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
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.65KNew |
$215K - $261K
|
3.65K
$245K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.6K+ 230.01% |
$212K - $258K
|
5.17K
$347K
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.55KNew |
$209K - $254K
|
3.55K
$239K
|
|
|
Feb 13, 2023
Q4 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
3.54KNew |
$209K - $254K
|
3.54K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
3.42KNew |
$201K - $245K
|
3.42K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.4KNew |
$200K - $243K
|
3.4K
$228K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.38KNew |
$199K - $242K
|
3.38K
$227K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.33KNew |
$196K - $239K
|
3.33K
$224K
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
3.27K+ 40.45% |
$192K - $234K
|
11.4K
$763K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.25KNew |
$191K - $233K
|
3.25K
$218K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.15KNew |
$185K - $226K
|
3.15K
$212K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.14KNew |
$185K - $225K
|
3.14K
$211K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3.13KNew |
$184K - $224K
|
3.13K
$211K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.12KNew |
$184K - $224K
|
3.12K
$210K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.1KNew |
$182K - $222K
|
3.1K
$208K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.08KNew |
$181K - $220K
|
3.08K
$207K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.08K+ 93.05% |
$181K - $220K
|
6.39K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.07KNew |
$180K - $220K
|
3.07K
$206K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.06KNew |
$180K - $219K
|
3.06K
$205K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
3.05KNew |
$180K - $219K
|
3.05K
$205K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.05KNew |
$180K - $218K
|
3.05K
$205K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.05KNew |
$179K - $218K
|
3.05K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.02KNew |
$178K - $216K
|
3.02K
$203K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.01KNew |
$177K - $215K
|
3.01K
$202K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.99KNew |
$176K - $214K
|
2.99K
$201K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.98KNew |
$176K - $214K
|
2.98K
$200K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.97KNew |
$175K - $213K
|
2.97K
$199K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.97K+ 4.69% |
$175K - $212K
|
66.2K
$4.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.94K+ 4.52% |
$173K - $211K
|
68.1K
$4.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.94KNew |
$173K - $210K
|
2.94K
$197K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.94KNew |
$173K - $210K
|
2.94K
$197K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.93KNew |
$172K - $210K
|
2.93K
$197K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
2.93KNew |
$172K - $210K
|
2.93K
$197K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.89KNew |
$170K - $207K
|
2.89K
$194K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.88KNew |
$170K - $206K
|
2.88K
$194K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.88KNew |
$169K - $206K
|
2.88K
$193K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.68KNew |
$158K - $192K
|
2.68K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.61K+ 10.94% |
$154K - $187K
|
26.5K
$1.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.57K+ 1.48% |
$151K - $184K
|
176K
$11.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.54K+ 0.92% |
$150K - $182K
|
279K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.47K+ 1.22% |
$145K - $176K
|
205K
$13.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.44K+ 3.22% |
$144K - $175K
|
78.2K
$5.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.41K+ 16.84% |
$142K - $172K
|
16.7K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.25K+ 0.53% |
$132K - $161K
|
429K
$28.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
BUY
|
- |
2.19K+ 6.85% |
$129K - $157K
|
34.1K
$2.29M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.15K+ 2.1% |
$126K - $154K
|
104K
$7M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
2.13K+ 53.4% |
$125K - $152K
|
6.11K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.09K+ 23.79% |
$123K - $150K
|
10.9K
$730K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.08K+ 2.6% |
$122K - $149K
|
82.2K
$5.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
2.03KNew |
$120K - $146K
|
2.03K
$137K
|