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 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-112- 9.3% |
$6.99K - $7.72K
|
1.09K
$73.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-113- 14.73% |
$7.06K - $7.79K
|
654
$43.9K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-117- 68.82% |
$7.31K - $8.07K
|
53
$3.56K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-120- 1.33% |
$7.49K - $8.27K
|
8.87K
$596K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-135- 13.96% |
$8.43K - $9.31K
|
832
$55.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-142- 4.1% |
$8.87K - $9.79K
|
3.32K
$223K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-142- 2.19% |
$8.87K - $9.79K
|
6.35K
$426K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-145Closed |
$9.05K - $10K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-148Closed |
$9.24K - $10.2K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 1.04% |
$9.3K - $10.3K
|
14.2K
$951K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-150- 0.91% |
$9.37K - $10.3K
|
16.4K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-150- 3.02% |
$9.37K - $10.3K
|
4.82K
$324K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-152- 5.99% |
$9.49K - $10.5K
|
2.38K
$160K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-155- 3.4% |
$9.68K - $10.7K
|
4.4K
$296K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-155- 1.88% |
$9.68K - $10.7K
|
8.09K
$543K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-158- 3.45% |
$9.87K - $10.9K
|
4.43K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-160- 1.4% |
$9.99K - $11K
|
11.3K
$757K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-163- 3.8% |
$10.2K - $11.2K
|
4.13K
$277K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-167- 1.25% |
$10.4K - $11.5K
|
13.2K
$885K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-172- 17.7% |
$10.7K - $11.9K
|
800
$53.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-179- 2.4% |
$11.2K - $12.3K
|
7.27K
$489K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-180- 14.29% |
$11.2K - $12.4K
|
1.08K
$72.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-183- 0.53% |
$11.4K - $12.6K
|
34.6K
$2.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-185- 2.36% |
$11.6K - $12.8K
|
7.65K
$514K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-195- 3.44% |
$12.2K - $13.4K
|
5.48K
$368K
|
|
|
Feb 05, 2024
Q4 2021
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-195- 4.42% |
$12.2K - $13.4K
|
4.22K
$283K
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-200- 1.91% |
$12.5K - $13.8K
|
10.3K
$691K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
SELL
|
- |
-200- 0.24% |
$12.5K - $13.8K
|
84.7K
$5.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-200- 1.9% |
$12.5K - $13.8K
|
10.3K
$692K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-200- 6.06% |
$12.5K - $13.8K
|
3.1K
$208K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-216- 96.86% |
$13.5K - $14.9K
|
7
$470
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-217- 4.1% |
$13.5K - $15K
|
5.08K
$341K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-225- 6.77% |
$14K - $15.5K
|
3.1K
$208K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-226- 4.87% |
$14.1K - $15.6K
|
4.41K
$296K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-235Closed |
$14.7K - $16.2K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-238- 2.28% |
$14.9K - $16.4K
|
10.2K
$686K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-264- 4.29% |
$16.5K - $18.2K
|
5.89K
$396K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-275Closed |
$17.2K - $19K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-282Closed |
$17.6K - $19.4K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-287- 19.48% |
$17.9K - $19.8K
|
1.19K
$79.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
SELL
|
- |
-290- 2.9% |
$18.1K - $20K
|
9.7K
$652K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-292- 6.97% |
$18.2K - $20.1K
|
3.9K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-300- 7.57% |
$18.7K - $20.7K
|
3.66K
$246K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-314- 0.45% |
$19.6K - $21.7K
|
68.7K
$4.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Achmea Investment Management B.V.
|
SELL
|
- |
-323Closed |
$20.2K - $22.3K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-334- 6.92% |
$20.9K - $23K
|
4.5K
$302K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-339- 7.91% |
$21.2K - $23.4K
|
3.95K
$265K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-356- 3.58% |
$22.2K - $24.5K
|
9.58K
$644K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-370- 0.89% |
$23.1K - $25.5K
|
41.3K
$2.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-371- 0.83% |
$23.2K - $25.6K
|
44.5K
$2.99M
|