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 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
367+ 3.72% |
$24.1K - $26.6K
|
10.2K
$711K
|
|
|
Jul 15, 2021
Q2 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
350New |
$23K - $25.4K
|
350
$24.3K
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
349+ 5.43% |
$22.9K - $25.3K
|
6.77K
$471K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
334+ 100.3% |
$21.9K - $24.2K
|
667
$46.3K
|
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
322+ 2.37% |
$21.2K - $23.4K
|
13.9K
$965K
|
|
|
Jun 02, 2022
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
300+ 9.02% |
$19.7K - $21.8K
|
3.63K
$252K
|
|
|
Jul 27, 2021
Q2 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.22% |
$19.7K - $21.8K
|
135K
$9.4M
|
|
|
Jul 16, 2021
Q2 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.49% |
$19.7K - $21.8K
|
61.4K
$4.26M
|
|
|
Aug 09, 2021
Q2 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
273+ 0.11% |
$17.9K - $19.8K
|
241K
$16.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
269+ 0.29% |
$17.7K - $19.5K
|
93.4K
$6.49M
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
265New |
$17.4K - $19.2K
|
265
$18.4K
|
|
|
Aug 11, 2021
Q2 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
263+ 0.28% |
$17.3K - $19.1K
|
95.9K
$6.66M
|
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
253+ 2.46% |
$16.6K - $18.4K
|
10.5K
$733K
|
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
BUY
|
- |
250+ 6.27% |
$16.4K - $18.1K
|
4.24K
$294K
|
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
241+ 5.64% |
$15.8K - $17.5K
|
4.52K
$314K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
239+ 391.8% |
$15.7K - $17.3K
|
300
$20.8K
|
|
|
Aug 11, 2021
Q2 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
231+ 0.44% |
$15.2K - $16.8K
|
52.2K
$3.63M
|
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
222+ 5.89% |
$14.6K - $16.1K
|
3.99K
$277K
|
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
213New |
$14K - $15.5K
|
213
$14.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
210+ 0.04% |
$13.8K - $15.2K
|
594K
$41.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
196+ 3.3% |
$12.9K - $14.2K
|
6.13K
$426K
|
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
190+ 6.23% |
$12.5K - $13.8K
|
3.24K
$225K
|
|
|
Jul 29, 2021
Q2 2021
|
Addison Advisors LLC
|
BUY
|
- |
187+ 35.08% |
$12.3K - $13.6K
|
720
$50K
|
|
|
Aug 12, 2021
Q2 2021
|
North Rock Partners, LLC
|
BUY
|
- |
186+ 3.76% |
$12.2K - $13.5K
|
5.14K
$357K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
183+ 13.26% |
$12K - $13.3K
|
1.56K
$109K
|
|
|
Aug 06, 2021
Q2 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
180+ 3.59% |
$11.8K - $13.1K
|
5.19K
$360K
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
173+ 3.43% |
$11.4K - $12.6K
|
5.22K
$363K
|
|
|
Aug 13, 2021
Q2 2021
|
Seeyond
Paris, I0 |
BUY
|
- |
167+ 0.45% |
$11K - $12.1K
|
37.2K
$2.58M
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
165+ 6.23% |
$10.8K - $12K
|
2.81K
$195K
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
156+ 1.64% |
$10.3K - $11.3K
|
9.66K
$671K
|
|
|
Jul 21, 2021
Q2 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
154+ 0.65% |
$10.1K - $11.2K
|
23.9K
$1.66M
|
|
|
Aug 12, 2021
Q2 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
150+ 0.62% |
$9.86K - $10.9K
|
24.4K
$1.69M
|
|
|
Dec 27, 2021
Q2 2021
|
Resolute Advisors LLC
|
BUY
|
- |
148New |
$9.73K - $10.7K
|
148
$10.3K
|
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
148+ 1.6% |
$9.73K - $10.7K
|
9.42K
$654K
|
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
147+ 9.22% |
$9.66K - $10.7K
|
1.74K
$121K
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
146+ 0.51% |
$9.59K - $10.6K
|
28.9K
$2.01M
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
145New |
$9.53K - $10.5K
|
145
$10.1K
|
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
139+ 2.3% |
$9.13K - $10.1K
|
6.18K
$429K
|
|
|
Aug 10, 2021
Q2 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
133+ 0.2% |
$8.74K - $9.65K
|
67.5K
$4.69M
|
|
|
Jul 30, 2021
Q2 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
126New |
$8.28K - $9.15K
|
126
$8.75K
|
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
125+ 13.74% |
$8.21K - $9.07K
|
1.04K
$71.9K
|
|
|
Aug 02, 2021
Q2 2021
|
Corundum Group, Inc.
|
BUY
|
- |
125+ 3.26% |
$8.21K - $9.07K
|
3.96K
$275K
|
|
|
Aug 10, 2021
Q2 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
121+ 3.71% |
$7.95K - $8.78K
|
3.38K
$235K
|
|
|
Jul 01, 2021
Q2 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
116+ 0.64% |
$7.62K - $8.42K
|
18.2K
$1.26M
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
115+ 1.2% |
$7.56K - $8.35K
|
9.72K
$675K
|
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
BUY
|
- |
115+ 10.8% |
$7.56K - $8.35K
|
1.18K
$82K
|
|
|
Aug 02, 2021
Q2 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
110+ 1.44% |
$7.23K - $7.98K
|
7.73K
$537K
|
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
107+ 0.06% |
$7.03K - $7.77K
|
194K
$13.4M
|
|
|
Aug 12, 2021
Q2 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
103New |
$6.77K - $7.48K
|
103
$7.15K
|
|
|
Aug 13, 2021
Q2 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
92+ 3.02% |
$6.05K - $6.68K
|
3.14K
$218K
|