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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.28KNew |
$70.9K - $83.2K
|
1.28K
$71.9K
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
13.5KNew |
$750K - $880K
|
13.5K
$761K
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-200- 29.85% |
$11.1K - $13K
|
470
$26.5K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-3K- 23.08% |
$167K - $196K
|
10K
$564K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-761- 14.14% |
$42.3K - $49.6K
|
4.62K
$260K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
42New |
$2.33K - $2.74K
|
42
$2.37K
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$55.6 - $65.2
|
4.44K
$250K
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-121- 17.39% |
$6.73K - $7.89K
|
575
$32.4K
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
161+ 4.04% |
$8.95K - $10.5K
|
4.15K
$234K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
7New |
$389 - $456
|
7
$395
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
BUY
|
- |
624+ 2.68% |
$34.7K - $40.7K
|
23.9K
$1.35M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
37New |
$2.06K - $2.41K
|
37
$2.09K
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
460New |
$25.6K - $30K
|
460
$25.9K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
406New |
$22.6K - $26.5K
|
406
$22.9K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
235New |
$13.1K - $15.3K
|
235
$13.2K
|
|
Q2 2023 | |||||||
Jul 09, 2024
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-848- 20.33% |
$51.9K - $60.4K
|
3.32K
$187K
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-4.4K- 3.04% |
$269K - $313K
|
140K
$7.9M
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-11.2K- 73.68% |
$686K - $798K
|
4K
$225K
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-16- 0.49% |
$980 - $1.14K
|
3.27K
$184K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19K- 64.95% |
$1.16M - $1.35M
|
10.3K
$578K
|
|
Nov 27, 2023
Q2 2023
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-41.6K- 25.11% |
$2.55M - $2.96M
|
124K
$6.99M
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
44New |
$2.69K - $3.14K
|
44
$2.48K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1New |
$61.2 - $71.3
|
1
$56.4
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.38K+ 265.97% |
$329K - $383K
|
7.4K
$417K
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-350- 6.84% |
$21.4K - $24.9K
|
4.77K
$269K
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-165K- 27.16% |
$10.1M - $11.8M
|
443K
$25M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.84K- 33.33% |
$112K - $131K
|
3.67K
$207K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
194New |
$11.9K - $13.8K
|
194
$10.9K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
40New |
$2.45K - $2.85K
|
40
$2.25K
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4.57KNew |
$280K - $326K
|
4.57K
$258K
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
11.5K+ 146.14% |
$702K - $817K
|
19.3K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.28K- 12.45% |
$78.4K - $91.2K
|
9K
$507K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
35New |
$2.14K - $2.49K
|
35
$1.97K
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
9.41KNew |
$576K - $671K
|
9.41K
$530K
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
106KNew |
$6.5M - $7.57M
|
106K
$5.98M
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
15.3KNew |
$937K - $1.09M
|
15.3K
$862K
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-702- 9.14% |
$43K - $50K
|
6.98K
$393K
|
|
Aug 14, 2023
Q2 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-73.3K- 78.4% |
$4.49M - $5.23M
|
20.2K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.11KNew |
$68.1K - $79.3K
|
1.11K
$62.7K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
347New |
$21.3K - $24.7K
|
347
$19.6K
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
75KNew |
$4.59M - $5.34M
|
75K
$4.23M
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
601New |
$36.8K - $42.8K
|
601
$33.9K
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6New |
$367 - $428
|
6
$338
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
35.1K+ 161.2% |
$2.15M - $2.5M
|
57K
$3.21M
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-77- 1.75% |
$4.72K - $5.49K
|
4.31K
$243K
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-65- 1.12% |
$3.98K - $4.63K
|
5.76K
$324K
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
12.9KNew |
$789K - $918K
|
12.9K
$726K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-110- 2.62% |
$6.74K - $7.84K
|
4.09K
$230K
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
45.1KNew |
$2.76M - $3.21M
|
45.1K
$2.54M
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-21.4K- 12.36% |
$1.31M - $1.52M
|
152K
$8.54M
|