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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-15- 51.72% |
$948 - $1.09K
|
14
$1.13K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-20- 0.53% |
$1.26K - $1.46K
|
3.72K
$300K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-21- 0.67% |
$1.33K - $1.53K
|
3.11K
$251K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22- 0.25% |
$1.39K - $1.6K
|
8.76K
$707K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-25- 1.15% |
$1.58K - $1.82K
|
2.14K
$173K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-26- 0.31% |
$1.64K - $1.89K
|
8.47K
$683K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-27- 8.74% |
$1.71K - $1.97K
|
282
$22.7K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-29- 0.84% |
$1.83K - $2.11K
|
3.42K
$276K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-30- 5.64% |
$1.9K - $2.18K
|
502
$40.5K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30- 11.54% |
$1.9K - $2.18K
|
230
$18.5K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-30- 0.42% |
$1.9K - $2.18K
|
7.11K
$573K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-30- 50.0% |
$1.9K - $2.18K
|
30
$2.42K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-30- 1.1% |
$1.9K - $2.18K
|
2.71K
$218K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-33- 0.99% |
$2.09K - $2.4K
|
3.3K
$266K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 2.01% |
$2.09K - $2.4K
|
1.61K
$129K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-36- 5.51% |
$2.28K - $2.62K
|
617
$49.8K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-41- 0.53% |
$2.59K - $2.98K
|
7.7K
$621K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-43- 0.93% |
$2.72K - $3.13K
|
4.59K
$370K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
SELL
|
- |
-44- 0.33% |
$2.78K - $3.2K
|
13.3K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-44- 6.82% |
$2.78K - $3.2K
|
601
$48.5K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-45- 0.05% |
$2.84K - $3.28K
|
99.8K
$8.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-46- 2.48% |
$2.91K - $3.35K
|
1.81K
$146K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-47- 0.51% |
$2.97K - $3.42K
|
9.17K
$739K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-47- 1.18% |
$2.97K - $3.42K
|
3.93K
$317K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-49- 0.86% |
$3.1K - $3.57K
|
5.66K
$456K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-50- 1.12% |
$3.16K - $3.64K
|
4.43K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-50- 1.11% |
$3.16K - $3.64K
|
4.44K
$358K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-53- 1.17% |
$3.35K - $3.86K
|
4.46K
$360K
|
|
|
Apr 25, 2023
Q1 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-58- 1.14% |
$3.67K - $4.22K
|
5.04K
$406K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-62- 78.48% |
$3.92K - $4.51K
|
17
$1.37K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-64- 0.13% |
$4.05K - $4.66K
|
50K
$4.03M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-66- 47.48% |
$4.17K - $4.8K
|
73
$5.89K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-72- 0.85% |
$4.55K - $5.24K
|
8.42K
$679K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-74- 1.13% |
$4.68K - $5.39K
|
6.47K
$522K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-78- 3.71% |
$4.93K - $5.68K
|
2.02K
$163K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-78- 2.56% |
$4.93K - $5.68K
|
2.97K
$240K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-80- 0.45% |
$5.06K - $5.82K
|
17.8K
$1.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-81- 10.76% |
$5.12K - $5.9K
|
672
$54.2K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-84- 1.48% |
$5.31K - $6.11K
|
5.58K
$450K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-90- 8.52% |
$5.69K - $6.55K
|
966
$77.9K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-92- 2.14% |
$5.82K - $6.7K
|
4.21K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-96- 1.07% |
$6.07K - $6.99K
|
8.88K
$716K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-99- 23.19% |
$6.26K - $7.21K
|
328
$26.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-99- 1.11% |
$6.26K - $7.21K
|
8.84K
$713K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 33.33% |
$6.32K - $7.28K
|
200
$16.1K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-100- 1.96% |
$6.32K - $7.28K
|
5.01K
$404K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-102- 1.4% |
$6.45K - $7.42K
|
7.2K
$581K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-103- 2.6% |
$6.51K - $7.5K
|
3.85K
$311K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-104- 2.34% |
$6.57K - $7.57K
|
4.35K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-104- 0.31% |
$6.57K - $7.57K
|
33.3K
$2.69M
|