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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-77- 1.75% |
$4.72K - $5.49K
|
4.31K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-110- 2.62% |
$6.74K - $7.84K
|
4.09K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-21.4K- 12.36% |
$1.31M - $1.52M
|
152K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-92K- 3.12% |
$5.63M - $6.56M
|
2.86M
$210M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-102- 38.06% |
$6.25K - $7.27K
|
166
$12.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.09K+ 48.85% |
$189K - $220K
|
9.41K
$690K
|
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
506+ 8.66% |
$31K - $36.1K
|
6.35K
$466K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.01K+ 5.55% |
$62K - $72.2K
|
19.3K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
113+ 3.5% |
$6.92K - $8.05K
|
3.34K
$245K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-831- 94.32% |
$50.9K - $59.2K
|
50
$3.67K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-2.79K- 14.15% |
$171K - $199K
|
17K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
350New |
$21.4K - $24.9K
|
350
$25.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
234New |
$14.3K - $16.7K
|
234
$17.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-18- 3.38% |
$1.1K - $1.28K
|
515
$37.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
25+ 0.74% |
$1.53K - $1.78K
|
3.39K
$248K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
146+ 1.83% |
$8.94K - $10.4K
|
8.13K
$597K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.04K- 16.68% |
$63.9K - $74.3K
|
5.21K
$382K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
100+ 13.5% |
$6.12K - $7.13K
|
841
$61.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-750- 15.11% |
$45.9K - $53.5K
|
4.21K
$309K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22New |
$1.35K - $1.57K
|
22
$1.61K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-500- 11.83% |
$30.6K - $35.6K
|
3.73K
$273K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-354- 2.39% |
$21.7K - $25.2K
|
14.5K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
200New |
$12.2K - $14.3K
|
200
$14.7K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
29New |
$1.78K - $2.07K
|
29
$2.13K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-119- 10.36% |
$7.29K - $8.48K
|
1.03K
$75.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.48KNew |
$274K - $319K
|
4.48K
$329K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.81% |
$61.2 - $71.3
|
124
$9.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
SELL
|
- |
-20- 0.19% |
$1.22K - $1.43K
|
10.7K
$782K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-4.45K- 69.67% |
$272K - $317K
|
1.94K
$142K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-605- 3.96% |
$37.1K - $43.1K
|
14.7K
$1.08M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
225New |
$13.8K - $16K
|
225
$16.5K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
225New |
$13.8K - $16K
|
225
$16.5K
|
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
SELL
|
- |
-21- 0.39% |
$1.29K - $1.5K
|
5.4K
$396K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 50.0% |
$6.12K - $7.13K
|
100
$7.33K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-633- 8.79% |
$38.8K - $45.1K
|
6.57K
$482K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
8New |
$490 - $570
|
8
$587
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
59+ 1.32% |
$3.61K - $4.2K
|
4.53K
$332K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-1.02K- 1.17% |
$62.7K - $73K
|
86.4K
$6.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7New |
$429 - $499
|
7
$513
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
200+ 19.21% |
$12.2K - $14.3K
|
1.24K
$91K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-86- 2.12% |
$5.27K - $6.13K
|
3.98K
$292K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.94% |
$61.2 - $71.3
|
35
$2.57K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.81K+ 12.29% |
$233K - $271K
|
34.8K
$2.55M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
41+ 85.42% |
$2.51K - $2.92K
|
89
$6.53K
|
|
| Q1 2023 | |||||||
|
Feb 12, 2025
Q1 2023
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
8.66KNew |
$547K - $630K
|
8.66K
$635K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
22+ 3.67% |
$1.39K - $1.6K
|
622
$45.6K
|
|
|
Aug 11, 2023
Q1 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
64.7KNew |
$4.09M - $4.71M
|
64.7K
$4.75M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
265+ 196.3% |
$16.8K - $19.3K
|
400
$29.3K
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.3KNew |
$82.2K - $94.6K
|
1.3K
$95.4K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
257New |
$16.2K - $18.7K
|
257
$18.9K
|
|