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 02, 2023
Q2 2023
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-2.86K- 45.18% |
$175K - $204K
|
3.47K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-2.88K- 17.17% |
$176K - $205K
|
13.9K
$964K
|
|
|
Jul 25, 2023
Q2 2023
|
Nat West Group PLC
|
SELL
|
- |
-3.02K- 11.47% |
$185K - $215K
|
23.3K
$1.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-3.04K- 9.96% |
$186K - $217K
|
27.5K
$1.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.05K- 49.41% |
$186K - $217K
|
3.12K
$217K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.05KClosed |
$187K - $217K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.16K- 6.61% |
$193K - $225K
|
44.6K
$3.1M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3.36K- 25.61% |
$206K - $240K
|
9.77K
$679K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-3.42K- 17.76% |
$209K - $244K
|
15.8K
$1.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.47K- 3.88% |
$213K - $247K
|
86.1K
$5.98M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.5K- 2.71% |
$214K - $249K
|
125K
$8.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.56K- 5.71% |
$218K - $254K
|
58.7K
$4.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.57K- 2.17% |
$219K - $255K
|
161K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.69K- 3.62% |
$226K - $263K
|
98.1K
$6.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.08K- 0.96% |
$250K - $290K
|
422K
$29.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.23K- 48.34% |
$259K - $302K
|
4.52K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.32K- 3.01% |
$265K - $308K
|
139K
$9.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-4.4K- 3.04% |
$269K - $313K
|
140K
$9.74M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-4.4K- 3.04% |
$269K - $313K
|
140K
$9.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-4.45K- 69.67% |
$272K - $317K
|
1.94K
$134K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.52K- 8.79% |
$277K - $322K
|
47K
$3.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.6K- 5.13% |
$282K - $328K
|
85K
$5.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.07K- 58.63% |
$310K - $361K
|
3.58K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.19K- 6.92% |
$318K - $370K
|
69.8K
$4.85M
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-5.2K- 10.14% |
$318K - $371K
|
46.1K
$3.2M
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-5.2K- 10.14% |
$318K - $371K
|
46.1K
$3.2M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.2K- 44.12% |
$319K - $371K
|
6.59K
$458K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-5.78K- 21.89% |
$354K - $412K
|
20.6K
$1.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.93K- 33.48% |
$363K - $422K
|
11.8K
$818K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.14KClosed |
$376K - $437K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-6.21K- 23.5% |
$380K - $442K
|
20.2K
$1.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
SELL
|
- |
-6.3K- 5.57% |
$386K - $449K
|
107K
$7.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-6.77K- 0.88% |
$414K - $482K
|
758K
$52.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-6.85K- 8.81% |
$419K - $488K
|
70.9K
$4.92M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-7.3K- 53.29% |
$447K - $521K
|
6.4K
$445K
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-7.53K- 16.23% |
$461K - $537K
|
38.9K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-7.58K- 55.34% |
$464K - $540K
|
6.12K
$425K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.75K- 2.82% |
$474K - $552K
|
267K
$18.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-8.11K- 17.64% |
$497K - $578K
|
37.8K
$2.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8.54K- 52.61% |
$523K - $608K
|
7.69K
$534K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.05K- 23.97% |
$554K - $645K
|
28.7K
$1.99M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-9.34K- 1.88% |
$572K - $666K
|
488K
$33.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.75K- 23.48% |
$597K - $695K
|
31.8K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-10.5K- 70.19% |
$643K - $748K
|
4.46K
$310K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-10.6K- 31.82% |
$652K - $759K
|
22.8K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-10.6K- 11.97% |
$652K - $759K
|
78.3K
$5.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.7K- 66.26% |
$657K - $764K
|
5.46K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-10.8K- 27.58% |
$659K - $767K
|
28.3K
$1.96M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-11.2K- 73.68% |
$686K - $798K
|
4K
$278K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-11.6K- 0.17% |
$712K - $828K
|
6.92M
$481M
|