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 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.16K+ 133.72% |
$74.1K - $89.6K
|
2.02K
$141K
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.16K+ 16.92% |
$74K - $89.5K
|
7.99K
$555K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 2.26% |
$73.3K - $88.7K
|
52K
$3.61M
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.14K+ 10.7% |
$72.9K - $88.2K
|
11.8K
$818K
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.12K+ 0.62% |
$71.9K - $87K
|
182K
$12.6M
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.11K+ 26.46% |
$71.2K - $86.1K
|
5.32K
$369K
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
1.1K+ 0.75% |
$70.4K - $85.2K
|
148K
$10.3M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.09K+ 14.58% |
$69.5K - $84.1K
|
8.54K
$593K
|
|
Nov 01, 2022
Q3 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.06K+ 9.51% |
$68K - $82.2K
|
12.2K
$850K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.06K+ 25.92% |
$67.5K - $81.7K
|
5.13K
$356K
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.04K+ 1.95% |
$66.6K - $80.6K
|
54.4K
$3.78M
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.04K+ 3996.15% |
$66.5K - $80.4K
|
1.07K
$74K
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.04K+ 34.77% |
$66.2K - $80.1K
|
4.01K
$279K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.03K+ 4.68% |
$66.1K - $80K
|
23.1K
$1.61M
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.03K+ 32.91% |
$66K - $79.9K
|
4.17K
$290K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.03KNew |
$65.8K - $79.6K
|
1.03K
$71.4K
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.02K+ 4.33% |
$65.1K - $78.7K
|
24.5K
$1.7M
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.01K+ 3.88% |
$64.5K - $78K
|
27K
$1.88M
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
994+ 5.34% |
$63.6K - $76.9K
|
19.6K
$1.36M
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
964New |
$61.7K - $74.6K
|
964
$67K
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
950+ 0.38% |
$60.8K - $73.5K
|
251K
$17.5M
|
|
Nov 04, 2022
Q3 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
949+ 22.63% |
$60.7K - $73.5K
|
5.14K
$357K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
868+ 5.18% |
$55.6K - $67.2K
|
17.6K
$1.22M
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
864+ 12.95% |
$55.3K - $66.9K
|
7.53K
$523K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
814+ 14.99% |
$52.1K - $63K
|
6.24K
$434K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
811+ 3.51% |
$51.9K - $62.8K
|
23.9K
$1.66M
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
770+ 14.87% |
$49.3K - $59.6K
|
5.95K
$413K
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
760+ 4.09% |
$48.6K - $58.8K
|
19.3K
$1.34M
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
757+ 21.19% |
$48.4K - $58.6K
|
4.33K
$301K
|
|
Oct 31, 2022
Q3 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
738+ 0.85% |
$47.2K - $57.1K
|
87.6K
$6.08M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
706+ 0.98% |
$45.2K - $54.7K
|
72.4K
$5.03M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
704+ 8.53% |
$45.1K - $54.5K
|
8.96K
$622K
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 1.1% |
$44.8K - $54.2K
|
64.4K
$4.47M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
699+ 4.19% |
$44.7K - $54.1K
|
17.4K
$1.21M
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
667+ 0.39% |
$42.7K - $51.6K
|
170K
$11.8M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
662New |
$42.4K - $51.2K
|
662
$46K
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
661+ 986.57% |
$42.3K - $51.2K
|
728
$50.6K
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
654+ 0.4% |
$41.9K - $50.6K
|
164K
$11.4M
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
644+ 16.18% |
$41.2K - $49.9K
|
4.62K
$321K
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
620+ 1.9% |
$39.7K - $48K
|
33.3K
$2.32M
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
615+ 19.15% |
$39.4K - $47.6K
|
3.83K
$266K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
609+ 6.28% |
$39K - $47.1K
|
10.3K
$716K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
597+ 4.36% |
$38.2K - $46.2K
|
14.3K
$993K
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
584+ 13.18% |
$37.4K - $45.2K
|
5.01K
$348K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
552+ 3.65% |
$35.3K - $42.7K
|
15.7K
$1.09M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
540+ 14.15% |
$34.6K - $41.8K
|
4.36K
$303K
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
540+ 0.7% |
$34.6K - $41.8K
|
77.2K
$5.36M
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
533+ 12.31% |
$34.1K - $41.3K
|
4.86K
$338K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
514+ 10.37% |
$32.9K - $39.8K
|
5.47K
$380K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
501+ 30.53% |
$32.1K - $38.8K
|
2.14K
$149K
|