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 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
212+ 5.29% |
$13.2K - $14.6K
|
4.22K
$284K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
208+ 20.9% |
$13K - $14.3K
|
1.2K
$80.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
206+ 1.49% |
$12.9K - $14.2K
|
14K
$943K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
203+ 3.31% |
$12.7K - $14K
|
6.34K
$426K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
202+ 2.26% |
$12.6K - $13.9K
|
9.14K
$614K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.21% |
$12.5K - $13.8K
|
97.6K
$6.56M
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
200+ 3.67% |
$12.5K - $13.8K
|
5.65K
$380K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
200New |
$12.5K - $13.8K
|
200
$13.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
199New |
$12.4K - $13.7K
|
199
$13.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
195New |
$12.2K - $13.4K
|
195
$13.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
192+ 2.51% |
$12K - $13.2K
|
7.85K
$528K
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
184+ 0.07% |
$11.5K - $12.7K
|
283K
$19M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
183+ 1.49% |
$11.4K - $12.6K
|
12.5K
$840K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
181+ 2.2% |
$11.3K - $12.5K
|
8.4K
$565K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
171+ 4.68% |
$10.7K - $11.8K
|
3.82K
$257K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
165+ 11.56% |
$10.3K - $11.4K
|
1.59K
$107K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
162New |
$10.1K - $11.2K
|
162
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
159+ 3.91% |
$9.93K - $11K
|
4.22K
$284K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
157New |
$9.8K - $10.8K
|
157
$10.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
155+ 0.94% |
$9.68K - $10.7K
|
16.7K
$1.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
153New |
$9.55K - $10.5K
|
153
$10.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
139New |
$8.68K - $9.58K
|
139
$9.34K
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
132+ 0.55% |
$8.24K - $9.1K
|
24.2K
$1.63M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
132New |
$8.24K - $9.1K
|
132
$8.87K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
129+ 5.99% |
$8.05K - $8.89K
|
2.28K
$153K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
125+ 0.28% |
$7.81K - $8.62K
|
44.4K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
125+ 0.42% |
$7.81K - $8.62K
|
29.8K
$2M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
125New |
$7.81K - $8.62K
|
125
$8.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
121+ 42.31% |
$7.56K - $8.34K
|
407
$27.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
112+ 2.48% |
$6.99K - $7.72K
|
4.63K
$311K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
101+ 0.38% |
$6.31K - $6.96K
|
26.8K
$1.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
96New |
$5.99K - $6.62K
|
96
$6.45K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
96+ 1.15% |
$5.99K - $6.62K
|
8.46K
$569K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
93+ 1.59% |
$5.81K - $6.41K
|
5.93K
$398K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
92+ 2.16% |
$5.74K - $6.34K
|
4.35K
$292K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
85+ 10.3% |
$5.31K - $5.86K
|
910
$61.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
84+ 0.01% |
$5.24K - $5.79K
|
594K
$39.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
74+ 0.25% |
$4.62K - $5.1K
|
30.1K
$2.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
70+ 200.0% |
$4.37K - $4.83K
|
105
$7.06K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
70New |
$4.37K - $4.83K
|
70
$4.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
70+ 0.61% |
$4.37K - $4.83K
|
11.6K
$781K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
67New |
$4.18K - $4.62K
|
67
$4.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
67+ 15.23% |
$4.18K - $4.62K
|
507
$34.1K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
67+ 5.82% |
$4.18K - $4.62K
|
1.22K
$81.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
55+ 1.86% |
$3.43K - $3.79K
|
3.01K
$202K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
53+ 8.83% |
$3.31K - $3.65K
|
653
$43.9K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
53+ 1.56% |
$3.31K - $3.65K
|
3.45K
$232K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
51New |
$3.18K - $3.52K
|
51
$3.43K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
50New |
$3.12K - $3.45K
|
50
$3.36K
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
48+ 0.27% |
$3K - $3.31K
|
18.1K
$1.22M
|