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 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
8.69KNew |
$511K - $622K
|
8.69K
$584K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
8.55K+ 430.36% |
$503K - $612K
|
10.5K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.54KNew |
$502K - $611K
|
8.54K
$574K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.39KNew |
$494K - $601K
|
8.39K
$564K
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
8.1K+ 10.97% |
$477K - $580K
|
82K
$5.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.04K+ 13.51% |
$473K - $575K
|
67.5K
$4.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.97KNew |
$469K - $571K
|
7.97K
$536K
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.86K+ 32.09% |
$462K - $562K
|
32.3K
$2.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
7.42KNew |
$437K - $531K
|
7.42K
$498K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.32K+ 97.09% |
$431K - $524K
|
14.8K
$998K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7.2K+ 0.33% |
$424K - $516K
|
2.19M
$147M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.2K+ 13.1% |
$424K - $515K
|
62.1K
$4.18M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
7.18K+ 29.31% |
$422K - $514K
|
31.7K
$2.13M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
7.09KNew |
$417K - $508K
|
7.09K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
6.94KNew |
$408K - $497K
|
6.94K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.76K+ 3.48% |
$398K - $484K
|
201K
$13.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.69K+ 21.68% |
$394K - $479K
|
37.5K
$2.52M
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
6.33K+ 931.66% |
$372K - $453K
|
7.01K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.1KNew |
$359K - $437K
|
6.1K
$410K
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
6.1KNew |
$359K - $436K
|
6.1K
$410K
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
5.9K+ 107.29% |
$347K - $422K
|
11.4K
$766K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.88KNew |
$346K - $421K
|
5.88K
$395K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.82K+ 287.75% |
$343K - $417K
|
7.85K
$527K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.74K+ 26.02% |
$338K - $411K
|
27.8K
$1.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
5.68K+ 7.17% |
$334K - $406K
|
84.8K
$5.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
5.59KNew |
$329K - $400K
|
5.59K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.32K+ 43.57% |
$313K - $381K
|
17.5K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.13K+ 4.1% |
$302K - $368K
|
130K
$8.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
5.04K+ 45.9% |
$297K - $361K
|
16K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
4.96KNew |
$292K - $355K
|
4.96K
$333K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.93KNew |
$290K - $353K
|
4.93K
$331K
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.91K+ 1.71% |
$289K - $352K
|
292K
$19.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
4.91K+ 70.31% |
$289K - $352K
|
11.9K
$799K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
4.91K+ 3.28% |
$289K - $352K
|
155K
$10.4M
|
|
|
Feb 07, 2023
Q4 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
4.6K+ 27.12% |
$271K - $329K
|
21.6K
$1.45M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.46KNew |
$263K - $319K
|
4.46K
$300K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.46K+ 67.98% |
$262K - $319K
|
11K
$740K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.33KNew |
$255K - $310K
|
4.33K
$291K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.32KNew |
$254K - $309K
|
4.32K
$290K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
4.31KNew |
$254K - $309K
|
4.31K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
4.31K+ 16.63% |
$254K - $308K
|
30.2K
$2.03M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.19KNew |
$247K - $300K
|
4.19K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.12KNew |
$243K - $295K
|
4.12K
$277K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.08K+ 123.76% |
$240K - $292K
|
7.37K
$495K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.99K+ 7.81% |
$235K - $286K
|
55.1K
$3.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.99K+ 70.16% |
$235K - $286K
|
9.67K
$650K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.98KNew |
$234K - $285K
|
3.98K
$267K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
3.72KNew |
$219K - $267K
|
3.72K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Stf Management LP
Frisco, TX |
BUY
|
- |
3.65KNew |
$215K - $262K
|
3.65K
$245K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
3.65KNew |
$215K - $261K
|
3.65K
$245K
|