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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
675+ 19.83% |
$32.7K - $43K
|
4.08K
$257K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
75New |
$3.63K - $4.78K
|
75
$4.72K
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
33.8KNew |
$1.64M - $2.15M
|
33.8K
$2.13M
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
2.33KNew |
$113K - $149K
|
2.33K
$147K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
64.5KNew |
$3.12M - $4.11M
|
64.5K
$4.06M
|
|
Apr 11, 2024
Q1 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-41.6K- 35.91% |
$2.01M - $2.65M
|
74.2K
$4.67M
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
274+ 0.61% |
$13.3K - $17.5K
|
45.4K
$2.86M
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
250New |
$12.1K - $15.9K
|
250
$15.7K
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-340- 27.82% |
$16.5K - $21.7K
|
882
$55.5K
|
|
Apr 10, 2024
Q1 2024
|
Polianta LTD
|
BUY
|
- |
21.5KNew |
$1.04M - $1.37M
|
21.5K
$1.35M
|
|
Q4 2023 | |||||||
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.53KNew |
$194K - $223K
|
3.53K
$222K
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
592+ 190.97% |
$32.6K - $37.5K
|
902
$56.7K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15New |
$825 - $950
|
15
$944
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
73New |
$4.02K - $4.62K
|
73
$4.59K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-30- 5.07% |
$1.65K - $1.9K
|
562
$35.4K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.45KNew |
$245K - $282K
|
4.45K
$280K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-4.61K- 69.57% |
$254K - $292K
|
2.02K
$127K
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-400- 4.61% |
$22K - $25.3K
|
8.27K
$520K
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-21.8K- 32.21% |
$1.2M - $1.38M
|
45.8K
$2.88M
|
|
Feb 14, 2024
Q4 2023
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
94.9KNew |
$5.22M - $6.01M
|
94.9K
$5.97M
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
92+ 0.08% |
$5.06K - $5.83K
|
117K
$7.37M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
9.53KNew |
$524K - $603K
|
9.53K
$599K
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-219- 4.0% |
$12.1K - $13.9K
|
5.26K
$331K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
104KNew |
$5.7M - $6.56M
|
104K
$6.52M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
518New |
$28.5K - $32.8K
|
518
$32.6K
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
21.1K+ 20.73% |
$1.16M - $1.33M
|
123K
$7.72M
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
246New |
$13.5K - $15.6K
|
246
$15.5K
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-133K- 40.0% |
$7.34M - $8.44M
|
200K
$12.6M
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.41KNew |
$188K - $216K
|
3.41K
$215K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
356K+ 683.25% |
$19.6M - $22.5M
|
408K
$25.6M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
494New |
$27.2K - $31.3K
|
494
$31.1K
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
7.24KNew |
$398K - $458K
|
7.24K
$455K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-245- 47.85% |
$13.5K - $15.5K
|
267
$16.8K
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
48.2KNew |
$2.65M - $3.05M
|
48.2K
$3.03M
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
85.7K+ 245.22% |
$4.72M - $5.43M
|
121K
$7.59M
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.55KNew |
$196K - $225K
|
3.55K
$224K
|
|
Feb 14, 2024
Q4 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
8.38KNew |
$461K - $531K
|
8.38K
$527K
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
74+ 1.99% |
$4.07K - $4.69K
|
3.79K
$239K
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
4.3KNew |
$237K - $272K
|
4.3K
$271K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
10New |
$550 - $633
|
10
$629
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
52.5KNew |
$2.89M - $3.32M
|
52.5K
$3.3M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
23.1KNew |
$1.27M - $1.47M
|
23.1K
$1.46M
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
29New |
$1.6K - $1.84K
|
29
$1.82K
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-4.91K- 55.12% |
$270K - $311K
|
4K
$252K
|
|
Feb 13, 2024
Q4 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
58.6KNew |
$3.23M - $3.71M
|
58.6K
$3.69M
|
|
Feb 13, 2024
Q4 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
6K+ 30.0% |
$330K - $380K
|
26K
$1.64M
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
14.9KNew |
$820K - $943K
|
14.9K
$937K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-24.8K- 98.41% |
$1.36M - $1.57M
|
400
$25.2K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.16KNew |
$229K - $263K
|
4.16K
$261K
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
3.93KNew |
$216K - $249K
|
3.93K
$247K
|