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
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
80New |
$4.4K - $5.07K
|
80
$5.35K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
264New |
$14.5K - $16.7K
|
264
$17.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-122K- 95.8% |
$6.7M - $7.71M
|
5.34K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.24KNew |
$123K - $142K
|
2.24K
$150K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-581- 0.24% |
$32K - $36.8K
|
238K
$15.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.92K- 24.68% |
$215K - $248K
|
12K
$799K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-13- 4.15% |
$715 - $823
|
300
$20.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-7- 6.86% |
$385 - $443
|
95
$6.35K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
287New |
$15.8K - $18.2K
|
287
$19.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-734- 8.6% |
$40.4K - $46.5K
|
7.8K
$522K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.86KNew |
$268K - $308K
|
4.86K
$325K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$5.5K - $6.33K
|
100
$6.69K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
396New |
$21.8K - $25.1K
|
396
$26.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-350- 8.47% |
$19.3K - $22.2K
|
3.78K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.3KNew |
$181K - $209K
|
3.3K
$220K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
29.9KNew |
$1.65M - $1.89M
|
29.9K
$2M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-4- 0.05% |
$220 - $253
|
7.68K
$513K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.76KNew |
$372K - $428K
|
6.76K
$452K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-6.41K- 15.06% |
$353K - $406K
|
36.1K
$2.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37New |
$2.04K - $2.34K
|
37
$2.47K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.22K+ 135.26% |
$507K - $584K
|
16K
$1.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
405New |
$22.3K - $25.6K
|
405
$27.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-230K- 23.83% |
$12.6M - $14.6M
|
735K
$49.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-217- 12.95% |
$11.9K - $13.7K
|
1.46K
$97.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2.15K- 98.85% |
$118K - $136K
|
25
$1.67K
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
5.64K+ 6.09% |
$311K - $357K
|
98.3K
$6.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-53- 21.2% |
$2.92K - $3.36K
|
197
$13.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-133- 0.99% |
$7.32K - $8.42K
|
13.3K
$891K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.38KNew |
$186K - $214K
|
3.38K
$226K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
13+ 0.95% |
$715 - $823
|
1.38K
$92.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-660- 0.79% |
$36.3K - $41.8K
|
83.2K
$5.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-9.93KClosed |
$547K - $629K
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.3KNew |
$182K - $209K
|
3.3K
$221K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-2.33K- 44.68% |
$128K - $147K
|
2.88K
$193K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.89KNew |
$214K - $246K
|
3.89K
$260K
|
|
|
Jan 10, 2024
Q4 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.25K+ 5.01% |
$234K - $269K
|
89.2K
$5.97M
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.91KClosed |
$273K - $320K
|
0
$0
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
65New |
$3.61K - $4.24K
|
65
$4.35K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
40New |
$2.22K - $2.61K
|
40
$2.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
47.5KNew |
$2.64M - $3.1M
|
47.5K
$3.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
4.7KNew |
$261K - $306K
|
4.7K
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-11.8K- 16.44% |
$653K - $767K
|
59.8K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-137- 3.4% |
$7.62K - $8.93K
|
3.9K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
717+ 10.0% |
$39.9K - $46.8K
|
7.89K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
157K+ 38.92% |
$8.7M - $10.2M
|
559K
$37.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-150- 1.32% |
$8.34K - $9.78K
|
11.2K
$749K
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-32.3K- 92.97% |
$1.79M - $2.1M
|
2.44K
$163K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-100- 50.0% |
$5.56K - $6.52K
|
100
$6.69K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.51K+ 1906.33% |
$83.7K - $98.2K
|
1.59K
$106K
|
|