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 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-130- 0.31% |
$8.22K - $9.46K
|
41.5K
$2.88M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-130- 6.91% |
$8.22K - $9.46K
|
1.75K
$122K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-144- 4.57% |
$9.1K - $10.5K
|
3.01K
$209K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-147- 16.55% |
$9.29K - $10.7K
|
741
$51.5K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-150- 3.22% |
$9.48K - $10.9K
|
4.51K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-153- 2.25% |
$9.67K - $11.1K
|
6.63K
$461K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-156- 1.04% |
$9.86K - $11.4K
|
14.8K
$1.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-165- 3.26% |
$10.4K - $12K
|
4.89K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-167- 4.89% |
$10.6K - $12.2K
|
3.25K
$226K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-175- 3.68% |
$11.1K - $12.7K
|
4.58K
$318K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-178- 18.82% |
$11.3K - $13K
|
768
$53.3K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-178- 5.63% |
$11.3K - $13K
|
2.98K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-191- 5.79% |
$12.1K - $13.9K
|
3.11K
$216K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-191- 2.65% |
$12.1K - $13.9K
|
7.03K
$488K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-194- 2.74% |
$12.3K - $14.1K
|
6.88K
$478K
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-196- 3.43% |
$12.4K - $14.3K
|
5.52K
$384K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-200- 3.2% |
$12.6K - $14.6K
|
6.05K
$420K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-201- 2.15% |
$12.7K - $14.6K
|
9.16K
$636K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-203- 11.95% |
$12.8K - $14.8K
|
1.5K
$104K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-208- 15.16% |
$13.1K - $15.1K
|
1.16K
$80.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-209- 0.45% |
$13.2K - $15.2K
|
46K
$3.19M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-229- 0.59% |
$14.5K - $16.7K
|
38.4K
$2.67M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-235- 6.31% |
$14.9K - $17.1K
|
3.49K
$242K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-236- 6.06% |
$14.9K - $17.2K
|
3.66K
$254K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-242- 7.51% |
$15.3K - $17.6K
|
2.98K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-249- 0.22% |
$15.7K - $18.1K
|
114K
$7.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-258- 1.93% |
$16.3K - $18.8K
|
13.1K
$908K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-260- 4.65% |
$16.4K - $18.9K
|
5.33K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-261- 0.98% |
$16.5K - $19K
|
26.2K
$1.82M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-265- 66.25% |
$16.8K - $19.3K
|
135
$9.38K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-270- 7.72% |
$17.1K - $19.7K
|
3.23K
$224K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-279- 11.43% |
$17.6K - $20.3K
|
2.16K
$150K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-293- 6.25% |
$18.5K - $21.3K
|
4.4K
$305K
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-300- 0.92% |
$19K - $21.8K
|
32.2K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-306- 29.09% |
$19.3K - $22.3K
|
746
$51.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-315- 1.05% |
$19.9K - $22.9K
|
29.7K
$2.06M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-322- 0.39% |
$20.4K - $23.4K
|
83K
$5.76M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-332- 7.69% |
$21K - $24.2K
|
3.99K
$277K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-332- 0.12% |
$21K - $24.2K
|
277K
$19.2M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-336- 0.34% |
$21.2K - $24.5K
|
97.4K
$6.76M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-357- 1.69% |
$22.6K - $26K
|
20.7K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-364- 5.8% |
$23K - $26.5K
|
5.92K
$411K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-370- 14.59% |
$23.4K - $26.9K
|
2.17K
$150K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-371- 4.93% |
$23.5K - $27K
|
7.15K
$496K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-414- 3.14% |
$26.2K - $30.1K
|
12.8K
$888K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-426- 78.6% |
$26.9K - $31K
|
116
$8.06K
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-432- 1.12% |
$27.3K - $31.4K
|
38.1K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-435- 0.22% |
$27.5K - $31.7K
|
201K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-438- 4.95% |
$27.7K - $31.9K
|
8.4K
$584K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-467- 2.28% |
$29.5K - $34K
|
20K
$1.39M
|