Purchases and Sales Made in Q2 2023 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q2 2023. 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 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-24- 0.72% |
$1.47K - $1.71K
|
3.31K
$222K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 1.15% |
$1.53K - $1.78K
|
2.14K
$144K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-25- 7.62% |
$1.53K - $1.78K
|
303
$20.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-25- 4.05% |
$1.53K - $1.78K
|
592
$39.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-28- 9.69% |
$1.71K - $2K
|
261
$17.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-31- 0.82% |
$1.9K - $2.21K
|
3.73K
$251K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-31- 0.68% |
$1.9K - $2.21K
|
4.54K
$305K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-34- 5.13% |
$2.08K - $2.42K
|
629
$42.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-36- 35.29% |
$2.2K - $2.57K
|
66
$4.44K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-36- 52.94% |
$2.2K - $2.57K
|
32
$2.15K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-39- 0.88% |
$2.39K - $2.78K
|
4.39K
$295K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-39- 0.46% |
$2.39K - $2.78K
|
8.37K
$562K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-40- 1.21% |
$2.45K - $2.85K
|
3.27K
$220K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-40- 3.25% |
$2.45K - $2.85K
|
1.19K
$80K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-42- 1.98% |
$2.57K - $2.99K
|
2.08K
$140K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-43- 0.81% |
$2.63K - $3.06K
|
5.29K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-44- 0.31% |
$2.69K - $3.14K
|
14.3K
$961K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-45- 1.18% |
$2.76K - $3.21K
|
3.77K
$253K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-47- 1.07% |
$2.88K - $3.35K
|
4.35K
$292K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-47- 0.07% |
$2.88K - $3.35K
|
62.9K
$4.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-50- 1.29% |
$3.06K - $3.56K
|
3.83K
$257K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-50Closed |
$3.06K - $3.56K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-55Closed |
$3.37K - $3.92K
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-60- 2.51% |
$3.67K - $4.28K
|
2.33K
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-61- 1.69% |
$3.74K - $4.35K
|
3.54K
$238K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-62- 2.06% |
$3.8K - $4.42K
|
2.94K
$198K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63- 0.71% |
$3.86K - $4.49K
|
8.78K
$590K
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-64- 1.11% |
$3.92K - $4.56K
|
5.7K
$383K
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-65- 1.12% |
$3.98K - $4.63K
|
5.76K
$387K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-70- 1.47% |
$4.29K - $4.99K
|
4.69K
$315K
|
|
|
Jul 27, 2023
Q2 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-70- 1.55% |
$4.29K - $4.99K
|
4.44K
$298K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-74- 0.81% |
$4.53K - $5.27K
|
9.09K
$611K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-77- 1.36% |
$4.72K - $5.49K
|
5.59K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-77- 1.75% |
$4.72K - $5.49K
|
4.31K
$290K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-80- 0.54% |
$4.9K - $5.7K
|
14.7K
$987K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-83- 2.29% |
$5.08K - $5.92K
|
3.55K
$238K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-83- 0.34% |
$5.08K - $5.92K
|
24.1K
$1.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-86- 2.12% |
$5.27K - $6.13K
|
3.98K
$267K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-90- 2.07% |
$5.51K - $6.41K
|
4.26K
$286K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-90- 2.07% |
$5.51K - $6.41K
|
4.26K
$286K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-92- 1.41% |
$5.63K - $6.56K
|
6.45K
$433K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-99- 0.71% |
$6.06K - $7.06K
|
13.8K
$927K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 1.07% |
$6.12K - $7.13K
|
9.27K
$623K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 50.0% |
$6.12K - $7.13K
|
100
$6.72K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-102- 38.06% |
$6.25K - $7.27K
|
166
$11.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-106- 91.38% |
$6.49K - $7.55K
|
10
$672
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-107- 5.77% |
$6.55K - $7.63K
|
1.75K
$118K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-110- 2.62% |
$6.74K - $7.84K
|
4.09K
$275K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-112- 2.29% |
$6.86K - $7.98K
|
4.78K
$321K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-115- 1.71% |
$7.04K - $8.2K
|
6.62K
$445K
|