Purchases and Sales Made in Q2 2021 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q2 2021. 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 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-237Closed |
$15.6K - $17.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-239- 5.01% |
$15.7K - $17.3K
|
4.53K
$315K
|
|
|
Jul 21, 2021
Q2 2021
|
Welch Group, LLC
|
SELL
|
- |
-250- 3.03% |
$16.4K - $18.1K
|
7.99K
$555K
|
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
SELL
|
- |
-260- 65.0% |
$17.1K - $18.9K
|
140
$9.72K
|
|
|
Aug 06, 2021
Q2 2021
|
Ars Investment Partners, LLC
|
SELL
|
- |
-267- 0.61% |
$17.5K - $19.4K
|
43.8K
$3.04M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-269Closed |
$17.7K - $19.5K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Asset Planning Services Inc
|
SELL
|
- |
-275- 0.31% |
$18.1K - $20K
|
89.2K
$6.2M
|
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
SELL
|
- |
-275- 36.38% |
$18.1K - $20K
|
481
$33.4K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-283- 6.16% |
$18.6K - $20.5K
|
4.31K
$300K
|
|
|
Aug 16, 2021
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-299- 8.25% |
$19.6K - $21.7K
|
3.33K
$231K
|
|
|
Aug 13, 2021
Q2 2021
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-300- 7.04% |
$19.7K - $21.8K
|
3.96K
$275K
|
|
|
Jul 13, 2021
Q2 2021
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-305- 0.76% |
$20K - $22.1K
|
39.9K
$2.77M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-317- 2.01% |
$20.8K - $23K
|
15.4K
$1.07M
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-319Closed |
$21K - $23.2K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-319- 0.37% |
$21K - $23.2K
|
85.9K
$5.97M
|
|
|
Aug 10, 2021
Q2 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-350- 0.32% |
$23K - $25.4K
|
109K
$7.59M
|
|
|
Jul 08, 2021
Q2 2021
|
Centre Asset Management, LLC
|
SELL
|
- |
-350- 5.63% |
$23K - $25.4K
|
5.86K
$407K
|
|
|
Jul 27, 2021
Q2 2021
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-366- 0.41% |
$24K - $26.6K
|
89.4K
$6.21M
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-367- 24.16% |
$24.1K - $26.6K
|
1.15K
$80K
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-375- 5.71% |
$24.6K - $27.2K
|
6.19K
$430K
|
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-401- 3.65% |
$26.3K - $29.1K
|
10.6K
$736K
|
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-407- 5.28% |
$26.7K - $29.5K
|
7.31K
$507K
|
|
|
Jul 16, 2021
Q2 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-410- 1.28% |
$26.9K - $29.8K
|
31.6K
$2.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-423Closed |
$27.8K - $30.7K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-435- 4.76% |
$28.6K - $31.6K
|
8.71K
$605K
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-436- 4.56% |
$28.6K - $31.6K
|
9.13K
$634K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-438Closed |
$28.8K - $31.8K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-438- 2.24% |
$28.8K - $31.8K
|
19.1K
$1.33M
|
|
|
Aug 16, 2021
Q2 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-440- 4.95% |
$28.9K - $31.9K
|
8.45K
$587K
|
|
|
Jul 12, 2021
Q2 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-451- 8.05% |
$29.6K - $32.7K
|
5.15K
$358K
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-470- 3.22% |
$30.9K - $34.1K
|
14.1K
$981K
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-481- 1.14% |
$31.6K - $34.9K
|
41.9K
$2.91M
|
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-499- 5.85% |
$32.8K - $36.2K
|
8.03K
$558K
|
|
|
Jul 13, 2021
Q2 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-500- 6.67% |
$32.9K - $36.3K
|
6.99K
$486K
|
|
|
Jul 07, 2021
Q2 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-516- 7.76% |
$33.9K - $37.5K
|
6.13K
$426K
|
|
|
Aug 11, 2021
Q2 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-525Closed |
$34.5K - $38.1K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-544- 1.1% |
$35.7K - $39.5K
|
48.9K
$3.39M
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-548Closed |
$36K - $39.8K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-550- 9.19% |
$36.1K - $39.9K
|
5.44K
$378K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-553- 2.53% |
$36.3K - $40.1K
|
21.3K
$1.48M
|
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-553Closed |
$36.3K - $40.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
SELL
|
- |
-578- 11.25% |
$38K - $42K
|
4.56K
$317K
|
|
|
Jul 27, 2021
Q2 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-584- 8.59% |
$38.4K - $42.4K
|
6.21K
$431K
|
|
|
Jul 06, 2021
Q2 2021
|
First Dallas Securities Inc.
|
SELL
|
- |
-594- 1.49% |
$39K - $43.1K
|
39.2K
$2.73M
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-600- 15.77% |
$39.4K - $43.6K
|
3.2K
$223K
|
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-608- 9.06% |
$40K - $44.1K
|
6.1K
$424K
|
|
|
Jul 30, 2021
Q2 2021
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-612Closed |
$40.2K - $44.4K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Conning Inc.
|
SELL
|
- |
-619- 8.53% |
$40.7K - $44.9K
|
6.63K
$461K
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-628- 1.38% |
$41.3K - $45.6K
|
44.9K
$3.12M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-634- 3.15% |
$41.7K - $46K
|
19.5K
$1.36M
|