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 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-354- 2.39% |
$21.7K - $25.2K
|
14.5K
$988K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
200New |
$12.2K - $14.3K
|
200
$13.6K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
29New |
$1.78K - $2.07K
|
29
$1.98K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-119- 10.36% |
$7.29K - $8.48K
|
1.03K
$70.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.48KNew |
$274K - $319K
|
4.48K
$306K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.81% |
$61.2 - $71.3
|
124
$8.46K
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
SELL
|
- |
-20- 0.19% |
$1.22K - $1.43K
|
10.7K
$727K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-4.45K- 69.67% |
$272K - $317K
|
1.94K
$132K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-605- 3.96% |
$37.1K - $43.1K
|
14.7K
$1M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
225New |
$13.8K - $16K
|
225
$15.4K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
225New |
$13.8K - $16K
|
225
$15.4K
|
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
SELL
|
- |
-21- 0.39% |
$1.29K - $1.5K
|
5.4K
$368K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 50.0% |
$6.12K - $7.13K
|
100
$6.82K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-633- 8.79% |
$38.8K - $45.1K
|
6.57K
$448K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
8New |
$490 - $570
|
8
$546
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
59+ 1.32% |
$3.61K - $4.2K
|
4.53K
$309K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-1.02K- 1.17% |
$62.7K - $73K
|
86.4K
$5.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7New |
$429 - $499
|
7
$478
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
200+ 19.21% |
$12.2K - $14.3K
|
1.24K
$84.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-86- 2.12% |
$5.27K - $6.13K
|
3.98K
$271K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.94% |
$61.2 - $71.3
|
35
$2.39K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.81K+ 12.29% |
$233K - $271K
|
34.8K
$2.37M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
41+ 85.42% |
$2.51K - $2.92K
|
89
$6.07K
|
|
| Q1 2023 | |||||||
|
Feb 12, 2025
Q1 2023
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
8.66KNew |
$547K - $630K
|
8.66K
$591K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
22+ 3.67% |
$1.39K - $1.6K
|
622
$42.4K
|
|
|
Aug 11, 2023
Q1 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
64.7KNew |
$4.09M - $4.71M
|
64.7K
$4.41M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
265+ 196.3% |
$16.8K - $19.3K
|
400
$27.3K
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.3KNew |
$82.2K - $94.6K
|
1.3K
$88.7K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
257New |
$16.2K - $18.7K
|
257
$17.5K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
40+ 0.53% |
$2.53K - $2.91K
|
7.61K
$519K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.34K- 30.86% |
$84.5K - $97.2K
|
2.99K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.98KNew |
$188K - $217K
|
2.98K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.88KNew |
$309K - $355K
|
4.88K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-150- 3.22% |
$9.48K - $10.9K
|
4.51K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-178- 5.63% |
$11.3K - $13K
|
2.98K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.35K+ 3.19% |
$85.5K - $98.4K
|
43.7K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1KNew |
$63.2K - $72.8K
|
1K
$68.2K
|
|
|
May 12, 2023
Q1 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
22KNew |
$1.39M - $1.6M
|
22K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-211K- 11.28% |
$13.3M - $15.3M
|
1.66M
$113M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500- 50.0% |
$31.6K - $36.4K
|
500
$34.1K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
71New |
$4.49K - $5.17K
|
71
$4.84K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
13K+ 40.91% |
$820K - $944K
|
44.7K
$3.05M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
150KNew |
$9.5M - $10.9M
|
150K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
358New |
$22.6K - $26.1K
|
358
$24.4K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
56New |
$3.54K - $4.08K
|
56
$3.82K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30- 11.54% |
$1.9K - $2.18K
|
230
$15.7K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.38K- 21.91% |
$87.4K - $101K
|
4.93K
$336K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
371+ 1.03% |
$23.5K - $27K
|
36.5K
$2.49M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
115+ 3.7% |
$7.27K - $8.37K
|
3.22K
$220K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.18% |
$63.2 - $72.8
|
567
$38.7K
|
|