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 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
70+ 0.54% |
$4.43K - $5.09K
|
13K
$906K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
69+ 0.77% |
$4.36K - $5.02K
|
8.99K
$624K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
65+ 5.58% |
$4.11K - $4.73K
|
1.23K
$85.4K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
65+ 0.7% |
$4.11K - $4.73K
|
9.41K
$653K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
64+ 1.97% |
$4.05K - $4.66K
|
3.31K
$230K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
63+ 0.44% |
$3.98K - $4.59K
|
14.3K
$990K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
62+ 8.39% |
$3.92K - $4.51K
|
801
$55.6K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
59+ 1.75% |
$3.73K - $4.29K
|
3.44K
$239K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
59+ 140.48% |
$3.73K - $4.29K
|
101
$7.02K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
58+ 7.49% |
$3.67K - $4.22K
|
832
$57.8K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
56New |
$3.54K - $4.08K
|
56
$3.89K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
54New |
$3.41K - $3.93K
|
54
$3.75K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
50+ 0.29% |
$3.16K - $3.64K
|
17.2K
$1.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
49New |
$3.1K - $3.57K
|
49
$3.4K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
49+ 92.45% |
$3.1K - $3.57K
|
102
$7.08K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
48+ 1.57% |
$3.03K - $3.49K
|
3.11K
$216K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
46+ 1.89% |
$2.91K - $3.35K
|
2.48K
$172K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
44+ 1.34% |
$2.78K - $3.2K
|
3.33K
$231K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
40+ 0.53% |
$2.53K - $2.91K
|
7.61K
$528K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
40New |
$2.53K - $2.91K
|
40
$2.78K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
38+ 0.24% |
$2.4K - $2.77K
|
15.9K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
38+ 0.62% |
$2.4K - $2.77K
|
6.13K
$426K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
36+ 0.34% |
$2.28K - $2.62K
|
10.6K
$734K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
34+ 0.62% |
$2.15K - $2.47K
|
5.54K
$385K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
32+ 0.71% |
$2.02K - $2.33K
|
4.53K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
29+ 2.83% |
$1.83K - $2.11K
|
1.05K
$73.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
28+ 19.44% |
$1.77K - $2.04K
|
172
$11.9K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
26+ 0.73% |
$1.64K - $1.89K
|
3.61K
$250K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
25New |
$1.58K - $1.82K
|
25
$1.74K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 0.58% |
$1.58K - $1.82K
|
4.35K
$302K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
24+ 0.72% |
$1.52K - $1.75K
|
3.36K
$233K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 3.76% |
$1.52K - $1.75K
|
663
$46.1K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24+ 20.69% |
$1.52K - $1.75K
|
140
$9.72K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
22+ 0.14% |
$1.39K - $1.6K
|
15.3K
$1.06M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
22+ 3.67% |
$1.39K - $1.6K
|
622
$43.2K
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
BUY
|
- |
21+ 0.39% |
$1.33K - $1.53K
|
5.42K
$377K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 1.82% |
$1.26K - $1.46K
|
1.12K
$77.8K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20+ 0.34% |
$1.26K - $1.46K
|
5.99K
$416K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
19+ 0.57% |
$1.2K - $1.38K
|
3.36K
$234K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
18+ 0.47% |
$1.14K - $1.31K
|
3.81K
$265K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
17+ 0.54% |
$1.07K - $1.24K
|
3.16K
$220K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
17+ 0.53% |
$1.07K - $1.24K
|
3.21K
$223K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
17+ 0.53% |
$1.07K - $1.24K
|
3.22K
$224K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16+ 0.12% |
$1.01K - $1.16K
|
13.1K
$910K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
16+ 0.4% |
$1.01K - $1.16K
|
3.97K
$276K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
16+ 0.74% |
$1.01K - $1.16K
|
2.19K
$152K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15New |
$948 - $1.09K
|
15
$1.04K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 5.09% |
$885 - $1.02K
|
289
$20.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.22% |
$759 - $873
|
5.36K
$372K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
12+ 0.21% |
$759 - $873
|
5.68K
$394K
|