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 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-430- 1.09% |
$26.3K - $30.6K
|
39.1K
$2.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-433- 69.39% |
$26.5K - $30.9K
|
191
$12.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-446- 10.41% |
$27.3K - $31.8K
|
3.84K
$258K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-463- 4.43% |
$28.4K - $33K
|
10K
$672K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-491- 3.75% |
$30.1K - $35K
|
12.6K
$848K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-493- 2.01% |
$30.2K - $35.1K
|
24K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-495- 6.3% |
$30.3K - $35.3K
|
7.37K
$495K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-500Closed |
$30.6K - $35.6K
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-500- 11.83% |
$30.6K - $35.6K
|
3.73K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-500- 6.12% |
$30.6K - $35.6K
|
7.67K
$516K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-511- 10.57% |
$31.3K - $36.4K
|
4.32K
$291K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-531- 1.59% |
$32.5K - $37.8K
|
32.8K
$2.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-546- 1.23% |
$33.4K - $38.9K
|
43.8K
$2.94M
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-550- 9.35% |
$33.7K - $39.2K
|
5.33K
$358K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-598- 99.5% |
$36.6K - $42.6K
|
3
$202
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-601- 7.46% |
$36.8K - $42.8K
|
7.46K
$501K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-605- 3.96% |
$37.1K - $43.1K
|
14.7K
$986K
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-605- 0.1% |
$37.1K - $43.1K
|
586K
$39.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-620- 5.17% |
$38K - $44.2K
|
11.4K
$764K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-621- 11.8% |
$38K - $44.3K
|
4.64K
$312K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-633- 8.79% |
$38.8K - $45.1K
|
6.57K
$442K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-640- 13.96% |
$39.2K - $45.6K
|
3.95K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-668- 9.77% |
$40.9K - $47.6K
|
6.17K
$414K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-700- 6.04% |
$42.9K - $49.9K
|
10.9K
$732K
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-702- 9.14% |
$43K - $50K
|
6.98K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-717- 0.59% |
$43.9K - $51.1K
|
121K
$8.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-724- 2.99% |
$44.3K - $51.6K
|
23.5K
$1.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-750- 15.11% |
$45.9K - $53.5K
|
4.21K
$283K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-752- 7.36% |
$46.1K - $53.6K
|
9.46K
$636K
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-755- 12.76% |
$46.2K - $53.8K
|
5.16K
$347K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-757- 7.16% |
$46.4K - $54K
|
9.81K
$659K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-758- 6.42% |
$46.4K - $54K
|
11.1K
$743K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-762- 8.62% |
$46.7K - $54.3K
|
8.08K
$543K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-763- 12.76% |
$46.7K - $54.4K
|
5.22K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-792- 16.98% |
$48.5K - $56.4K
|
3.87K
$260K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-800- 48.46% |
$49K - $57K
|
851
$57.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-813- 1.9% |
$49.8K - $57.9K
|
42.1K
$2.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-814- 15.97% |
$49.8K - $58K
|
4.28K
$288K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-825- 19.49% |
$50.5K - $58.8K
|
3.41K
$229K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-831- 94.32% |
$50.9K - $59.2K
|
50
$3.36K
|
|
|
Jul 09, 2024
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-848- 20.33% |
$51.9K - $60.4K
|
3.32K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-855- 17.49% |
$52.4K - $60.9K
|
4.03K
$271K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-872- 54.33% |
$53.4K - $62.1K
|
733
$49.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-887- 2.63% |
$54.3K - $63.2K
|
32.9K
$2.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-887- 3.63% |
$54.3K - $63.2K
|
23.5K
$1.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-894- 10.62% |
$54.7K - $63.7K
|
7.52K
$506K
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-900- 4.17% |
$55.1K - $64.1K
|
20.7K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-935- 5.6% |
$57.3K - $66.6K
|
15.8K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-946- 2.51% |
$57.9K - $67.4K
|
36.8K
$2.47M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-967- 4.07% |
$59.2K - $68.9K
|
22.8K
$1.53M
|