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 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-196- 2.8% |
$12.7K - $14.2K
|
6.8K
$453K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-199Closed |
$12.9K - $14.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$13K - $14.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$13K - $14.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-200Closed |
$13K - $14.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-200Closed |
$13K - $14.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-212- 6.51% |
$13.7K - $15.3K
|
3.04K
$203K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-212- 5.02% |
$13.7K - $15.3K
|
4.01K
$267K
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-233- 3.58% |
$15.1K - $16.9K
|
6.28K
$418K
|
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
SELL
|
- |
-237- 2.71% |
$15.4K - $17.1K
|
8.51K
$567K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-249- 1.49% |
$16.1K - $18K
|
16.5K
$1.1M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-250- 6.06% |
$16.2K - $18.1K
|
3.88K
$258K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-258- 2.91% |
$16.7K - $18.7K
|
8.62K
$574K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-280- 4.47% |
$18.2K - $20.2K
|
5.99K
$399K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-280- 4.43% |
$18.2K - $20.2K
|
6.04K
$402K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-292- 4.81% |
$18.9K - $21.1K
|
5.78K
$385K
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-295- 29.77% |
$19.1K - $21.3K
|
696
$46.4K
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-296- 3.62% |
$19.2K - $21.4K
|
7.87K
$524K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-300Closed |
$19.4K - $21.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-300- 0.3% |
$19.4K - $21.7K
|
101K
$6.73M
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-300- 9.05% |
$19.4K - $21.7K
|
3.02K
$201K
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-307- 11.7% |
$19.9K - $22.2K
|
2.32K
$154K
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-313- 2.63% |
$20.3K - $22.6K
|
11.6K
$773K
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-325- 5.23% |
$21.1K - $23.5K
|
5.89K
$392K
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-335- 6.95% |
$21.7K - $24.2K
|
4.48K
$299K
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-338- 3.78% |
$21.9K - $24.4K
|
8.62K
$574K
|
|
|
May 11, 2022
Q1 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-350- 1.61% |
$22.7K - $25.3K
|
21.4K
$1.43M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-357- 3.29% |
$23.1K - $25.8K
|
10.5K
$698K
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-382- 7.37% |
$24.8K - $27.6K
|
4.8K
$320K
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-397- 12.43% |
$25.7K - $28.7K
|
2.8K
$186K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-400- 10.91% |
$25.9K - $28.9K
|
3.27K
$218K
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-400Closed |
$25.9K - $28.9K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-400Closed |
$25.9K - $28.9K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-400- 50.0% |
$25.9K - $28.9K
|
400
$26.6K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-417Closed |
$27K - $30.2K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-422- 10.82% |
$27.4K - $30.5K
|
3.48K
$232K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-447- 8.16% |
$29K - $32.3K
|
5.03K
$335K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-451- 4.45% |
$29.2K - $32.6K
|
9.7K
$646K
|
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-500Closed |
$32.4K - $36.2K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-500- 4.86% |
$32.4K - $36.2K
|
9.79K
$652K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-501- 4.72% |
$32.5K - $36.2K
|
10.1K
$673K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-506- 13.84% |
$32.8K - $36.6K
|
3.15K
$210K
|
|
|
May 12, 2022
Q1 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-540- 11.81% |
$35K - $39.1K
|
4.03K
$269K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-568- 12.43% |
$36.8K - $41.1K
|
4K
$266K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-570- 10.13% |
$37K - $41.2K
|
5.06K
$337K
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-601- 5.89% |
$39K - $43.5K
|
9.6K
$640K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-609- 2.38% |
$39.5K - $44K
|
25K
$1.66M
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-632- 15.82% |
$41K - $45.7K
|
3.36K
$224K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-645- 3.07% |
$41.8K - $46.6K
|
20.4K
$1.36M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-697- 5.06% |
$45.2K - $50.4K
|
13.1K
$871K
|