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 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
500+ 0.56% |
$32K - $38.7K
|
90K
$6.25M
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
500+ 7.84% |
$32K - $38.7K
|
6.88K
$478K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
500New |
$32K - $38.7K
|
500
$34.7K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
500New |
$32K - $38.7K
|
500
$34.7K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
492+ 7.48% |
$31.5K - $38.1K
|
7.07K
$491K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
488+ 8.2% |
$31.2K - $37.8K
|
6.44K
$447K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
481New |
$30.8K - $37.2K
|
481
$33.4K
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
475+ 8.1% |
$30.4K - $36.8K
|
6.34K
$440K
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
430+ 5.48% |
$27.5K - $33.3K
|
8.28K
$575K
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
426+ 6.77% |
$27.3K - $33K
|
6.71K
$466K
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
423+ 7.17% |
$27.1K - $32.7K
|
6.32K
$439K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
411+ 5.47% |
$26.3K - $31.8K
|
7.93K
$551K
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.41% |
$25.6K - $31K
|
97.7K
$6.79M
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
400New |
$25.6K - $31K
|
400
$27.8K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
385+ 12.32% |
$24.6K - $29.8K
|
3.51K
$244K
|
|
Oct 28, 2022
Q3 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
384+ 23.65% |
$24.6K - $29.7K
|
2.01K
$139K
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
375+ 0.92% |
$24K - $29K
|
41K
$2.85M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
371+ 3.29% |
$23.7K - $28.7K
|
11.7K
$809K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
360+ 8.06% |
$23K - $27.9K
|
4.82K
$335K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
358+ 0.69% |
$22.9K - $27.7K
|
52.1K
$3.62M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
333+ 4.74% |
$21.3K - $25.8K
|
7.37K
$512K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
328+ 4.84% |
$21K - $25.4K
|
7.1K
$493K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
325+ 5.22% |
$20.8K - $25.2K
|
6.55K
$455K
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
314+ 17.56% |
$20.1K - $24.3K
|
2.1K
$146K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
310+ 2.73% |
$19.8K - $24K
|
11.7K
$809K
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
286+ 8.21% |
$18.3K - $22.1K
|
3.77K
$262K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
278+ 21.01% |
$17.8K - $21.5K
|
1.6K
$111K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
269+ 5.19% |
$17.2K - $20.8K
|
5.45K
$379K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
263+ 1.21% |
$16.8K - $20.4K
|
22K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
258+ 4.11% |
$16.5K - $20K
|
6.54K
$454K
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
256+ 7.02% |
$16.4K - $19.8K
|
3.9K
$271K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
250+ 51.02% |
$16K - $19.4K
|
740
$51.4K
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
250+ 7.83% |
$16K - $19.4K
|
3.44K
$239K
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
249+ 0.83% |
$15.9K - $19.3K
|
30.3K
$2.1M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
245+ 4.8% |
$15.7K - $19K
|
5.35K
$371K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
229+ 4.87% |
$14.7K - $17.7K
|
4.93K
$343K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
228+ 19.52% |
$14.6K - $17.6K
|
1.4K
$97K
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
224+ 1.35% |
$14.3K - $17.3K
|
16.8K
$1.17M
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
224+ 28.0% |
$14.3K - $17.3K
|
1.02K
$71.1K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
223+ 6.27% |
$14.3K - $17.3K
|
3.78K
$263K
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
218+ 3.24% |
$14K - $16.9K
|
6.94K
$482K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
209+ 1.43% |
$13.4K - $16.2K
|
14.8K
$1.03M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
209New |
$13.4K - $16.2K
|
209
$14.5K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
203+ 1.05% |
$13K - $15.7K
|
19.6K
$1.36M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
202New |
$12.9K - $15.6K
|
202
$14K
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
191+ 5.24% |
$12.2K - $14.8K
|
3.84K
$266K
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
BUY
|
- |
189+ 0.73% |
$12.1K - $14.6K
|
25.9K
$1.8M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
185+ 2.27% |
$11.8K - $14.3K
|
8.34K
$579K
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
170+ 0.17% |
$10.9K - $13.2K
|
99.5K
$6.91M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
157+ 3.83% |
$10K - $12.2K
|
4.25K
$295K
|