Purchases and Sales Made in Q3 2024 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
66+ 0.85% |
$3.44K - $4.31K
|
7.85K
$539K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
59+ 111.32% |
$3.07K - $3.85K
|
112
$7.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
53+ 0.34% |
$2.76K - $3.46K
|
15.8K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
53+ 0.48% |
$2.76K - $3.46K
|
11.2K
$767K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
52+ 5.01% |
$2.71K - $3.4K
|
1.09K
$74.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
51+ 0.5% |
$2.66K - $3.33K
|
10.2K
$700K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
51+ 0.44% |
$2.66K - $3.33K
|
11.7K
$801K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
49+ 0.04% |
$2.55K - $3.2K
|
112K
$7.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
48+ 6.02% |
$2.5K - $3.13K
|
845
$58.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
46+ 0.86% |
$2.4K - $3K
|
5.38K
$370K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
43+ 0.66% |
$2.24K - $2.81K
|
6.52K
$448K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
41+ 256.25% |
$2.14K - $2.68K
|
57
$3.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
39New |
$2.03K - $2.55K
|
39
$2.68K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
38+ 9.0% |
$1.98K - $2.48K
|
460
$31.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
38+ 0.59% |
$1.98K - $2.48K
|
6.53K
$449K
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
38+ 0.89% |
$1.98K - $2.48K
|
4.33K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.73% |
$1.67K - $2.09K
|
4.41K
$303K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 2.62% |
$1.56K - $1.96K
|
1.18K
$80.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
29+ 0.12% |
$1.51K - $1.89K
|
24.1K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
29+ 0.37% |
$1.51K - $1.89K
|
7.9K
$543K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
29+ 0.52% |
$1.51K - $1.89K
|
5.6K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
25+ 0.65% |
$1.3K - $1.63K
|
3.85K
$265K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 10.3% |
$1.25K - $1.57K
|
257
$17.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22+ 4.87% |
$1.15K - $1.44K
|
474
$32.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 11.17% |
$1.09K - $1.37K
|
209
$14.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20+ 4.91% |
$1.04K - $1.31K
|
427
$29.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19+ 0.37% |
$990 - $1.24K
|
5.09K
$350K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
18+ 5.47% |
$938 - $1.18K
|
347
$23.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18+ 30.51% |
$938 - $1.18K
|
77
$5.29K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17+ 0.29% |
$886 - $1.11K
|
5.93K
$408K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
17+ 0.31% |
$886 - $1.11K
|
5.53K
$380K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
16+ 20.78% |
$834 - $1.04K
|
93
$6.39K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
15+ 0.38% |
$782 - $980
|
3.99K
$274K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 1.5% |
$782 - $980
|
1.02K
$69.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
15+ 1.42% |
$782 - $980
|
1.07K
$73.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
15+ 0.64% |
$782 - $980
|
2.35K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
14+ 1.24% |
$730 - $914
|
1.15K
$78.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
14+ 0.22% |
$730 - $914
|
6.27K
$431K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13New |
$677 - $849
|
13
$893
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 2.58% |
$625 - $784
|
477
$32.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12+ 1.5% |
$625 - $784
|
812
$55.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 0.94% |
$573 - $718
|
1.18K
$81.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
11+ 1.03% |
$573 - $718
|
1.08K
$74.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
11+ 0.14% |
$573 - $718
|
7.82K
$537K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 12.35% |
$521 - $653
|
91
$6.25K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10+ 0.37% |
$521 - $653
|
2.68K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
10+ 0.11% |
$521 - $653
|
8.92K
$613K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10+ 0.2% |
$521 - $653
|
4.93K
$339K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 32.26% |
$521 - $653
|
41
$2.82K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
10New |
$521 - $653
|
10
$687
|