Latest Institutional Transactions on Xcel Energy Inc (XEL)

XEL Quotes by TradingView

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
Nov 14, 2023 Q3 2023
Fayez Sarofim & CO

Houston, TX
BUY
 -
5.27K
New
$293K - $344K
5.27K $387K
Nov 14, 2023 Q3 2023
Alethea Capital Management, LLC

San Diego, CA
BUY
 -
7.52K
New
$418K - $491K
7.52K $552K
Nov 13, 2023 Q3 2023
Rovida Advisors Inc.

Newark, NJ
BUY
 -
230K
New
$12.8M - $15M
230K $16.9M
Nov 13, 2023 Q3 2023
Himension Capital (Singapore) Pte. Ltd.

Singapore, U0
BUY
 -
3.63K
New
$202K - $237K
3.63K $266K
Nov 09, 2023 Q3 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
312
+ 0.45%
$17.3K - $20.3K
69.9K $5.13M
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
77
+ 28.0%
$4.28K - $5.02K
352 $25.8K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
40
New
$2.22K - $2.61K
40 $2.93K
Nov 08, 2023 Q3 2023
Desjardins Global Asset Management Inc.

Montreal, A8
BUY
 -
845
+ 442.41%
$47K - $55.1K
1.04K $76K
Nov 08, 2023 Q3 2023
O'Brien Greene & Co. Inc

Media, PA
SELL
 -
-2.69K
- 28.08%
$149K - $175K
6.88K $505K
Nov 08, 2023 Q3 2023
Lewis Capital Management, LLC

SELL
 -
-142
- 2.25%
$7.89K - $9.26K
6.16K $452K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 PUT
200
New
$11.1K - $13K
200 $14.7K
Nov 07, 2023 Q3 2023
Johnson Midwest Financial, LLC

BUY
 -
13
+ 0.23%
$723 - $848
5.7K $418K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-9.42K
- 16.47%
$524K - $615K
47.8K $3.5M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
101
New
$5.61K - $6.59K
101 $7.41K
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

SELL
 -
-5
- 35.71%
$278 - $326
9 $660
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
SELL
 -
-767
- 3.26%
$42.6K - $50K
22.8K $1.67M
Oct 24, 2023 Q3 2023
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
SELL
 -
-4.03K
- 2.68%
$224K - $263K
146K $10.7M
Oct 24, 2023 Q3 2023
Arlington Partners LLC

BUY
 -
576
+ 35.98%
$32K - $37.6K
2.18K $160K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
1.37K
New
$76.3K - $89.5K
1.37K $101K
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

BUY
 -
1.28K
New
$70.9K - $83.2K
1.28K $93.6K
Oct 23, 2023 Q3 2023
Toews Corp

BUY
 -
13.5K
New
$750K - $880K
13.5K $990K
Oct 23, 2023 Q3 2023
Ulland Investment Advisors, LLC

SELL
 -
-200
- 29.85%
$11.1K - $13K
470 $34.5K
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

SELL
 PUT
-3K
- 23.08%
$167K - $196K
10K $734K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
42
New
$2.33K - $2.74K
42 $3.08K
Oct 17, 2023 Q3 2023
Piscataqua Savings Bank

SELL
 -
-121
- 17.39%
$6.73K - $7.89K
575 $42.2K
Oct 12, 2023 Q3 2023
Nat West Group PLC

BUY
 -
624
+ 2.68%
$34.7K - $40.7K
23.9K $1.76M
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
37
New
$2.06K - $2.41K
37 $2.71K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
406
New
$22.6K - $26.5K
406 $29.8K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
235
New
$13.1K - $15.3K
235 $17.2K
Q2 2023
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-6.14K
Closed
$376K - $437K
0 $0
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-19K
- 64.95%
$1.16M - $1.35M
10.3K $752K
Nov 06, 2023 Q2 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
44
New
$2.69K - $3.14K
44 $3.23K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
1
New
$61.2 - $71.3
1 $73.4
Aug 28, 2023 Q2 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
5.38K
+ 265.97%
$329K - $383K
7.4K $543K
Aug 22, 2023 Q2 2023
Virginia Retirement Systems Et Al

Richmond, VA
SELL
 -
-165K
- 27.16%
$10.1M - $11.8M
443K $32.5M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
194
New
$11.9K - $13.8K
194 $14.2K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
40
New
$2.45K - $2.85K
40 $2.93K
Aug 15, 2023 Q2 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
4.57K
New
$280K - $326K
4.57K $335K
Aug 14, 2023 Q2 2023
Wellington Management Group LLP

Boston, MA
SELL
 -
-1.28K
- 12.45%
$78.4K - $91.2K
9K $660K
Aug 14, 2023 Q2 2023
Bollard Group LLC

Boston, MA
BUY
 -
35
New
$2.14K - $2.49K
35 $2.57K
Aug 14, 2023 Q2 2023
Chiron Investment Management, LLC

New York, NY
BUY
 -
9.41K
New
$576K - $671K
9.41K $690K
Aug 14, 2023 Q2 2023
Cinctive Capital Management LP

New York, NY
BUY
 -
106K
New
$6.5M - $7.57M
106K $7.79M
Aug 14, 2023 Q2 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 CALL
15.3K
New
$937K - $1.09M
15.3K $1.12M
Aug 14, 2023 Q2 2023
Capula Management LTD

Grand Cayman, E9
SELL
 -
-702
- 9.14%
$43K - $50K
6.98K $512K
Aug 14, 2023 Q2 2023
Waratah Capital Advisors Ltd.

Toronto, A6
SELL
 -
-73.3K
- 78.4%
$4.49M - $5.23M
20.2K $1.48M
Aug 14, 2023 Q2 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
1.11K
New
$68.1K - $79.3K
1.11K $81.6K
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
347
New
$21.3K - $24.7K
347 $25.5K
Aug 14, 2023 Q2 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
6
New
$367 - $428
6 $440
Aug 14, 2023 Q2 2023
Point72 Middle East Fze

Stamford, CT
BUY
 -
35.1K
+ 161.2%
$2.15M - $2.5M
57K $4.18M

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