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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
467+ 2.85% |
$24.5K - $26.5K
|
16.8K
$1.09M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
935+ 26.54% |
$49.1K - $53.1K
|
4.46K
$288K
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-184- 1.56% |
$9.67K - $10.4K
|
11.6K
$749K
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
163+ 0.61% |
$8.56K - $9.25K
|
27.1K
$1.75M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.19K+ 24.16% |
$62.5K - $67.5K
|
6.12K
$394K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
500+ 4.93% |
$26.3K - $28.4K
|
10.6K
$686K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12- 16.9% |
$630 - $681
|
59
$3.81K
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
4.3K+ 104.88% |
$226K - $244K
|
8.4K
$542K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.04K+ 10.39% |
$160K - $172K
|
32.3K
$2.08M
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.46K- 3.35% |
$129K - $140K
|
71.1K
$4.59M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.5K- 15.96% |
$78.8K - $85.1K
|
7.9K
$509K
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10- 0.24% |
$525 - $567
|
4.19K
$271K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
642+ 13.02% |
$33.7K - $36.4K
|
5.57K
$360K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.55K- 18.75% |
$81.5K - $88.1K
|
6.72K
$434K
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-389K- 74.22% |
$20.4M - $22.1M
|
135K
$8.72M
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.18K- 6.04% |
$62.1K - $67.1K
|
18.4K
$1.19M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.26K+ 11.31% |
$329K - $355K
|
61.6K
$3.97M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
19.2K+ 74.29% |
$1.01M - $1.09M
|
45K
$2.9M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.19K- 23.1% |
$62.4K - $67.4K
|
3.96K
$255K
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
50.1K+ 80.6% |
$2.63M - $2.84M
|
112K
$7.23M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.07K+ 30.69% |
$109K - $117K
|
8.81K
$568K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 10.0% |
$158 - $170
|
33
$2.13K
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
5.01K+ 1.44% |
$263K - $284K
|
353K
$22.8M
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-142K- 41.03% |
$7.44M - $8.03M
|
203K
$13.1M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.11KNew |
$373K - $403K
|
7.11K
$458K
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-5.9K- 6.85% |
$310K - $335K
|
80.2K
$5.17M
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
100+ 10.47% |
$5.25K - $5.67K
|
1.06K
$68K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.18K- 30.71% |
$167K - $180K
|
7.17K
$462K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-291- 4.85% |
$15.3K - $16.5K
|
5.71K
$368K
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-312- 67.83% |
$16.4K - $17.7K
|
148
$9.55K
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
900+ 12.15% |
$47.3K - $51.1K
|
8.31K
$536K
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2- 22.22% |
$105 - $113
|
7
$452
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
131+ 1.15% |
$6.88K - $7.43K
|
11.5K
$742K
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.3K- 10.86% |
$226K - $244K
|
35.2K
$2.27M
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
165+ 1.0% |
$8.67K - $9.36K
|
16.7K
$1.08M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 18.35% |
$1.05K - $1.13K
|
129
$8.32K
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
26.9KNew |
$1.41M - $1.53M
|
26.9K
$1.74M
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-49.2K- 1.91% |
$2.59M - $2.79M
|
2.54M
$164M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
442+ 8.46% |
$23.2K - $25.1K
|
5.67K
$366K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
488+ 20.83% |
$25.6K - $27.7K
|
2.83K
$183K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 45.0% |
$473 - $511
|
29
$1.87K
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-10.9K- 26.97% |
$572K - $618K
|
29.5K
$1.9M
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 1250.0% |
$5.25K - $5.67K
|
108
$6.97K
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-12.4K- 18.53% |
$652K - $705K
|
54.6K
$3.52M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-411- 15.56% |
$21.6K - $23.3K
|
2.23K
$144K
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-54.3K- 24.55% |
$2.85M - $3.08M
|
167K
$10.8M
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1K+ 0.66% |
$52.5K - $56.7K
|
152K
$9.82M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.7K- 19.44% |
$1.19M - $1.29M
|
94.1K
$6.07M
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
73New |
$3.83K - $4.14K
|
73
$4.71K
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
2.2K+ 22.16% |
$116K - $125K
|
12.1K
$782K
|