Purchases and Sales Made in Q3 2021 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.14K- 21.31% |
$193K - $221K
|
11.6K
$804K
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-3.14KClosed |
$193K - $222K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.14KClosed |
$193K - $222K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.17KClosed |
$194K - $223K
|
0
$0
|
|
|
May 17, 2024
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.17K- 2.54% |
$195K - $224K
|
122K
$8.45M
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.38KClosed |
$208K - $239K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.42K- 33.42% |
$210K - $241K
|
6.81K
$473K
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.44KClosed |
$212K - $243K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.49K- 1.6% |
$214K - $246K
|
214K
$14.9M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.51K- 13.17% |
$215K - $247K
|
23.1K
$1.61M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.54KClosed |
$217K - $250K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Strs Ohio
|
SELL
|
- |
-3.55K- 16.62% |
$218K - $251K
|
17.8K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-3.57K- 52.23% |
$219K - $252K
|
3.26K
$227K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.74KClosed |
$230K - $264K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.83KClosed |
$235K - $270K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.98KClosed |
$244K - $281K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.99KClosed |
$245K - $282K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.12K- 2.39% |
$253K - $291K
|
168K
$11.7M
|
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-4.17K- 1.32% |
$256K - $295K
|
311K
$21.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.19K- 2.55% |
$257K - $296K
|
160K
$11.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-4.28K- 4.61% |
$263K - $302K
|
88.6K
$6.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-4.39KClosed |
$270K - $310K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.45KClosed |
$273K - $314K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-4.55KClosed |
$279K - $321K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.7K- 22.51% |
$289K - $332K
|
16.2K
$1.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-4.73KClosed |
$290K - $334K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-4.81KClosed |
$295K - $339K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-4.85K- 56.55% |
$298K - $342K
|
3.72K
$259K
|
|
|
Nov 12, 2021
Q3 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-4.93K- 5.14% |
$303K - $348K
|
90.9K
$6.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.01K- 1.73% |
$308K - $354K
|
284K
$19.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-5.2K- 5.07% |
$319K - $367K
|
97.4K
$6.77M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.22KClosed |
$321K - $369K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.25K- 3.48% |
$323K - $371K
|
146K
$10.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.26K- 92.85% |
$323K - $371K
|
405
$28.1K
|
|
|
Oct 25, 2021
Q3 2021
|
New York State Teachers Retirement System
|
SELL
|
- |
-5.5K- 0.98% |
$338K - $388K
|
558K
$38.8M
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.64K- 3.2% |
$346K - $398K
|
170K
$11.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.74KClosed |
$352K - $405K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.97K- 3.46% |
$367K - $422K
|
167K
$11.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-5.98KClosed |
$367K - $422K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-6K- 8.82% |
$369K - $424K
|
62K
$4.31M
|
|
|
Oct 20, 2021
Q3 2021
|
Stewart & Patten CO LLC
|
SELL
|
- |
-6.03K- 1.8% |
$370K - $426K
|
330K
$22.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-6.23K- 6.97% |
$383K - $440K
|
83.2K
$5.78M
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-6.25K- 65.15% |
$384K - $441K
|
3.34K
$232K
|
|
|
Nov 01, 2021
Q3 2021
|
Hartford Investment Management CO
|
SELL
|
- |
-6.59K- 11.62% |
$404K - $465K
|
50.1K
$3.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-6.67K- 12.56% |
$410K - $471K
|
46.4K
$3.23M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.67KClosed |
$410K - $471K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-6.99K- 1.03% |
$429K - $493K
|
671K
$46.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviva PLC
|
SELL
|
- |
-7K- 4.08% |
$430K - $494K
|
165K
$11.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.09K- 1.77% |
$436K - $501K
|
394K
$27.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-7.17K- 44.43% |
$440K - $506K
|
8.96K
$622K
|