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 |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.25K- 38.4% |
$60.4K - $79.5K
|
2K
$126K
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.14K- 23.12% |
$55K - $72.3K
|
3.78K
$237K
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
12.6KNew |
$612K - $805K
|
12.6K
$795K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.55KNew |
$124K - $163K
|
2.55K
$161K
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
790+ 52.32% |
$38.3K - $50.3K
|
2.3K
$145K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
56.7KNew |
$2.75M - $3.62M
|
56.7K
$3.57M
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-24- 47.06% |
$1.16K - $1.53K
|
27
$1.7K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-13- 0.82% |
$630 - $828
|
1.58K
$99.3K
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.09K+ 27.49% |
$150K - $197K
|
14.3K
$901K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
193New |
$9.35K - $12.3K
|
193
$12.1K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
76New |
$3.68K - $4.84K
|
76
$4.78K
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
PUT |
3.3KNew |
$160K - $210K
|
3.3K
$208K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
21+ 0.52% |
$1.02K - $1.34K
|
4.04K
$254K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
783+ 14.78% |
$37.9K - $49.9K
|
6.08K
$383K
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.08KNew |
$101K - $133K
|
2.08K
$131K
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-5.35K- 97.74% |
$259K - $341K
|
124
$7.8K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
150+ 2.89% |
$7.27K - $9.56K
|
5.35K
$336K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
9.5KNew |
$460K - $605K
|
9.5K
$598K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-62- 18.08% |
$3K - $3.95K
|
281
$17.7K
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-854- 13.84% |
$41.4K - $54.4K
|
5.32K
$334K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
4+ 0.08% |
$194 - $255
|
4.98K
$313K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-57.1K- 99.94% |
$2.77M - $3.64M
|
34
$2.14K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-170- 39.08% |
$8.23K - $10.8K
|
265
$16.7K
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.39K- 21.44% |
$116K - $152K
|
8.76K
$551K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
706New |
$34.2K - $45K
|
706
$44.4K
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.78K- 96.84% |
$86K - $113K
|
58
$3.65K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-158- 6.04% |
$7.65K - $10.1K
|
2.46K
$155K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
617+ 15.35% |
$29.9K - $39.3K
|
4.64K
$292K
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
450+ 1.15% |
$21.8K - $28.7K
|
39.7K
$2.5M
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
47+ 0.56% |
$2.28K - $3K
|
8.48K
$533K
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
7+ 0.11% |
$339 - $446
|
6.15K
$387K
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-268- 6.19% |
$13K - $17.1K
|
4.06K
$255K
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-6K- 77.27% |
$291K - $382K
|
1.77K
$111K
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.5K- 11.19% |
$170K - $223K
|
27.8K
$1.75M
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-300- 5.27% |
$14.5K - $19.1K
|
5.39K
$339K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-290- 3.53% |
$14K - $18.5K
|
7.92K
$498K
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.89KNew |
$188K - $248K
|
3.89K
$245K
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.17K+ 2.78% |
$56.6K - $74.5K
|
43.2K
$2.72M
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.47K- 41.86% |
$71.4K - $93.9K
|
2.05K
$129K
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36+ 3.11% |
$1.74K - $2.29K
|
1.19K
$75K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
15.4KNew |
$745K - $980K
|
15.4K
$968K
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
4.59K+ 1.48% |
$222K - $292K
|
315K
$19.8M
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.8K- 48.09% |
$232K - $306K
|
5.18K
$326K
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-18.9KClosed |
$914K - $1.2M
|
0
$0
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-120- 7.42% |
$5.81K - $7.65K
|
1.5K
$94.2K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
206New |
$9.98K - $13.1K
|
206
$13K
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.14K- 18.54% |
$104K - $136K
|
9.39K
$591K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 128.21% |
$2.42K - $3.19K
|
89
$5.6K
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-308- 1.55% |
$14.9K - $19.6K
|
19.5K
$1.23M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
408New |
$19.8K - $26K
|
408
$25.7K
|