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 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2+ 0.05% |
$105 - $113
|
3.79K
$242K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-24- 6.32% |
$1.26K - $1.36K
|
356
$22.7K
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
304+ 1.96% |
$16K - $17.2K
|
15.8K
$1.01M
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
698+ 3.57% |
$36.7K - $39.6K
|
20.2K
$1.29M
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-193K- 95.03% |
$10.1M - $10.9M
|
10.1K
$643K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-75- 3.57% |
$3.94K - $4.26K
|
2.03K
$129K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-36- 2.28% |
$1.89K - $2.04K
|
1.54K
$98.4K
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-251K- 67.03% |
$13.2M - $14.3M
|
124K
$7.89M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
84+ 94.38% |
$4.41K - $4.77K
|
173
$11K
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
272+ 0.69% |
$14.3K - $15.4K
|
39.8K
$2.54M
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-202- 30.28% |
$10.6K - $11.5K
|
465
$29.7K
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-45- 0.81% |
$2.36K - $2.55K
|
5.5K
$351K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
825+ 1330.65% |
$43.3K - $46.8K
|
887
$56.6K
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-3.76K- 31.17% |
$197K - $213K
|
8.29K
$529K
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.97KNew |
$209K - $225K
|
3.97K
$254K
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-144- 3.63% |
$7.56K - $8.17K
|
3.83K
$244K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
45New |
$2.36K - $2.55K
|
45
$2.87K
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
12.3KNew |
$644K - $696K
|
12.3K
$783K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.41K+ 31.84% |
$74.1K - $80K
|
5.84K
$373K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-330- 7.44% |
$17.3K - $18.7K
|
4.1K
$262K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
170New |
$8.93K - $9.65K
|
170
$10.9K
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
1.35K+ 25.07% |
$71.1K - $76.8K
|
6.75K
$431K
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-201- 0.69% |
$10.6K - $11.4K
|
28.9K
$1.84M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.66K+ 60.35% |
$455K - $491K
|
23K
$1.47M
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.28K+ 57.25% |
$120K - $129K
|
6.25K
$399K
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10+ 0.94% |
$525 - $567
|
1.07K
$68.2K
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-665- 11.09% |
$34.9K - $37.7K
|
5.33K
$340K
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.43K+ 6.96% |
$75K - $81K
|
22K
$1.4M
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-127- 9.37% |
$6.67K - $7.21K
|
1.23K
$78.4K
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
10.1K+ 20.68% |
$528K - $570K
|
58.7K
$3.75M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.39K+ 92.44% |
$388K - $419K
|
15.4K
$981K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
336+ 6.03% |
$17.7K - $19.1K
|
5.91K
$377K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.28K- 79.97% |
$120K - $129K
|
571
$36.5K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
3.84K+ 11.6% |
$202K - $218K
|
36.9K
$2.36M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
94+ 4.58% |
$4.94K - $5.33K
|
2.15K
$137K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-640- 39.95% |
$33.6K - $36.3K
|
962
$61.4K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
355+ 17.55% |
$18.6K - $20.1K
|
2.38K
$152K
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-6.66K- 28.47% |
$350K - $378K
|
16.7K
$1.07M
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.2% |
$52.5 - $56.7
|
495
$31.6K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-456- 13.38% |
$24K - $25.9K
|
2.95K
$188K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
314New |
$16.5K - $17.8K
|
314
$20K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-121- 13.63% |
$6.36K - $6.87K
|
767
$49K
|
|
Jul 03, 2024
Q2 2024
|
Everence Capital Management Inc
|
BUY
|
- |
7.81K+ 80.15% |
$410K - $443K
|
17.6K
$1.12M
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.23K+ 32.3% |
$64.8K - $70K
|
5.05K
$323K
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.3K- 25.04% |
$68.2K - $73.7K
|
3.89K
$248K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.33K+ 48.55% |
$175K - $189K
|
10.2K
$650K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
680+ 12.61% |
$35.7K - $38.6K
|
6.07K
$388K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
492+ 46.42% |
$25.8K - $27.9K
|
1.55K
$99.1K
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
421+ 4.07% |
$22.1K - $23.9K
|
10.8K
$687K
|
|
Q1 2024 | |||||||
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
39New |
$1.89K - $2.49K
|
39
$2.49K
|