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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
SELL
|
- |
-32.7K- 18.27% |
$2.03M - $2.38M
|
146K
$9.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.67K+ 36.2% |
$104K - $121K
|
6.27K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-28.1K- 84.35% |
$1.75M - $2.05M
|
5.22K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.1% |
$62.2 - $72.9
|
90
$5.99K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-45- 0.08% |
$2.8K - $3.28K
|
58.1K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.17% |
$62.2 - $72.9
|
607
$40.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
123+ 0.44% |
$7.65K - $8.97K
|
28.1K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.75K- 38.72% |
$544K - $638K
|
13.9K
$922K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
688New |
$42.8K - $50.2K
|
688
$45.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
236+ 6.97% |
$14.7K - $17.2K
|
3.62K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.41K- 34.47% |
$87.6K - $103K
|
2.68K
$178K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
21.2KNew |
$1.32M - $1.55M
|
21.2K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 2.95% |
$622 - $729
|
349
$23.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
48+ 25.53% |
$2.98K - $3.5K
|
236
$15.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.58K+ 0.41% |
$98.1K - $115K
|
388K
$25.9M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
874+ 40.59% |
$54.3K - $63.7K
|
3.03K
$202K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26+ 325.0% |
$1.62K - $1.9K
|
34
$2.26K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-5- 1.05% |
$311 - $365
|
472
$31.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
905+ 29.06% |
$56.3K - $66K
|
4.02K
$268K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-500K- 98.7% |
$31.1M - $36.5M
|
6.57K
$438K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-535- 1.5% |
$33.3K - $39K
|
35.2K
$2.34M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-638- 6.3% |
$39.7K - $46.5K
|
9.48K
$631K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-58- 15.34% |
$3.61K - $4.23K
|
320
$21.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
315+ 145.16% |
$19.6K - $23K
|
532
$35.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-228K- 6.48% |
$14.1M - $16.6M
|
3.29M
$219M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1K+ 10.33% |
$62.4K - $73.2K
|
10.7K
$714K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
229+ 21.2% |
$14.2K - $16.7K
|
1.31K
$87.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
84+ 2.08% |
$5.22K - $6.13K
|
4.12K
$274K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
284+ 7.45% |
$17.7K - $20.7K
|
4.1K
$273K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-10- 0.1% |
$622 - $729
|
9.73K
$648K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-225- 2.55% |
$14K - $16.4K
|
8.61K
$573K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-44- 4.82% |
$2.74K - $3.21K
|
869
$57.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.18K+ 42.26% |
$322K - $378K
|
17.4K
$1.16M
|
|
| Q3 2024 | |||||||
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.4K+ 3.73% |
$438K - $549K
|
233K
$15.5M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.78M- 8.89% |
$92.9M - $116M
|
18.3M
$1.22B
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-620- 6.21% |
$32.3K - $40.5K
|
9.37K
$624K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.54KNew |
$184K - $231K
|
3.54K
$236K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
8.14KNew |
$424K - $532K
|
8.14K
$542K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
668+ 12.57% |
$34.8K - $43.6K
|
5.98K
$399K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
10.6KNew |
$554K - $694K
|
10.6K
$708K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
466+ 12.01% |
$24.3K - $30.4K
|
4.35K
$290K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 1.0% |
$365 - $457
|
704
$46.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.25K- 5.15% |
$117K - $147K
|
41.4K
$2.76M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-472- 0.89% |
$24.6K - $30.8K
|
52.6K
$3.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.09K- 1.48% |
$56.8K - $71.2K
|
72.4K
$4.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
28.5K+ 12.99% |
$1.49M - $1.86M
|
248K
$16.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
170+ 5.93% |
$8.86K - $11.1K
|
3.04K
$202K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-461K- 26.75% |
$24M - $30.1M
|
1.26M
$84.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22+ 4.87% |
$1.15K - $1.44K
|
474
$31.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-692- 3.5% |
$36.1K - $45.2K
|
19.1K
$1.27M
|
|