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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-136- 2.66% |
$8.7K - $10.5K
|
4.99K
$332K
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-143- 0.14% |
$9.15K - $11.1K
|
102K
$6.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-148- 17.9% |
$9.47K - $11.5K
|
679
$45.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-151- 0.32% |
$9.66K - $11.7K
|
46.9K
$3.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-153- 0.78% |
$9.79K - $11.8K
|
19.6K
$1.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-160- 2.6% |
$10.2K - $12.4K
|
6K
$400K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-162- 3.18% |
$10.4K - $12.5K
|
4.93K
$329K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-187- 18.79% |
$12K - $14.5K
|
808
$53.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-192- 7.57% |
$12.3K - $14.9K
|
2.34K
$156K
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
SELL
|
- |
-194- 3.94% |
$12.4K - $15K
|
4.74K
$315K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 2.23% |
$12.8K - $15.5K
|
8.76K
$583K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-203- 1.74% |
$13K - $15.7K
|
11.4K
$762K
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-204- 0.45% |
$13.1K - $15.8K
|
44.7K
$2.98M
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-222- 0.27% |
$14.2K - $17.2K
|
83.2K
$5.54M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-223- 5.11% |
$14.3K - $17.3K
|
4.15K
$276K
|
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-227- 0.28% |
$14.5K - $17.6K
|
80.1K
$5.33M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-240- 0.73% |
$15.4K - $18.6K
|
32.6K
$2.17M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-240- 2.87% |
$15.4K - $18.6K
|
8.11K
$540K
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-240- 4.36% |
$15.4K - $18.6K
|
5.26K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-240- 0.73% |
$15.4K - $18.6K
|
32.6K
$2.17M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-252- 1.18% |
$16.1K - $19.5K
|
21.1K
$1.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-260- 4.19% |
$16.6K - $20.1K
|
5.95K
$396K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-262- 4.17% |
$16.8K - $20.3K
|
6.02K
$401K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-272- 2.46% |
$17.4K - $21.1K
|
10.8K
$719K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-299- 5.84% |
$19.1K - $23.1K
|
4.83K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-300- 9.68% |
$19.2K - $23.2K
|
2.8K
$186K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-300- 0.5% |
$19.2K - $23.2K
|
59.4K
$3.95M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-300- 51.19% |
$19.2K - $23.2K
|
286
$19K
|
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-300- 0.01% |
$19.2K - $23.2K
|
2.36M
$157M
|
|
|
Nov 15, 2022
Q3 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-300- 4.88% |
$19.2K - $23.2K
|
5.85K
$389K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-306- 2.89% |
$19.6K - $23.7K
|
10.3K
$684K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-318- 4.59% |
$20.4K - $24.6K
|
6.61K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-326- 7.65% |
$20.9K - $25.2K
|
3.93K
$262K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-344- 0.31% |
$22K - $26.6K
|
112K
$7.44M
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-365- 5.5% |
$23.4K - $28.3K
|
6.27K
$417K
|
|
|
Nov 21, 2022
Q3 2022
|
17 Capital Partners, LLC
|
SELL
|
- |
-367- 1.91% |
$23.5K - $28.4K
|
18.9K
$1.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-368- 1.14% |
$23.6K - $28.5K
|
31.9K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-381- 8.56% |
$24.4K - $29.5K
|
4.07K
$271K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-387- 4.71% |
$24.8K - $30K
|
7.84K
$522K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-389- 2.87% |
$24.9K - $30.1K
|
13.2K
$876K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-397- 4.13% |
$25.4K - $30.7K
|
9.21K
$613K
|
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-399- 1.89% |
$25.5K - $30.9K
|
20.7K
$1.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-400- 8.16% |
$25.6K - $31K
|
4.5K
$300K
|
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-417- 4.23% |
$26.7K - $32.3K
|
9.45K
$629K
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-437- 18.87% |
$28K - $33.8K
|
1.88K
$125K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-456- 92.68% |
$29.2K - $35.3K
|
36
$2.4K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-459- 7.07% |
$29.4K - $35.5K
|
6.03K
$402K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-470- 0.37% |
$30.1K - $36.4K
|
125K
$8.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Volatility Management LLC
|
SELL
|
- |
-487- 1.65% |
$31.2K - $37.7K
|
29K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-490- 5.18% |
$31.4K - $37.9K
|
8.97K
$598K
|