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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-1.02K- 1.17% |
$62.7K - $73K
|
86.4K
$5.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7New |
$429 - $499
|
7
$468
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
200+ 19.21% |
$12.2K - $14.3K
|
1.24K
$83K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-86- 2.12% |
$5.27K - $6.13K
|
3.98K
$266K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.94% |
$61.2 - $71.3
|
35
$2.34K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.81K+ 12.29% |
$233K - $271K
|
34.8K
$2.33M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
41+ 85.42% |
$2.51K - $2.92K
|
89
$5.95K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-42.4K- 20.47% |
$2.68M - $3.09M
|
165K
$11M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
22+ 3.67% |
$1.39K - $1.6K
|
622
$41.6K
|
|
|
Aug 11, 2023
Q1 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
64.7KNew |
$4.09M - $4.71M
|
64.7K
$4.33M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
265+ 196.3% |
$16.8K - $19.3K
|
400
$26.8K
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.3KNew |
$82.2K - $94.6K
|
1.3K
$86.9K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
257New |
$16.2K - $18.7K
|
257
$17.2K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
40+ 0.53% |
$2.53K - $2.91K
|
7.61K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.34K- 30.86% |
$84.5K - $97.2K
|
2.99K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.98KNew |
$188K - $217K
|
2.98K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.88KNew |
$309K - $355K
|
4.88K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-150- 3.22% |
$9.48K - $10.9K
|
4.51K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
13KNew |
$819K - $943K
|
13K
$867K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-178- 5.63% |
$11.3K - $13K
|
2.98K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
146KNew |
$9.2M - $10.6M
|
146K
$9.73M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.35K+ 3.19% |
$85.5K - $98.4K
|
43.7K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1KNew |
$63.2K - $72.8K
|
1K
$66.9K
|
|
|
May 12, 2023
Q1 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
22KNew |
$1.39M - $1.6M
|
22K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-211K- 11.28% |
$13.3M - $15.3M
|
1.66M
$111M
|
|
|
May 12, 2023
Q1 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
74.1KNew |
$4.68M - $5.39M
|
74.1K
$4.95M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500- 50.0% |
$31.6K - $36.4K
|
500
$33.4K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
71New |
$4.49K - $5.17K
|
71
$4.75K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
13K+ 40.91% |
$820K - $944K
|
44.7K
$2.99M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
800New |
$50.6K - $58.2K
|
800
$53.5K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
150KNew |
$9.5M - $10.9M
|
150K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
358New |
$22.6K - $26.1K
|
358
$23.9K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
56New |
$3.54K - $4.08K
|
56
$3.75K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30- 11.54% |
$1.9K - $2.18K
|
230
$15.4K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.38K- 21.91% |
$87.4K - $101K
|
4.93K
$329K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.4K- 7.47% |
$88.4K - $102K
|
17.3K
$1.16M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-15.2K- 21.66% |
$958K - $1.1M
|
54.8K
$3.67M
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
371+ 1.03% |
$23.5K - $27K
|
36.5K
$2.44M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
115+ 3.7% |
$7.27K - $8.37K
|
3.22K
$215K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.18% |
$63.2 - $72.8
|
567
$37.9K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3.2KNew |
$202K - $233K
|
3.2K
$214K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
59+ 1.75% |
$3.73K - $4.29K
|
3.44K
$230K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.31K- 41.92% |
$146K - $168K
|
3.2K
$214K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-242- 7.51% |
$15.3K - $17.6K
|
2.98K
$199K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 1.67% |
$63.2 - $72.8
|
61
$4.08K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-9.64K- 47.41% |
$610K - $702K
|
10.7K
$715K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.79K- 11.84% |
$113K - $131K
|
13.4K
$893K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-200- 3.2% |
$12.6K - $14.6K
|
6.05K
$405K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.87KNew |
$308K - $355K
|
4.87K
$326K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
49New |
$3.1K - $3.57K
|
49
$3.28K
|
|