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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
582+ 13.5% |
$36.8K - $42.4K
|
4.89K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
567+ 11.61% |
$35.8K - $41.3K
|
5.45K
$363K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
558+ 0.93% |
$35.3K - $40.6K
|
60.8K
$4.05M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
553+ 18.29% |
$35K - $40.2K
|
3.58K
$238K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
514+ 0.92% |
$32.5K - $37.4K
|
56.5K
$3.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
512+ 11.69% |
$32.4K - $37.3K
|
4.89K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
511+ 5.27% |
$32.3K - $37.2K
|
10.2K
$680K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
506+ 0.21% |
$32K - $36.8K
|
236K
$15.7M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
500New |
$31.6K - $36.4K
|
500
$33.3K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
498+ 0.73% |
$31.5K - $36.2K
|
68.3K
$4.55M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
494New |
$31.2K - $36K
|
494
$32.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
488+ 9.12% |
$30.9K - $35.5K
|
5.84K
$389K
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
469+ 8.04% |
$29.7K - $34.1K
|
6.3K
$420K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
468+ 11.41% |
$29.6K - $34.1K
|
4.57K
$304K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
467+ 2.25% |
$29.5K - $34K
|
21.2K
$1.41M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
465+ 66.43% |
$29.4K - $33.8K
|
1.17K
$77.6K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
430+ 7.04% |
$27.2K - $31.3K
|
6.54K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
425New |
$26.9K - $30.9K
|
425
$28.3K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
424+ 5.47% |
$26.8K - $30.9K
|
8.17K
$544K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
416+ 2.22% |
$26.3K - $30.3K
|
19.1K
$1.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
403+ 0.63% |
$25.5K - $29.3K
|
64.5K
$4.29M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
403+ 12.6% |
$25.5K - $29.3K
|
3.6K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
400+ 10.36% |
$25.3K - $29.1K
|
4.26K
$284K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.64% |
$25.3K - $29.1K
|
63K
$4.2M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
400New |
$25.3K - $29.1K
|
400
$26.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
397+ 8.04% |
$25.1K - $28.9K
|
5.33K
$355K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
393+ 1.59% |
$24.8K - $28.6K
|
25.1K
$1.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
392+ 8.06% |
$24.8K - $28.5K
|
5.26K
$350K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
383+ 0.26% |
$24.2K - $27.9K
|
149K
$9.95M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
373+ 105.97% |
$23.6K - $27.1K
|
725
$48.3K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
371+ 1.03% |
$23.5K - $27K
|
36.5K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
361+ 7.86% |
$22.8K - $26.3K
|
4.95K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
359+ 9.36% |
$22.7K - $26.1K
|
4.19K
$279K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
358New |
$22.6K - $26.1K
|
358
$23.8K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
332+ 7.66% |
$21K - $24.2K
|
4.66K
$311K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
310+ 0.99% |
$19.6K - $22.6K
|
31.5K
$2.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
301+ 0.67% |
$19K - $21.9K
|
45.2K
$3.01M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
298+ 9.94% |
$18.8K - $21.7K
|
3.3K
$220K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
284+ 114.52% |
$18K - $20.7K
|
532
$35.4K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
279+ 12.9% |
$17.6K - $20.3K
|
2.44K
$163K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
279+ 0.58% |
$17.6K - $20.3K
|
48.7K
$3.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
267+ 4.73% |
$16.9K - $19.4K
|
5.91K
$394K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
265+ 196.3% |
$16.8K - $19.3K
|
400
$26.6K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
264+ 0.61% |
$16.7K - $19.2K
|
43.3K
$2.88M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
257New |
$16.2K - $18.7K
|
257
$17.1K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
256+ 1.12% |
$16.2K - $18.6K
|
23.1K
$1.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
252+ 5.97% |
$15.9K - $18.3K
|
4.47K
$298K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
250New |
$15.8K - $18.2K
|
250
$16.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
241+ 14.92% |
$15.2K - $17.5K
|
1.86K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
238+ 13.27% |
$15K - $17.3K
|
2.03K
$135K
|