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
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.98K+ 47.56% |
$117K - $142K
|
6.16K
$414K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.98KNew |
$116K - $141K
|
1.98K
$133K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.93K+ 20.86% |
$114K - $138K
|
11.2K
$753K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
1.91K+ 42.58% |
$112K - $137K
|
6.39K
$429K
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.89K+ 0.59% |
$111K - $135K
|
319K
$21.4M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.83K+ 7.56% |
$107K - $131K
|
26K
$1.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.82K+ 9.83% |
$107K - $130K
|
20.3K
$1.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 47.25% |
$107K - $130K
|
5.65K
$379K
|
|
|
Feb 14, 2024
Q4 2022
|
Kbc Group Nv
|
BUY
|
- |
1.81K+ 5.58% |
$106K - $129K
|
34.2K
$2.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.74K+ 155.17% |
$102K - $125K
|
2.86K
$192K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 1.59% |
$100K - $122K
|
109K
$7.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.7KNew |
$100K - $122K
|
1.7K
$114K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.69K+ 1.2% |
$99.6K - $121K
|
143K
$9.6M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.67K+ 45.53% |
$98.5K - $120K
|
5.35K
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.66K+ 13.46% |
$97.6K - $119K
|
14K
$939K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.62K+ 9.92% |
$95.5K - $116K
|
18K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.62K+ 11.34% |
$95.1K - $116K
|
15.9K
$1.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1.55K+ 43.58% |
$90.9K - $111K
|
5.09K
$342K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.53K+ 7.24% |
$89.9K - $109K
|
22.6K
$1.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.45K+ 4.9% |
$85.3K - $104K
|
31K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.44K+ 3.51% |
$84.6K - $103K
|
42.3K
$2.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.4K+ 11.22% |
$82.5K - $100K
|
13.9K
$933K
|
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
1.4K+ 4.58% |
$82.4K - $100K
|
32K
$2.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
1.39K+ 42.71% |
$81.8K - $99.5K
|
4.64K
$312K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.36K+ 17.04% |
$80.2K - $97.6K
|
9.36K
$629K
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
1.35K+ 9.96% |
$79.6K - $96.9K
|
14.9K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 9.59% |
$67.9K - $82.6K
|
13.2K
$887K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.14K+ 8.72% |
$66.9K - $81.3K
|
14.2K
$951K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.13KNew |
$66.7K - $81.2K
|
1.13K
$76.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.06K+ 2.24% |
$62.2K - $75.7K
|
48.2K
$3.24M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.04KNew |
$61.1K - $74.3K
|
1.04K
$69.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.03K+ 2.9% |
$60.7K - $73.9K
|
36.6K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 12.63% |
$60.3K - $73.3K
|
9.13K
$614K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
988+ 0.67% |
$58.2K - $70.7K
|
149K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
974+ 6.21% |
$57.3K - $69.7K
|
16.7K
$1.12M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
947New |
$55.7K - $67.8K
|
947
$63.6K
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
918+ 10.96% |
$54K - $65.7K
|
9.29K
$625K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
912+ 49.95% |
$53.7K - $65.3K
|
2.74K
$184K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
906+ 1.0% |
$53.3K - $64.9K
|
91.3K
$6.14M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
886+ 4.39% |
$52.1K - $63.4K
|
21.1K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
853+ 26.27% |
$50.2K - $61.1K
|
4.1K
$276K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
841+ 6.73% |
$49.5K - $60.2K
|
13.3K
$896K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
816+ 18.64% |
$48K - $58.4K
|
5.19K
$349K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
816+ 4.92% |
$48K - $58.4K
|
17.4K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
814+ 111.81% |
$47.9K - $58.3K
|
1.54K
$104K
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
796+ 6.51% |
$46.9K - $57K
|
13K
$876K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
793+ 6.22% |
$46.7K - $56.8K
|
13.5K
$910K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
789+ 9.8% |
$46.4K - $56.5K
|
8.84K
$594K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
788+ 33.63% |
$46.4K - $56.4K
|
3.13K
$210K
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
781+ 0.89% |
$46K - $55.9K
|
88.4K
$5.94M
|