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 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
517New |
$32.3K - $35.6K
|
517
$34.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
511+ 8.96% |
$31.9K - $35.2K
|
6.21K
$414K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
510+ 15.48% |
$31.8K - $35.2K
|
3.8K
$253K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
502+ 10.9% |
$31.3K - $34.6K
|
5.11K
$340K
|
|
|
Feb 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
500New |
$31.2K - $34.5K
|
500
$33.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
500+ 8.45% |
$31.2K - $34.5K
|
6.42K
$427K
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 0.37% |
$31.2K - $34.5K
|
136K
$9.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
500+ 9.77% |
$31.2K - $34.5K
|
5.62K
$374K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
478+ 0.68% |
$29.8K - $33K
|
71.1K
$4.74M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
470New |
$29.3K - $32.4K
|
470
$31.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
457New |
$28.5K - $31.5K
|
457
$30.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
456+ 4.71% |
$28.5K - $31.4K
|
10.1K
$676K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
452+ 2.63% |
$28.2K - $31.2K
|
17.6K
$1.17M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
444+ 4.41% |
$27.7K - $30.6K
|
10.5K
$700K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
438New |
$27.3K - $30.2K
|
438
$29.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
425New |
$26.5K - $29.3K
|
425
$28.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
417New |
$26K - $28.8K
|
417
$27.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
414+ 7.95% |
$25.9K - $28.5K
|
5.62K
$374K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
413+ 2.96% |
$25.8K - $28.5K
|
14.4K
$957K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
409+ 1.6% |
$25.5K - $28.2K
|
26K
$1.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
407+ 8.12% |
$25.4K - $28.1K
|
5.42K
$361K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
403+ 8060.0% |
$25.2K - $27.8K
|
408
$27.2K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
401+ 11.13% |
$25K - $27.6K
|
4K
$267K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
400New |
$25K - $27.6K
|
400
$26.6K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
387New |
$24.2K - $26.7K
|
387
$25.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
384+ 0.72% |
$24K - $26.5K
|
53.5K
$3.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
374+ 3.26% |
$23.4K - $25.8K
|
11.9K
$790K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
357+ 10.79% |
$22.3K - $24.6K
|
3.67K
$244K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
346+ 9.72% |
$21.6K - $23.9K
|
3.91K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
330+ 0.07% |
$20.6K - $22.8K
|
500K
$33.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
329New |
$20.5K - $22.7K
|
329
$21.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
328New |
$20.5K - $22.6K
|
328
$21.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
327New |
$20.4K - $22.5K
|
327
$21.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
311+ 68.81% |
$19.4K - $21.4K
|
763
$50.8K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
310New |
$19.4K - $21.4K
|
310
$20.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
308+ 7.33% |
$19.2K - $21.2K
|
4.51K
$300K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
305+ 7.46% |
$19K - $21K
|
4.39K
$293K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
300New |
$18.7K - $20.7K
|
300
$20K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
300+ 9.95% |
$18.7K - $20.7K
|
3.32K
$221K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
291+ 4.73% |
$18.2K - $20.1K
|
6.44K
$429K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
257+ 4.16% |
$16K - $17.7K
|
6.43K
$428K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
257+ 4.58% |
$16K - $17.7K
|
5.87K
$391K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250New |
$15.6K - $17.2K
|
250
$16.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
250+ 8.7% |
$15.6K - $17.2K
|
3.12K
$208K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
250New |
$15.6K - $17.2K
|
250
$16.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
245+ 4.2% |
$15.3K - $16.9K
|
6.07K
$405K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
242+ 1.98% |
$15.1K - $16.7K
|
12.5K
$832K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
241New |
$15K - $16.6K
|
241
$16.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
230New |
$14.4K - $15.9K
|
230
$15.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
219+ 9.11% |
$13.7K - $15.1K
|
2.62K
$175K
|