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
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
304New |
$19.7K - $22K
|
304
$20.4K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
300New |
$19.4K - $21.7K
|
300
$20.2K
|
|
|
May 16, 2022
Q1 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
300+ 0.18% |
$19.4K - $21.7K
|
164K
$11M
|
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
300+ 9.27% |
$19.4K - $21.7K
|
3.54K
$238K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
299New |
$19.4K - $21.6K
|
299
$20.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
296+ 4.73% |
$19.2K - $21.4K
|
6.55K
$440K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
267+ 36.68% |
$17.3K - $19.3K
|
995
$66.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
266+ 5.98% |
$17.2K - $19.2K
|
4.71K
$317K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
265+ 2.12% |
$17.2K - $19.2K
|
12.8K
$858K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
260New |
$16.9K - $18.8K
|
260
$17.5K
|
|
|
May 18, 2022
Q1 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
250+ 2.37% |
$16.2K - $18.1K
|
10.8K
$727K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
248+ 1.13% |
$16.1K - $17.9K
|
22.1K
$1.49M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
246+ 256.25% |
$15.9K - $17.8K
|
342
$23K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
241+ 30.13% |
$15.6K - $17.4K
|
1.04K
$70K
|
|
|
May 16, 2022
Q1 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
239+ 0.73% |
$15.5K - $17.3K
|
33.1K
$2.22M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
239+ 72.87% |
$15.5K - $17.3K
|
567
$38.1K
|
|
|
May 04, 2022
Q1 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
237+ 5.05% |
$15.4K - $17.1K
|
4.93K
$331K
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
235+ 0.17% |
$15.2K - $17K
|
136K
$9.13M
|
|
|
May 09, 2022
Q1 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
235+ 17.68% |
$15.2K - $17K
|
1.56K
$105K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
231+ 2.86% |
$15K - $16.7K
|
8.32K
$559K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
222+ 493.33% |
$14.4K - $16.1K
|
267
$17.9K
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
219+ 3.73% |
$14.2K - $15.8K
|
6.09K
$409K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
205+ 50.37% |
$13.3K - $14.8K
|
612
$41.1K
|
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
200+ 0.49% |
$13K - $14.5K
|
41K
$2.76M
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
199+ 1.41% |
$12.9K - $14.4K
|
14.3K
$961K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
186+ 6.18% |
$12.1K - $13.5K
|
3.2K
$215K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
185+ 20.33% |
$12K - $13.4K
|
1.1K
$73.6K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
176+ 5.3% |
$11.4K - $12.7K
|
3.5K
$235K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
156+ 0.8% |
$10.1K - $11.3K
|
19.7K
$1.32M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
149+ 4.49% |
$9.66K - $10.8K
|
3.47K
$233K
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
147+ 3.43% |
$9.53K - $10.6K
|
4.43K
$298K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
146+ 1.57% |
$9.47K - $10.6K
|
9.42K
$633K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
136+ 194.29% |
$8.82K - $9.84K
|
206
$13.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
126+ 0.52% |
$8.17K - $9.11K
|
24.3K
$1.63M
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
125+ 1.08% |
$8.1K - $9.04K
|
11.7K
$789K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
120+ 2.03% |
$7.78K - $8.68K
|
6.05K
$406K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
115+ 1.36% |
$7.46K - $8.32K
|
8.58K
$576K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
112+ 10.26% |
$7.26K - $8.1K
|
1.2K
$80.9K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
111+ 3.05% |
$7.2K - $8.03K
|
3.75K
$252K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
102New |
$6.61K - $7.38K
|
102
$6.85K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
100+ 1.3% |
$6.48K - $7.23K
|
7.82K
$526K
|
|
|
May 12, 2022
Q1 2022
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
100+ 0.07% |
$6.48K - $7.23K
|
137K
$9.24M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
100+ 6.06% |
$6.48K - $7.23K
|
1.75K
$118K
|
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.02% |
$6.48K - $7.23K
|
559K
$37.6M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
95+ 2.11% |
$6.16K - $6.87K
|
4.61K
$310K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
89+ 37.08% |
$5.77K - $6.44K
|
329
$22.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
86+ 1.47% |
$5.58K - $6.22K
|
5.96K
$400K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
86+ 296.55% |
$5.58K - $6.22K
|
115
$7.73K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
83+ 1.85% |
$5.38K - $6K
|
4.58K
$308K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
81New |
$5.25K - $5.86K
|
81
$5.44K
|