Purchases and Sales Made in Q2 2022 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-41- 0.22% |
$2.62K - $3.13K
|
18.4K
$1.23M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-42- 1.44% |
$2.68K - $3.21K
|
2.87K
$191K
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-44- 0.09% |
$2.81K - $3.36K
|
50.5K
$3.36M
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-48Closed |
$3.07K - $3.66K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-50- 1.13% |
$3.2K - $3.82K
|
4.37K
$291K
|
|
Jul 27, 2022
Q2 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-50- 0.97% |
$3.2K - $3.82K
|
5.1K
$339K
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-52- 1.68% |
$3.32K - $3.97K
|
3.04K
$202K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-54- 1.76% |
$3.45K - $4.12K
|
3.01K
$201K
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-55- 67.9% |
$3.52K - $4.2K
|
26
$1.73K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-56Closed |
$3.58K - $4.28K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-62- 52.54% |
$3.96K - $4.73K
|
56
$3.73K
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-65- 0.56% |
$4.15K - $4.96K
|
11.5K
$768K
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-70- 2.07% |
$4.47K - $5.34K
|
3.32K
$221K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-73- 0.83% |
$4.67K - $5.57K
|
8.72K
$581K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-73- 2.52% |
$4.67K - $5.57K
|
2.82K
$188K
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-75- 0.96% |
$4.79K - $5.73K
|
7.75K
$516K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-77- 13.58% |
$4.92K - $5.88K
|
490
$32.6K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-79- 24.01% |
$5.05K - $6.03K
|
250
$16.7K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-83Closed |
$5.3K - $6.34K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-84- 2.12% |
$5.37K - $6.41K
|
3.89K
$259K
|
|
Jul 06, 2022
Q2 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-85- 1.43% |
$5.43K - $6.49K
|
5.87K
$391K
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-87- 0.29% |
$5.56K - $6.64K
|
30K
$2M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-88- 5.03% |
$5.62K - $6.72K
|
1.66K
$111K
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-94- 92.16% |
$6.01K - $7.18K
|
8
$533
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-95- 0.35% |
$6.07K - $7.25K
|
26.7K
$1.78M
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-95- 1.38% |
$6.07K - $7.25K
|
6.77K
$451K
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-100- 3.24% |
$6.39K - $7.63K
|
2.98K
$199K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-102- 1.22% |
$6.52K - $7.79K
|
8.26K
$550K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-110Closed |
$7.03K - $8.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-112- 1.17% |
$7.16K - $8.55K
|
9.46K
$630K
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-118- 0.72% |
$7.54K - $9.01K
|
16.3K
$1.09M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-122- 23.55% |
$7.8K - $9.31K
|
396
$26.4K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-123- 2.42% |
$7.86K - $9.39K
|
4.96K
$330K
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-124- 5.19% |
$7.92K - $9.47K
|
2.26K
$151K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-128- 1.83% |
$8.18K - $9.77K
|
6.88K
$458K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-130- 19.94% |
$8.31K - $9.92K
|
522
$34.8K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-131- 3.47% |
$8.37K - $10K
|
3.64K
$243K
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-148- 2.62% |
$9.46K - $11.3K
|
5.51K
$367K
|
|
Aug 12, 2022
Q2 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-150- 0.03% |
$9.59K - $11.5K
|
593K
$39.5M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-157- 3.37% |
$10K - $12K
|
4.5K
$300K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-162Closed |
$10.4K - $12.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-175- 3.42% |
$11.2K - $13.4K
|
4.94K
$329K
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-175- 2.76% |
$11.2K - $13.4K
|
6.16K
$410K
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-179- 0.2% |
$11.4K - $13.7K
|
87.7K
$5.84M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-184- 1.49% |
$11.8K - $14K
|
12.2K
$811K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-199- 2.6% |
$12.7K - $15.2K
|
7.45K
$496K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-200- 32.68% |
$12.8K - $15.3K
|
412
$27.4K
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-200- 3.1% |
$12.8K - $15.3K
|
6.25K
$416K
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-200- 5.7% |
$12.8K - $15.3K
|
3.31K
$220K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-207- 5.92% |
$13.2K - $15.8K
|
3.29K
$219K
|