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 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
58+ 4.02% |
$3.71K - $4.43K
|
1.5K
$104K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
53+ 0.84% |
$3.39K - $4.05K
|
6.38K
$443K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$3.2K - $3.82K
|
50
$3.47K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
48New |
$3.07K - $3.66K
|
48
$3.33K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
47New |
$3K - $3.59K
|
47
$3.26K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
37+ 3.7% |
$2.36K - $2.82K
|
1.04K
$72K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
36+ 97.3% |
$2.3K - $2.75K
|
73
$5.07K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
35New |
$2.24K - $2.67K
|
35
$2.43K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
32+ 10.19% |
$2.05K - $2.44K
|
346
$24K
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
30+ 0.32% |
$1.92K - $2.29K
|
9.35K
$650K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
30+ 0.46% |
$1.92K - $2.29K
|
6.58K
$457K
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
29+ 0.65% |
$1.85K - $2.21K
|
4.46K
$310K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
29+ 25.22% |
$1.85K - $2.21K
|
144
$10K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29+ 2.55% |
$1.85K - $2.21K
|
1.17K
$80.9K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 0.2% |
$1.79K - $2.14K
|
14.2K
$989K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 0.48% |
$1.6K - $1.91K
|
5.24K
$364K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$1.6K - $1.91K
|
25
$1.74K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
25New |
$1.6K - $1.91K
|
25
$1.74K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
23+ 0.51% |
$1.47K - $1.76K
|
4.5K
$313K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21+ 0.64% |
$1.34K - $1.6K
|
3.29K
$228K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
21New |
$1.34K - $1.6K
|
21
$1.46K
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
19+ 0.43% |
$1.21K - $1.45K
|
4.43K
$308K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
18+ 0.54% |
$1.15K - $1.37K
|
3.35K
$232K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
17New |
$1.09K - $1.3K
|
17
$1.18K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
17+ 0.33% |
$1.09K - $1.3K
|
5.18K
$360K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
17+ 0.45% |
$1.09K - $1.3K
|
3.83K
$266K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
16+ 0.38% |
$1.02K - $1.22K
|
4.26K
$296K
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
15+ 0.48% |
$959 - $1.15K
|
3.16K
$220K
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
15+ 0.28% |
$959 - $1.15K
|
5.36K
$373K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15+ 0.33% |
$959 - $1.15K
|
4.59K
$319K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15+ 0.32% |
$959 - $1.15K
|
4.73K
$328K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15New |
$959 - $1.15K
|
15
$1.04K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
14+ 4.5% |
$895 - $1.07K
|
325
$22.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12New |
$767 - $916
|
12
$834
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12+ 5.83% |
$767 - $916
|
218
$15.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
11+ 0.35% |
$703 - $840
|
3.19K
$222K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11+ 0.1% |
$703 - $840
|
10.5K
$729K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10+ 0.18% |
$639 - $763
|
5.64K
$392K
|
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
10+ 0.11% |
$639 - $763
|
9.29K
$645K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
10+ 0.02% |
$639 - $763
|
43.3K
$3.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 0.81% |
$639 - $763
|
1.24K
$86.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9+ 0.29% |
$575 - $687
|
3.15K
$219K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8+ 0.12% |
$511 - $611
|
6.74K
$468K
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
7+ 0.85% |
$447 - $534
|
827
$57.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
7New |
$447 - $534
|
7
$486
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
6+ 0.2% |
$383 - $458
|
2.99K
$207K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
6New |
$383 - $458
|
6
$417
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 0.53% |
$383 - $458
|
1.14K
$79K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.46% |
$320 - $382
|
1.1K
$76.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 15.15% |
$320 - $382
|
38
$2.64K
|