Latest Institutional Transactions on Xcel Energy Inc (XEL)
This table provides information on the latest institutional transactions involving Xcel Energy Inc (XEL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-461- 4.89% |
$22.3K - $29.4K
|
8.97K
$479K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 50.0% |
$96.9 - $127
|
6
$320
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
118+ 3.19% |
$5.72K - $7.52K
|
3.82K
$204K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-300- 14.66% |
$14.5K - $19.1K
|
1.75K
$93.3K
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-25- 0.24% |
$1.21K - $1.59K
|
10.5K
$560K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$194 - $255
|
6.24K
$333K
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.3K- 4.86% |
$111K - $147K
|
45K
$2.4M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89.5K+ 503.23% |
$4.34M - $5.71M
|
107K
$5.73M
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
BUY
|
- |
31.6K+ 21.27% |
$1.53M - $2.01M
|
180K
$9.62M
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.55K- 97.96% |
$124K - $163K
|
53
$2.83K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.31K+ 10.88% |
$306K - $402K
|
64.3K
$3.44M
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.5KNew |
$896K - $1.18M
|
18.5K
$987K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
56+ 1.34% |
$2.71K - $3.57K
|
4.25K
$227K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 9.89% |
$436 - $574
|
82
$4.38K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
268+ 837.5% |
$13K - $17.1K
|
300
$16K
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
82.4K+ 1137.56% |
$3.99M - $5.25M
|
89.7K
$4.79M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-802- 7.49% |
$38.8K - $51.1K
|
9.91K
$529K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
19.1K+ 143.5% |
$924K - $1.22M
|
32.4K
$1.73M
|
|
May 15, 2024
Q1 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-677K- 99.97% |
$32.8M - $43.2M
|
183
$9.77K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.91K+ 8.37% |
$238K - $313K
|
63.6K
$3.4M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 9.29% |
$58.8K - $77.4K
|
14.3K
$763K
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7.54K+ 0.33% |
$365K - $480K
|
2.27M
$121M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 43.83% |
$510K - $671K
|
13.5K
$721K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.2K- 34.92% |
$1.22M - $1.61M
|
47K
$2.51M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.48M+ 152.58% |
$71.7M - $94.4M
|
2.45M
$131M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
7.1KNew |
$344K - $452K
|
7.1K
$379K
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-235- 0.64% |
$11.4K - $15K
|
36.4K
$1.95M
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
5K+ 25.0% |
$242K - $319K
|
25K
$1.34M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-54.6K- 62.1% |
$2.64M - $3.48M
|
33.3K
$1.78M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.58K- 8.35% |
$416K - $547K
|
94.2K
$5.03M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.61K- 24.35% |
$78.1K - $103K
|
5.01K
$268K
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
79.5K+ 113.17% |
$3.85M - $5.07M
|
150K
$8M
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
248K+ 1127.57% |
$12M - $15.8M
|
270K
$14.4M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.37K- 16.24% |
$309K - $406K
|
32.9K
$1.76M
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
11.1K+ 3.14% |
$538K - $708K
|
364K
$19.5M
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
3.18M+ 10.82% |
$154M - $203M
|
32.6M
$1.74B
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.37K+ 6.99% |
$115K - $151K
|
36.3K
$1.94M
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.77K+ 15.98% |
$183K - $241K
|
27.4K
$1.46M
|
|
May 15, 2024
Q1 2024
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
302KNew |
$14.6M - $19.3M
|
302K
$16.2M
|
|
May 15, 2024
Q1 2024
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
12.8KNew |
$619K - $814K
|
12.8K
$683K
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-172- 90.53% |
$8.33K - $11K
|
18
$961
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-64K- 78.72% |
$3.1M - $4.08M
|
17.3K
$924K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-972- 13.31% |
$47.1K - $61.9K
|
6.33K
$338K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
42+ 0.24% |
$2.03K - $2.68K
|
17.5K
$935K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.11K- 4.14% |
$53.7K - $70.6K
|
25.7K
$1.37M
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.43K- 14.54% |
$69.5K - $91.4K
|
8.43K
$450K
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
62.3KNew |
$3.02M - $3.97M
|
62.3K
$3.33M
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
6.91K+ 31.86% |
$335K - $440K
|
28.6K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
160K+ 54.43% |
$7.76M - $10.2M
|
454K
$24.3M
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-108K- 83.2% |
$5.21M - $6.85M
|
21.7K
$1.16M
|