Purchases and Sales Made in Q1 2022 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
10+ 0.11% |
$648 - $723
|
9.28K
$624K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10+ 0.18% |
$648 - $723
|
5.63K
$378K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9+ 0.29% |
$583 - $651
|
3.14K
$211K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
9+ 1.72% |
$583 - $651
|
533
$35.8K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7+ 0.22% |
$454 - $506
|
3.17K
$213K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 0.64% |
$454 - $506
|
1.09K
$73.5K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.12% |
$389 - $434
|
5.22K
$351K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.14% |
$389 - $434
|
4.42K
$297K
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
6+ 0.2% |
$389 - $434
|
2.98K
$200K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
5+ 0.77% |
$324 - $362
|
658
$44.2K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5+ 0.12% |
$324 - $362
|
4.09K
$275K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.12% |
$324 - $362
|
4.27K
$287K
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
4+ 0.05% |
$259 - $289
|
8.48K
$570K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
4+ 0.65% |
$259 - $289
|
620
$41.7K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.66% |
$259 - $289
|
606
$40.7K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.25% |
$194 - $217
|
1.19K
$79.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3+ 0.02% |
$194 - $217
|
16.3K
$1.09M
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.13% |
$194 - $217
|
2.39K
$160K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.31% |
$130 - $145
|
656
$44.1K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.39% |
$130 - $145
|
518
$34.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.04% |
$130 - $145
|
5.37K
$361K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.84% |
$64.8 - $72.3
|
120
$8.06K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.8% |
$64.8 - $72.3
|
126
$8.47K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.85% |
$64.8 - $72.3
|
118
$7.93K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.18% |
$64.8 - $72.3
|
562
$37.8K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.01% |
$64.8 - $72.3
|
7.65K
$514K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-5- 0.15% |
$324 - $362
|
3.42K
$230K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-5Closed |
$324 - $362
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8Closed |
$519 - $579
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-8- 0.19% |
$519 - $579
|
4.17K
$280K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8- 0.08% |
$519 - $579
|
9.58K
$644K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-10- 0.01% |
$648 - $723
|
178K
$12M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10- 0.14% |
$648 - $723
|
7.33K
$493K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12- 0.32% |
$778 - $868
|
3.79K
$255K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-14- 0.45% |
$908 - $1.01K
|
3.1K
$208K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-16Closed |
$1.04K - $1.16K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-20- 2.4% |
$1.3K - $1.45K
|
812
$54.6K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-28- 3.02% |
$1.82K - $2.02K
|
900
$60.5K
|
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-28Closed |
$1.82K - $2.02K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-29- 0.11% |
$1.88K - $2.1K
|
27K
$1.81M
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-30- 0.9% |
$1.94K - $2.17K
|
3.31K
$222K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-30- 1.65% |
$1.94K - $2.17K
|
1.79K
$120K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-31- 0.16% |
$2.01K - $2.24K
|
19.6K
$1.32M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-32- 27.83% |
$2.07K - $2.31K
|
83
$5.58K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-44- 0.2% |
$2.85K - $3.18K
|
22.4K
$1.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-47- 70.15% |
$3.05K - $3.4K
|
20
$1.34K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50Closed |
$3.24K - $3.62K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-50- 0.97% |
$3.24K - $3.62K
|
5.12K
$344K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-51Closed |
$3.31K - $3.69K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-55- 0.13% |
$3.57K - $3.98K
|
41.7K
$2.8M
|