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 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-245- 47.85% |
$13.5K - $15.5K
|
267
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
85.7K+ 245.22% |
$4.72M - $5.43M
|
121K
$8.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
8.38KNew |
$461K - $531K
|
8.38K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
74+ 1.99% |
$4.07K - $4.69K
|
3.79K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
4.3KNew |
$237K - $272K
|
4.3K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
10New |
$550 - $633
|
10
$669
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
52.5KNew |
$2.89M - $3.32M
|
52.5K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
29New |
$1.6K - $1.84K
|
29
$1.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-4.91K- 55.12% |
$270K - $311K
|
4K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
58.6KNew |
$3.23M - $3.71M
|
58.6K
$3.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
6K+ 30.0% |
$330K - $380K
|
26K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
14.9KNew |
$820K - $943K
|
14.9K
$996K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-24.8K- 98.41% |
$1.36M - $1.57M
|
400
$26.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.16KNew |
$229K - $263K
|
4.16K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
3.93KNew |
$216K - $249K
|
3.93K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-495K- 94.56% |
$27.3M - $31.4M
|
28.5K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
16.1K+ 3423.99% |
$887K - $1.02M
|
16.6K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.31KNew |
$182K - $209K
|
3.31K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.01KNew |
$221K - $254K
|
4.01K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
990New |
$54.5K - $62.7K
|
990
$66.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
298+ 6.9% |
$16.4K - $18.9K
|
4.62K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.69KNew |
$368K - $423K
|
6.69K
$447K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
551+ 9.08% |
$30.3K - $34.9K
|
6.62K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 9.09% |
$55 - $63.3
|
10
$669
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
224+ 108.21% |
$12.3K - $14.2K
|
431
$28.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-41.6K- 91.12% |
$2.29M - $2.63M
|
4.05K
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
146KNew |
$8.04M - $9.25M
|
146K
$9.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
84.8KNew |
$4.67M - $5.37M
|
84.8K
$5.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.78K+ 72187.5% |
$318K - $366K
|
5.78K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.41K+ 60.99% |
$353K - $406K
|
16.9K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
4.21KNew |
$232K - $266K
|
4.21K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
544+ 13.74% |
$29.9K - $34.5K
|
4.5K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 5.65% |
$1.43K - $1.65K
|
486
$32.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.61KNew |
$199K - $229K
|
3.61K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.8KNew |
$429K - $494K
|
7.8K
$522K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
7.39KNew |
$407K - $468K
|
7.39K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11KNew |
$603K - $694K
|
11K
$733K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
465New |
$25.6K - $29.4K
|
465
$31.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
171+ 31.32% |
$9.41K - $10.8K
|
717
$48K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6New |
$330 - $380
|
6
$401
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.16KNew |
$229K - $263K
|
4.16K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1- 33.33% |
$55 - $63.3
|
2
$134
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-497- 11.81% |
$27.3K - $31.5K
|
3.71K
$248K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.34KNew |
$184K - $211K
|
3.34K
$223K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
6.32KNew |
$348K - $400K
|
6.32K
$423K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
58New |
$3.19K - $3.67K
|
58
$3.88K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-1.08K- 20.01% |
$59.2K - $68.1K
|
4.3K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-25- 4.74% |
$1.38K - $1.58K
|
502
$33.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
600+ 11.55% |
$33K - $38K
|
5.8K
$388K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-512- 12.54% |
$28.2K - $32.4K
|
3.57K
$239K
|