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 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1K+ 0.67% |
$61.2K - $71.3K
|
151K
$10.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
981+ 2.27% |
$60.1K - $69.9K
|
44.3K
$2.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
955+ 15.43% |
$58.5K - $68.1K
|
7.14K
$480K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
933+ 17.11% |
$57.1K - $66.5K
|
6.39K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
905+ 1.59% |
$55.4K - $64.5K
|
57.9K
$3.89M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
902+ 1.85% |
$55.2K - $64.3K
|
49.6K
$3.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
850+ 1.09% |
$52.1K - $60.6K
|
79.1K
$5.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
802+ 1.79% |
$49.1K - $57.2K
|
45.6K
$3.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
784+ 13.26% |
$48K - $55.9K
|
6.7K
$450K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
767+ 25.06% |
$47K - $54.7K
|
3.83K
$257K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
755+ 12.37% |
$46.2K - $53.8K
|
6.86K
$461K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
744+ 29.56% |
$45.6K - $53K
|
3.26K
$219K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
715+ 17.75% |
$43.8K - $51K
|
4.74K
$319K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
702+ 2.59% |
$43K - $50K
|
27.8K
$1.87M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
700+ 4.43% |
$42.9K - $49.9K
|
16.5K
$1.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
683+ 1.06% |
$41.8K - $48.7K
|
65.2K
$4.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
655+ 18.47% |
$40.1K - $46.7K
|
4.2K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
643+ 3.83% |
$39.4K - $45.8K
|
17.4K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
627+ 9.45% |
$38.4K - $44.7K
|
7.26K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
601New |
$36.8K - $42.8K
|
601
$40.4K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
600New |
$36.7K - $42.8K
|
600
$40.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
582+ 11.05% |
$35.6K - $41.5K
|
5.85K
$393K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
564+ 87.58% |
$34.5K - $40.2K
|
1.21K
$81.2K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
559+ 0.31% |
$34.2K - $39.8K
|
179K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
551+ 6.87% |
$33.7K - $39.3K
|
8.58K
$576K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
537+ 8.1% |
$32.9K - $38.3K
|
7.17K
$482K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
535+ 63.46% |
$32.8K - $38.1K
|
1.38K
$92.6K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
521+ 3.76% |
$31.9K - $37.1K
|
14.4K
$966K
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
514+ 2.6% |
$31.5K - $36.6K
|
20.3K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
506+ 8.66% |
$31K - $36.1K
|
6.35K
$427K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
489+ 0.63% |
$29.9K - $34.9K
|
78K
$5.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
489+ 5.44% |
$29.9K - $34.9K
|
9.48K
$637K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
485+ 14.41% |
$29.7K - $34.6K
|
3.85K
$259K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
476+ 4.88% |
$29.2K - $33.9K
|
10.2K
$688K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
465+ 3.85% |
$28.5K - $33.1K
|
12.5K
$842K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
465+ 8.39% |
$28.5K - $33.1K
|
6.01K
$404K
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
461+ 6.47% |
$28.2K - $32.9K
|
7.59K
$510K
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
455+ 274.1% |
$27.9K - $32.4K
|
621
$41.7K
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
455+ 274.1% |
$27.9K - $32.4K
|
621
$41.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
450+ 4.09% |
$27.6K - $32.1K
|
11.5K
$770K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
429+ 3.76% |
$26.3K - $30.6K
|
11.8K
$795K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
419+ 0.24% |
$25.7K - $29.9K
|
175K
$11.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
410+ 3.4% |
$25.1K - $29.2K
|
12.5K
$839K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
400+ 27.36% |
$24.5K - $28.5K
|
1.86K
$125K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
395+ 6.1% |
$24.2K - $28.2K
|
6.87K
$461K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
377+ 0.89% |
$23.1K - $26.9K
|
42.8K
$2.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
369+ 68.46% |
$22.6K - $26.3K
|
908
$61K
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
364+ 0.12% |
$22.3K - $25.9K
|
303K
$20.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
350New |
$21.4K - $24.9K
|
350
$23.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
350+ 4.09% |
$21.4K - $24.9K
|
8.91K
$599K
|