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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.75% |
$177 - $215
|
402
$28.2K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
3+ 33.33% |
$177 - $215
|
12
$841
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.03% |
$118 - $143
|
7.14K
$500K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.35% |
$118 - $143
|
566
$39.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$58.9 - $71.6
|
4.39K
$307K
|
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$58.9 - $71.6
|
32.5K
$2.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.78% |
$58.9 - $71.6
|
129
$9.04K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.16% |
$58.9 - $71.6
|
623
$43.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1- 0.01% |
$58.9 - $71.6
|
16.4K
$1.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 5.56% |
$118 - $143
|
34
$2.38K
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-4- 0.05% |
$235 - $286
|
8.06K
$565K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-6- 0.05% |
$353 - $430
|
11.4K
$802K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 0.15% |
$412 - $501
|
4.51K
$316K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 13.11% |
$471 - $573
|
53
$3.71K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 18.6% |
$471 - $573
|
35
$2.45K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 0.3% |
$530 - $644
|
3.02K
$212K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-9- 2.06% |
$530 - $644
|
427
$29.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-12- 2.43% |
$706 - $859
|
481
$33.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-12- -0.0% |
$706 - $859
|
1.85M
$130M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-12- 0.72% |
$706 - $859
|
1.65K
$116K
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-15- 0.24% |
$883 - $1.07K
|
6.31K
$442K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-20- 0.43% |
$1.18K - $1.43K
|
4.63K
$324K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21- 0.26% |
$1.24K - $1.5K
|
7.91K
$554K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-21- 0.47% |
$1.24K - $1.5K
|
4.44K
$311K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-23- 0.68% |
$1.35K - $1.65K
|
3.34K
$234K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24- 0.55% |
$1.41K - $1.72K
|
4.31K
$302K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-25- 3.69% |
$1.47K - $1.79K
|
653
$45.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-26- 0.2% |
$1.53K - $1.86K
|
13.1K
$920K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-27- 0.86% |
$1.59K - $1.93K
|
3.11K
$218K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-27- 8.04% |
$1.59K - $1.93K
|
309
$21.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-27- 31.03% |
$1.59K - $1.93K
|
60
$4.21K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-32- 0.22% |
$1.88K - $2.29K
|
14.2K
$995K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-33- 0.06% |
$1.94K - $2.36K
|
59K
$4.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-36- 0.57% |
$2.12K - $2.58K
|
6.25K
$438K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-38- 0.49% |
$2.24K - $2.72K
|
7.74K
$543K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-40- 13.33% |
$2.35K - $2.86K
|
260
$18.2K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-43- 0.24% |
$2.53K - $3.08K
|
17.9K
$1.25M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-44- 2.05% |
$2.59K - $3.15K
|
2.1K
$147K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-45- 0.95% |
$2.65K - $3.22K
|
4.69K
$329K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-49- 2.94% |
$2.88K - $3.51K
|
1.62K
$113K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-49- 2.21% |
$2.88K - $3.51K
|
2.17K
$152K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 0.57% |
$2.94K - $3.58K
|
8.71K
$611K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-51- 6.79% |
$3K - $3.65K
|
700
$49.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-53- 3.5% |
$3.12K - $3.79K
|
1.46K
$102K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-55- 0.99% |
$3.24K - $3.94K
|
5.5K
$385K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-55- 1.43% |
$3.24K - $3.94K
|
3.8K
$266K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-57- 0.75% |
$3.36K - $4.08K
|
7.52K
$527K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-58- 6.64% |
$3.41K - $4.15K
|
816
$57.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-59- 0.77% |
$3.47K - $4.22K
|
7.57K
$530K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-63- 2.67% |
$3.71K - $4.51K
|
2.3K
$161K
|