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 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.32K+ 0.85% |
$83.7K - $96.4K
|
158K
$11M
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.3KNew |
$82.2K - $94.6K
|
1.3K
$90.3K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.28K+ 14.22% |
$80.9K - $93.2K
|
10.3K
$714K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.19K+ 1.8% |
$75.4K - $86.8K
|
67.4K
$4.68M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.19K+ 39.7% |
$75.4K - $86.8K
|
4.2K
$292K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.15K+ 8.98% |
$72.5K - $83.5K
|
13.9K
$966K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.15K+ 7.82% |
$72.4K - $83.3K
|
15.8K
$1.1M
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.13K+ 8.7% |
$71.6K - $82.5K
|
14.2K
$984K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.13K+ 3.22% |
$71.3K - $82.1K
|
36.2K
$2.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.06K+ 9.9% |
$67.3K - $77.4K
|
11.8K
$820K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.05K+ 10.18% |
$66.6K - $76.6K
|
11.4K
$792K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.05K+ 17.29% |
$66.6K - $76.6K
|
7.14K
$496K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.04K+ 0.06% |
$65.5K - $75.4K
|
1.83M
$127M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.03K+ 4.15% |
$65.2K - $75K
|
25.9K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1KNew |
$63.2K - $72.8K
|
1K
$69.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
995+ 19.25% |
$62.9K - $72.4K
|
6.16K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
975+ 63.23% |
$61.6K - $71K
|
2.52K
$175K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
952+ 0.63% |
$60.2K - $69.3K
|
152K
$10.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
945+ 1.96% |
$59.7K - $68.8K
|
49.2K
$3.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
930+ 0.76% |
$58.8K - $67.7K
|
123K
$8.57M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
919+ 8.29% |
$58.1K - $66.9K
|
12K
$834K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
906+ 20.42% |
$57.3K - $65.9K
|
5.34K
$371K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
903+ 19.46% |
$57.1K - $65.7K
|
5.54K
$385K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
861+ 10.82% |
$54.4K - $62.7K
|
8.82K
$613K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
859+ 8.92% |
$54.3K - $62.5K
|
10.5K
$728K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
839+ 5.65% |
$53K - $61.1K
|
15.7K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
838+ 1.69% |
$53K - $61K
|
50.3K
$3.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
831+ 1662.0% |
$52.5K - $60.5K
|
881
$61.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
818+ 19.12% |
$51.7K - $59.5K
|
5.1K
$354K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
800New |
$50.6K - $58.2K
|
800
$55.6K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
790+ 8.17% |
$49.9K - $57.5K
|
10.5K
$727K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
789+ 5.57% |
$49.9K - $57.4K
|
14.9K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
773+ 28.13% |
$48.9K - $56.3K
|
3.52K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
747+ 2.04% |
$47.2K - $54.4K
|
37.4K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
724+ 4.13% |
$45.8K - $52.7K
|
18.2K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
721+ 8.59% |
$45.6K - $52.5K
|
9.12K
$633K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
720+ 14.11% |
$45.5K - $52.4K
|
5.82K
$404K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
678+ 75.33% |
$42.9K - $49.3K
|
1.58K
$110K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
672+ 87.61% |
$42.5K - $48.9K
|
1.44K
$100K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
653+ 1.18% |
$41.3K - $47.5K
|
55.8K
$3.87M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
650+ 12.16% |
$41.1K - $47.3K
|
6K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
648+ 13.15% |
$41K - $47.2K
|
5.58K
$387K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
644New |
$40.7K - $46.9K
|
644
$44.7K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
618+ 4.43% |
$39.1K - $45K
|
14.6K
$1.01M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
612+ 4.89% |
$38.7K - $44.5K
|
13.1K
$912K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
612+ 3.4% |
$38.7K - $44.5K
|
18.6K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
608+ 1.45% |
$38.4K - $44.3K
|
42.5K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
607+ 0.34% |
$38.4K - $44.2K
|
178K
$12.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
607+ 40.07% |
$38.4K - $44.2K
|
2.12K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
606+ 10.06% |
$38.3K - $44.1K
|
6.63K
$461K
|