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
|
Jsf Financial, LLC
|
BUY
|
- |
728+ 10.22% |
$46.5K - $55.6K
|
7.85K
$528K
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
704+ 3.31% |
$45K - $53.7K
|
22K
$1.48M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
703+ 15.97% |
$44.9K - $53.7K
|
5.1K
$343K
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
701+ 2.41% |
$44.8K - $53.5K
|
29.7K
$2M
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 1.11% |
$44.7K - $53.4K
|
63.7K
$4.28M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
695+ 5.34% |
$44.4K - $53.1K
|
13.7K
$921K
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
689+ 5.47% |
$44K - $52.6K
|
13.3K
$892K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
676+ 17.71% |
$43.2K - $51.6K
|
4.49K
$302K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
671New |
$42.9K - $51.2K
|
671
$45.1K
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
668New |
$42.7K - $51K
|
668
$44.9K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
666+ 4.15% |
$42.6K - $50.8K
|
16.7K
$1.12M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
664+ 2.26% |
$42.4K - $50.7K
|
30K
$2.02M
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
639+ 13.23% |
$40.8K - $48.8K
|
5.47K
$368K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
621New |
$39.7K - $47.4K
|
621
$41.7K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
620+ 9.98% |
$39.6K - $47.3K
|
6.83K
$459K
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
610+ 15.46% |
$39K - $46.6K
|
4.56K
$306K
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
601+ 0.11% |
$38.4K - $45.9K
|
560K
$37.6M
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
588+ 5.74% |
$37.6K - $44.9K
|
10.8K
$728K
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
586+ 9.69% |
$37.5K - $44.7K
|
6.63K
$446K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
586New |
$37.5K - $44.7K
|
586
$39.4K
|
|
Aug 05, 2022
Q2 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
539New |
$34.4K - $41.1K
|
539
$36.2K
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
538+ 8.77% |
$34.4K - $41.1K
|
6.67K
$448K
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
531+ 1.25% |
$33.9K - $40.5K
|
42.9K
$2.88M
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
510+ 1.1% |
$32.6K - $38.9K
|
47K
$3.16M
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
482+ 17.18% |
$30.8K - $36.8K
|
3.29K
$221K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
481New |
$30.7K - $36.7K
|
481
$32.3K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
472+ 2.22% |
$30.2K - $36K
|
21.8K
$1.46M
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
470+ 10.15% |
$30K - $35.9K
|
5.1K
$343K
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
461+ 19.55% |
$29.5K - $35.2K
|
2.82K
$189K
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
450+ 23.71% |
$28.8K - $34.4K
|
2.35K
$158K
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
450+ 25.42% |
$28.8K - $34.4K
|
2.22K
$149K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
371+ 3.39% |
$23.7K - $28.3K
|
11.3K
$759K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
368+ 9.7% |
$23.5K - $28.1K
|
4.16K
$280K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
362New |
$23.1K - $27.6K
|
362
$24.3K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
354+ 0.41% |
$22.6K - $27K
|
86.9K
$5.84M
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
354+ 10.75% |
$22.6K - $27K
|
3.65K
$245K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
350+ 10.1% |
$22.4K - $26.7K
|
3.82K
$257K
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
350+ 0.34% |
$22.4K - $26.7K
|
104K
$7.01M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
343+ 7.53% |
$21.9K - $26.2K
|
4.9K
$329K
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
323+ 10.64% |
$20.6K - $24.7K
|
3.36K
$226K
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
316+ 0.21% |
$20.2K - $24.1K
|
149K
$10M
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
315+ 28.77% |
$20.1K - $24K
|
1.41K
$94.8K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
303+ 94.98% |
$19.4K - $23.1K
|
622
$41.8K
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
298+ 2.38% |
$19K - $22.7K
|
12.8K
$861K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
291New |
$18.6K - $22.2K
|
291
$19.6K
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
263+ 2.74% |
$16.8K - $20.1K
|
9.87K
$663K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
262+ 6.01% |
$16.7K - $20K
|
4.62K
$310K
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
259New |
$16.6K - $19.8K
|
259
$17.4K
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
257+ 0.45% |
$16.4K - $19.6K
|
56.8K
$3.81M
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
250+ 5.83% |
$16K - $19.1K
|
4.54K
$305K
|