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 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
155+ 4.53% |
$9.12K - $11.1K
|
3.58K
$241K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
155New |
$9.12K - $11.1K
|
155
$10.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
150+ 34.88% |
$8.83K - $10.7K
|
580
$39K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
150New |
$8.83K - $10.7K
|
150
$10.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
147+ 3.55% |
$8.65K - $10.5K
|
4.29K
$288K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
142+ 0.81% |
$8.36K - $10.2K
|
17.7K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
139New |
$8.18K - $9.95K
|
139
$9.34K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
138+ 1.91% |
$8.12K - $9.88K
|
7.36K
$494K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
137+ 0.39% |
$8.06K - $9.81K
|
35.5K
$2.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
130+ 1.87% |
$7.65K - $9.31K
|
7.07K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
128+ 3.65% |
$7.53K - $9.16K
|
3.64K
$244K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
115+ 1.62% |
$6.77K - $8.23K
|
7.22K
$485K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
112+ 16.92% |
$6.59K - $8.02K
|
774
$52K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
112+ 1.85% |
$6.59K - $8.02K
|
6.16K
$414K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
108+ 0.14% |
$6.36K - $7.73K
|
77.3K
$5.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
106+ 0.57% |
$6.24K - $7.59K
|
18.7K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
102New |
$6K - $7.3K
|
102
$6.85K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
100+ 0.12% |
$5.89K - $7.16K
|
83.3K
$5.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
100+ 40.82% |
$5.89K - $7.16K
|
345
$23.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
100New |
$5.89K - $7.16K
|
100
$6.72K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
96+ 1.09% |
$5.65K - $6.87K
|
8.92K
$599K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
95New |
$5.59K - $6.8K
|
95
$6.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
90+ 0.77% |
$5.3K - $6.44K
|
11.8K
$791K
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
90+ 0.29% |
$5.3K - $6.44K
|
31.2K
$2.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
86+ 2.14% |
$5.06K - $6.16K
|
4.11K
$276K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
82+ 0.61% |
$4.83K - $5.87K
|
13.6K
$911K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
81+ 12.05% |
$4.77K - $5.8K
|
753
$50.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
80+ 7.09% |
$4.71K - $5.73K
|
1.21K
$81.2K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
79New |
$4.65K - $5.66K
|
79
$5.31K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
76+ 0.99% |
$4.47K - $5.44K
|
7.75K
$521K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
75+ 3.17% |
$4.41K - $5.37K
|
2.44K
$164K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
73+ 1.54% |
$4.3K - $5.23K
|
4.83K
$324K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
71+ 43.29% |
$4.18K - $5.08K
|
235
$15.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
70New |
$4.12K - $5.01K
|
70
$4.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
70New |
$4.12K - $5.01K
|
70
$4.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
65New |
$3.83K - $4.65K
|
65
$4.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
64+ 1.28% |
$3.77K - $4.58K
|
5.07K
$340K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 21.8% |
$3.71K - $4.51K
|
352
$23.7K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
63+ 0.72% |
$3.71K - $4.51K
|
8.85K
$594K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
63+ 0.21% |
$3.71K - $4.51K
|
30.3K
$2.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
62New |
$3.65K - $4.44K
|
62
$4.17K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
62New |
$3.65K - $4.44K
|
62
$4.17K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
61+ 1.26% |
$3.59K - $4.37K
|
4.89K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
60+ 107.14% |
$3.53K - $4.3K
|
116
$7.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
55+ 1.01% |
$3.24K - $3.94K
|
5.51K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
53+ 0.83% |
$3.12K - $3.79K
|
6.4K
$430K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
43+ 0.71% |
$2.53K - $3.08K
|
6.06K
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
42New |
$2.47K - $3.01K
|
42
$2.82K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
41+ 0.65% |
$2.41K - $2.94K
|
6.31K
$424K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
40+ 0.29% |
$2.35K - $2.86K
|
14K
$938K
|