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 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
157+ 3.83% |
$10K - $12.2K
|
4.25K
$286K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
155+ 3.27% |
$9.92K - $12K
|
4.9K
$329K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
150+ 3.21% |
$9.6K - $11.6K
|
4.82K
$324K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
136+ 9.51% |
$8.7K - $10.5K
|
1.57K
$105K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
135+ 1.81% |
$8.64K - $10.5K
|
7.58K
$509K
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
126+ 0.72% |
$8.06K - $9.75K
|
17.6K
$1.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
121+ 18.22% |
$7.74K - $9.37K
|
785
$52.8K
|
|
|
Nov 08, 2022
Q3 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
120+ 0.02% |
$7.68K - $9.29K
|
626K
$42.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
116+ 2.62% |
$7.42K - $8.98K
|
4.55K
$306K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
113+ 17.28% |
$7.23K - $8.75K
|
767
$51.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
110New |
$7.04K - $8.52K
|
110
$7.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
109+ 1.53% |
$6.98K - $8.44K
|
7.22K
$485K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
107New |
$6.85K - $8.28K
|
107
$7.19K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
106+ 0.89% |
$6.78K - $8.21K
|
12K
$809K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
102+ 1.17% |
$6.53K - $7.9K
|
8.82K
$593K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
101New |
$6.46K - $7.82K
|
101
$6.79K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
100+ 1.3% |
$6.4K - $7.74K
|
7.78K
$523K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
99+ 1.82% |
$6.34K - $7.66K
|
5.55K
$373K
|
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
99+ 0.72% |
$6.34K - $7.66K
|
13.8K
$930K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
90+ 2.0% |
$5.76K - $6.97K
|
4.59K
$308K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
90+ 1.04% |
$5.76K - $6.97K
|
8.78K
$590K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
87+ 0.8% |
$5.57K - $6.73K
|
11K
$738K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
86+ 29.55% |
$5.5K - $6.66K
|
377
$25.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
78+ 46.71% |
$4.99K - $6.04K
|
245
$16.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
75+ 1.09% |
$4.8K - $5.81K
|
6.95K
$467K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
74+ 0.96% |
$4.74K - $5.73K
|
7.82K
$526K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
71+ 32.57% |
$4.54K - $5.5K
|
289
$19.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
69+ 0.23% |
$4.42K - $5.34K
|
29.6K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
60New |
$3.84K - $4.64K
|
60
$4.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
60+ 6.67% |
$3.84K - $4.64K
|
960
$64.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
60New |
$3.84K - $4.64K
|
60
$4.03K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
59+ 2.53% |
$3.78K - $4.57K
|
2.39K
$160K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
58+ 123.4% |
$3.71K - $4.49K
|
105
$7.06K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
56+ 1.58% |
$3.58K - $4.33K
|
3.59K
$241K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54+ 7.75% |
$3.46K - $4.18K
|
751
$50.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
52+ 0.37% |
$3.33K - $4.03K
|
14.2K
$957K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
46+ 12.71% |
$2.94K - $3.56K
|
408
$27.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
45New |
$2.88K - $3.48K
|
45
$3.02K
|
|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
43+ 0.55% |
$2.75K - $3.33K
|
7.88K
$529K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
39+ 0.2% |
$2.5K - $3.02K
|
19.5K
$1.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
38+ 6.09% |
$2.43K - $2.94K
|
662
$44.5K
|
|
|
Oct 04, 2022
Q3 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
38+ 0.65% |
$2.43K - $2.94K
|
5.91K
$397K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
36+ 0.79% |
$2.3K - $2.79K
|
4.61K
$310K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
36+ 16.51% |
$2.3K - $2.79K
|
254
$17.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
34+ 0.54% |
$2.18K - $2.63K
|
6.29K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
28+ 0.25% |
$1.79K - $2.17K
|
11.3K
$761K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
25+ 3.83% |
$1.6K - $1.94K
|
678
$45.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
25+ 0.46% |
$1.6K - $1.94K
|
5.46K
$367K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
23+ 0.7% |
$1.47K - $1.78K
|
3.31K
$222K
|
|
|
Oct 19, 2022
Q3 2022
|
Shaker Investments LLC
|
BUY
|
- |
22+ 0.21% |
$1.41K - $1.7K
|
10.4K
$698K
|