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 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
279K+ 362829.88% |
$14.7M - $15.9M
|
279K
$17.8M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
37+ 0.68% |
$1.94K - $2.1K
|
5.49K
$350K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
960+ 26.25% |
$50.4K - $54.5K
|
4.62K
$295K
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
35+ 0.39% |
$1.84K - $1.99K
|
9.01K
$575K
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
18.7KNew |
$982K - $1.06M
|
18.7K
$1.19M
|
|
Jul 18, 2024
Q2 2024
|
Reinhart Partners, Inc.
|
SELL
|
- |
-9.89K- 4.85% |
$519K - $561K
|
194K
$12.4M
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
557New |
$29.3K - $31.6K
|
557
$35.6K
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
6.64K+ 16.19% |
$349K - $376K
|
47.6K
$3.04M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
55+ 8.73% |
$2.89K - $3.12K
|
685
$43.7K
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-1.45K- 1.83% |
$76.2K - $82.3K
|
77.8K
$4.96M
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
35+ 0.6% |
$1.84K - $1.99K
|
5.86K
$374K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-546- 44.68% |
$28.7K - $31K
|
676
$43.2K
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
804+ 4.32% |
$42.2K - $45.6K
|
19.4K
$1.24M
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.51K- 4.1% |
$79.4K - $85.7K
|
35.4K
$2.26M
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
8.36K+ 151.35% |
$439K - $474K
|
13.9K
$886K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13.2K+ 1961.61% |
$692K - $748K
|
13.9K
$884K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 6.45% |
$105 - $113
|
33
$2.11K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.1K+ 8.14% |
$1.37M - $1.48M
|
346K
$22.1M
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-970- 1.65% |
$51K - $55K
|
57.9K
$3.7M
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-57- 1.42% |
$2.99K - $3.23K
|
3.95K
$252K
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
20K+ 19.53% |
$1.05M - $1.13M
|
122K
$7.81M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
43+ 1.01% |
$2.26K - $2.44K
|
4.32K
$275K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.97K+ 11.17% |
$103K - $112K
|
19.6K
$1.25M
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-702- 10.18% |
$36.9K - $39.8K
|
6.19K
$395K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.43K- 24.43% |
$390K - $421K
|
23K
$1.47M
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
5.72KNew |
$300K - $324K
|
5.72K
$365K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.9K+ 21.57% |
$570K - $616K
|
61.2K
$3.9M
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.17% |
$52.5 - $56.7
|
606
$38.7K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-267- 6.74% |
$14K - $15.1K
|
3.7K
$236K
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-14.2K- 69.81% |
$746K - $806K
|
6.14K
$392K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
214+ 293.15% |
$11.2K - $12.1K
|
287
$18.3K
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6+ 46.15% |
$315 - $340
|
19
$1.21K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 1.28% |
$52.5 - $56.7
|
77
$4.92K
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
8.79K+ 9.05% |
$462K - $499K
|
106K
$6.76M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
323+ 5.98% |
$17K - $18.3K
|
5.72K
$365K
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-594- 1.83% |
$31.2K - $33.7K
|
31.9K
$2.04M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.03K+ 26.08% |
$54.1K - $58.4K
|
4.98K
$318K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-52- 2.18% |
$2.73K - $2.95K
|
2.33K
$149K
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
4.45K+ 8.25% |
$234K - $252K
|
58.4K
$3.73M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 2.1% |
$263 - $284
|
233
$14.9K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
800New |
$42K - $45.4K
|
800
$51.1K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.21K+ 37.49% |
$116K - $125K
|
8.1K
$517K
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
6.19K+ 31.25% |
$325K - $351K
|
26K
$1.66M
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-108- 2.14% |
$5.67K - $6.13K
|
4.94K
$315K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
175+ 74.15% |
$9.19K - $9.93K
|
411
$26.2K
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
4New |
$210 - $227
|
4
$255
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.27K- 19.67% |
$66.7K - $72K
|
5.18K
$331K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.54K- 9.65% |
$80.7K - $87.2K
|
14.4K
$919K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$263 - $284
|
4.92K
$314K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 4.2% |
$263 - $284
|
124
$7.92K
|