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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
3.45KNew |
$212K - $243K
|
3.45K
$239K
|
|
|
Oct 06, 2021
Q3 2021
|
First Dallas Securities Inc.
|
BUY
|
- |
3.31K+ 8.43% |
$203K - $234K
|
42.6K
$2.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
3.24KNew |
$199K - $228K
|
3.24K
$225K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.08K+ 29.23% |
$189K - $218K
|
13.6K
$947K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
3.08K+ 59.97% |
$189K - $218K
|
8.22K
$571K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
3.06K+ 22.49% |
$188K - $216K
|
16.7K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.9K+ 30.81% |
$178K - $205K
|
12.3K
$856K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.86K+ 27.94% |
$176K - $202K
|
13.1K
$911K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.71K+ 5.36% |
$167K - $191K
|
53.3K
$3.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.56K+ 646.46% |
$157K - $181K
|
2.96K
$205K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.55KNew |
$156K - $180K
|
2.55K
$177K
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.49K+ 613.83% |
$153K - $176K
|
2.89K
$201K
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.38K+ 4.69% |
$146K - $168K
|
53.1K
$3.69M
|
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.36KNew |
$145K - $167K
|
2.36K
$164K
|
|
|
Nov 15, 2021
Q3 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.33K+ 61.81% |
$143K - $165K
|
6.11K
$424K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.31KNew |
$142K - $163K
|
2.31K
$160K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2.28K+ 9.31% |
$140K - $161K
|
26.7K
$1.86M
|
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.21K+ 4.36% |
$136K - $156K
|
52.9K
$3.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 40.06% |
$134K - $154K
|
7.62K
$529K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
2.17K+ 101.21% |
$133K - $153K
|
4.32K
$300K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.15K+ 7.25% |
$132K - $152K
|
31.8K
$2.21M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
2.15K+ 11.2% |
$132K - $152K
|
21.4K
$1.48M
|
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.14K+ 3.27% |
$131K - $151K
|
67.5K
$4.69M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.11K+ 34.4% |
$130K - $149K
|
8.24K
$572K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.01K+ 24.42% |
$124K - $142K
|
10.2K
$712K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2.01K+ 5.5% |
$124K - $142K
|
38.6K
$2.68M
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01K+ 17.63% |
$123K - $142K
|
13.4K
$931K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.89K+ 11.07% |
$116K - $134K
|
19K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.89K+ 56.87% |
$116K - $133K
|
5.21K
$362K
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.88K+ 0.89% |
$116K - $133K
|
213K
$14.8M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.83K+ 47.9% |
$112K - $129K
|
5.65K
$392K
|
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.65K+ 2.99% |
$101K - $116K
|
56.7K
$3.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.59KNew |
$97.4K - $112K
|
1.59K
$110K
|
|
|
Nov 15, 2021
Q3 2021
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.58K+ 7.12% |
$97.2K - $112K
|
23.8K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Firestone Capital Management
|
BUY
|
- |
1.58KNew |
$97K - $112K
|
1.58K
$110K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.53K+ 4.52% |
$94.2K - $108K
|
35.5K
$2.46M
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.49KNew |
$91.3K - $105K
|
1.49K
$103K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
1.49KNew |
$91.3K - $105K
|
1.49K
$103K
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.45K+ 7.61% |
$89.2K - $103K
|
20.5K
$1.43M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
1.45K+ 3.83% |
$88.8K - $102K
|
39.2K
$2.72M
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
1.43K+ 103.64% |
$87.5K - $101K
|
2.8K
$194K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.41K+ 4.51% |
$86.7K - $99.7K
|
32.8K
$2.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
BUY
|
- |
1.41K+ 96.9% |
$86.3K - $99.2K
|
2.86K
$198K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 1.81% |
$84.9K - $97.7K
|
77.8K
$5.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.38K+ 1.15% |
$84.6K - $97.3K
|
121K
$8.41M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.36K+ 1.95% |
$83.3K - $95.7K
|
71K
$4.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.36K+ 6.86% |
$83.2K - $95.7K
|
21.1K
$1.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.34K+ 4.85% |
$82.5K - $94.8K
|
29K
$2.02M
|
|
|
Oct 21, 2021
Q3 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
1.34K+ 9.62% |
$82.1K - $94.4K
|
15.2K
$1.06M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.33K+ 43.0% |
$81.9K - $94.1K
|
4.43K
$308K
|