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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-58- 1.52% |
$3.76K - $4.19K
|
3.77K
$251K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-64- 1.28% |
$4.15K - $4.63K
|
4.95K
$330K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-67- 5.5% |
$4.34K - $4.85K
|
1.15K
$76.7K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-68- 0.49% |
$4.41K - $4.92K
|
13.9K
$926K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-69- 1.09% |
$4.47K - $4.99K
|
6.28K
$418K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-70- 1.58% |
$4.54K - $5.06K
|
4.36K
$290K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-70- 1.62% |
$4.54K - $5.06K
|
4.24K
$283K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-72- 0.99% |
$4.67K - $5.21K
|
7.21K
$480K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-76Closed |
$4.93K - $5.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-78- 6.48% |
$5.06K - $5.64K
|
1.13K
$74.9K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-78- 1.01% |
$5.06K - $5.64K
|
7.65K
$509K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-81- 3.36% |
$5.25K - $5.86K
|
2.33K
$155K
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-82- 2.41% |
$5.32K - $5.93K
|
3.32K
$221K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-84- 0.56% |
$5.45K - $6.07K
|
14.9K
$992K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-98- 0.5% |
$6.35K - $7.09K
|
19.5K
$1.3M
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-100- 2.1% |
$6.48K - $7.23K
|
4.66K
$310K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-100- 28.57% |
$6.48K - $7.23K
|
250
$16.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-100- 0.12% |
$6.48K - $7.23K
|
86.4K
$5.75M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-104- 22.76% |
$6.74K - $7.52K
|
353
$23.5K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-108- 0.8% |
$7K - $7.81K
|
13.4K
$894K
|
|
|
May 11, 2022
Q1 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-110- 99.1% |
$7.13K - $7.96K
|
1
$66.6
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-111- 14.55% |
$7.2K - $8.03K
|
652
$43.4K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-112- 5.48% |
$7.26K - $8.1K
|
1.93K
$129K
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-114- 3.44% |
$7.39K - $8.24K
|
3.2K
$213K
|
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-122- 1.95% |
$7.91K - $8.82K
|
6.12K
$408K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-125- 0.61% |
$8.1K - $9.04K
|
20.4K
$1.36M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-130- 2.14% |
$8.43K - $9.4K
|
5.94K
$396K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-131- 1.19% |
$8.49K - $9.47K
|
10.8K
$722K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-132Closed |
$8.56K - $9.55K
|
0
$0
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-137- 3.86% |
$8.88K - $9.91K
|
3.41K
$227K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-137- 2.16% |
$8.88K - $9.91K
|
6.21K
$414K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-139Closed |
$9.01K - $10.1K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-141- 5.62% |
$9.14K - $10.2K
|
2.37K
$158K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-145- 2.76% |
$9.4K - $10.5K
|
5.11K
$340K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-145- 22.76% |
$9.4K - $10.5K
|
492
$32.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-148- 57.36% |
$9.59K - $10.7K
|
110
$7.33K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-157Closed |
$10.2K - $11.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-159- 3.61% |
$10.3K - $11.5K
|
4.24K
$283K
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-159- 0.37% |
$10.3K - $11.5K
|
43.2K
$2.88M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-161- 4.59% |
$10.4K - $11.6K
|
3.35K
$223K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-162Closed |
$10.5K - $11.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-162- 2.87% |
$10.5K - $11.7K
|
5.48K
$365K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-164- 3.87% |
$10.6K - $11.9K
|
4.07K
$271K
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-165- 5.32% |
$10.7K - $11.9K
|
2.94K
$195K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-166- 2.58% |
$10.8K - $12K
|
6.27K
$418K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-169- 1.35% |
$11K - $12.2K
|
12.3K
$821K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-175- 1.57% |
$11.3K - $12.7K
|
11K
$730K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-175- 1.48% |
$11.3K - $12.7K
|
11.7K
$778K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-175- 9.04% |
$11.3K - $12.7K
|
1.76K
$117K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-188- 3.88% |
$12.2K - $13.6K
|
4.66K
$310K
|