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 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.05KNew |
$193K - $222K
|
3.05K
$212K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.01KNew |
$190K - $219K
|
3.01K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.01KNew |
$190K - $219K
|
3.01K
$209K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
3.01K+ 18.53% |
$190K - $219K
|
19.2K
$1.34M
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
3KNew |
$190K - $218K
|
3K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.98KNew |
$188K - $217K
|
2.98K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.97KNew |
$188K - $216K
|
2.97K
$206K
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.93K+ 3.57% |
$185K - $213K
|
85.1K
$5.91M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.88K+ 89.84% |
$182K - $210K
|
6.09K
$423K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
2.85K+ 0.46% |
$180K - $208K
|
618K
$42.9M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.81K+ 18.27% |
$178K - $205K
|
18.2K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.68K+ 12.74% |
$170K - $195K
|
23.7K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
2.68K+ 73.42% |
$170K - $195K
|
6.34K
$440K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.59K+ 27.26% |
$163K - $188K
|
12.1K
$838K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
2.55K+ 1.79% |
$161K - $186K
|
145K
$10M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
2.55K+ 1.79% |
$161K - $186K
|
145K
$10M
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.48KNew |
$156K - $180K
|
2.48K
$172K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.47K+ 28.4% |
$156K - $180K
|
11.2K
$775K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.45K+ 5.72% |
$155K - $178K
|
45.3K
$3.15M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 10.76% |
$154K - $177K
|
25K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.39K+ 119300.0% |
$151K - $174K
|
2.39K
$166K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.38K+ 260.61% |
$151K - $173K
|
3.3K
$229K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.36K+ 38.72% |
$149K - $172K
|
8.47K
$588K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.36K+ 1.81% |
$149K - $171K
|
133K
$9.21M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.31K+ 1.78% |
$146K - $168K
|
133K
$9.21M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.3K+ 16.58% |
$146K - $168K
|
16.2K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 29.59% |
$145K - $166K
|
10K
$695K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.23K+ 6.27% |
$141K - $162K
|
37.8K
$2.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.22K+ 15.85% |
$140K - $161K
|
16.2K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.2K+ 1.55% |
$139K - $160K
|
144K
$9.99M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.16K+ 10.07% |
$137K - $157K
|
23.6K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.16K+ 9.67% |
$136K - $157K
|
24.4K
$1.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
2.11K+ 2.31% |
$133K - $154K
|
93.7K
$6.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.02K+ 3.85% |
$128K - $147K
|
54.6K
$3.79M
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.02K+ 0.06% |
$128K - $147K
|
3.38M
$234M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.98K+ 41.52% |
$125K - $144K
|
6.74K
$468K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.79K+ 57.43% |
$113K - $130K
|
4.92K
$341K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.77KNew |
$112K - $129K
|
1.77K
$123K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.74K+ 45.89% |
$110K - $127K
|
5.54K
$384K
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.62K+ 2.38% |
$102K - $118K
|
69.7K
$4.84M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1.6K+ 1.08% |
$101K - $116K
|
150K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.58K+ 1.15% |
$99.6K - $115K
|
138K
$9.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.54K+ 42.29% |
$97.6K - $112K
|
5.2K
$361K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.52K+ 25.49% |
$96.3K - $111K
|
7.5K
$521K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.51K+ 9.34% |
$95.4K - $110K
|
17.7K
$1.23M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.5K+ 14.09% |
$94.8K - $109K
|
12.1K
$844K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.44K+ 5.51% |
$91K - $105K
|
27.6K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.35K+ 3.19% |
$85.5K - $98.4K
|
43.7K
$3.04M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.35K+ 15.88% |
$85.3K - $98.2K
|
9.84K
$684K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.33K+ 7.94% |
$83.9K - $96.6K
|
18K
$1.25M
|