Purchases and Sales Made in Q2 2023 in Xcel Energy Inc (XEL)

XEL Quotes by TradingView

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 10, 2023 Q2 2023
Caprock Group, Inc.

BUY
 -
140
+ 2.86%
$8.57K - $9.98K
5.03K $406K
Jul 11, 2023 Q2 2023
Affiance Financial, LLC

BUY
 -
137
+ 1.95%
$8.39K - $9.76K
7.16K $578K
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
127
+ 3.23%
$7.78K - $9.05K
4.06K $327K
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
122
+ 3.41%
$7.47K - $8.69K
3.7K $298K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
122
New
$7.47K - $8.69K
122 $9.84K
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
113
+ 3.5%
$6.92K - $8.05K
3.34K $269K
Jul 25, 2023 Q2 2023
Bigelow Investment Advisors, LLC

BUY
 -
108
+ 1.27%
$6.61K - $7.7K
8.62K $695K
Aug 04, 2023 Q2 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
105
+ 7.02%
$6.43K - $7.48K
1.6K $129K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
100
+ 13.5%
$6.12K - $7.13K
841 $67.8K
Aug 03, 2023 Q2 2023
Triumph Capital Management

BUY
 -
100
+ 2.87%
$6.12K - $7.13K
3.59K $290K
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
89
+ 87.25%
$5.45K - $6.34K
191 $15.4K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
89
New
$5.45K - $6.34K
89 $7.18K
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
86
+ 0.86%
$5.27K - $6.13K
10.1K $816K
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
86
+ 2.39%
$5.27K - $6.13K
3.69K $297K
Jul 26, 2023 Q2 2023
Strengthening Families & Communities, LLC

BUY
 -
76
+ 12.18%
$4.65K - $5.42K
700 $56.5K
Jul 26, 2023 Q2 2023
Rosenberg Matthew Hamilton

BUY
 -
71
+ 1.08%
$4.35K - $5.06K
6.62K $534K
Aug 08, 2023 Q2 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
69
+ 0.89%
$4.23K - $4.92K
7.79K $628K
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
65
+ 1.05%
$3.98K - $4.63K
6.28K $506K
Jul 25, 2023 Q2 2023
Old National Bancorp

BUY
 -
65
+ 1.07%
$3.98K - $4.63K
6.16K $497K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
62
New
$3.8K - $4.42K
62 $5K
Jul 18, 2023 Q2 2023
Lake Street Financial LLC

BUY
 -
59
+ 1.32%
$3.61K - $4.2K
4.53K $365K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
59
+ 1.07%
$3.61K - $4.2K
5.59K $451K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
49
+ 4.21%
$3K - $3.49K
1.21K $97.9K
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
49
+ 1.1%
$3K - $3.49K
4.49K $362K
Aug 03, 2023 Q2 2023
Mv Capital Management, Inc.

BUY
 -
48
+ 11.14%
$2.94K - $3.42K
479 $38.6K
Nov 06, 2023 Q2 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
44
New
$2.69K - $3.14K
44 $3.55K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
41
+ 85.42%
$2.51K - $2.92K
89 $7.18K
Jul 13, 2023 Q2 2023
Rda Financial Network

BUY
 -
41
+ 0.72%
$2.51K - $2.92K
5.7K $460K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
40
New
$2.45K - $2.85K
40 $3.23K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
40
+ 5.52%
$2.45K - $2.85K
765 $61.7K
Aug 10, 2023 Q2 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
37
+ 0.83%
$2.27K - $2.64K
4.5K $363K
Aug 14, 2023 Q2 2023
Bollard Group LLC

Boston, MA
BUY
 -
35
New
$2.14K - $2.49K
35 $2.82K
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
34
+ 0.75%
$2.08K - $2.42K
4.57K $368K
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
32
+ 1.03%
$1.96K - $2.28K
3.14K $253K
Jul 28, 2023 Q2 2023
First Personal Financial Services

BUY
 -
29
New
$1.78K - $2.07K
29 $2.34K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
25
+ 0.64%
$1.53K - $1.78K
3.91K $315K
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
25
+ 0.74%
$1.53K - $1.78K
3.39K $273K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
24
+ 0.53%
$1.47K - $1.71K
4.55K $367K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
24
+ 0.14%
$1.47K - $1.71K
17.4K $1.4M
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
22
+ 0.15%
$1.35K - $1.57K
14.3K $1.15M
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
22
New
$1.35K - $1.57K
22 $1.77K
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
21
+ 0.62%
$1.29K - $1.5K
3.38K $273K
Jul 05, 2023 Q2 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
20
+ 0.33%
$1.22K - $1.43K
6.01K $485K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
19
New
$1.16K - $1.35K
19 $1.53K
Jul 13, 2023 Q2 2023
Windsor Capital Management, LLC

BUY
 -
19
+ 0.59%
$1.16K - $1.35K
3.24K $261K
Jul 27, 2023 Q2 2023
Core Alternative Capital

BUY
 -
18
+ 10.47%
$1.1K - $1.28K
190 $15.3K
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
17
+ 0.43%
$1.04K - $1.21K
3.98K $321K
Jul 20, 2023 Q2 2023
Planning Center, Inc.

BUY
 -
17
+ 0.27%
$1.04K - $1.21K
6.4K $516K
Oct 13, 2023 Q2 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
16
+ 0.73%
$980 - $1.14K
2.2K $178K

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