Purchases and Sales Made in Q4 2022 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
41+ 0.65% |
$2.41K - $2.94K
|
6.31K
$461K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
40+ 0.29% |
$2.35K - $2.86K
|
14K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
39+ 0.8% |
$2.3K - $2.79K
|
4.94K
$361K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
37+ 1.05% |
$2.18K - $2.65K
|
3.57K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
36+ 0.81% |
$2.12K - $2.58K
|
4.5K
$329K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
36+ 112.5% |
$2.12K - $2.58K
|
68
$4.97K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36New |
$2.12K - $2.58K
|
36
$2.63K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
34+ 1.07% |
$2K - $2.43K
|
3.2K
$234K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31+ 0.36% |
$1.82K - $2.22K
|
8.57K
$626K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
31+ 0.63% |
$1.82K - $2.22K
|
4.97K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
30+ 11.81% |
$1.77K - $2.15K
|
284
$20.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
30New |
$1.77K - $2.15K
|
30
$2.19K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
28+ 2.72% |
$1.65K - $2K
|
1.06K
$77.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
28New |
$1.65K - $2K
|
28
$2.05K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
27+ 0.45% |
$1.59K - $1.93K
|
5.98K
$437K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
27New |
$1.59K - $1.93K
|
27
$1.97K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
27+ 0.82% |
$1.59K - $1.93K
|
3.34K
$244K
|
|
|
Jan 17, 2023
Q4 2022
|
Asset Planning Services Inc
|
BUY
|
- |
25+ 0.03% |
$1.47K - $1.79K
|
86.1K
$6.29M
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
22+ 3.67% |
$1.29K - $1.58K
|
622
$45.4K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
21+ 0.35% |
$1.24K - $1.5K
|
5.97K
$436K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
21New |
$1.24K - $1.5K
|
21
$1.53K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
20New |
$1.18K - $1.43K
|
20
$1.46K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
20+ 0.63% |
$1.18K - $1.43K
|
3.2K
$234K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 1.73% |
$1.06K - $1.29K
|
1.06K
$77.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
18+ 0.57% |
$1.06K - $1.29K
|
3.19K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18+ 0.53% |
$1.06K - $1.29K
|
3.45K
$252K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17+ 0.43% |
$1K - $1.22K
|
3.95K
$289K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
16New |
$942 - $1.15K
|
16
$1.17K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
16+ 0.87% |
$942 - $1.15K
|
1.86K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
15+ 150.0% |
$883 - $1.07K
|
25
$1.83K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
15+ 107.14% |
$883 - $1.07K
|
29
$2.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
15+ 1.3% |
$883 - $1.07K
|
1.17K
$85.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
14New |
$824 - $1K
|
14
$1.02K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13+ 0.57% |
$765 - $931
|
2.28K
$167K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
12+ 0.32% |
$706 - $859
|
3.79K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12+ 0.13% |
$706 - $859
|
9.26K
$676K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
12+ 0.21% |
$706 - $859
|
5.67K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
11+ 1.51% |
$647 - $788
|
739
$54K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
11+ 0.09% |
$647 - $788
|
12.3K
$902K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.72% |
$471 - $573
|
1.12K
$81.5K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
8+ 10.39% |
$471 - $573
|
85
$6.21K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
7+ 0.61% |
$412 - $501
|
1.15K
$83.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.76% |
$412 - $501
|
930
$67.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.13% |
$412 - $501
|
5.25K
$384K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7New |
$412 - $501
|
7
$511
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
5+ 0.06% |
$294 - $358
|
8.5K
$621K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.42% |
$294 - $358
|
1.2K
$87.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 0.95% |
$294 - $358
|
530
$38.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
5+ 0.08% |
$294 - $358
|
6.12K
$447K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.65% |
$235 - $286
|
619
$45.2K
|