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 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
16.6K+ 23.84% |
$1.02M - $1.18M
|
86.3K
$5.75M
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
16.3KNew |
$1M - $1.16M
|
16.3K
$1.09M
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.3K+ 104.05% |
$1M - $1.16M
|
32K
$2.13M
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
16.3KNew |
$997K - $1.16M
|
16.3K
$1.08M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.2K+ 590.15% |
$994K - $1.16M
|
19K
$1.26M
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
15.6K+ 62.4% |
$955K - $1.11M
|
40.6K
$2.7M
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
15.6KNew |
$955K - $1.11M
|
15.6K
$1.04M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.3K+ 279.57% |
$935K - $1.09M
|
20.7K
$1.38M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.2K+ 64.42% |
$933K - $1.09M
|
38.9K
$2.59M
|
|
Aug 03, 2023
Q2 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
15K+ 20.0% |
$919K - $1.07M
|
90K
$5.99M
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
14.9KNew |
$910K - $1.06M
|
14.9K
$990K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
14.4K+ 22.18% |
$880K - $1.02M
|
79.2K
$5.27M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14.3K+ 9.94% |
$877K - $1.02M
|
158K
$10.6M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.5K+ 13.46% |
$827K - $963K
|
114K
$7.59M
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.1KNew |
$802K - $933K
|
13.1K
$872K
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13K+ 33.77% |
$793K - $923K
|
51.3K
$3.42M
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
12.9K+ 339.3% |
$790K - $920K
|
16.7K
$1.11M
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
12.9KNew |
$789K - $918K
|
12.9K
$858K
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
12.7KNew |
$776K - $903K
|
12.7K
$844K
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
12.4K+ 22.31% |
$762K - $887K
|
68.2K
$4.54M
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
12K+ 11.01% |
$732K - $852K
|
121K
$8.03M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.8K+ 8.88% |
$721K - $839K
|
144K
$9.62M
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
11.5K+ 66.84% |
$703K - $818K
|
28.7K
$1.91M
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
11.5K+ 146.14% |
$702K - $817K
|
19.3K
$1.29M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.9K+ 74.42% |
$665K - $773K
|
25.4K
$1.69M
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9.93K+ 3.12% |
$608K - $708K
|
328K
$21.8M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.8K+ 187.05% |
$600K - $698K
|
15K
$1M
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
9.54KNew |
$584K - $680K
|
9.54K
$635K
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
9.41KNew |
$576K - $671K
|
9.41K
$627K
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
9.28K+ 9.47% |
$568K - $661K
|
107K
$7.14M
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
9.2K+ 1.6% |
$563K - $656K
|
584K
$38.9M
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.23K+ 29.61% |
$504K - $586K
|
36K
$2.4M
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
8.09K+ 5.17% |
$495K - $576K
|
164K
$10.9M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.02K+ 5.81% |
$491K - $571K
|
146K
$9.72M
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
7.97K+ 66.88% |
$488K - $568K
|
19.9K
$1.32M
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
7.86K+ 5.26% |
$481K - $560K
|
157K
$10.5M
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.84KNew |
$480K - $559K
|
7.84K
$522K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.67K+ 3.21% |
$470K - $547K
|
247K
$16.4M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
7.53K+ 16.13% |
$461K - $536K
|
54.2K
$3.61M
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
7.46KNew |
$457K - $532K
|
7.46K
$497K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.29K+ 13.34% |
$446K - $519K
|
61.9K
$4.12M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.27K+ 14.46% |
$445K - $518K
|
57.6K
$3.83M
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.97K+ 6.12% |
$427K - $497K
|
121K
$8.05M
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
6.95K+ 17.01% |
$426K - $496K
|
47.8K
$3.19M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.8KNew |
$417K - $485K
|
6.8K
$453K
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.58K+ 35.39% |
$403K - $469K
|
25.2K
$1.68M
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.53K+ 14.25% |
$400K - $465K
|
52.3K
$3.49M
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
6.48K+ 1.91% |
$397K - $462K
|
346K
$23M
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
6.42KNew |
$393K - $457K
|
6.42K
$427K
|
|
Aug 14, 2023
Q2 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
6.29KNew |
$385K - $448K
|
6.29K
$419K
|