Purchases and Sales Made in Q1 2023 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q1 2023. 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 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
10+ 0.19% |
$632 - $728
|
5.34K
$371K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.72% |
$506 - $582
|
1.12K
$78K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
8+ 0.03% |
$506 - $582
|
26.4K
$1.83M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
8+ 0.09% |
$506 - $582
|
9.18K
$638K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.13% |
$443 - $509
|
5.26K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.75% |
$443 - $509
|
937
$65.1K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5+ 0.06% |
$316 - $364
|
7.98K
$554K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5+ 0.11% |
$316 - $364
|
4.39K
$305K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 0.81% |
$316 - $364
|
624
$43.3K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 0.05% |
$316 - $364
|
9.56K
$664K
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
5+ 0.08% |
$316 - $364
|
6.12K
$425K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
5+ 0.06% |
$316 - $364
|
8.09K
$562K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.33% |
$253 - $291
|
1.21K
$83.7K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.02% |
$190 - $218
|
17.4K
$1.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3+ 0.02% |
$190 - $218
|
15.6K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.13% |
$190 - $218
|
2.28K
$159K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.57% |
$190 - $218
|
533
$37K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3+ 0.2% |
$190 - $218
|
1.51K
$105K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.75% |
$190 - $218
|
405
$28.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.65% |
$126 - $146
|
123
$8.54K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.03% |
$126 - $146
|
7.14K
$496K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1+ 0.03% |
$63.2 - $72.8
|
3.6K
$250K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$63.2 - $72.8
|
1.98K
$137K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.18% |
$63.2 - $72.8
|
567
$39.4K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$63.2 - $72.8
|
1
$69.5
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 1.67% |
$63.2 - $72.8
|
61
$4.24K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.78% |
$63.2 - $72.8
|
130
$9.03K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1New |
$63.2 - $72.8
|
1
$69.5
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 2.86% |
$63.2 - $72.8
|
34
$2.36K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.02% |
$63.2 - $72.8
|
4.28K
$297K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$63.2 - $72.8
|
8.51K
$591K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$63.2 - $72.8
|
144K
$10M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-5- 0.09% |
$316 - $364
|
5.27K
$366K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5- 0.08% |
$316 - $364
|
6.15K
$427K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 14.71% |
$316 - $364
|
29
$2.01K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-8- 9.41% |
$506 - $582
|
77
$5.35K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-8- 9.41% |
$506 - $582
|
77
$5.35K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-8- 0.99% |
$506 - $582
|
800
$55.6K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-9- 0.13% |
$569 - $655
|
6.87K
$477K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-9- 0.23% |
$569 - $655
|
3.89K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-10- 16.67% |
$632 - $728
|
50
$3.47K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 0.33% |
$632 - $728
|
3K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-13- 4.63% |
$822 - $946
|
268
$18.6K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-13- 0.03% |
$822 - $946
|
46.7K
$3.24M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-13- 0.28% |
$822 - $946
|
4.56K
$317K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-15- 51.72% |
$948 - $1.09K
|
14
$972
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-15- 60.0% |
$948 - $1.09K
|
10
$695
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-20- 0.53% |
$1.26K - $1.46K
|
3.72K
$258K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-21- 0.67% |
$1.33K - $1.53K
|
3.11K
$216K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22- 0.25% |
$1.39K - $1.6K
|
8.76K
$609K
|