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 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-71- 1.74% |
$4.18K - $5.08K
|
4K
$269K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-72- 1.25% |
$4.24K - $5.16K
|
5.71K
$384K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-86- 5.37% |
$5.06K - $6.16K
|
1.52K
$102K
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-86- 1.24% |
$5.06K - $6.16K
|
6.85K
$460K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-91- 26.0% |
$5.36K - $6.52K
|
259
$17.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-96- 2.34% |
$5.65K - $6.87K
|
4.01K
$269K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 5.6% |
$5.89K - $7.16K
|
1.69K
$113K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-105- 27.63% |
$6.18K - $7.52K
|
275
$18.5K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-110- 0.63% |
$6.47K - $7.88K
|
17.5K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-111- 3.96% |
$6.53K - $7.95K
|
2.69K
$181K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-120- 0.31% |
$7.06K - $8.59K
|
38.7K
$2.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-121- 0.82% |
$7.12K - $8.66K
|
14.6K
$979K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-132- 2.99% |
$7.77K - $9.45K
|
4.28K
$287K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-133- 2.44% |
$7.83K - $9.52K
|
5.33K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-133- 0.84% |
$7.83K - $9.52K
|
15.8K
$1.06M
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-140- 1.5% |
$8.24K - $10K
|
9.17K
$616K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-140- 2.24% |
$8.24K - $10K
|
6.1K
$410K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-146- 18.6% |
$8.59K - $10.5K
|
639
$42.9K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-150- 3.11% |
$8.83K - $10.7K
|
4.67K
$314K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-151- 0.34% |
$8.89K - $10.8K
|
44.6K
$3M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-154- 3.84% |
$9.06K - $11K
|
3.86K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-157- 1.49% |
$9.24K - $11.2K
|
10.3K
$695K
|
|
|
Feb 07, 2023
Q4 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-188- 3.18% |
$11.1K - $13.5K
|
5.72K
$384K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-190- 3.49% |
$11.2K - $13.6K
|
5.26K
$353K
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-192- 1.02% |
$11.3K - $13.7K
|
18.7K
$1.26M
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-196- 1.42% |
$11.5K - $14K
|
13.6K
$917K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-200- 5.1% |
$11.8K - $14.3K
|
3.73K
$250K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-202- 0.41% |
$11.9K - $14.5K
|
49.5K
$3.32M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-208- 3.59% |
$12.2K - $14.9K
|
5.58K
$375K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-211- 0.37% |
$12.4K - $15.1K
|
57.5K
$3.86M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-220- 4.9% |
$12.9K - $15.8K
|
4.27K
$287K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-222- 10.56% |
$13.1K - $15.9K
|
1.88K
$126K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-241- 2.45% |
$14.2K - $17.3K
|
9.59K
$644K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-243- 2.14% |
$14.3K - $17.4K
|
11.1K
$745K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-245- 5.3% |
$14.4K - $17.5K
|
4.38K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-260- 3.97% |
$15.3K - $18.6K
|
6.28K
$422K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-268- 2.73% |
$15.8K - $19.2K
|
9.56K
$642K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-270- 3.08% |
$15.9K - $19.3K
|
8.51K
$572K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-275- 2.38% |
$16.2K - $19.7K
|
11.3K
$757K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-275- 20.0% |
$16.2K - $19.7K
|
1.1K
$73.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
SELL
|
- |
-280- 3.38% |
$16.5K - $20K
|
8.01K
$538K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-281- 6.24% |
$16.5K - $20.1K
|
4.22K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-296- 0.56% |
$17.4K - $21.2K
|
52.6K
$3.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-309- 9.3% |
$18.2K - $22.1K
|
3.01K
$202K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-310- 2.66% |
$18.2K - $22.2K
|
11.3K
$762K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-318- 1.53% |
$18.7K - $22.8K
|
20.5K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-339- 38.39% |
$20K - $24.3K
|
544
$36.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-349- 16.29% |
$20.5K - $25K
|
1.79K
$120K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-359- 8.44% |
$21.1K - $25.7K
|
3.9K
$262K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-360- 7.04% |
$21.2K - $25.8K
|
4.75K
$319K
|