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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
250New |
$15.8K - $18.2K
|
250
$16.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
100+ 2.27% |
$6.32K - $7.28K
|
4.5K
$301K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-270- 7.72% |
$17.1K - $19.7K
|
3.23K
$216K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-62- 78.48% |
$3.92K - $4.51K
|
17
$1.14K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
26+ 0.73% |
$1.64K - $1.89K
|
3.61K
$241K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.05KNew |
$193K - $222K
|
3.05K
$204K
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6.3KNew |
$398K - $459K
|
6.3K
$421K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.47K+ 28.4% |
$156K - $180K
|
11.2K
$746K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.93KNew |
$311K - $359K
|
4.93K
$330K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
127+ 0.72% |
$8.03K - $9.24K
|
17.8K
$1.19M
|
|
| Q4 2022 | |||||||
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-7.88KClosed |
$464K - $564K
|
0
$0
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
947New |
$55.7K - $67.8K
|
947
$63.3K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
27New |
$1.59K - $1.93K
|
27
$1.81K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.9KClosed |
$229K - $279K
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
14.5KNew |
$853K - $1.04M
|
14.5K
$969K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
35.6KNew |
$2.1M - $2.55M
|
35.6K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
254+ 1.78% |
$15K - $18.2K
|
14.5K
$969K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-605- 13.26% |
$35.6K - $43.3K
|
3.96K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
42K+ 3.45% |
$2.47M - $3.01M
|
1.26M
$84.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
30+ 11.81% |
$1.77K - $2.15K
|
284
$19K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-17.4K- 74.65% |
$1.02M - $1.24M
|
5.9K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.88KNew |
$170K - $206K
|
2.88K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
111KNew |
$6.54M - $7.95M
|
111K
$7.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.65KNew |
$215K - $261K
|
3.65K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-12- -0.0% |
$706 - $859
|
1.85M
$124M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.38MNew |
$258M - $314M
|
4.38M
$293M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-550- 14.37% |
$32.4K - $39.4K
|
3.28K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
338+ 1.75% |
$19.9K - $24.2K
|
19.7K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
33.9KNew |
$2M - $2.43M
|
33.9K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
244New |
$14.4K - $17.5K
|
244
$16.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.5KNew |
$676K - $822K
|
11.5K
$768K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.47K+ 1.22% |
$145K - $176K
|
205K
$13.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
22.6KNew |
$1.33M - $1.62M
|
22.6K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
410New |
$24.1K - $29.4K
|
410
$27.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
220+ 20.15% |
$12.9K - $15.8K
|
1.31K
$87.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
CALL |
3.3KNew |
$194K - $236K
|
3.3K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.07KNew |
$180K - $220K
|
3.07K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-25.9K- 83.25% |
$1.52M - $1.85M
|
5.21K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
89.6K+ 89.77% |
$5.27M - $6.41M
|
189K
$12.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
64+ 1.28% |
$3.77K - $4.58K
|
5.07K
$339K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.74K+ 155.17% |
$102K - $125K
|
2.86K
$191K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
192New |
$11.3K - $13.7K
|
192
$12.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
150+ 34.88% |
$8.83K - $10.7K
|
580
$38.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.93KNew |
$172K - $210K
|
2.93K
$196K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.89KNew |
$170K - $207K
|
2.89K
$193K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
62New |
$3.65K - $4.44K
|
62
$4.15K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.1KNew |
$182K - $222K
|
3.1K
$207K
|
|
|
Feb 09, 2023
Q4 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-10K- 9.83% |
$589K - $716K
|
91.7K
$6.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
4.96KNew |
$292K - $355K
|
4.96K
$331K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
510New |
$30K - $36.5K
|
510
$34.1K
|
|