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 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-373- 12.82% |
$22K - $26.7K
|
2.54K
$170K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-374- 3.9% |
$22K - $26.8K
|
9.21K
$619K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-376- 7.79% |
$22.1K - $26.9K
|
4.45K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-400- 7.91% |
$23.5K - $28.6K
|
4.66K
$313K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-416- 6.83% |
$24.5K - $29.8K
|
5.67K
$381K
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-428- 9.43% |
$25.2K - $30.6K
|
4.11K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-444- 0.01% |
$26.1K - $31.8K
|
3.37M
$227M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-452- 8.26% |
$26.6K - $32.4K
|
5.02K
$337K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-461- 2.72% |
$27.1K - $33K
|
16.5K
$1.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-480- 17.06% |
$28.3K - $34.4K
|
2.33K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-495- 10.04% |
$29.1K - $35.4K
|
4.44K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-496- 2.53% |
$29.2K - $35.5K
|
19.1K
$1.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-508- 5.38% |
$29.9K - $36.4K
|
8.94K
$601K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-530- 10.9% |
$31.2K - $37.9K
|
4.33K
$291K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-533- 3.95% |
$31.4K - $38.2K
|
13K
$872K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-547- 0.36% |
$32.2K - $39.2K
|
153K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-549- 2.65% |
$32.3K - $39.3K
|
20.2K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-550- 14.37% |
$32.4K - $39.4K
|
3.28K
$220K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-560- 5.46% |
$33K - $40.1K
|
9.7K
$652K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-578- 3.43% |
$34K - $41.4K
|
16.3K
$1.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-585- 0.59% |
$34.4K - $41.9K
|
99K
$6.65M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-600- 8.83% |
$35.3K - $43K
|
6.2K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-600- 13.45% |
$35.3K - $43K
|
3.86K
$259K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-603- 4.4% |
$35.5K - $43.2K
|
13.1K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-605- 13.26% |
$35.6K - $43.3K
|
3.96K
$266K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-613- 7.35% |
$36.1K - $43.9K
|
7.73K
$519K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-615- 1.31% |
$36.2K - $44K
|
46.4K
$3.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-637- 6.21% |
$37.5K - $45.6K
|
9.63K
$647K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-640- 0.68% |
$37.7K - $45.8K
|
94K
$6.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-646- 2.74% |
$38K - $46.3K
|
22.9K
$1.54M
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-696- 4.28% |
$41K - $49.8K
|
15.6K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-723- 0.22% |
$42.6K - $51.8K
|
332K
$22.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-729- 12.15% |
$42.9K - $52.2K
|
5.27K
$354K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-750- 13.64% |
$44.1K - $53.7K
|
4.75K
$319K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-792- 10.26% |
$46.6K - $56.7K
|
6.93K
$466K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-810- 1.58% |
$47.7K - $58K
|
50.4K
$3.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-815- 17.89% |
$48K - $58.4K
|
3.74K
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-842- 16.43% |
$49.6K - $60.3K
|
4.28K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-855- 10.7% |
$50.3K - $61.2K
|
7.14K
$479K
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-863- 45.93% |
$50.8K - $61.8K
|
1.02K
$68.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-879- 16.07% |
$51.7K - $62.9K
|
4.59K
$309K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-882- 3.27% |
$51.9K - $63.2K
|
26.1K
$1.76M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-882- 6.71% |
$51.9K - $63.2K
|
12.3K
$824K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-887- 22.11% |
$52.2K - $63.5K
|
3.12K
$210K
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-900- 0.92% |
$53K - $64.4K
|
96.8K
$6.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-912- 2.8% |
$53.7K - $65.3K
|
31.7K
$2.13M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-912- 2.8% |
$53.7K - $65.3K
|
31.7K
$2.13M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-980- 13.86% |
$57.7K - $70.2K
|
6.09K
$409K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1K- 12.76% |
$58.9K - $71.6K
|
6.84K
$459K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.01K- 0.33% |
$59.5K - $72.4K
|
304K
$20.5M
|