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 |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
27+ 0.65% |
$1.49K - $1.71K
|
4.2K
$267K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
80New |
$4.4K - $5.07K
|
80
$5.1K
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
264New |
$14.5K - $16.7K
|
264
$16.8K
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-122K- 95.8% |
$6.7M - $7.71M
|
5.34K
$340K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.24KNew |
$123K - $142K
|
2.24K
$143K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
407New |
$22.4K - $25.8K
|
407
$25.9K
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-73- 2.06% |
$4.02K - $4.62K
|
3.47K
$221K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.34KNew |
$184K - $211K
|
3.34K
$213K
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.13KNew |
$282K - $325K
|
5.13K
$327K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-267- 33.38% |
$14.7K - $16.9K
|
533
$34K
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-581- 0.24% |
$32K - $36.8K
|
238K
$15.1M
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.55KNew |
$195K - $225K
|
3.55K
$226K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.92K- 24.68% |
$215K - $248K
|
12K
$762K
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-850- 16.24% |
$46.8K - $53.8K
|
4.38K
$279K
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
600+ 182.37% |
$33K - $38K
|
929
$59.2K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-13- 4.15% |
$715 - $823
|
300
$19.1K
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-7- 6.86% |
$385 - $443
|
95
$6.05K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
287New |
$15.8K - $18.2K
|
287
$18.3K
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-734- 8.6% |
$40.4K - $46.5K
|
7.8K
$497K
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.86KNew |
$268K - $308K
|
4.86K
$310K
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
3.45KNew |
$190K - $218K
|
3.45K
$220K
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
110+ 2.97% |
$6.05K - $6.97K
|
3.81K
$243K
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$5.5K - $6.33K
|
100
$6.37K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
396New |
$21.8K - $25.1K
|
396
$25.2K
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-350- 8.47% |
$19.3K - $22.2K
|
3.78K
$241K
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.3KNew |
$181K - $209K
|
3.3K
$210K
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
29.9KNew |
$1.65M - $1.89M
|
29.9K
$1.91M
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-4- 0.05% |
$220 - $253
|
7.68K
$489K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
81+ 202.5% |
$4.46K - $5.13K
|
121
$7.71K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.35KNew |
$184K - $212K
|
3.35K
$213K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.76KNew |
$372K - $428K
|
6.76K
$430K
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-6.41K- 15.06% |
$353K - $406K
|
36.1K
$2.3M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37New |
$2.04K - $2.34K
|
37
$2.36K
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.26KNew |
$400K - $460K
|
7.26K
$463K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.22K+ 135.26% |
$507K - $584K
|
16K
$1.02M
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
375+ 10.05% |
$20.6K - $23.7K
|
4.11K
$262K
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-40- 1.01% |
$2.2K - $2.53K
|
3.91K
$249K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
405New |
$22.3K - $25.6K
|
405
$25.8K
|
|
Jan 25, 2024
Q4 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-230K- 23.83% |
$12.6M - $14.6M
|
735K
$46.8M
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-217- 12.95% |
$11.9K - $13.7K
|
1.46K
$93K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2.15K- 98.85% |
$118K - $136K
|
25
$1.59K
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
3.35KNew |
$184K - $212K
|
3.35K
$213K
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.7KNew |
$258K - $297K
|
4.7K
$299K
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-41- 1.16% |
$2.26K - $2.6K
|
3.5K
$223K
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
5.64K+ 6.09% |
$311K - $357K
|
98.3K
$6.26M
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-53- 21.2% |
$2.92K - $3.36K
|
197
$12.6K
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-250- 5.38% |
$13.8K - $15.8K
|
4.4K
$280K
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-133- 0.99% |
$7.32K - $8.42K
|
13.3K
$849K
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.38KNew |
$186K - $214K
|
3.38K
$215K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-275- 47.83% |
$15.1K - $17.4K
|
300
$19.1K
|