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 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
20+ 0.6% |
$1.28K - $1.55K
|
3.37K
$226K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20+ 0.4% |
$1.28K - $1.55K
|
5.03K
$338K
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
20+ 0.22% |
$1.28K - $1.55K
|
9.31K
$626K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 48.78% |
$1.28K - $1.55K
|
61
$4.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
19+ 0.5% |
$1.22K - $1.47K
|
3.85K
$259K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
19New |
$1.22K - $1.47K
|
19
$1.28K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
18+ 0.11% |
$1.15K - $1.39K
|
16.4K
$1.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
18+ 0.57% |
$1.15K - $1.39K
|
3.18K
$214K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
17+ 25.76% |
$1.09K - $1.32K
|
83
$5.58K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
16New |
$1.02K - $1.24K
|
16
$1.08K
|
|
|
Oct 13, 2022
Q3 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
15New |
$960 - $1.16K
|
15
$1.01K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
14+ 9.03% |
$896 - $1.08K
|
169
$11.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
14+ 19.18% |
$896 - $1.08K
|
87
$5.85K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
12+ 0.21% |
$768 - $929
|
5.65K
$380K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
12+ 2.49% |
$768 - $929
|
493
$33.1K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 3.38% |
$704 - $852
|
336
$22.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11+ 0.25% |
$704 - $852
|
4.41K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
10+ 0.23% |
$640 - $774
|
4.38K
$295K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 20.0% |
$640 - $774
|
60
$4.03K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.32% |
$640 - $774
|
3.16K
$212K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.15% |
$576 - $697
|
6.05K
$406K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9+ 1.49% |
$576 - $697
|
615
$41.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.73% |
$512 - $619
|
1.11K
$74.4K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8+ 0.17% |
$512 - $619
|
4.73K
$318K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.76% |
$448 - $542
|
923
$62K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7+ 0.07% |
$448 - $542
|
10.5K
$706K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.11% |
$384 - $464
|
5.25K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
5+ 0.13% |
$320 - $387
|
3.98K
$268K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 13.16% |
$320 - $387
|
43
$2.89K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
5New |
$320 - $387
|
5
$336
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4+ 0.35% |
$256 - $310
|
1.14K
$76.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.34% |
$256 - $310
|
1.2K
$80.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
4+ 0.05% |
$256 - $310
|
8.49K
$571K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
3+ 50.0% |
$192 - $232
|
9
$605
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.57% |
$192 - $232
|
525
$35.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.13% |
$192 - $232
|
2.27K
$152K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.76% |
$192 - $232
|
399
$26.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3+ 0.02% |
$192 - $232
|
16.3K
$1.09M
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.03% |
$128 - $155
|
7.13K
$479K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2+ 0.04% |
$128 - $155
|
4.6K
$309K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.18% |
$64 - $77.4
|
564
$37.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$64 - $77.4
|
4.46K
$300K
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 0.23% |
$64 - $77.4
|
436
$29.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.79% |
$64 - $77.4
|
128
$8.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.02% |
$64 - $77.4
|
4.46K
$300K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1- 0.04% |
$64 - $77.4
|
2.63K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 16.67% |
$128 - $155
|
10
$672
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 0.1% |
$192 - $232
|
3.03K
$204K
|
|
|
Oct 19, 2022
Q3 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-5- 0.01% |
$320 - $387
|
86.1K
$5.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5- 0.1% |
$320 - $387
|
4.9K
$329K
|