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 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
74+ 24.83% |
$4.8K - $5.35K
|
372
$25.8K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71+ 0.82% |
$4.6K - $5.13K
|
8.78K
$610K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
70+ 12.84% |
$4.54K - $5.06K
|
615
$42.7K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
69+ 0.23% |
$4.47K - $4.99K
|
30.1K
$2.09M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
64+ 0.65% |
$4.15K - $4.63K
|
9.95K
$691K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
64+ 0.45% |
$4.15K - $4.63K
|
14.2K
$987K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
62+ 0.07% |
$4.02K - $4.48K
|
84.7K
$5.89M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
61+ 2.03% |
$3.95K - $4.41K
|
3.07K
$213K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
60+ 52.17% |
$3.89K - $4.34K
|
175
$12.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
58+ 7.11% |
$3.76K - $4.19K
|
874
$60.7K
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
57+ 1.91% |
$3.7K - $4.12K
|
3.04K
$211K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
56+ 5.25% |
$3.63K - $4.05K
|
1.12K
$77.9K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
56New |
$3.63K - $4.05K
|
56
$3.89K
|
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
50+ 1.28% |
$3.24K - $3.62K
|
3.95K
$274K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
49+ 0.64% |
$3.18K - $3.54K
|
7.7K
$534K
|
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
44+ 1.27% |
$2.85K - $3.18K
|
3.52K
$245K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
39New |
$2.53K - $2.82K
|
39
$2.71K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
38+ 3.13% |
$2.46K - $2.75K
|
1.25K
$86.9K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
37+ 24.18% |
$2.4K - $2.68K
|
190
$13.2K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
36+ 0.1% |
$2.33K - $2.6K
|
34.6K
$2.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
35+ 0.25% |
$2.27K - $2.53K
|
14.1K
$977K
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
35+ 0.83% |
$2.27K - $2.53K
|
4.26K
$296K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
34+ 1.25% |
$2.2K - $2.46K
|
2.76K
$192K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
34+ 0.31% |
$2.2K - $2.46K
|
10.9K
$759K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
34+ 0.75% |
$2.2K - $2.46K
|
4.56K
$317K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33+ 2.34% |
$2.14K - $2.39K
|
1.44K
$100K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
33New |
$2.14K - $2.39K
|
33
$2.29K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
32New |
$2.07K - $2.31K
|
32
$2.22K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
32New |
$2.07K - $2.31K
|
32
$2.22K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
27+ 0.62% |
$1.75K - $1.95K
|
4.4K
$306K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
27New |
$1.75K - $1.95K
|
27
$1.88K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24+ 5.88% |
$1.56K - $1.74K
|
432
$30K
|
|
|
Apr 26, 2022
Q1 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
24New |
$1.56K - $1.74K
|
24
$1.67K
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
22+ 0.5% |
$1.43K - $1.59K
|
4.41K
$306K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
21+ 7.24% |
$1.36K - $1.52K
|
311
$21.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21+ 0.65% |
$1.36K - $1.52K
|
3.27K
$227K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
21+ 5.43% |
$1.36K - $1.52K
|
408
$28.3K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.58% |
$1.17K - $1.3K
|
3.14K
$218K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
18+ 0.54% |
$1.17K - $1.3K
|
3.33K
$231K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
17+ 0.45% |
$1.1K - $1.23K
|
3.82K
$265K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
17+ 3.35% |
$1.1K - $1.23K
|
524
$36.4K
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
17New |
$1.1K - $1.23K
|
17
$1.18K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 1.43% |
$1.04K - $1.16K
|
1.14K
$78.9K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
16+ 0.51% |
$1.04K - $1.16K
|
3.15K
$219K
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
15+ 0.28% |
$972 - $1.08K
|
5.35K
$371K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 13.46% |
$908 - $1.01K
|
118
$8.2K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
13+ 0.29% |
$843 - $940
|
4.57K
$318K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11+ 16.67% |
$713 - $796
|
77
$5.35K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
11+ 42.31% |
$713 - $796
|
37
$2.57K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10+ 0.18% |
$648 - $723
|
5.63K
$391K
|