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 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.4KNew |
$212K - $234K
|
3.4K
$226K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.39K+ 23.97% |
$212K - $234K
|
17.5K
$1.17M
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.35K+ 7.7% |
$209K - $231K
|
46.8K
$3.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.34K+ 0.08% |
$208K - $230K
|
4.14M
$276M
|
|
|
Feb 14, 2022
Q4 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.33K+ 24.62% |
$208K - $230K
|
16.9K
$1.12M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
3.32KNew |
$207K - $229K
|
3.32K
$221K
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
3.25KNew |
$203K - $224K
|
3.25K
$216K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.24K+ 66.94% |
$203K - $224K
|
8.09K
$539K
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.24KNew |
$202K - $223K
|
3.24K
$216K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.23K+ 35.0% |
$202K - $223K
|
12.5K
$829K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
3.19KNew |
$199K - $220K
|
3.19K
$213K
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.18KNew |
$199K - $219K
|
3.18K
$212K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.17KNew |
$198K - $218K
|
3.17K
$211K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.13KNew |
$196K - $216K
|
3.13K
$209K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.13KNew |
$196K - $216K
|
3.13K
$209K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.13KNew |
$196K - $216K
|
3.13K
$209K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.1K+ 11.06% |
$194K - $214K
|
31.2K
$2.08M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.09K+ 94.53% |
$193K - $213K
|
6.36K
$424K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$191K - $211K
|
3.06K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.01KNew |
$188K - $207K
|
3.01K
$200K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.99K+ 3.0% |
$187K - $206K
|
103K
$6.85M
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
2.98KNew |
$186K - $205K
|
2.98K
$198K
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
2.97KNew |
$186K - $205K
|
2.97K
$198K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.93K+ 9.7% |
$183K - $202K
|
33.1K
$2.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.81KNew |
$175K - $193K
|
2.81K
$187K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.74KNew |
$171K - $189K
|
2.74K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
2.71K+ 100.0% |
$169K - $187K
|
5.41K
$361K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.62K+ 1.93% |
$163K - $180K
|
138K
$9.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
2.48K+ 37.51% |
$155K - $171K
|
9.1K
$606K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.48K+ 61.08% |
$155K - $171K
|
6.53K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.44KNew |
$153K - $169K
|
2.44K
$163K
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
2.21K+ 14.51% |
$138K - $152K
|
17.4K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.17K+ 6.81% |
$135K - $149K
|
34K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.09K+ 3.92% |
$130K - $144K
|
55.4K
$3.69M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2.05K+ 5.3% |
$128K - $141K
|
40.7K
$2.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
2.05K+ 22.95% |
$128K - $141K
|
11K
$730K
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.99K+ 3.75% |
$125K - $137K
|
55.1K
$3.67M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.98KNew |
$123K - $136K
|
1.98K
$132K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1.93K+ 44.75% |
$121K - $133K
|
6.25K
$416K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.89KNew |
$118K - $131K
|
1.89K
$126K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
1.8KNew |
$112K - $124K
|
1.8K
$120K
|
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.79K+ 20.74% |
$112K - $123K
|
10.4K
$694K
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.78K+ 29.19% |
$111K - $123K
|
7.87K
$524K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.77KNew |
$111K - $122K
|
1.77K
$118K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.75K+ 4.92% |
$109K - $120K
|
37.2K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.68K+ 17.7% |
$105K - $115K
|
11.1K
$742K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
1.6K+ 28.73% |
$99.9K - $110K
|
7.17K
$478K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.59K+ 46.28% |
$99K - $109K
|
5.01K
$334K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
1.5K+ 17.9% |
$93.7K - $103K
|
9.88K
$658K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.47K+ 2.99% |
$91.8K - $101K
|
50.6K
$3.37M
|