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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.18KNew |
$166K - $207K
|
3.18K
$233K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10+ 0.2% |
$521 - $653
|
4.93K
$362K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$52.1 - $65.3
|
1
$73.4
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
186New |
$9.69K - $12.1K
|
186
$13.6K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
662New |
$34.5K - $43.2K
|
662
$48.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
129New |
$6.72K - $8.42K
|
129
$9.46K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1- 0.2% |
$52.1 - $65.3
|
494
$36.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 3.0% |
$156 - $196
|
97
$7.11K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-766- 50.03% |
$39.9K - $50K
|
765
$56.1K
|
|
| Q2 2024 | |||||||
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5K+ 2261.54% |
$263K - $284K
|
5.22K
$383K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
14.5K+ 391.89% |
$762K - $823K
|
18.2K
$1.33M
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
652New |
$34.2K - $37K
|
652
$47.8K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
182+ 4.3% |
$9.56K - $10.3K
|
4.41K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.69K+ 31.17% |
$194K - $210K
|
15.5K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-244K- 94.23% |
$12.8M - $13.8M
|
14.9K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-193- 15.29% |
$10.1K - $11K
|
1.07K
$78.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
39.4K+ 29.81% |
$2.07M - $2.24M
|
172K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-808K- 60.03% |
$42.4M - $45.8M
|
538K
$39.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-11K- 75.86% |
$578K - $624K
|
3.5K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-17.3K- 49.27% |
$907K - $979K
|
17.8K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
20.1KNew |
$1.06M - $1.14M
|
20.1K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
51.9KNew |
$2.73M - $2.94M
|
51.9K
$3.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
41KNew |
$2.15M - $2.33M
|
41K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
86New |
$4.52K - $4.88K
|
86
$6.31K
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
7.6K+ 98.7% |
$399K - $431K
|
15.3K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-129- 62.32% |
$6.78K - $7.32K
|
78
$5.72K
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
26.1KNew |
$1.37M - $1.48M
|
26.1K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
169New |
$8.88K - $9.59K
|
169
$12.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
16New |
$840 - $908
|
16
$1.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.54KNew |
$449K - $484K
|
8.54K
$626K
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
13.3KNew |
$700K - $756K
|
13.3K
$977K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
277New |
$14.6K - $15.7K
|
277
$20.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.98M- 6.11% |
$157M - $169M
|
45.9M
$3.36B
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.56K+ 13.6% |
$134K - $145K
|
21.4K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-124K- 96.09% |
$6.53M - $7.05M
|
5.05K
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
2.2K+ 9.17% |
$116K - $125K
|
26.2K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
PUT |
500+ 11.11% |
$26.3K - $28.4K
|
5K
$367K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.08K+ 48.4% |
$267K - $288K
|
15.6K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
8.76K+ 34.3% |
$460K - $497K
|
34.3K
$2.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
93New |
$4.89K - $5.28K
|
93
$6.82K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-130K- 26.78% |
$6.83M - $7.38M
|
355K
$26.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-25K- 71.63% |
$1.31M - $1.42M
|
9.9K
$726K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-693- 14.22% |
$36.4K - $39.3K
|
4.18K
$307K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-23- 0.12% |
$1.21K - $1.31K
|
19.1K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1- 0.03% |
$52.5 - $56.7
|
3.81K
$279K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-150- 31.71% |
$7.88K - $8.51K
|
323
$23.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.4K- 91.04% |
$544K - $588K
|
1.02K
$74.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
400+ 1.81% |
$21K - $22.7K
|
22.5K
$1.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-11.5K- 41.07% |
$604K - $653K
|
16.5K
$1.21M
|
|