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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
17.2KNew |
$897K - $1.12M
|
17.2K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.7K+ 2.18% |
$1.44M - $1.81M
|
1.3M
$86.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
261+ 2.02% |
$13.6K - $17K
|
13.2K
$883K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.2KNew |
$167K - $209K
|
3.2K
$214K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.4K+ 155.78% |
$698K - $874K
|
22K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6.37KNew |
$332K - $416K
|
6.37K
$426K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
66+ 0.85% |
$3.44K - $4.31K
|
7.85K
$525K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-58- 43.61% |
$3.02K - $3.79K
|
75
$5.02K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
83+ 1.87% |
$4.33K - $5.42K
|
4.52K
$303K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 92.59% |
$5.21K - $6.53K
|
8
$535
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-410- 9.27% |
$21.4K - $26.8K
|
4.01K
$268K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-765- 11.28% |
$39.9K - $50K
|
6.02K
$402K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.66KNew |
$191K - $239K
|
3.66K
$245K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
21.4K+ 384.83% |
$1.12M - $1.4M
|
27K
$1.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-376- 1.77% |
$19.6K - $24.6K
|
20.8K
$1.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 9.47% |
$52.5K - $65.8K
|
11.6K
$779K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.29KNew |
$171K - $215K
|
3.29K
$220K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-1.51K- 11.99% |
$78.6K - $98.5K
|
11.1K
$740K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-25- 0.53% |
$1.3K - $1.63K
|
4.66K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 11.17% |
$1.09K - $1.37K
|
209
$14K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
104+ 0.52% |
$5.42K - $6.79K
|
20.1K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-475- 6.0% |
$24.8K - $31K
|
7.45K
$498K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
382New |
$19.9K - $24.9K
|
382
$25.5K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
384+ 0.19% |
$20K - $25.1K
|
200K
$13.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
168+ 1.06% |
$8.75K - $11K
|
16K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
128+ 24.02% |
$6.67K - $8.36K
|
661
$44.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.66KNew |
$191K - $239K
|
3.66K
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
351+ 9.33% |
$18.3K - $22.9K
|
4.11K
$275K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
843+ 0.38% |
$43.9K - $55K
|
223K
$14.9M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-454- 2.49% |
$23.7K - $29.6K
|
17.8K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$26.1K - $32.7K
|
500
$33.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.34K+ 481.86% |
$122K - $153K
|
2.82K
$189K
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
203KNew |
$10.6M - $13.2M
|
203K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
277New |
$14.4K - $18.1K
|
277
$18.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
10New |
$521 - $653
|
10
$669
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-338- 49.27% |
$17.6K - $22.1K
|
348
$23.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.25KNew |
$169K - $212K
|
3.25K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-838- 17.83% |
$43.7K - $54.7K
|
3.86K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.38K- 21.99% |
$124K - $155K
|
8.44K
$564K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-516- 3.52% |
$26.9K - $33.7K
|
14.1K
$945K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.56K+ 63.38% |
$81.2K - $102K
|
4.02K
$269K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-737- 4.4% |
$38.4K - $48.1K
|
16K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.67KNew |
$139K - $175K
|
2.67K
$179K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
451+ 25.47% |
$23.5K - $29.5K
|
2.22K
$149K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
3.4KNew |
$177K - $222K
|
3.4K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-630- 35.8% |
$32.8K - $41.1K
|
1.13K
$75.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.47K+ 10.07% |
$493K - $618K
|
104K
$6.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-124- 2.12% |
$6.46K - $8.1K
|
5.73K
$383K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
3.43KNew |
$179K - $224K
|
3.43K
$229K
|