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 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.13K+ 170.41% |
$462K - $515K
|
11.3K
$785K
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
7.12KNew |
$462K - $515K
|
7.12K
$495K
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.02KNew |
$455K - $507K
|
7.02K
$487K
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
7KNew |
$454K - $506K
|
7K
$486K
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.89KNew |
$447K - $498K
|
6.89K
$479K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
6.72K+ 6.71% |
$436K - $486K
|
107K
$7.42M
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
6.4K+ 1.17% |
$415K - $463K
|
554K
$38.5M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.33K+ 126.01% |
$411K - $458K
|
11.4K
$789K
|
|
May 10, 2022
Q1 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
6.2KNew |
$402K - $448K
|
6.2K
$431K
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.96KNew |
$386K - $431K
|
5.96K
$414K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
5.76K+ 68.97% |
$373K - $416K
|
14.1K
$980K
|
|
Apr 29, 2022
Q1 2022
|
Toews Corp
|
BUY
|
- |
5.6KNew |
$363K - $405K
|
5.6K
$389K
|
|
May 03, 2022
Q1 2022
|
Nat West Group PLC
|
BUY
|
- |
5.43K+ 28.34% |
$352K - $393K
|
24.6K
$1.71M
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.41K+ 28.72% |
$351K - $391K
|
24.2K
$1.68M
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.38K+ 3.81% |
$349K - $389K
|
147K
$10.2M
|
|
Apr 25, 2022
Q1 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
5.31K+ 96.44% |
$344K - $384K
|
10.8K
$751K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
5.29KNew |
$343K - $383K
|
5.29K
$368K
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
5.22K+ 1.65% |
$339K - $378K
|
321K
$22.3M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.16K+ 26.61% |
$334K - $373K
|
24.5K
$1.7M
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.11K+ 38.09% |
$331K - $370K
|
18.5K
$1.29M
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
5.1KNew |
$331K - $369K
|
5.1K
$354K
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
5.04K+ 1.17% |
$327K - $364K
|
436K
$30.3M
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.96KNew |
$322K - $359K
|
4.96K
$345K
|
|
May 10, 2022
Q1 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.95KNew |
$321K - $358K
|
4.95K
$344K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.85KNew |
$314K - $351K
|
4.85K
$337K
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
4.83KNew |
$313K - $349K
|
4.83K
$335K
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.76K+ 5.09% |
$308K - $344K
|
98.1K
$6.81M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.72K+ 74.21% |
$306K - $341K
|
11.1K
$770K
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.63KNew |
$300K - $335K
|
4.63K
$322K
|
|
May 13, 2022
Q1 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.56KNew |
$296K - $330K
|
4.56K
$317K
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.55KNew |
$295K - $329K
|
4.55K
$316K
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.5K+ 9.61% |
$292K - $325K
|
51.3K
$3.56M
|
|
May 12, 2022
Q1 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.26K+ 8.53% |
$276K - $308K
|
54.1K
$3.76M
|
|
May 12, 2022
Q1 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.2KNew |
$272K - $304K
|
4.2K
$292K
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
4.2K+ 1741.08% |
$272K - $303K
|
4.44K
$308K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.17K+ 35.12% |
$270K - $301K
|
16K
$1.11M
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.02K+ 3.07% |
$261K - $291K
|
135K
$9.37M
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.97KNew |
$257K - $287K
|
3.97K
$276K
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.87KNew |
$251K - $280K
|
3.87K
$269K
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.85KNew |
$250K - $278K
|
3.85K
$267K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.84K+ 12.89% |
$249K - $277K
|
33.6K
$2.33M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.84KNew |
$249K - $277K
|
3.84K
$266K
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
3.82K+ 81.24% |
$248K - $276K
|
8.52K
$592K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.77K+ 7.44% |
$244K - $272K
|
54.4K
$3.78M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.71K+ 5.4% |
$240K - $268K
|
72.4K
$5.03M
|
|
May 10, 2022
Q1 2022
|
Mqs Management LLC
|
BUY
|
- |
3.63K+ 106.54% |
$236K - $263K
|
7.05K
$489K
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.4K+ 124.13% |
$220K - $246K
|
6.14K
$426K
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.39KNew |
$220K - $245K
|
3.39K
$236K
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.37K+ 12.06% |
$219K - $244K
|
31.3K
$2.18M
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
3.37K+ 55.26% |
$219K - $244K
|
9.47K
$658K
|