Purchases and Sales Made in Q4 2021 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.01% |
$62.4 - $69
|
7.65K
$509K
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-1- 0.02% |
$62.4 - $69
|
5.44K
$362K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 0.85% |
$62.4 - $69
|
117
$7.79K
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-2- 0.05% |
$125 - $138
|
4.39K
$292K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2- 1.71% |
$125 - $138
|
115
$7.66K
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4- 0.12% |
$250 - $276
|
3.34K
$222K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 4.17% |
$312 - $345
|
115
$7.66K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-6- 0.12% |
$375 - $414
|
4.84K
$323K
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-7- 0.09% |
$437 - $483
|
8.1K
$539K
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8- 0.17% |
$500 - $552
|
4.76K
$317K
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-8Closed |
$500 - $552
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-10- 0.12% |
$624 - $690
|
8.61K
$573K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 1.28% |
$749 - $827
|
928
$61.8K
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
SELL
|
- |
-13- 0.14% |
$812 - $896
|
9.23K
$615K
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-20- 0.56% |
$1.25K - $1.38K
|
3.55K
$236K
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-24- 63.16% |
$1.5K - $1.65K
|
14
$932
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-25- 7.74% |
$1.56K - $1.72K
|
298
$19.8K
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-29- 0.9% |
$1.81K - $2K
|
3.21K
$214K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-30- 5.49% |
$1.87K - $2.07K
|
516
$34.4K
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-32- 0.87% |
$2K - $2.21K
|
3.64K
$242K
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-32Closed |
$2K - $2.21K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-34- 0.72% |
$2.12K - $2.34K
|
4.7K
$313K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-35- 0.45% |
$2.19K - $2.41K
|
7.72K
$514K
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-35- 0.53% |
$2.19K - $2.41K
|
6.51K
$434K
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-36- 1.02% |
$2.25K - $2.48K
|
3.51K
$234K
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-38- 73.08% |
$2.37K - $2.62K
|
14
$932
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-40- 0.84% |
$2.5K - $2.76K
|
4.75K
$316K
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-40- 1.16% |
$2.5K - $2.76K
|
3.41K
$227K
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-45- 0.18% |
$2.81K - $3.1K
|
25.6K
$1.7M
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
SELL
|
- |
-47- 1.02% |
$2.93K - $3.24K
|
4.56K
$304K
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-51- 24.4% |
$3.18K - $3.52K
|
158
$10.5K
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-53- 1.49% |
$3.31K - $3.65K
|
3.51K
$234K
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-54Closed |
$3.37K - $3.72K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-55- 0.84% |
$3.43K - $3.79K
|
6.5K
$433K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-56- 13.79% |
$3.5K - $3.86K
|
350
$23.3K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-57- 1.32% |
$3.56K - $3.93K
|
4.27K
$284K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-65- 2.01% |
$4.06K - $4.48K
|
3.17K
$211K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-68Closed |
$4.25K - $4.69K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-69- 0.33% |
$4.31K - $4.76K
|
21K
$1.4M
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-70- 5.46% |
$4.37K - $4.83K
|
1.21K
$80.8K
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-73- 0.88% |
$4.56K - $5.03K
|
8.22K
$548K
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-73- 1.69% |
$4.56K - $5.03K
|
4.24K
$282K
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-74- 1.0% |
$4.62K - $5.1K
|
7.35K
$490K
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-74Closed |
$4.62K - $5.1K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-79Closed |
$4.93K - $5.45K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-83- 2.69% |
$5.18K - $5.72K
|
3.01K
$200K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-101- 0.81% |
$6.31K - $6.96K
|
12.4K
$828K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-104- 1.11% |
$6.49K - $7.17K
|
9.28K
$618K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-110- 9.58% |
$6.87K - $7.58K
|
1.04K
$69.1K
|