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 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.08K+ 48.4% |
$267K - $288K
|
15.6K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
8.76K+ 34.3% |
$460K - $497K
|
34.3K
$2.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
93New |
$4.89K - $5.28K
|
93
$6.35K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-130K- 26.78% |
$6.83M - $7.38M
|
355K
$24.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-25K- 71.63% |
$1.31M - $1.42M
|
9.9K
$675K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-693- 14.22% |
$36.4K - $39.3K
|
4.18K
$285K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-23- 0.12% |
$1.21K - $1.31K
|
19.1K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1- 0.03% |
$52.5 - $56.7
|
3.81K
$260K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-150- 31.71% |
$7.88K - $8.51K
|
323
$22K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.4K- 91.04% |
$544K - $588K
|
1.02K
$69.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
400+ 1.81% |
$21K - $22.7K
|
22.5K
$1.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-11.5K- 41.07% |
$604K - $653K
|
16.5K
$1.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
498+ 1.9% |
$26.2K - $28.3K
|
26.7K
$1.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-8.84K- 15.73% |
$464K - $502K
|
47.3K
$3.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
68New |
$3.57K - $3.86K
|
68
$4.64K
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.83KNew |
$306K - $331K
|
5.83K
$398K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
23New |
$1.21K - $1.31K
|
23
$1.57K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
931+ 1.04% |
$48.9K - $52.8K
|
90.7K
$6.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.18K+ 18.33% |
$62.2K - $67.2K
|
7.64K
$521K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
37.9KNew |
$1.99M - $2.15M
|
37.9K
$2.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
164+ 21.24% |
$8.61K - $9.31K
|
936
$63.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.08KNew |
$214K - $231K
|
4.08K
$278K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
SELL
|
- |
-16.2K- 72.45% |
$853K - $922K
|
6.18K
$421K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-312- 67.83% |
$16.4K - $17.7K
|
148
$10.1K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2- 22.22% |
$105 - $113
|
7
$478
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 45.0% |
$473 - $511
|
29
$1.98K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-411- 15.56% |
$21.6K - $23.3K
|
2.23K
$152K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-189- 30.43% |
$9.93K - $10.7K
|
432
$29.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.14K+ 317.91% |
$165K - $178K
|
4.13K
$282K
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1+ 1.02% |
$52.5 - $56.7
|
99
$6.75K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.03KNew |
$106K - $115K
|
2.03K
$138K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
96New |
$5.04K - $5.45K
|
96
$6.55K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
25New |
$1.31K - $1.42K
|
25
$1.71K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-460- 27.3% |
$24.2K - $26.1K
|
1.23K
$83.6K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.7K- 17.51% |
$89.4K - $96.6K
|
8.02K
$547K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
595New |
$31.3K - $33.8K
|
595
$40.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.61K- 15.68% |
$84.3K - $91.1K
|
8.63K
$589K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
88New |
$4.62K - $4.99K
|
88
$6K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-546- 44.68% |
$28.7K - $31K
|
676
$46.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-108- 2.14% |
$5.67K - $6.13K
|
4.94K
$337K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
84+ 94.38% |
$4.41K - $4.77K
|
173
$11.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
825+ 1330.65% |
$43.3K - $46.8K
|
887
$60.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
45New |
$2.36K - $2.55K
|
45
$3.07K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.66K+ 60.35% |
$455K - $491K
|
23K
$1.57M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-456- 13.38% |
$24K - $25.9K
|
2.95K
$201K
|
|
| Q1 2024 | |||||||
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.85K- 2.4% |
$138K - $181K
|
116K
$7.89M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-150- 0.33% |
$7.27K - $9.56K
|
45.8K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-677K- 99.97% |
$32.8M - $43.2M
|
183
$12.5K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.77K+ 15.98% |
$183K - $241K
|
27.4K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
302KNew |
$14.6M - $19.3M
|
302K
$20.6M
|
|