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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-119- 10.36% |
$7.29K - $8.48K
|
1.03K
$69.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-120- 2.28% |
$7.35K - $8.55K
|
5.14K
$345K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-121- 0.63% |
$7.41K - $8.62K
|
19.1K
$1.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-123- 2.54% |
$7.53K - $8.77K
|
4.73K
$318K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-127- 2.47% |
$7.78K - $9.05K
|
5.02K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-133- 2.36% |
$8.14K - $9.48K
|
5.51K
$370K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-133- 2.49% |
$8.14K - $9.48K
|
5.21K
$350K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-137- 12.23% |
$8.39K - $9.76K
|
983
$66.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-139- 3.94% |
$8.51K - $9.91K
|
3.39K
$228K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-146- 1.64% |
$8.94K - $10.4K
|
8.74K
$587K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-149- 0.81% |
$9.12K - $10.6K
|
18.3K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-155- 6.26% |
$9.49K - $11K
|
2.32K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-166- 2.98% |
$10.2K - $11.8K
|
5.41K
$363K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-170- 22.14% |
$10.4K - $12.1K
|
598
$40.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-182- 2.96% |
$11.1K - $13K
|
5.97K
$401K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-189- 3.24% |
$11.6K - $13.5K
|
5.65K
$380K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-196- 3.51% |
$12K - $14K
|
5.38K
$362K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-200- 2.2% |
$12.2K - $14.3K
|
8.89K
$597K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-206- 5.62% |
$12.6K - $14.7K
|
3.46K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-211- 0.2% |
$12.9K - $15K
|
104K
$6.96M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-227- 1.19% |
$13.9K - $16.2K
|
18.9K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-229- 19.67% |
$14K - $16.3K
|
935
$62.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-244- 3.17% |
$14.9K - $17.4K
|
7.46K
$501K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-244- 6.37% |
$14.9K - $17.4K
|
3.59K
$241K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-260- 1.99% |
$15.9K - $18.5K
|
12.8K
$859K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-264- 2.2% |
$16.2K - $18.8K
|
11.7K
$789K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-269- 2.57% |
$16.5K - $19.2K
|
10.2K
$687K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-278- 3.03% |
$17K - $19.8K
|
8.89K
$597K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-278- 2.93% |
$17K - $19.8K
|
9.2K
$618K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-281- 2.13% |
$17.2K - $20K
|
12.9K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-290- 2.49% |
$17.8K - $20.7K
|
11.3K
$762K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-291- 1.45% |
$17.8K - $20.7K
|
19.7K
$1.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-292- 5.27% |
$17.9K - $20.8K
|
5.25K
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-302- 40.48% |
$18.5K - $21.5K
|
444
$29.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-310- 3.89% |
$19K - $22.1K
|
7.67K
$515K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-315- 1.12% |
$19.3K - $22.5K
|
27.8K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-320- 4.5% |
$19.6K - $22.8K
|
6.79K
$456K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-321- 0.97% |
$19.7K - $22.9K
|
32.8K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-321- 0.71% |
$19.7K - $22.9K
|
45K
$3.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-334- 0.74% |
$20.5K - $23.8K
|
44.9K
$3.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-342- 3.86% |
$20.9K - $24.4K
|
8.51K
$572K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-344- 4.75% |
$21.1K - $24.5K
|
6.89K
$463K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-350- 6.84% |
$21.4K - $24.9K
|
4.77K
$320K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-354- 2.39% |
$21.7K - $25.2K
|
14.5K
$973K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-369- 0.77% |
$22.6K - $26.3K
|
47.3K
$3.18M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-388- 5.0% |
$23.8K - $27.7K
|
7.38K
$496K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-394- 6.25% |
$24.1K - $28.1K
|
5.91K
$397K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-402- 4.27% |
$24.6K - $28.7K
|
9.01K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-420- 1.66% |
$25.7K - $29.9K
|
24.9K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-425- 7.84% |
$26K - $30.3K
|
5K
$336K
|