Purchases and Sales Made in Q1 2023 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-467- 2.28% |
$29.5K - $34K
|
20K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-479- 5.61% |
$30.3K - $34.9K
|
8.06K
$556K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500- 50.0% |
$31.6K - $36.4K
|
500
$34.5K
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 0.09% |
$31.6K - $36.4K
|
586K
$40.5M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-503- 37.37% |
$31.8K - $36.6K
|
843
$58.1K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-515- 1.11% |
$32.6K - $37.5K
|
45.9K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-523- 13.87% |
$33.1K - $38.1K
|
3.25K
$224K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-533- 3.94% |
$33.7K - $38.8K
|
13K
$897K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-541- 7.72% |
$34.2K - $39.4K
|
6.46K
$446K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-548- 6.42% |
$34.6K - $39.9K
|
7.99K
$551K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-575- 15.81% |
$36.4K - $41.8K
|
3.06K
$211K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-581- 5.08% |
$36.7K - $42.3K
|
10.9K
$749K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-591- 0.2% |
$37.4K - $43K
|
292K
$20.1M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-591- 0.2% |
$37.4K - $43K
|
292K
$20.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-605- 8.46% |
$38.2K - $44K
|
6.55K
$452K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-620- 5.51% |
$39.2K - $45.1K
|
10.6K
$734K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-621- 11.12% |
$39.3K - $45.2K
|
4.96K
$342K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-645- 9.42% |
$40.8K - $46.9K
|
6.2K
$428K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-696- 7.11% |
$44K - $50.7K
|
9.09K
$627K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-722- 15.2% |
$45.6K - $52.5K
|
4.03K
$278K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-739- 13.44% |
$46.7K - $53.8K
|
4.76K
$328K
|
|
|
May 12, 2023
Q1 2023
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-746- 0.2% |
$47.2K - $54.3K
|
372K
$25.6M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-754- 1.67% |
$47.7K - $54.9K
|
44.4K
$3.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-754- 6.11% |
$47.7K - $54.9K
|
11.6K
$799K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-755- 8.1% |
$47.7K - $54.9K
|
8.56K
$591K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-758- 1.45% |
$47.9K - $55.2K
|
51.5K
$3.55M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-774- 48.31% |
$48.9K - $56.3K
|
828
$57.1K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-823- 16.3% |
$52K - $59.9K
|
4.23K
$291K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-858- 27.46% |
$54.2K - $62.4K
|
2.27K
$156K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-894- 7.52% |
$56.5K - $65.1K
|
11K
$759K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-900- 3.44% |
$56.9K - $65.5K
|
25.3K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-949- 13.7% |
$60K - $69.1K
|
5.98K
$412K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-970- 6.66% |
$61.3K - $70.6K
|
13.6K
$938K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-974- 5.57% |
$61.6K - $70.9K
|
16.5K
$1.14M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-974- 20.85% |
$61.6K - $70.9K
|
3.7K
$255K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-981- 21.67% |
$62K - $71.4K
|
3.55K
$245K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-983- 15.35% |
$62.1K - $71.5K
|
5.42K
$374K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-989- 36.78% |
$62.5K - $72K
|
1.7K
$117K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-999- 3.85% |
$63.2K - $72.7K
|
25K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.01K- 23.26% |
$63.9K - $73.6K
|
3.34K
$230K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.17K- 2.84% |
$73.7K - $84.8K
|
39.9K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.18K- 3.06% |
$74.3K - $85.5K
|
37.3K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.18K- 4.4% |
$74.4K - $85.7K
|
25.6K
$1.77M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.24K- 1.13% |
$78.4K - $90.2K
|
109K
$7.49M
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-1.25K- 9.7% |
$79K - $91K
|
11.6K
$802K
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.25K- 1.26% |
$79.1K - $91K
|
98K
$6.76M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 1.15% |
$79.3K - $91.3K
|
108K
$7.41M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.27K- 0.45% |
$80.3K - $92.4K
|
278K
$19.2M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.34K- 30.86% |
$84.5K - $97.2K
|
2.99K
$206K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.35K- 0.88% |
$85.5K - $98.4K
|
152K
$10.5M
|