.09K
$208K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-482- 2.15% |
$26.8K - $31.4K
|
21.9K
$1.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-483- 3.98% |
$26.8K - $31.5K
|
11.7K
$784K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-489- 4.6% |
$27.2K - $31.9K
|
10.2K
$682K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 0.09% |
$27.8K - $32.6K
|
585K
$39.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-533- 3.15% |
$29.6K - $34.8K
|
16.4K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-561- 8.38% |
$31.2K - $36.6K
|
6.14K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-562- 12.43% |
$31.2K - $36.6K
|
3.96K
$266K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-586- 9.09% |
$32.6K - $38.2K
|
5.86K
$394K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-592- 8.94% |
$32.9K - $38.6K
|
6.03K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-604- 2.33% |
$33.6K - $39.4K
|
25.3K
$1.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-619- 13.34% |
$34.4K - $40.4K
|
4.02K
$270K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-633- 2.7% |
$35.2K - $41.3K
|
22.8K
$1.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-639- 3.23% |
$35.5K - $41.7K
|
19.1K
$1.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-646- 15.42% |
$35.9K - $42.1K
|
3.54K
$238K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-652- 9.13% |
$36.2K - $42.5K
|
6.49K
$436K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-668- 6.53% |
$37.1K - $43.6K
|
9.57K
$643K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-671- 7.09% |
$37.3K - $43.8K
|
8.79K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-672- 2.12% |
$37.4K - $43.8K
|
31.1K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-683- 2.69% |
$38K - $44.5K
|
24.8K
$1.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-705- 11.73% |
$39.2K - $46K
|
5.3K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-720- 0.26% |
$40K - $47K
|
272K
$18.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-752- 0.84% |
$41.8K - $49K
|
88.6K
$5.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-757- 11.41% |
$42.1K - $49.4K
|
5.88K
$395K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-761- 14.14% |
$42.3K - $49.6K
|
4.62K
$311K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-767- 3.26% |
$42.6K - $50K
|
22.8K
$1.53M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-797- 1.67% |
$44.3K - $52K
|
47K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-813- 7.18% |
$45.2K - $53K
|
10.5K
$707K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-816- 8.29% |
$45.4K - $53.2K
|
9.03K
$607K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-822- 0.99% |
$45.7K - $53.6K
|
82.1K
$5.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-912- 12.82% |
$50.7K - $59.5K
|
6.2K
$417K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-941- 0.82% |
$52.3K - $61.4K
|
114K
$7.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-952- 12.92% |
$52.9K - $62.1K
|
6.42K
$431K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-965- 2.94% |
$53.6K - $62.9K
|
31.8K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-984- 9.84% |
$54.7K - $64.2K
|
9.02K
$606K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.03K- 1.75% |
$57.3K - $67.2K
|
58K
$3.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-1.04K- 16.23% |
$57.8K - $67.8K
|
5.36K
$360K
|
|
|
Oct 18, 2023
Q3 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-1.05K- 3.26% |
$58.4K - $68.5K
|
31.2K
$2.09M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.06K- 8.17% |
$58.6K - $68.8K
|
11.9K
$797K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-1.06K- 0.31% |
$59K - $69.2K
|
345K
$23.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.07K- 1.82% |
$59.4K - $69.6K
|
57.6K
$3.87M
|