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 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6.3KNew |
$398K - $459K
|
6.3K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
6.22K+ 39.94% |
$393K - $453K
|
21.8K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
6.21KNew |
$393K - $452K
|
6.21K
$432K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.14KNew |
$388K - $447K
|
6.14K
$426K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.11KNew |
$386K - $444K
|
6.11K
$424K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.1KNew |
$385K - $444K
|
6.1K
$423K
|
|
|
May 01, 2023
Q1 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.02K+ 7.21% |
$381K - $438K
|
89.6K
$6.22M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.92K+ 8.77% |
$374K - $431K
|
73.4K
$5.1M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
5.9K+ 0.96% |
$373K - $429K
|
623K
$43.3M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
5.9K+ 0.96% |
$373K - $429K
|
623K
$43.3M
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
5.84KNew |
$369K - $425K
|
5.84K
$406K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
5.83K+ 51.37% |
$369K - $424K
|
17.2K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.63K+ 14.6% |
$356K - $410K
|
44.2K
$3.07M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.62K+ 40.44% |
$356K - $409K
|
19.5K
$1.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.55K+ 2.46% |
$351K - $404K
|
231K
$16M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.32K+ 19.17% |
$337K - $387K
|
33.1K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.27KNew |
$333K - $383K
|
5.27K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
5.26K+ 26.04% |
$333K - $383K
|
25.5K
$1.77M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.2K+ 78.96% |
$329K - $379K
|
11.8K
$819K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.07K+ 7.22% |
$320K - $369K
|
75.3K
$5.23M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.94KNew |
$313K - $360K
|
4.94K
$343K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.93KNew |
$311K - $359K
|
4.93K
$342K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.88KNew |
$309K - $355K
|
4.88K
$339K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.87KNew |
$308K - $355K
|
4.87K
$338K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.84KNew |
$306K - $352K
|
4.84K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.77K+ 4.82% |
$301K - $347K
|
104K
$7.2M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
4.52K+ 10.79% |
$286K - $329K
|
46.4K
$3.22M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.47KNew |
$282K - $325K
|
4.47K
$310K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.45K+ 124.64% |
$281K - $324K
|
8.02K
$557K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4.34K+ 21.85% |
$274K - $316K
|
24.2K
$1.68M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.31KNew |
$272K - $313K
|
4.31K
$299K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
4.23K+ 196.74% |
$267K - $308K
|
6.38K
$443K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.06KNew |
$257K - $296K
|
4.06K
$282K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.85K+ 86.26% |
$243K - $280K
|
8.31K
$577K
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
3.8KNew |
$240K - $277K
|
3.8K
$264K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.7K+ 17.5% |
$234K - $269K
|
24.8K
$1.72M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.63KNew |
$230K - $264K
|
3.63K
$252K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.53KNew |
$223K - $257K
|
3.53K
$245K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.4KNew |
$215K - $248K
|
3.4K
$236K
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.3K+ 1.03% |
$208K - $240K
|
322K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.27K+ 1.03% |
$207K - $238K
|
319K
$22.2M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.24KNew |
$205K - $236K
|
3.24K
$225K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3.2KNew |
$202K - $233K
|
3.2K
$222K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.16K+ 1.13% |
$200K - $230K
|
282K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.14K+ 0.06% |
$198K - $228K
|
4.98M
$346M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.13KNew |
$198K - $228K
|
3.13K
$217K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.1K+ 23.61% |
$196K - $226K
|
16.2K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.08K+ 33.23% |
$194K - $224K
|
12.3K
$857K
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
3.07K+ 28.4% |
$194K - $224K
|
13.9K
$965K
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
3.06KNew |
$194K - $223K
|
3.06K
$213K
|