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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
37.9KNew |
$1.99M - $2.15M
|
37.9K
$2.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
360+ 900.0% |
$18.9K - $20.4K
|
400
$26.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
164+ 21.24% |
$8.61K - $9.31K
|
936
$62.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
274+ 2.49% |
$14.4K - $15.5K
|
11.3K
$753K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.08KNew |
$214K - $231K
|
4.08K
$273K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
350+ 2.08% |
$18.4K - $19.9K
|
17.2K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
SELL
|
- |
-16.2K- 72.45% |
$853K - $922K
|
6.18K
$413K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-555- 8.95% |
$29.2K - $31.5K
|
5.64K
$377K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.19K- 23.1% |
$62.4K - $67.4K
|
3.96K
$265K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-312- 67.83% |
$16.4K - $17.7K
|
148
$9.9K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2- 22.22% |
$105 - $113
|
7
$468
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 45.0% |
$473 - $511
|
29
$1.94K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-411- 15.56% |
$21.6K - $23.3K
|
2.23K
$149K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
73New |
$3.83K - $4.14K
|
73
$4.88K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
594+ 6.17% |
$31.2K - $33.7K
|
10.2K
$683K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-189- 30.43% |
$9.93K - $10.7K
|
432
$28.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.14K+ 317.91% |
$165K - $178K
|
4.13K
$276K
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1+ 1.02% |
$52.5 - $56.7
|
99
$6.62K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.03KNew |
$106K - $115K
|
2.03K
$135K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
96New |
$5.04K - $5.45K
|
96
$6.42K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
25New |
$1.31K - $1.42K
|
25
$1.67K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-460- 27.3% |
$24.2K - $26.1K
|
1.23K
$81.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
44+ 2.78% |
$2.31K - $2.5K
|
1.63K
$109K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.7K- 17.51% |
$89.4K - $96.6K
|
8.02K
$536K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
595New |
$31.3K - $33.8K
|
595
$39.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.61K- 15.68% |
$84.3K - $91.1K
|
8.63K
$577K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
88New |
$4.62K - $4.99K
|
88
$5.89K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
557New |
$29.3K - $31.6K
|
557
$37.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-546- 44.68% |
$28.7K - $31K
|
676
$45.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-108- 2.14% |
$5.67K - $6.13K
|
4.94K
$330K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 4.2% |
$263 - $284
|
124
$8.29K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
84+ 94.38% |
$4.41K - $4.77K
|
173
$11.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
825+ 1330.65% |
$43.3K - $46.8K
|
887
$59.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
45New |
$2.36K - $2.55K
|
45
$3.01K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.66K+ 60.35% |
$455K - $491K
|
23K
$1.54M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-456- 13.38% |
$24K - $25.9K
|
2.95K
$197K
|
|
| Q1 2024 | |||||||
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-36- 0.83% |
$1.74K - $2.29K
|
4.29K
$287K
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-150- 0.33% |
$7.27K - $9.56K
|
45.8K
$3.06M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 50.0% |
$96.9 - $127
|
6
$401
|
|
|
May 15, 2024
Q1 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-677K- 99.97% |
$32.8M - $43.2M
|
183
$12.2K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.77K+ 15.98% |
$183K - $241K
|
27.4K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
302KNew |
$14.6M - $19.3M
|
302K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-172- 90.53% |
$8.33K - $11K
|
18
$1.2K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
62.3KNew |
$3.02M - $3.97M
|
62.3K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
50KNew |
$2.42M - $3.19M
|
50K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
21New |
$1.02K - $1.34K
|
21
$1.4K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-19.5K- 65.22% |
$946K - $1.24M
|
10.4K
$696K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-5.85K- 28.05% |
$283K - $373K
|
15K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
12.2KNew |
$593K - $781K
|
12.2K
$819K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-21.4K- 97.52% |
$1.04M - $1.37M
|
546
$36.5K
|
|