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
|
Jones Financial Companies Lllp
|
SELL
|
- |
-671- 20.3% |
$42.9K - $51.2K
|
2.64K
$185K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-695Closed |
$44.4K - $53.1K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-756- 29.87% |
$48.3K - $57.7K
|
1.78K
$124K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-786- 3.55% |
$50.2K - $60K
|
21.3K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-800Closed |
$51.1K - $61.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-801- 5.84% |
$51.2K - $61.1K
|
12.9K
$905K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-805- 1.03% |
$51.4K - $61.5K
|
77.1K
$5.41M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-818- 13.04% |
$52.3K - $62.4K
|
5.45K
$382K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-820- 13.81% |
$52.4K - $62.6K
|
5.12K
$359K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-849- 0.83% |
$54.3K - $64.8K
|
101K
$7.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-889- 2.55% |
$56.8K - $67.9K
|
33.9K
$2.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-893- 0.03% |
$57.1K - $68.2K
|
3.38M
$237M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-898- 5.13% |
$57.4K - $68.6K
|
16.6K
$1.16M
|
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-954- 16.02% |
$61K - $72.8K
|
5K
$351K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-964Closed |
$61.6K - $73.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-994- 20.46% |
$63.5K - $75.9K
|
3.86K
$271K
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-1K- 5.5% |
$63.9K - $76.3K
|
17.2K
$1.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.02K- 19.48% |
$65K - $77.6K
|
4.2K
$295K
|
|
|
Jul 19, 2022
Q2 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.03K- 2.09% |
$65.5K - $78.2K
|
48K
$3.37M
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.03K- 2.42% |
$65.8K - $78.6K
|
41.5K
$2.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.03K- 14.21% |
$66K - $78.8K
|
6.23K
$437K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.04K- 60.72% |
$66.4K - $79.3K
|
672
$47.1K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.05K- 23.31% |
$66.8K - $79.8K
|
3.44K
$241K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.06K- 8.31% |
$67.4K - $80.5K
|
11.6K
$816K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.06K- 68.75% |
$67.6K - $80.8K
|
481
$33.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.06K- 18.04% |
$67.9K - $81.1K
|
4.82K
$338K
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.12K- 5.49% |
$71.5K - $85.3K
|
19.2K
$1.35M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.12K- 2.95% |
$71.7K - $85.7K
|
36.9K
$2.59M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.13K- 24.13% |
$72.3K - $86.4K
|
3.56K
$249K
|
|
|
Jul 27, 2022
Q2 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-1.18K- 5.02% |
$75.2K - $89.8K
|
22.2K
$1.56M
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.2K- 28.6% |
$76.8K - $91.7K
|
3K
$210K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.22KClosed |
$78K - $93.1K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.29KClosed |
$82.2K - $98.2K
|
0
$0
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.29K- 16.96% |
$82.3K - $98.3K
|
6.31K
$442K
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.33K- 5.2% |
$84.7K - $101K
|
24.1K
$1.69M
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-1.33K- 1.57% |
$84.8K - $101K
|
83.4K
$5.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-1.35K- 0.22% |
$86.2K - $103K
|
622K
$43.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.36KClosed |
$86.6K - $103K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.38K- 23.6% |
$88.1K - $105K
|
4.46K
$313K
|
|
|
Jul 21, 2022
Q2 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 4.48% |
$89.5K - $107K
|
29.9K
$2.09M
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
SELL
|
- |
-1.45K- 17.72% |
$92.5K - $110K
|
6.72K
$471K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.51K- 9.01% |
$96.4K - $115K
|
15.2K
$1.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.56KClosed |
$100K - $119K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.59K- 9.63% |
$102K - $122K
|
15K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 15.0% |
$103K - $123K
|
9.1K
$638K
|
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.66K- 2.02% |
$106K - $127K
|
80.3K
$5.63M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.7K- 12.65% |
$109K - $130K
|
11.7K
$822K
|
|
|
Aug 15, 2022
Q2 2022
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-1.82K- 25.38% |
$116K - $139K
|
5.35K
$375K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.93KClosed |
$123K - $147K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.94K- 3.19% |
$124K - $148K
|
59.1K
$4.14M
|