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 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.97K+ 26.66% |
$182K - $211K
|
14.1K
$947K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.93K+ 29.28% |
$179K - $209K
|
12.9K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.76K+ 92.87% |
$169K - $197K
|
5.73K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.69K+ 29.51% |
$165K - $192K
|
11.8K
$793K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.59K+ 0.81% |
$159K - $185K
|
322K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.45K+ 0.78% |
$150K - $175K
|
317K
$21.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.4K+ 5.94% |
$147K - $171K
|
42.8K
$2.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.36K+ 5.2% |
$145K - $168K
|
47.8K
$3.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.33K+ 16.75% |
$143K - $166K
|
16.2K
$1.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
2.33K+ 80.78% |
$143K - $166K
|
5.21K
$350K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.27K+ 25.6% |
$139K - $162K
|
11.2K
$749K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.17K+ 9.13% |
$133K - $155K
|
25.9K
$1.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
2.13K+ 2.53% |
$130K - $152K
|
86.1K
$5.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.11K+ 61.86% |
$129K - $151K
|
5.53K
$372K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.08K+ 0.06% |
$127K - $148K
|
3.38M
$227M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.05K+ 4.13% |
$126K - $146K
|
51.8K
$3.48M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2K+ 11.11% |
$123K - $143K
|
20K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2KNew |
$123K - $143K
|
2K
$135K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2K+ 13.35% |
$122K - $142K
|
16.9K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.94K+ 1.57% |
$119K - $138K
|
125K
$8.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.91K+ 4.15% |
$117K - $136K
|
47.8K
$3.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.88K+ 37.93% |
$115K - $134K
|
6.85K
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.79K+ 3.06% |
$109K - $127K
|
60.2K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.77K+ 27.31% |
$108K - $126K
|
8.24K
$553K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.59KNew |
$97.1K - $113K
|
1.59K
$107K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.58K+ 6304.0% |
$96.5K - $112K
|
1.6K
$108K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.57K+ 4.08% |
$96.1K - $112K
|
40K
$2.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.39K+ 5.59% |
$85.1K - $99K
|
26.2K
$1.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.37K+ 252.57% |
$84.1K - $97.9K
|
1.92K
$129K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
1.35K+ 19.65% |
$82.7K - $96.3K
|
8.23K
$553K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.31K+ 1.16% |
$80.4K - $93.6K
|
115K
$7.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 1.92% |
$80.1K - $93.2K
|
69.6K
$4.68M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.3K+ 5.14% |
$79.6K - $92.7K
|
26.6K
$1.79M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.29K+ 114.84% |
$79.1K - $92.1K
|
2.42K
$162K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.26K+ 87.84% |
$77.4K - $90.1K
|
2.7K
$182K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.26KNew |
$76.9K - $89.5K
|
1.26K
$84.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.25K+ 0.53% |
$76.2K - $88.7K
|
238K
$16M
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.21K+ 2.46% |
$74.1K - $86.2K
|
50.4K
$3.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
1.19K+ 9.07% |
$72.6K - $84.5K
|
14.3K
$959K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.17K+ 1.2% |
$71.8K - $83.5K
|
98.5K
$6.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.15K+ 16.8% |
$70.7K - $82.2K
|
8.02K
$539K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.15K+ 8.1% |
$70.2K - $81.7K
|
15.3K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.12K+ 18.63% |
$68.4K - $79.6K
|
7.11K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.11KNew |
$68.1K - $79.3K
|
1.11K
$74.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.09K+ 21.95% |
$66.6K - $77.5K
|
6.04K
$406K
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.04K+ 1.17% |
$63.4K - $73.8K
|
89.4K
$6.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.03K+ 1.04% |
$62.8K - $73.1K
|
100K
$6.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.02K+ 21.0% |
$62.2K - $72.4K
|
5.86K
$393K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.01K+ 5.55% |
$62K - $72.2K
|
19.3K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01K+ 0.22% |
$61.6K - $71.7K
|
457K
$30.7M
|