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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.34KNew |
$174K - $218K
|
3.34K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
549+ 3.72% |
$28.6K - $35.8K
|
15.3K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-56- 7.14% |
$2.92K - $3.66K
|
728
$49.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-900- 10.83% |
$46.9K - $58.8K
|
7.41K
$506K
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
261+ 2.02% |
$13.6K - $17K
|
13.2K
$901K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.2KNew |
$167K - $209K
|
3.2K
$218K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6.37KNew |
$332K - $416K
|
6.37K
$435K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-58- 43.61% |
$3.02K - $3.79K
|
75
$5.12K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-765- 11.28% |
$39.9K - $50K
|
6.02K
$410K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
21.4K+ 384.83% |
$1.12M - $1.4M
|
27K
$1.84M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.29KNew |
$171K - $215K
|
3.29K
$224K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-1.51K- 11.99% |
$78.6K - $98.5K
|
11.1K
$755K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-25- 0.53% |
$1.3K - $1.63K
|
4.66K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-475- 6.0% |
$24.8K - $31K
|
7.45K
$508K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
382New |
$19.9K - $24.9K
|
382
$26.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.66KNew |
$191K - $239K
|
3.66K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
351+ 9.33% |
$18.3K - $22.9K
|
4.11K
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$26.1K - $32.7K
|
500
$34.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
203KNew |
$10.6M - $13.2M
|
203K
$13.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
277New |
$14.4K - $18.1K
|
277
$18.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
10New |
$521 - $653
|
10
$682
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.67KNew |
$139K - $175K
|
2.67K
$182K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
3.4KNew |
$177K - $222K
|
3.4K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-630- 35.8% |
$32.8K - $41.1K
|
1.13K
$77.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-200- 8.74% |
$10.4K - $13.1K
|
2.09K
$143K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.24% |
$52.1 - $65.3
|
412
$28.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12+ 1.5% |
$625 - $784
|
812
$55.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-313- 7.14% |
$16.3K - $20.4K
|
4.07K
$278K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-65- 3.68% |
$3.39K - $4.24K
|
1.7K
$116K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.92K+ 41.72% |
$204K - $256K
|
13.3K
$909K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
3.35KNew |
$174K - $219K
|
3.35K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
589+ 13.39% |
$30.7K - $38.5K
|
4.99K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
41+ 256.25% |
$2.14K - $2.68K
|
57
$3.89K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
98New |
$5.11K - $6.4K
|
98
$6.69K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
219+ 3.7% |
$11.4K - $14.3K
|
6.13K
$418K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.48% |
$104 - $131
|
137
$9.35K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.35KNew |
$175K - $219K
|
3.35K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.8K- 2.25% |
$1.29M - $1.62M
|
1.08M
$73.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.9K+ 9.69% |
$567K - $711K
|
123K
$8.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
39New |
$2.03K - $2.55K
|
39
$2.66K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$52.1 - $65.3
|
1
$68.2
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 2.25% |
$313 - $392
|
273
$18.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
769New |
$40.1K - $50.2K
|
769
$52.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
133+ 0.96% |
$6.93K - $8.68K
|
14K
$954K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.17KNew |
$165K - $207K
|
3.17K
$216K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
6.9K+ 82.14% |
$360K - $451K
|
15.3K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.29KNew |
$172K - $215K
|
3.29K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 4.35% |
$521 - $653
|
220
$15K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6- 31.58% |
$313 - $392
|
13
$887
|