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 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
235+ 8.31% |
$15K - $17.9K
|
3.06K
$213K
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
232+ 6.19% |
$14.8K - $17.7K
|
3.98K
$276K
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
232+ 2.14% |
$14.8K - $17.7K
|
11.1K
$769K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
230New |
$14.7K - $17.6K
|
230
$16K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
213+ 2.03% |
$13.6K - $16.3K
|
10.7K
$743K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
204+ 129.11% |
$13K - $15.6K
|
362
$25.1K
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
200+ 2.06% |
$12.8K - $15.3K
|
9.9K
$687K
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
200+ 3.29% |
$12.8K - $15.3K
|
6.29K
$437K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
199+ 0.07% |
$12.7K - $15.2K
|
273K
$19M
|
|
Jul 25, 2022
Q2 2022
|
Corundum Group, Inc.
|
BUY
|
- |
193+ 3.38% |
$12.3K - $14.7K
|
5.9K
$410K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
184+ 5.76% |
$11.8K - $14K
|
3.38K
$235K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
176+ 0.74% |
$11.2K - $13.4K
|
23.9K
$1.66M
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
174+ 0.12% |
$11.1K - $13.3K
|
147K
$10.2M
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
174+ 0.12% |
$11.1K - $13.3K
|
147K
$10.2M
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
174+ 0.12% |
$11.1K - $13.3K
|
147K
$10.2M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
173+ 2.99% |
$11.1K - $13.2K
|
5.95K
$413K
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
170+ 2.34% |
$10.9K - $13K
|
7.44K
$517K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
169+ 2.45% |
$10.8K - $12.9K
|
7.06K
$490K
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
163+ 2.66% |
$10.4K - $12.4K
|
6.28K
$436K
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
142+ 5.09% |
$9.08K - $10.8K
|
2.93K
$204K
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
139+ 2.3% |
$8.88K - $10.6K
|
6.18K
$429K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
132+ 1.88% |
$8.44K - $10.1K
|
7.17K
$498K
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
129+ 0.92% |
$8.24K - $9.85K
|
14.2K
$986K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
125+ 2.92% |
$7.99K - $9.54K
|
4.4K
$306K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
125+ 1.69% |
$7.99K - $9.54K
|
7.52K
$522K
|
|
Jul 18, 2022
Q2 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
124+ 0.51% |
$7.92K - $9.47K
|
24.5K
$1.7M
|
|
Aug 10, 2022
Q2 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
116+ 3.44% |
$7.41K - $8.86K
|
3.49K
$242K
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
112+ 0.65% |
$7.16K - $8.55K
|
17.4K
$1.21M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
106+ 1.01% |
$6.77K - $8.09K
|
10.6K
$738K
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
106+ 2.64% |
$6.77K - $8.09K
|
4.12K
$286K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100+ 84.75% |
$6.39K - $7.63K
|
218
$15.1K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
100+ 19.08% |
$6.39K - $7.63K
|
624
$43.3K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 1250.0% |
$6.39K - $7.63K
|
108
$7.5K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
100+ 303.03% |
$6.39K - $7.63K
|
133
$9.24K
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
98+ 0.15% |
$6.26K - $7.48K
|
67.3K
$4.68M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
82+ 13.33% |
$5.24K - $6.26K
|
697
$48.4K
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
77+ 2.19% |
$4.92K - $5.88K
|
3.6K
$250K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
74New |
$4.73K - $5.65K
|
74
$5.14K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
73+ 21.35% |
$4.67K - $5.57K
|
415
$28.8K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
72+ 5.76% |
$4.6K - $5.5K
|
1.32K
$91.9K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
72+ 2.8% |
$4.6K - $5.5K
|
2.65K
$184K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
69+ 0.83% |
$4.41K - $5.27K
|
8.39K
$582K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
68+ 6.18% |
$4.35K - $5.19K
|
1.17K
$81.1K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
68+ 1.34% |
$4.35K - $5.19K
|
5.12K
$356K
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
67+ 22.71% |
$4.28K - $5.11K
|
362
$25.1K
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
BUY
|
- |
64+ 0.52% |
$4.09K - $4.89K
|
12.4K
$861K
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
63+ 1.31% |
$4.03K - $4.81K
|
4.86K
$338K
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
63+ 16.94% |
$4.03K - $4.81K
|
435
$30.2K
|
|
Aug 04, 2022
Q2 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
63+ 0.53% |
$4.03K - $4.81K
|
11.9K
$827K
|
|
Aug 05, 2022
Q2 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
60+ 3.84% |
$3.83K - $4.58K
|
1.62K
$113K
|