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 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.91K+ 35.83% |
$362K - $421K
|
22.4K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.89KNew |
$360K - $419K
|
5.89K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.81KNew |
$356K - $414K
|
5.81K
$404K
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
5.4K+ 8.57% |
$331K - $385K
|
68.4K
$4.75M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.38K+ 265.97% |
$329K - $383K
|
7.4K
$514K
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.06KNew |
$310K - $361K
|
5.06K
$352K
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
5.03K+ 33.48% |
$308K - $358K
|
20K
$1.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
4.89K+ 3.78% |
$300K - $349K
|
134K
$9.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
4.78KNew |
$293K - $340K
|
4.78K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.72KNew |
$289K - $336K
|
4.72K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.6K+ 6.83% |
$282K - $328K
|
72K
$5M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4.57KNew |
$280K - $326K
|
4.57K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.56K+ 6.2% |
$279K - $325K
|
78K
$5.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4.52K+ 4.74% |
$277K - $322K
|
99.9K
$6.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.48KNew |
$274K - $319K
|
4.48K
$311K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
4.48KNew |
$274K - $319K
|
4.48K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.45KNew |
$273K - $317K
|
4.45K
$309K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.39K+ 27.24% |
$269K - $313K
|
20.5K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.39K+ 5.16% |
$269K - $313K
|
89.5K
$6.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.32KNew |
$264K - $308K
|
4.32K
$300K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.12KNew |
$252K - $293K
|
4.12K
$286K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.04K+ 77.72% |
$247K - $288K
|
9.23K
$641K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.92KNew |
$240K - $280K
|
3.92K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.9KNew |
$239K - $278K
|
3.9K
$271K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.81K+ 12.29% |
$233K - $271K
|
34.8K
$2.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.8K+ 39.02% |
$232K - $270K
|
13.5K
$939K
|
|
|
Aug 11, 2023
Q2 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
3.72K+ 5.49% |
$228K - $265K
|
71.5K
$4.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.7K+ 11.56% |
$227K - $264K
|
35.7K
$2.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.7K+ 7.91% |
$227K - $264K
|
50.5K
$3.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.68KNew |
$226K - $262K
|
3.68K
$256K
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
BUY
|
- |
3.6K+ 5.89% |
$220K - $256K
|
64.7K
$4.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
3.59KNew |
$220K - $256K
|
3.59K
$249K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.58K+ 3.58% |
$219K - $255K
|
103K
$7.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.54KNew |
$217K - $252K
|
3.54K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.54K+ 11793.33% |
$217K - $252K
|
3.57K
$248K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.45K+ 13.77% |
$211K - $246K
|
28.5K
$1.98M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
3.39K+ 66.38% |
$208K - $242K
|
8.5K
$591K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.39K+ 0.67% |
$208K - $242K
|
512K
$35.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
3.35KNew |
$205K - $239K
|
3.35K
$232K
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
3.32KNew |
$203K - $237K
|
3.32K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.27KNew |
$200K - $233K
|
3.27K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.25K+ 31.13% |
$199K - $231K
|
13.7K
$950K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.24K+ 0.86% |
$198K - $231K
|
381K
$26.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
3.2K+ 106.67% |
$196K - $228K
|
6.2K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3.16K+ 2.76% |
$194K - $225K
|
118K
$8.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.16K+ 64.51% |
$193K - $225K
|
8.05K
$559K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.15K+ 2.75% |
$193K - $224K
|
118K
$8.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.14KNew |
$192K - $224K
|
3.14K
$218K
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.09K+ 48.85% |
$189K - $220K
|
9.41K
$654K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.03K+ 66.27% |
$185K - $216K
|
7.6K
$528K
|