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
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
45New |
$2.81K - $3.1K
|
45
$3.13K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
43New |
$2.68K - $2.96K
|
43
$2.99K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
38+ 0.79% |
$2.37K - $2.62K
|
4.86K
$338K
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
38+ 0.36% |
$2.37K - $2.62K
|
10.6K
$734K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
36New |
$2.25K - $2.48K
|
36
$2.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
35+ 0.33% |
$2.19K - $2.41K
|
10.6K
$737K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
33New |
$2.06K - $2.28K
|
33
$2.29K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
30+ 0.54% |
$1.87K - $2.07K
|
5.61K
$389K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
29New |
$1.81K - $2K
|
29
$2.01K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
28New |
$1.75K - $1.93K
|
28
$1.94K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
28+ 4.67% |
$1.75K - $1.93K
|
628
$43.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27+ 77.14% |
$1.69K - $1.86K
|
62
$4.31K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
26New |
$1.62K - $1.79K
|
26
$1.81K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
25+ 0.58% |
$1.56K - $1.72K
|
4.31K
$300K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
24+ 0.75% |
$1.5K - $1.65K
|
3.25K
$225K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 26.83% |
$1.37K - $1.52K
|
104
$7.22K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
19+ 0.58% |
$1.19K - $1.31K
|
3.31K
$230K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
18+ 0.48% |
$1.12K - $1.24K
|
3.8K
$264K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
16New |
$999 - $1.1K
|
16
$1.11K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
15+ 0.31% |
$937 - $1.03K
|
4.83K
$335K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
13+ 4.61% |
$812 - $896
|
295
$20.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
13+ 0.3% |
$812 - $896
|
4.37K
$304K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.27% |
$749 - $827
|
4.45K
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 2.25% |
$749 - $827
|
545
$37.9K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 0.23% |
$749 - $827
|
5.16K
$358K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
11+ 0.2% |
$687 - $758
|
5.62K
$390K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
11+ 10.19% |
$687 - $758
|
119
$8.27K
|
|
|
Jan 25, 2022
Q4 2021
|
Epiq Partners, LLC
|
BUY
|
- |
10+ 0.03% |
$624 - $690
|
32.5K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
10+ 0.26% |
$624 - $690
|
3.9K
$271K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10+ 0.09% |
$624 - $690
|
10.8K
$753K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9+ 0.16% |
$562 - $621
|
5.67K
$394K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
8+ 1.11% |
$500 - $552
|
728
$50.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
BUY
|
- |
8+ 0.07% |
$500 - $552
|
11.4K
$794K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8New |
$500 - $552
|
8
$556
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
8+ 0.05% |
$500 - $552
|
15K
$1.04M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 0.65% |
$437 - $483
|
1.09K
$75.5K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
7+ 0.05% |
$437 - $483
|
14.1K
$979K
|
|
|
Jan 11, 2022
Q4 2021
|
Centre Asset Management, LLC
|
BUY
|
- |
6+ 0.1% |
$375 - $414
|
5.87K
$408K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 0.57% |
$375 - $414
|
1.07K
$74K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
5New |
$312 - $345
|
5
$347
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
4+ 0.05% |
$250 - $276
|
8.48K
$589K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
4+ 0.12% |
$250 - $276
|
3.37K
$234K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
4+ 0.11% |
$250 - $276
|
3.61K
$251K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3+ 0.02% |
$187 - $207
|
16.3K
$1.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3+ 0.07% |
$187 - $207
|
4.09K
$284K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2+ 0.03% |
$125 - $138
|
7.12K
$494K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.01% |
$62.4 - $69
|
7.65K
$531K
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.91% |
$62.4 - $69
|
111
$7.71K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.39% |
$62.4 - $69
|
258
$17.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.18% |
$62.4 - $69
|
561
$39K
|