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
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
122
New
$7.47K - $8.69K
122 $8.2K
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
122
+ 3.41%
$7.47K - $8.69K
3.7K $249K
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
113
+ 3.5%
$6.92K - $8.05K
3.34K $224K
Jul 25, 2023 Q2 2023
Bigelow Investment Advisors, LLC

BUY
 -
108
+ 1.27%
$6.61K - $7.7K
8.62K $579K
Aug 04, 2023 Q2 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
105
+ 7.02%
$6.43K - $7.48K
1.6K $108K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
100
+ 13.5%
$6.12K - $7.13K
841 $56.5K
Aug 03, 2023 Q2 2023
Triumph Capital Management

BUY
 -
100
+ 2.87%
$6.12K - $7.13K
3.59K $241K
Aug 24, 2023 Q2 2023
Strategy Asset Managers LLC

BUY
 -
95
+ 2.39%
$5.82K - $6.77K
4.08K $274K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
89
New
$5.45K - $6.34K
89 $5.98K
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
89
+ 87.25%
$5.45K - $6.34K
191 $12.8K
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
86
+ 0.86%
$5.27K - $6.13K
10.1K $680K
Jul 26, 2023 Q2 2023
Strengthening Families & Communities, LLC

BUY
 -
76
+ 12.18%
$4.65K - $5.42K
700 $47K
Jul 26, 2023 Q2 2023
Rosenberg Matthew Hamilton

BUY
 -
71
+ 1.08%
$4.35K - $5.06K
6.62K $445K
Aug 08, 2023 Q2 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
69
+ 0.89%
$4.23K - $4.92K
7.79K $523K
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
65
+ 1.05%
$3.98K - $4.63K
6.28K $422K
Jul 25, 2023 Q2 2023
Old National Bancorp

BUY
 -
65
+ 1.07%
$3.98K - $4.63K
6.16K $414K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
62
New
$3.8K - $4.42K
62 $4.17K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
59
+ 1.07%
$3.61K - $4.2K
5.59K $376K
Jul 18, 2023 Q2 2023
Lake Street Financial LLC

BUY
 -
59
+ 1.32%
$3.61K - $4.2K
4.53K $304K
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
49
+ 1.1%
$3K - $3.49K
4.49K $302K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
49
+ 4.21%
$3K - $3.49K
1.21K $81.6K
Aug 03, 2023 Q2 2023
Mv Capital Management, Inc.

BUY
 -
48
+ 11.14%
$2.94K - $3.42K
479 $32.2K
Nov 06, 2023 Q2 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
44
New
$2.69K - $3.14K
44 $2.96K
Jul 13, 2023 Q2 2023
Rda Financial Network

BUY
 -
41
+ 0.72%
$2.51K - $2.92K
5.7K $383K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
41
+ 85.42%
$2.51K - $2.92K
89 $5.98K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
40
New
$2.45K - $2.85K
40 $2.69K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
40
+ 5.52%
$2.45K - $2.85K
765 $51.4K
Aug 10, 2023 Q2 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
37
+ 0.83%
$2.27K - $2.64K
4.5K $303K
Aug 14, 2023 Q2 2023
Bollard Group LLC

Boston, MA
BUY
 -
35
New
$2.14K - $2.49K
35 $2.35K
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
34
+ 0.75%
$2.08K - $2.42K
4.57K $307K
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
32
+ 1.03%
$1.96K - $2.28K
3.14K $211K
Jul 28, 2023 Q2 2023
First Personal Financial Services

BUY
 -
29
New
$1.78K - $2.07K
29 $1.95K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
25
+ 0.64%
$1.53K - $1.78K
3.91K $263K
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
25
+ 0.74%
$1.53K - $1.78K
3.39K $228K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
24
+ 0.14%
$1.47K - $1.71K
17.4K $1.17M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
24
+ 0.53%
$1.47K - $1.71K
4.55K $306K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
22
New
$1.35K - $1.57K
22 $1.48K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
22
+ 0.15%
$1.35K - $1.57K
14.3K $960K
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
21
+ 0.62%
$1.29K - $1.5K
3.38K $227K
Jul 05, 2023 Q2 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
20
+ 0.33%
$1.22K - $1.43K
6.01K $404K
Jul 13, 2023 Q2 2023
Windsor Capital Management, LLC

BUY
 -
19
+ 0.59%
$1.16K - $1.35K
3.24K $218K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
19
New
$1.16K - $1.35K
19 $1.28K
Jul 27, 2023 Q2 2023
Core Alternative Capital

BUY
 -
18
+ 10.47%
$1.1K - $1.28K
190 $12.8K
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
17
+ 0.43%
$1.04K - $1.21K
3.98K $268K
Jul 20, 2023 Q2 2023
Planning Center, Inc.

BUY
 -
17
+ 0.27%
$1.04K - $1.21K
6.4K $430K
Oct 13, 2023 Q2 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
16
+ 0.73%
$980 - $1.14K
2.2K $148K
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
15
+ 0.36%
$919 - $1.07K
4.21K $283K
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
15
+ 3.53%
$919 - $1.07K
440 $29.6K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
14
+ 1.68%
$857 - $998
846 $56.9K

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