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 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
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
5.27KNew |
$293K - $344K
|
5.27K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
7.52KNew |
$418K - $491K
|
7.52K
$503K
|
|
|
Nov 13, 2023
Q3 2023
|
Rovida Advisors Inc.
Newark, NJ |
BUY
|
- |
230KNew |
$12.8M - $15M
|
230K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.63KNew |
$202K - $237K
|
3.63K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
77New |
$4.28K - $5.02K
|
77
$5.15K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
312+ 0.45% |
$17.3K - $20.3K
|
69.9K
$4.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
77+ 28.0% |
$4.28K - $5.02K
|
352
$23.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
40New |
$2.22K - $2.61K
|
40
$2.68K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
845+ 442.41% |
$47K - $55.1K
|
1.04K
$69.3K
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-2.69K- 28.08% |
$149K - $175K
|
6.88K
$460K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-142- 2.25% |
$7.89K - $9.26K
|
6.16K
$412K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-8- 80.0% |
$445 - $522
|
2
$134
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$11.1K - $13K
|
200
$13.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
13+ 0.23% |
$723 - $848
|
5.7K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.42K- 16.47% |
$524K - $615K
|
47.8K
$3.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
101New |
$5.61K - $6.59K
|
101
$6.75K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5- 35.71% |
$278 - $326
|
9
$602
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
231+ 3.4% |
$12.8K - $15.1K
|
7.03K
$470K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-184K- 85.89% |
$10.2M - $12M
|
30.2K
$2.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-767- 3.26% |
$42.6K - $50K
|
22.8K
$1.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-4.03K- 2.68% |
$224K - $263K
|
146K
$9.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
576+ 35.98% |
$32K - $37.6K
|
2.18K
$146K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.37KNew |
$76.3K - $89.5K
|
1.37K
$91.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.28KNew |
$70.9K - $83.2K
|
1.28K
$85.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
13.5KNew |
$750K - $880K
|
13.5K
$903K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-200- 29.85% |
$11.1K - $13K
|
470
$31.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-3K- 23.08% |
$167K - $196K
|
10K
$669K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
42New |
$2.33K - $2.74K
|
42
$2.81K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-121- 17.39% |
$6.73K - $7.89K
|
575
$38.5K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
7New |
$389 - $456
|
7
$468
|
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
BUY
|
- |
624+ 2.68% |
$34.7K - $40.7K
|
23.9K
$1.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
37New |
$2.06K - $2.41K
|
37
$2.47K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
406New |
$22.6K - $26.5K
|
406
$27.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
235New |
$13.1K - $15.3K
|
235
$15.7K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.14KClosed |
$376K - $437K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19K- 64.95% |
$1.16M - $1.35M
|
10.3K
$686K
|
|
|
Nov 27, 2023
Q2 2023
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-41.6K- 25.11% |
$2.55M - $2.96M
|
124K
$8.29M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
44New |
$2.69K - $3.14K
|
44
$2.94K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1New |
$61.2 - $71.3
|
1
$66.9
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.38K+ 265.97% |
$329K - $383K
|
7.4K
$495K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-165K- 27.16% |
$10.1M - $11.8M
|
443K
$29.6M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.84K- 33.33% |
$112K - $131K
|
3.67K
$246K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
194New |
$11.9K - $13.8K
|
194
$13K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
40New |
$2.45K - $2.85K
|
40
$2.68K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4.57KNew |
$280K - $326K
|
4.57K
$306K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
11.5K+ 146.14% |
$702K - $817K
|
19.3K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.28K- 12.45% |
$78.4K - $91.2K
|
9K
$602K
|
|