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, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
85.4K+ 6200.0% |
$5.03M - $6.11M
|
86.8K
$5.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-190- 3.49% |
$11.2K - $13.6K
|
5.26K
$352K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
70New |
$4.12K - $5.01K
|
70
$4.68K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
500New |
$29.4K - $35.8K
|
500
$33.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
189KNew |
$11.1M - $13.5M
|
189K
$12.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.94KNew |
$173K - $210K
|
2.94K
$196K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
3.72KNew |
$219K - $267K
|
3.72K
$249K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
526New |
$31K - $37.7K
|
526
$35.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.98KNew |
$176K - $214K
|
2.98K
$200K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-58- 6.64% |
$3.41K - $4.15K
|
816
$54.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
41+ 0.65% |
$2.41K - $2.94K
|
6.31K
$422K
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.89K- 21.97% |
$111K - $135K
|
6.7K
$448K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
14New |
$824 - $1K
|
14
$936
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.97KNew |
$175K - $213K
|
2.97K
$198K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.62K- 42.08% |
$390K - $474K
|
9.12K
$610K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21- 0.26% |
$1.24K - $1.5K
|
7.91K
$529K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.94KNew |
$173K - $210K
|
2.94K
$196K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
599New |
$35.3K - $42.9K
|
599
$40.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
215New |
$12.7K - $15.4K
|
215
$14.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
2.03KNew |
$120K - $146K
|
2.03K
$136K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
71+ 43.29% |
$4.18K - $5.08K
|
235
$15.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
228New |
$13.4K - $16.3K
|
228
$15.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
28New |
$1.65K - $2K
|
28
$1.87K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-600- 8.83% |
$35.3K - $43K
|
6.2K
$414K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.68KNew |
$158K - $192K
|
2.68K
$179K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
7.6KNew |
$447K - $544K
|
7.6K
$508K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
2.93KNew |
$172K - $210K
|
2.93K
$196K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.04KNew |
$61.1K - $74.3K
|
1.04K
$69.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-9.87KClosed |
$581K - $706K
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
62New |
$3.65K - $4.44K
|
62
$4.15K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.13KNew |
$66.7K - $81.2K
|
1.13K
$75.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
150New |
$8.83K - $10.7K
|
150
$10K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
100New |
$5.89K - $7.16K
|
100
$6.69K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
7.09KNew |
$417K - $508K
|
7.09K
$474K
|
|
| Q3 2022 | |||||||
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.68KNew |
$107K - $130K
|
1.68K
$112K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-128- 5.24% |
$8.19K - $9.91K
|
2.32K
$155K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-6.14K- 19.52% |
$393K - $476K
|
25.3K
$1.69M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
256+ 7.02% |
$16.4K - $19.8K
|
3.9K
$261K
|
|
|
Nov 15, 2022
Q3 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-300- 4.88% |
$19.2K - $23.2K
|
5.85K
$391K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.64K- 24.33% |
$105K - $127K
|
5.1K
$341K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 40.98% |
$3.2K - $3.87K
|
72
$4.82K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
8.44K+ 74.08% |
$540K - $653K
|
19.8K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-636- 50.0% |
$40.7K - $49.2K
|
636
$42.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
209+ 1.43% |
$13.4K - $16.2K
|
14.8K
$990K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.32KClosed |
$213K - $257K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-9.68K- 43.53% |
$620K - $749K
|
12.6K
$840K
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
44.8KNew |
$2.87M - $3.47M
|
44.8K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
23.7K+ 88.67% |
$1.52M - $1.83M
|
50.4K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
110New |
$7.04K - $8.52K
|
110
$7.36K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.06KNew |
$388K - $469K
|
6.06K
$405K
|
|