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 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2+ 0.01% |
$123 - $141
|
16.3K
$1.13M
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$123 - $141
|
8.3K
$576K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.85% |
$61.4 - $70.6
|
118
$8.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.39% |
$61.4 - $70.6
|
257
$17.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.01% |
$61.4 - $70.6
|
7.65K
$531K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.18% |
$61.4 - $70.6
|
560
$38.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.92% |
$61.4 - $70.6
|
110
$7.64K
|
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2Closed |
$123 - $141
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-3- 0.11% |
$184 - $212
|
2.71K
$188K
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-6- 0.15% |
$369 - $424
|
3.98K
$276K
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7- 2.12% |
$430 - $494
|
323
$22.4K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 2.44% |
$614 - $706
|
400
$27.8K
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-11- 8.73% |
$676 - $777
|
115
$7.99K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-12- 0.17% |
$737 - $847
|
7.12K
$494K
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-13- 0.11% |
$798 - $918
|
11.4K
$793K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-17- 0.3% |
$1.04K - $1.2K
|
5.58K
$387K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21- 20.39% |
$1.29K - $1.48K
|
82
$5.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-24- 0.23% |
$1.47K - $1.69K
|
10.6K
$734K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-25- 2.52% |
$1.54K - $1.77K
|
967
$67.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-25- 0.43% |
$1.54K - $1.77K
|
5.83K
$405K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-25- 8.33% |
$1.54K - $1.77K
|
275
$19.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-26- 4.65% |
$1.6K - $1.84K
|
533
$37K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27- 0.47% |
$1.66K - $1.91K
|
5.67K
$394K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-28- 0.66% |
$1.72K - $1.98K
|
4.19K
$291K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-28- 35.0% |
$1.72K - $1.98K
|
52
$3.61K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-29- 0.7% |
$1.78K - $2.05K
|
4.1K
$285K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-30Closed |
$1.84K - $2.12K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-30- 2.75% |
$1.84K - $2.12K
|
1.06K
$73.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-30- 0.32% |
$1.84K - $2.12K
|
9.38K
$651K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-33- 0.89% |
$2.03K - $2.33K
|
3.67K
$255K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-38- 0.96% |
$2.33K - $2.68K
|
3.92K
$273K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-40- 0.65% |
$2.46K - $2.82K
|
6.14K
$427K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40- 6.0% |
$2.46K - $2.82K
|
627
$43.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-41- 12.02% |
$2.52K - $2.9K
|
300
$20.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-42- 2.26% |
$2.58K - $2.97K
|
1.82K
$126K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-44- 22.11% |
$2.7K - $3.11K
|
155
$10.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-45- 4.43% |
$2.76K - $3.18K
|
970
$67.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-50- 1.47% |
$3.07K - $3.53K
|
3.36K
$233K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-52- 1.54% |
$3.19K - $3.67K
|
3.32K
$231K
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-52- 1.18% |
$3.19K - $3.67K
|
4.36K
$303K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-54- 1.3% |
$3.32K - $3.81K
|
4.09K
$284K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-56- 5.71% |
$3.44K - $3.95K
|
925
$64.3K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
SELL
|
- |
-58- 0.9% |
$3.56K - $4.1K
|
6.41K
$446K
|
|
|
Dec 02, 2021
Q3 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-58- 1.27% |
$3.56K - $4.1K
|
4.5K
$312K
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-61Closed |
$3.75K - $4.31K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-66- 0.58% |
$4.05K - $4.66K
|
11.4K
$791K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-71- 0.62% |
$4.36K - $5.01K
|
11.4K
$793K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-72- 1.39% |
$4.42K - $5.08K
|
5.12K
$355K
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-75- 2.22% |
$4.61K - $5.3K
|
3.3K
$229K
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-75- 2.16% |
$4.61K - $5.3K
|
3.4K
$236K
|