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 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.37K- 2.16% |
$86.9K - $100K
|
62.3K
$4.29M
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-1.38K- 4.25% |
$86.9K - $100K
|
31K
$2.14M
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.38K- 21.91% |
$87.4K - $101K
|
4.93K
$340K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.39K- 2.88% |
$87.7K - $101K
|
46.8K
$3.23M
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.4K- 7.47% |
$88.4K - $102K
|
17.3K
$1.19M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.41K- 41.58% |
$89K - $102K
|
1.98K
$136K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 19.88% |
$97.1K - $112K
|
6.19K
$427K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.56K- 30.73% |
$98.9K - $114K
|
3.53K
$243K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.61K- 3.26% |
$102K - $117K
|
47.8K
$3.29M
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.63K- 7.6% |
$103K - $118K
|
19.8K
$1.36M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.63K- 9.91% |
$103K - $119K
|
14.8K
$1.02M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.67K- 15.01% |
$106K - $122K
|
9.48K
$654K
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.69K- 1.18% |
$107K - $123K
|
141K
$9.74M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.72K- 23.34% |
$109K - $125K
|
5.64K
$389K
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.74K- 1.5% |
$110K - $126K
|
114K
$7.85M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.78K- 3.74% |
$113K - $130K
|
45.8K
$3.16M
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.79K- 11.84% |
$113K - $131K
|
13.4K
$921K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-1.82K- 1.39% |
$115K - $133K
|
129K
$8.93M
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.88K- 2.04% |
$119K - $137K
|
90.6K
$6.25M
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-1.9K- 6.11% |
$120K - $138K
|
29.2K
$2.01M
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.02K- 0.35% |
$128K - $147K
|
575K
$39.7M
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-2.05K- 3.47% |
$129K - $149K
|
57K
$3.93M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.11K- 19.39% |
$133K - $153K
|
8.76K
$604K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.23K- 18.2% |
$141K - $162K
|
10K
$692K
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.29K- 99.61% |
$145K - $167K
|
9
$621
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.31K- 41.92% |
$146K - $168K
|
3.2K
$221K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.32K- 0.54% |
$146K - $169K
|
427K
$29.4M
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-2.34K- 93.37% |
$148K - $170K
|
166
$11.4K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-2.39K- 99.92% |
$151K - $174K
|
2
$138
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-2.41K- 4.81% |
$152K - $175K
|
47.7K
$3.29M
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-2.43K- 2.81% |
$153K - $176K
|
83.7K
$5.77M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.43K- 5.52% |
$153K - $177K
|
41.5K
$2.86M
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.46K- 21.91% |
$155K - $179K
|
8.75K
$604K
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-2.48K- 0.81% |
$157K - $180K
|
303K
$20.9M
|
|
May 15, 2023
Q1 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-2.49K- 15.96% |
$157K - $181K
|
13.1K
$903K
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-2.7K- 44.17% |
$170K - $196K
|
3.41K
$235K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.77K- 12.76% |
$175K - $201K
|
18.9K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-2.91K- 12.84% |
$184K - $212K
|
19.7K
$1.36M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.01K- 22.42% |
$190K - $219K
|
10.4K
$719K
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-3.07K- 18.85% |
$194K - $223K
|
13.2K
$910K
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.14K- 42.59% |
$199K - $229K
|
4.23K
$292K
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-3.22K- 25.46% |
$203K - $234K
|
9.42K
$649K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.39K- 1.9% |
$214K - $247K
|
175K
$12.1M
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
SELL
|
- |
-3.64K- 5.62% |
$230K - $265K
|
61.1K
$4.21M
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.76K- 36.16% |
$238K - $274K
|
6.64K
$458K
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-3.8K- 12.56% |
$240K - $276K
|
26.4K
$1.82M
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-3.9K- 20.63% |
$247K - $284K
|
15K
$1.04M
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-4.18K- 45.02% |
$265K - $305K
|
5.11K
$352K
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-4.26K- 5.19% |
$269K - $310K
|
77.7K
$5.36M
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-4.37K- 30.96% |
$276K - $318K
|
9.74K
$672K
|