Purchases and Sales Made in Q3 2022 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7- 0.1% |
$448 - $542
|
7.05K
$470K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-10- 0.24% |
$640 - $774
|
4.11K
$273K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-12- -0.0% |
$768 - $929
|
1.85M
$124M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 4.26% |
$896 - $1.08K
|
315
$21K
|
|
|
Nov 04, 2022
Q3 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-15- 0.17% |
$960 - $1.16K
|
8.59K
$572K
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-15- 0.29% |
$960 - $1.16K
|
5.07K
$338K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15- 0.11% |
$960 - $1.16K
|
14.2K
$948K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-16- 0.12% |
$1.02K - $1.24K
|
13.7K
$912K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-16- 0.27% |
$1.02K - $1.24K
|
5.86K
$390K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-18- 0.64% |
$1.15K - $1.39K
|
2.8K
$187K
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-22- 0.03% |
$1.41K - $1.7K
|
87.9K
$5.85M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-22- 0.51% |
$1.41K - $1.7K
|
4.33K
$288K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-32- 2.13% |
$2.05K - $2.48K
|
1.47K
$97.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-33- 0.31% |
$2.11K - $2.55K
|
10.7K
$710K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-35- 2.48% |
$2.24K - $2.71K
|
1.38K
$91.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-35- 8.43% |
$2.24K - $2.71K
|
380
$25.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-35- 47.3% |
$2.24K - $2.71K
|
39
$2.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-37- 3.57% |
$2.37K - $2.86K
|
1K
$66.6K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-39- 0.27% |
$2.5K - $3.02K
|
14.2K
$948K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-41- 1.25% |
$2.62K - $3.17K
|
3.25K
$216K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-47- 58.02% |
$3.01K - $3.64K
|
34
$2.26K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-48- 0.59% |
$3.07K - $3.72K
|
8.08K
$538K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-49- 1.23% |
$3.14K - $3.79K
|
3.93K
$261K
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 1.25% |
$3.2K - $3.87K
|
3.95K
$263K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 40.98% |
$3.2K - $3.87K
|
72
$4.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-54- 0.42% |
$3.46K - $4.18K
|
12.8K
$850K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-59- 1.75% |
$3.78K - $4.57K
|
3.32K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Klcm Advisors, Inc.
|
SELL
|
- |
-63- 0.53% |
$4.03K - $4.88K
|
11.9K
$789K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-66- 1.43% |
$4.22K - $5.11K
|
4.56K
$304K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-67- 1.96% |
$4.29K - $5.19K
|
3.34K
$223K
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-71- 0.57% |
$4.54K - $5.5K
|
12.3K
$821K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-72- 0.73% |
$4.61K - $5.57K
|
9.82K
$654K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-73- 1.49% |
$4.67K - $5.65K
|
4.82K
$321K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-85- 2.55% |
$5.44K - $6.58K
|
3.25K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-87- 0.89% |
$5.57K - $6.73K
|
9.7K
$646K
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-89- 1.44% |
$5.7K - $6.89K
|
6.09K
$405K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-93- 0.5% |
$5.95K - $7.2K
|
18.6K
$1.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-93- 0.04% |
$5.95K - $7.2K
|
230K
$15.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-94- 59.87% |
$6.02K - $7.28K
|
63
$4.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-96- 5.41% |
$6.14K - $7.43K
|
1.68K
$112K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-98- 7.31% |
$6.27K - $7.59K
|
1.24K
$82.7K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-100- 1.92% |
$6.4K - $7.74K
|
5.12K
$341K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-100- 2.16% |
$6.4K - $7.74K
|
4.52K
$301K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-101- 1.08% |
$6.46K - $7.82K
|
9.24K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-110- 11.08% |
$7.04K - $8.52K
|
883
$58.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-112- 9.3% |
$7.17K - $8.67K
|
1.09K
$72.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-118- 0.25% |
$7.55K - $9.13K
|
47.9K
$3.19M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-119- 9.54% |
$7.62K - $9.21K
|
1.13K
$75.1K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-128- 5.24% |
$8.19K - $9.91K
|
2.32K
$154K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-128- 5.24% |
$8.19K - $9.91K
|
2.32K
$154K
|