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 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
350+ 4.09% |
$21.4K - $24.9K
|
8.91K
$594K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
347New |
$21.3K - $24.7K
|
347
$23.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
343+ 4.28% |
$21K - $24.4K
|
8.35K
$556K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
325+ 3.3% |
$19.9K - $23.2K
|
10.2K
$677K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
318+ 3.36% |
$19.5K - $22.7K
|
9.78K
$652K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
315+ 0.71% |
$19.3K - $22.5K
|
44.5K
$2.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
313+ 4.15% |
$19.2K - $22.3K
|
7.85K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
306+ 7.18% |
$18.7K - $21.8K
|
4.57K
$304K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
297+ 4.83% |
$18.2K - $21.2K
|
6.45K
$430K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
288+ 1.11% |
$17.6K - $20.5K
|
26.1K
$1.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
284+ 1.46% |
$17.4K - $20.2K
|
19.8K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
273+ 0.25% |
$16.7K - $19.5K
|
108K
$7.18M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
271+ 33.83% |
$16.6K - $19.3K
|
1.07K
$71.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
264+ 3.7% |
$16.2K - $18.8K
|
7.41K
$493K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
264+ 7.42% |
$16.2K - $18.8K
|
3.82K
$255K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
251+ 11.08% |
$15.4K - $17.9K
|
2.52K
$168K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
250+ 0.56% |
$15.3K - $17.8K
|
45.1K
$3M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
250+ 0.66% |
$15.3K - $17.8K
|
38.4K
$2.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
244+ 1.65% |
$14.9K - $17.4K
|
15K
$1M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
236+ 58.27% |
$14.5K - $16.8K
|
641
$42.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
234New |
$14.3K - $16.7K
|
234
$15.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
231New |
$14.1K - $16.5K
|
231
$15.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
231+ 2.73% |
$14.1K - $16.5K
|
8.7K
$579K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
225New |
$13.8K - $16K
|
225
$15K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
225New |
$13.8K - $16K
|
225
$15K
|
|
|
Aug 11, 2023
Q2 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
222+ 6.83% |
$13.6K - $15.8K
|
3.47K
$231K
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
221+ 6.28% |
$13.5K - $15.8K
|
3.74K
$249K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
212+ 2.39% |
$13K - $15.1K
|
9.09K
$605K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
211+ 6.52% |
$12.9K - $15K
|
3.45K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
202+ 3.78% |
$12.4K - $14.4K
|
5.54K
$369K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200+ 19.21% |
$12.2K - $14.3K
|
1.24K
$82.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
200+ 19.21% |
$12.2K - $14.3K
|
1.24K
$82.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
200New |
$12.2K - $14.3K
|
200
$13.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
198+ 1.55% |
$12.1K - $14.1K
|
13K
$864K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
194New |
$11.9K - $13.8K
|
194
$12.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
186New |
$11.4K - $13.3K
|
186
$12.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
186+ 4.32% |
$11.4K - $13.3K
|
4.49K
$299K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
180+ 1.5% |
$11K - $12.8K
|
12.1K
$809K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
178+ 1.58% |
$10.9K - $12.7K
|
11.5K
$763K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
174+ 5.6% |
$10.7K - $12.4K
|
3.28K
$219K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
170+ 2.1% |
$10.4K - $12.1K
|
8.26K
$550K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
162+ 0.19% |
$9.92K - $11.5K
|
86.1K
$5.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
162+ 2.71% |
$9.92K - $11.5K
|
6.14K
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
159+ 0.92% |
$9.74K - $11.3K
|
17.4K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
154New |
$9.43K - $11K
|
154
$10.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
151+ 1.87% |
$9.25K - $10.8K
|
8.21K
$547K
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
BUY
|
- |
147+ 1.11% |
$9K - $10.5K
|
13.4K
$893K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
146+ 1.83% |
$8.94K - $10.4K
|
8.13K
$542K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
140+ 2.86% |
$8.57K - $9.98K
|
5.03K
$335K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
137+ 1.95% |
$8.39K - $9.76K
|
7.16K
$477K
|