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 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
238+ 5.55% |
$15K - $17.3K
|
4.53K
$315K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
237+ 2.59% |
$15K - $17.2K
|
9.37K
$651K
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
236+ 4.42% |
$14.9K - $17.2K
|
5.58K
$388K
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
233+ 0.52% |
$14.7K - $17K
|
44.8K
$3.11M
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
218+ 3.16% |
$13.8K - $15.9K
|
7.13K
$495K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
214+ 0.71% |
$13.5K - $15.6K
|
30.6K
$2.12M
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
210+ 9.0% |
$13.3K - $15.3K
|
2.54K
$177K
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
206+ 5.95% |
$13K - $15K
|
3.67K
$255K
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
203+ 1.49% |
$12.8K - $14.8K
|
13.8K
$962K
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.21% |
$12.6K - $14.6K
|
97K
$6.74M
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200+ 1.75% |
$12.6K - $14.6K
|
11.6K
$806K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
198+ 1.68% |
$12.5K - $14.4K
|
12K
$831K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
193+ 2.22% |
$12.2K - $14K
|
8.88K
$617K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
186+ 0.24% |
$11.8K - $13.5K
|
77.5K
$5.38M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
177+ 5.81% |
$11.2K - $12.9K
|
3.22K
$224K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
170+ 3.36% |
$10.7K - $12.4K
|
5.24K
$364K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
169+ 0.17% |
$10.7K - $12.3K
|
102K
$7.07M
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
166New |
$10.5K - $12.1K
|
166
$11.5K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
142+ 1.63% |
$8.98K - $10.3K
|
8.85K
$615K
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
137+ 2.88% |
$8.66K - $9.97K
|
4.89K
$340K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
134+ 2.29% |
$8.47K - $9.75K
|
5.98K
$415K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
131+ 0.17% |
$8.28K - $9.53K
|
78.3K
$5.44M
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
127+ 0.72% |
$8.03K - $9.24K
|
17.8K
$1.24M
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
127+ 2.53% |
$8.03K - $9.24K
|
5.14K
$357K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
126+ 2.33% |
$7.97K - $9.17K
|
5.54K
$385K
|
|
Apr 20, 2023
Q1 2023
|
Shaker Investments LLC
|
BUY
|
- |
123+ 1.17% |
$7.78K - $8.95K
|
10.7K
$742K
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
122+ 1.65% |
$7.71K - $8.88K
|
7.54K
$524K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
119+ 1.08% |
$7.52K - $8.66K
|
11.1K
$773K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
118+ 2.73% |
$7.46K - $8.59K
|
4.44K
$309K
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
116+ 3.57% |
$7.33K - $8.44K
|
3.37K
$234K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
115+ 3.7% |
$7.27K - $8.37K
|
3.22K
$224K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
108+ 1.12% |
$6.83K - $7.86K
|
9.76K
$678K
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
104+ 0.62% |
$6.57K - $7.57K
|
16.8K
$1.16M
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
100+ 1.3% |
$6.32K - $7.28K
|
7.76K
$539K
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
100+ 2.27% |
$6.32K - $7.28K
|
4.5K
$313K
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
94+ 1.98% |
$5.94K - $6.84K
|
4.84K
$336K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
92+ 0.57% |
$5.82K - $6.7K
|
16.1K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
89+ 1.47% |
$5.63K - $6.48K
|
6.15K
$427K
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
88+ 1.85% |
$5.56K - $6.4K
|
4.85K
$337K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
86+ 24.93% |
$5.44K - $6.26K
|
431
$29.9K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
85+ 0.97% |
$5.37K - $6.19K
|
8.85K
$614K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
81New |
$5.12K - $5.9K
|
81
$5.63K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
76+ 0.4% |
$4.8K - $5.53K
|
19.2K
$1.33M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 0.88% |
$4.74K - $5.46K
|
8.64K
$600K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
75New |
$4.74K - $5.46K
|
75
$5.21K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
74+ 21.7% |
$4.68K - $5.39K
|
415
$28.8K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
71New |
$4.49K - $5.17K
|
71
$4.93K
|
|
Apr 21, 2023
Q1 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
70+ 1.58% |
$4.43K - $5.09K
|
4.51K
$313K
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
70+ 1.72% |
$4.43K - $5.09K
|
4.13K
$287K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
70+ 0.0% |
$4.43K - $5.09K
|
54.7M
$3.8B
|