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 15, 2022
Q2 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
96.6KNew |
$6.17M - $7.37M
|
96.6K
$6.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-94- 92.16% |
$6.01K - $7.18K
|
8
$535
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-175- 3.42% |
$11.2K - $13.4K
|
4.94K
$331K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
15.7KNew |
$1M - $1.2M
|
15.7K
$1.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
3.07KNew |
$196K - $235K
|
3.07K
$206K
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
10.7KNew |
$684K - $817K
|
10.7K
$716K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.92KClosed |
$186K - $223K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-27.4K- 72.99% |
$1.75M - $2.09M
|
10.2K
$679K
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
703+ 15.97% |
$44.9K - $53.7K
|
5.1K
$341K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
17.7KNew |
$1.13M - $1.35M
|
17.7K
$1.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.93KNew |
$187K - $224K
|
2.93K
$196K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.28K+ 5.88% |
$81.9K - $97.9K
|
23.1K
$1.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-350Closed |
$22.4K - $26.7K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
5.91KNew |
$378K - $451K
|
5.91K
$395K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
7New |
$447 - $534
|
7
$468
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.28KClosed |
$210K - $251K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
4.14KNew |
$265K - $316K
|
4.14K
$277K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-357- 10.93% |
$22.8K - $27.3K
|
2.91K
$195K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-200- 32.68% |
$12.8K - $15.3K
|
412
$27.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
823+ 108.86% |
$52.6K - $62.8K
|
1.58K
$106K
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-4.96KClosed |
$317K - $379K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.14KClosed |
$392K - $469K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.06K- 18.04% |
$67.9K - $81.1K
|
4.82K
$323K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-27Closed |
$1.73K - $2.06K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.14KNew |
$137K - $163K
|
2.14K
$143K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
100+ 303.03% |
$6.39K - $7.63K
|
133
$8.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.84KClosed |
$182K - $217K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-110Closed |
$7.03K - $8.4K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.55KClosed |
$291K - $347K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-79- 24.01% |
$5.05K - $6.03K
|
250
$16.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8.58KClosed |
$548K - $655K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.36KClosed |
$86.6K - $103K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-77.3KClosed |
$4.94M - $5.9M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-271- 1.89% |
$17.3K - $20.7K
|
14.1K
$943K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.66KNew |
$106K - $127K
|
1.66K
$111K
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
4.07KNew |
$260K - $311K
|
4.07K
$272K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
5+ 0.16% |
$320 - $382
|
3.21K
$214K
|
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
2.14K+ 23.14% |
$137K - $163K
|
11.4K
$760K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
671New |
$42.9K - $51.2K
|
671
$44.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.2KNew |
$76.7K - $91.6K
|
1.2K
$80.3K
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.12KNew |
$263K - $314K
|
4.12K
$275K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.13KClosed |
$200K - $239K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-40- 16.0% |
$2.56K - $3.05K
|
210
$14K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
230New |
$14.7K - $17.6K
|
230
$15.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-4- 0.13% |
$256 - $305
|
3.05K
$204K
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.3K+ 11.4% |
$83K - $99.1K
|
12.7K
$848K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
35New |
$2.24K - $2.67K
|
35
$2.34K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.13KNew |
$71.9K - $85.9K
|
1.13K
$75.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.8KClosed |
$179K - $214K
|
0
$0
|