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
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1K- 8.13% |
$61.4K - $71.4K
|
11.3K
$787K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.01K- 9.3% |
$61.9K - $72K
|
9.85K
$684K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-1.02K- 1.17% |
$62.7K - $73K
|
86.4K
$6M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.04K- 16.68% |
$63.9K - $74.3K
|
5.21K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.11K- 6.82% |
$67.7K - $78.8K
|
15.1K
$1.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.11K- 8.16% |
$68K - $79.1K
|
12.5K
$867K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-1.12K- 3.85% |
$68.7K - $80K
|
28K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.15K- 2.31% |
$70.7K - $82.2K
|
48.8K
$3.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-1.23K- 1.46% |
$75K - $87.3K
|
82.5K
$5.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.26K- 3.47% |
$77K - $89.7K
|
35K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.28K- 12.45% |
$78.4K - $91.2K
|
9K
$625K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.28K- 0.45% |
$78.6K - $91.4K
|
281K
$19.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 53.93% |
$80.7K - $93.9K
|
1.13K
$78.1K
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.34K- 3.6% |
$82.1K - $95.6K
|
35.9K
$2.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.36K- 0.17% |
$83.3K - $96.9K
|
776K
$53.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.37K- 14.62% |
$83.9K - $97.6K
|
8K
$556K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.41K- 0.44% |
$86.3K - $100K
|
318K
$22.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.42K- 5.64% |
$86.7K - $101K
|
23.7K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.45K- 2.57% |
$89K - $104K
|
55.1K
$3.82M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.46K- 5.84% |
$89.3K - $104K
|
23.5K
$1.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.49K- 1.05% |
$90.9K - $106K
|
140K
$9.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.59K- 8.71% |
$97.1K - $113K
|
16.6K
$1.15M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.66K- 12.48% |
$102K - $119K
|
11.7K
$811K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.68K- 27.57% |
$103K - $120K
|
4.41K
$306K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.7K- 0.58% |
$104K - $121K
|
291K
$20.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-1.72K- 26.66% |
$106K - $123K
|
4.74K
$329K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.77K- 2.91% |
$109K - $126K
|
59K
$4.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.77K- 10.04% |
$109K - $126K
|
15.9K
$1.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.84K- 33.33% |
$112K - $131K
|
3.67K
$255K
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.88K- 4.52% |
$115K - $134K
|
39.6K
$2.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.91K- 6.42% |
$117K - $136K
|
27.8K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.06K- 1.36% |
$126K - $147K
|
150K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.07K- 8.95% |
$127K - $147K
|
21K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.17K- 3.9% |
$133K - $154K
|
53.3K
$3.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.2K- 1.82% |
$135K - $157K
|
119K
$8.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.23K- 8.5% |
$137K - $159K
|
24K
$1.67M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.27K- 68.99% |
$139K - $162K
|
1.02K
$71K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.27K- 68.99% |
$139K - $162K
|
1.02K
$71K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.32K- 6.21% |
$142K - $166K
|
35.1K
$2.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.36K- 1.02% |
$144K - $168K
|
228K
$15.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.38K- 2.63% |
$146K - $170K
|
88.2K
$6.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2.4K- 2.47% |
$147K - $171K
|
94.6K
$6.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.42K- 1.5% |
$148K - $172K
|
159K
$11M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.44K- 0.78% |
$149K - $174K
|
312K
$21.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.52K- 3.74% |
$155K - $180K
|
64.9K
$4.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.54K- 1.61% |
$156K - $181K
|
155K
$10.8M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-2.6K- 14.61% |
$159K - $185K
|
15.2K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-2.79K- 14.15% |
$171K - $199K
|
17K
$1.18M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.82K- 5.42% |
$173K - $201K
|
49.2K
$3.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.86K- 51.62% |
$175K - $204K
|
2.68K
$186K
|