Purchases and Sales Made in Q2 2022 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
6New |
$383 - $458
|
6
$434
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
5+ 0.16% |
$320 - $382
|
3.21K
$232K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 15.15% |
$320 - $382
|
38
$2.75K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.46% |
$320 - $382
|
1.1K
$79.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4+ 0.12% |
$256 - $305
|
3.35K
$242K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
4+ 0.09% |
$256 - $305
|
4.37K
$316K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4+ 0.1% |
$256 - $305
|
4.1K
$296K
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
4+ 0.05% |
$256 - $305
|
8.49K
$614K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.25% |
$192 - $229
|
1.19K
$86.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
3+ 0.08% |
$192 - $229
|
3.98K
$288K
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3+ 0.02% |
$192 - $229
|
16.3K
$1.18M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.79% |
$63.9 - $76.3
|
127
$9.19K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.18% |
$63.9 - $76.3
|
563
$40.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 1.52% |
$63.9 - $76.3
|
67
$4.85K
|
|
|
Jul 07, 2022
Q2 2022
|
Epiq Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$63.9 - $76.3
|
32.5K
$2.35M
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.83% |
$63.9 - $76.3
|
121
$8.75K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.15% |
$63.9 - $76.3
|
664
$48K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-1Closed |
$63.9 - $76.3
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-1- -0.0% |
$63.9 - $76.3
|
44.9K
$3.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 0.3% |
$128 - $153
|
654
$47.3K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-4- 0.13% |
$256 - $305
|
3.05K
$221K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
SELL
|
- |
-4- 0.61% |
$256 - $305
|
653
$47.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-7- 0.22% |
$447 - $534
|
3.17K
$229K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8- 4.57% |
$511 - $611
|
167
$12.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-8- 0.04% |
$511 - $611
|
18.6K
$1.34M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-9- 0.15% |
$575 - $687
|
6.04K
$437K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11- 14.29% |
$703 - $840
|
66
$4.78K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 0.55% |
$895 - $1.07K
|
2.54K
$183K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-15- 0.1% |
$959 - $1.15K
|
14.3K
$1.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-15- 0.12% |
$959 - $1.15K
|
12.8K
$922K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-15- 0.26% |
$959 - $1.15K
|
5.76K
$417K
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-17Closed |
$1.09K - $1.3K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-20- 0.46% |
$1.28K - $1.53K
|
4.33K
$313K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-21- 33.87% |
$1.34K - $1.6K
|
41
$2.97K
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
SELL
|
- |
-23- 0.46% |
$1.47K - $1.76K
|
4.93K
$357K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-24- 6.8% |
$1.53K - $1.83K
|
329
$23.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-26- 0.22% |
$1.66K - $1.98K
|
11.9K
$863K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-26- 0.41% |
$1.66K - $1.98K
|
6.25K
$452K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-27Closed |
$1.73K - $2.06K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-30- 0.31% |
$1.92K - $2.29K
|
9.59K
$694K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-32Closed |
$2.05K - $2.44K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-33- 0.49% |
$2.11K - $2.52K
|
6.74K
$488K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-33- 0.46% |
$2.11K - $2.52K
|
7.13K
$516K
|
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-35- 0.43% |
$2.24K - $2.67K
|
8.06K
$583K
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-35- 1.19% |
$2.24K - $2.67K
|
2.9K
$210K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-36Closed |
$2.3K - $2.75K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-40- 0.34% |
$2.56K - $3.05K
|
11.6K
$843K
|