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 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
360+ 7.22% |
$21.2K - $25.8K
|
5.35K
$371K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
357+ 0.46% |
$21K - $25.6K
|
77.8K
$5.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
354+ 3.41% |
$20.8K - $25.3K
|
10.7K
$747K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
338+ 1.75% |
$19.9K - $24.2K
|
19.7K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
307+ 28.83% |
$18.1K - $22K
|
1.37K
$95.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
300+ 1.88% |
$17.7K - $21.5K
|
16.2K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
296+ 0.57% |
$17.4K - $21.2K
|
52.3K
$3.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
291+ 6.94% |
$17.1K - $20.8K
|
4.48K
$311K
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
290+ 0.61% |
$17.1K - $20.8K
|
48.2K
$3.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
290+ 7.69% |
$17.1K - $20.8K
|
4.06K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
281New |
$16.5K - $20.1K
|
281
$19.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
270+ 1.38% |
$15.9K - $19.3K
|
19.8K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
268+ 71.09% |
$15.8K - $19.2K
|
645
$44.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
266+ 3.4% |
$15.7K - $19K
|
8.09K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
256+ 3.43% |
$15.1K - $18.3K
|
7.73K
$537K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
255+ 3.08% |
$15K - $18.3K
|
8.54K
$593K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
254+ 3.6% |
$15K - $18.2K
|
7.31K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
254+ 1.78% |
$15K - $18.2K
|
14.5K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
250+ 0.28% |
$14.7K - $17.9K
|
90.2K
$6.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
248New |
$14.6K - $17.8K
|
248
$17.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
244New |
$14.4K - $17.5K
|
244
$16.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
242+ 6.74% |
$14.2K - $17.3K
|
3.83K
$266K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
241+ 5.0% |
$14.2K - $17.3K
|
5.06K
$351K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
240+ 79.47% |
$14.1K - $17.2K
|
542
$37.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
228New |
$13.4K - $16.3K
|
228
$15.8K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
222+ 3.04% |
$13.1K - $15.9K
|
7.53K
$523K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
220+ 20.15% |
$12.9K - $15.8K
|
1.31K
$91.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
219+ 15.69% |
$12.9K - $15.7K
|
1.62K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
215+ 0.35% |
$12.7K - $15.4K
|
61K
$4.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
215New |
$12.7K - $15.4K
|
215
$14.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
214+ 0.5% |
$12.6K - $15.3K
|
42.8K
$2.98M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
208+ 3.28% |
$12.2K - $14.9K
|
6.55K
$455K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
206+ 27.84% |
$12.1K - $14.7K
|
946
$65.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
201+ 2.89% |
$11.8K - $14.4K
|
7.15K
$497K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
200+ 42.55% |
$11.8K - $14.3K
|
670
$46.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
200+ 0.84% |
$11.8K - $14.3K
|
24.1K
$1.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
197+ 7.03% |
$11.6K - $14.1K
|
3K
$208K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
195+ 2.9% |
$11.5K - $14K
|
6.91K
$480K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
193+ 4.24% |
$11.4K - $13.8K
|
4.74K
$329K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
192New |
$11.3K - $13.7K
|
192
$13.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
190New |
$11.2K - $13.6K
|
190
$13.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
188+ 0.44% |
$11.1K - $13.5K
|
43K
$2.99M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
188+ 2.03% |
$11.1K - $13.5K
|
9.46K
$657K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
188+ 2.26% |
$11.1K - $13.5K
|
8.49K
$590K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
177+ 3.02% |
$10.4K - $12.7K
|
6.04K
$419K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
174+ 2.63% |
$10.2K - $12.5K
|
6.79K
$471K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
174+ 3.79% |
$10.2K - $12.5K
|
4.76K
$331K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
166+ 3.61% |
$9.77K - $11.9K
|
4.76K
$331K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
166+ 25.08% |
$9.77K - $11.9K
|
828
$57.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Shaker Investments LLC
|
BUY
|
- |
161+ 1.55% |
$9.48K - $11.5K
|
10.6K
$733K
|