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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-210- 2.04% |
$13.4K - $16K
|
10.1K
$672K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-212- 3.76% |
$13.5K - $16.2K
|
5.43K
$362K
|
|
|
Jul 15, 2022
Q2 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-220- 0.53% |
$14.1K - $16.8K
|
41.4K
$2.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-221- 3.02% |
$14.1K - $16.9K
|
7.11K
$473K
|
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-221- 3.69% |
$14.1K - $16.9K
|
5.77K
$384K
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-229- 85.13% |
$14.6K - $17.5K
|
40
$2.66K
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-229- 4.93% |
$14.6K - $17.5K
|
4.42K
$294K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-247- 1.26% |
$15.8K - $18.9K
|
19.4K
$1.29M
|
|
|
Jul 22, 2022
Q2 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-250- 0.29% |
$16K - $19.1K
|
86.1K
$5.74M
|
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-256- 1.2% |
$16.4K - $19.5K
|
21.1K
$1.4M
|
|
|
Aug 18, 2022
Q2 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-256- 1.2% |
$16.4K - $19.5K
|
21.1K
$1.41M
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-267Closed |
$17.1K - $20.4K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-271- 1.89% |
$17.3K - $20.7K
|
14.1K
$939K
|
|
|
Jul 28, 2022
Q2 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-291- 0.7% |
$18.6K - $22.2K
|
41.4K
$2.76M
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-293- 1.97% |
$18.7K - $22.4K
|
14.6K
$972K
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-293- 97.99% |
$18.7K - $22.4K
|
6
$400
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-300- 2.16% |
$19.2K - $22.9K
|
13.6K
$906K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-315- 7.73% |
$20.1K - $24K
|
3.76K
$250K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-320Closed |
$20.5K - $24.4K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-332- 0.88% |
$21.2K - $25.3K
|
37.5K
$2.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-335- 0.82% |
$21.4K - $25.6K
|
40.7K
$2.71M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-337- 3.07% |
$21.5K - $25.7K
|
10.6K
$708K
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-341- 10.14% |
$21.8K - $26K
|
3.02K
$201K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-350Closed |
$22.4K - $26.7K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-350- 0.58% |
$22.4K - $26.7K
|
59.7K
$3.97M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-356- 6.63% |
$22.8K - $27.2K
|
5.01K
$334K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-357- 10.93% |
$22.8K - $27.3K
|
2.91K
$194K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-371- 1.66% |
$23.7K - $28.3K
|
22K
$1.47M
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-380- 6.13% |
$24.3K - $29K
|
5.82K
$388K
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-390- 4.58% |
$24.9K - $29.8K
|
8.13K
$541K
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-392- 7.15% |
$25.1K - $29.9K
|
5.09K
$339K
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-393- 4.56% |
$25.1K - $30K
|
8.22K
$548K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-408Closed |
$26.1K - $31.1K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-432Closed |
$27.6K - $33K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-434- 0.52% |
$27.7K - $33.1K
|
83.2K
$5.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-439- 1.32% |
$28.1K - $33.5K
|
32.8K
$2.18M
|
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-439- 1.32% |
$28.1K - $33.5K
|
32.8K
$2.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-474- 0.7% |
$30.3K - $36.2K
|
67.4K
$4.49M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-499- 1.5% |
$31.9K - $38.1K
|
32.7K
$2.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-500- 0.1% |
$32K - $38.2K
|
518K
$34.5M
|
|
|
Jul 25, 2022
Q2 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-507- 1.17% |
$32.4K - $38.7K
|
42.7K
$2.85M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-518- 5.02% |
$33.1K - $39.5K
|
9.79K
$652K
|
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-522- 12.52% |
$33.4K - $39.8K
|
3.65K
$243K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-530- 14.38% |
$33.9K - $40.5K
|
3.16K
$210K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-533Closed |
$34.1K - $40.7K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-600- 10.62% |
$38.3K - $45.8K
|
5.05K
$336K
|
|
|
Jul 11, 2022
Q2 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-610- 16.01% |
$39K - $46.6K
|
3.2K
$213K
|
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-641- 3.15% |
$41K - $48.9K
|
19.7K
$1.31M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-661- 5.65% |
$42.2K - $50.5K
|
11K
$735K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-669- 9.55% |
$42.8K - $51.1K
|
6.34K
$422K
|