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 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-75- 15.59% |
$4.61K - $5.3K
|
406
$28.2K
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-76- 0.08% |
$4.67K - $5.37K
|
99.4K
$6.91M
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-77Closed |
$4.73K - $5.44K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-94- 1.19% |
$5.77K - $6.64K
|
7.81K
$543K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-98- 0.69% |
$6.02K - $6.92K
|
14.1K
$979K
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-98- 0.54% |
$6.02K - $6.92K
|
18.1K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 1.1% |
$6.14K - $7.06K
|
8.99K
$625K
|
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.07% |
$6.14K - $7.06K
|
135K
$9.39M
|
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.16% |
$6.14K - $7.06K
|
61.3K
$4.26M
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-103Closed |
$6.33K - $7.27K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-127- 0.76% |
$7.8K - $8.97K
|
16.5K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-128- 2.01% |
$7.86K - $9.04K
|
6.24K
$434K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-132- 3.86% |
$8.11K - $9.32K
|
3.29K
$229K
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-137- 1.96% |
$8.41K - $9.67K
|
6.87K
$477K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-139Closed |
$8.54K - $9.81K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-140- 0.37% |
$8.6K - $9.89K
|
37.3K
$2.59M
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-141- 0.21% |
$8.66K - $9.96K
|
66.9K
$4.65M
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-146- 1.69% |
$8.97K - $10.3K
|
8.47K
$589K
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-147- 0.16% |
$9.03K - $10.4K
|
93.3K
$6.48M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-150- 1.44% |
$9.21K - $10.6K
|
10.3K
$716K
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-168- 2.5% |
$10.3K - $11.9K
|
6.55K
$455K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-170- 19.54% |
$10.4K - $12K
|
700
$48.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-172Closed |
$10.6K - $12.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-174- 3.66% |
$10.7K - $12.3K
|
4.59K
$318K
|
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-200- 0.82% |
$12.3K - $14.1K
|
24.2K
$1.68M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-200- 1.12% |
$12.3K - $14.1K
|
17.6K
$1.22M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-210- 20.29% |
$12.9K - $14.8K
|
825
$57.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-210- 2.41% |
$12.9K - $14.8K
|
8.5K
$590K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-213Closed |
$13.1K - $15K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-221- 0.32% |
$13.6K - $15.6K
|
68.7K
$4.77M
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
SELL
|
- |
-226- 0.27% |
$13.9K - $16K
|
84.9K
$5.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-233- 5.16% |
$14.3K - $16.5K
|
4.28K
$298K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-233- 1.2% |
$14.3K - $16.5K
|
19.2K
$1.33M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-234- 93.6% |
$14.4K - $16.5K
|
16
$1.11K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-243- 1.39% |
$14.9K - $17.2K
|
17.3K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-250- 5.16% |
$15.4K - $17.7K
|
4.6K
$319K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-250- 3.75% |
$15.4K - $17.7K
|
6.41K
$445K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-273- 6.1% |
$16.8K - $19.3K
|
4.2K
$292K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-274- 4.92% |
$16.8K - $19.3K
|
5.3K
$368K
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-281- 3.64% |
$17.3K - $19.8K
|
7.45K
$517K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-292Closed |
$17.9K - $20.6K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-294- 3.19% |
$18.1K - $20.8K
|
8.93K
$620K
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-298- 5.82% |
$18.3K - $21K
|
4.82K
$335K
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-300- 6.73% |
$18.4K - $21.2K
|
4.16K
$289K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-300- 8.27% |
$18.4K - $21.2K
|
3.33K
$231K
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-300- 3.31% |
$18.4K - $21.2K
|
8.75K
$608K
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-300- 3.88% |
$18.4K - $21.2K
|
7.42K
$516K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-300- 4.69% |
$18.4K - $21.2K
|
6.1K
$424K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-309- 0.21% |
$19K - $21.8K
|
149K
$10.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-326- 1.26% |
$20K - $23K
|
25.6K
$1.78M
|