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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2021
Q2 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-45- 1.39% |
$2.96K - $3.27K
|
3.2K
$222K
|
|
|
Jul 12, 2021
Q2 2021
|
American National Bank
|
SELL
|
- |
-45- 4.67% |
$2.96K - $3.27K
|
919
$63.8K
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-46Closed |
$3.02K - $3.34K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 1.9% |
$3.29K - $3.63K
|
2.58K
$179K
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-51- 1.62% |
$3.35K - $3.7K
|
3.1K
$216K
|
|
|
Jul 28, 2021
Q2 2021
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-51- 0.98% |
$3.35K - $3.7K
|
5.15K
$357K
|
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-52- 0.98% |
$3.42K - $3.77K
|
5.23K
$363K
|
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-65Closed |
$4.27K - $4.72K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-67Closed |
$4.4K - $4.86K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-69- 1.39% |
$4.53K - $5.01K
|
4.91K
$341K
|
|
|
Jul 28, 2021
Q2 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-76- 7.66% |
$4.99K - $5.52K
|
916
$63.6K
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-79- 0.42% |
$5.19K - $5.73K
|
18.8K
$1.31M
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-86- 0.29% |
$5.65K - $6.24K
|
29.7K
$2.06M
|
|
|
Aug 16, 2021
Q2 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-94- 2.31% |
$6.18K - $6.82K
|
3.98K
$277K
|
|
|
Jul 30, 2021
Q2 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-97- 0.59% |
$6.37K - $7.04K
|
16.3K
$1.13M
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-98- 1.69% |
$6.44K - $7.11K
|
5.7K
$396K
|
|
|
Aug 03, 2021
Q2 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-100- 2.19% |
$6.57K - $7.26K
|
4.47K
$310K
|
|
|
Aug 10, 2021
Q2 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-100- 2.55% |
$6.57K - $7.26K
|
3.83K
$266K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-100Closed |
$6.57K - $7.26K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-107- 1.23% |
$7.03K - $7.77K
|
8.62K
$599K
|
|
|
Aug 11, 2021
Q2 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-110- 0.26% |
$7.23K - $7.98K
|
42K
$2.92M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-111Closed |
$7.29K - $8.06K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
SELL
|
- |
-112- 0.43% |
$7.36K - $8.13K
|
26K
$1.8M
|
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
SELL
|
- |
-118- 0.82% |
$7.75K - $8.57K
|
14.2K
$985K
|
|
|
Aug 09, 2021
Q2 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-125- 11.18% |
$8.21K - $9.07K
|
993
$69K
|
|
|
Aug 12, 2021
Q2 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-126- 1.61% |
$8.28K - $9.15K
|
7.72K
$537K
|
|
|
Jul 16, 2021
Q2 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-131- 2.89% |
$8.61K - $9.51K
|
4.4K
$306K
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
SELL
|
- |
-138- 1.9% |
$9.07K - $10K
|
7.13K
$495K
|
|
|
Aug 13, 2021
Q2 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-148Closed |
$9.73K - $10.7K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-151- 0.62% |
$9.92K - $11K
|
24.3K
$1.68M
|
|
|
Aug 19, 2021
Q2 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-154- 6.7% |
$10.1K - $11.2K
|
2.14K
$149K
|
|
|
Aug 13, 2021
Q2 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-159- 3.38% |
$10.4K - $11.5K
|
4.55K
$316K
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-167Closed |
$11K - $12.1K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-170- 2.01% |
$11.2K - $12.3K
|
8.29K
$575K
|
|
|
Aug 11, 2021
Q2 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-170- 1.84% |
$11.2K - $12.3K
|
9.09K
$632K
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-173- 4.81% |
$11.4K - $12.6K
|
3.42K
$238K
|
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-175- 29.91% |
$11.5K - $12.7K
|
410
$28.5K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-179- 0.23% |
$11.8K - $13K
|
78.9K
$5.48M
|
|
|
Aug 03, 2021
Q2 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-180- 3.21% |
$11.8K - $13.1K
|
5.43K
$377K
|
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-181- 1.64% |
$11.9K - $13.1K
|
10.8K
$752K
|
|
|
Aug 02, 2021
Q2 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-182- 3.24% |
$12K - $13.2K
|
5.44K
$378K
|
|
|
Jul 23, 2021
Q2 2021
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-182- 4.93% |
$12K - $13.2K
|
3.51K
$244K
|
|
|
Aug 13, 2021
Q2 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-200- 1.72% |
$13.1K - $14.5K
|
11.5K
$796K
|
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-200- 4.25% |
$13.1K - $14.5K
|
4.51K
$313K
|
|
|
Aug 19, 2021
Q2 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-200- 2.53% |
$13.1K - $14.5K
|
7.72K
$536K
|
|
|
Jul 19, 2021
Q2 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-200- 33.06% |
$13.1K - $14.5K
|
405
$28.1K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-217- 3.39% |
$14.3K - $15.8K
|
6.18K
$429K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-217- 1.9% |
$14.3K - $15.8K
|
11.2K
$778K
|
|
|
Aug 10, 2021
Q2 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-222- 0.49% |
$14.6K - $16.1K
|
45.3K
$3.15M
|
|
|
Jul 21, 2021
Q2 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-226Closed |
$14.9K - $16.4K
|
0
$0
|