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 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
37.2KNew |
$2.38M - $2.84M
|
37.2K
$2.49M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
259New |
$16.6K - $19.8K
|
259
$17.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-73- 2.52% |
$4.67K - $5.57K
|
2.82K
$189K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
32+ 10.19% |
$2.05K - $2.44K
|
346
$23.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-533Closed |
$34.1K - $40.7K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-162Closed |
$10.4K - $12.4K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-8.62KClosed |
$551K - $658K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
7.07KNew |
$452K - $540K
|
7.07K
$473K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
17New |
$1.09K - $1.3K
|
17
$1.14K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-83Closed |
$5.3K - $6.34K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.93KClosed |
$123K - $147K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-695Closed |
$44.4K - $53.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
323+ 10.64% |
$20.6K - $24.7K
|
3.36K
$225K
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-3.55KClosed |
$227K - $271K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
621New |
$39.7K - $47.4K
|
621
$41.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-2.8KClosed |
$179K - $213K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
3.29KNew |
$210K - $251K
|
3.29K
$220K
|
|
|
Jul 11, 2022
Q2 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-610- 16.01% |
$39K - $46.6K
|
3.2K
$214K
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.95KClosed |
$188K - $225K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.11KClosed |
$71.7K - $80K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$13K - $14.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-76Closed |
$4.93K - $5.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
160KNew |
$10.4M - $11.6M
|
160K
$10.7M
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-7.85KClosed |
$509K - $568K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
PUT |
-100KClosed |
$6.48M - $7.23M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-5- 0.15% |
$324 - $362
|
3.42K
$229K
|
|
|
May 16, 2022
Q1 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-103KClosed |
$6.69M - $7.46M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
PUT |
-130KClosed |
$8.43M - $9.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-50.5KClosed |
$3.27M - $3.65M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-3.45KClosed |
$224K - $249K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
353New |
$22.9K - $25.5K
|
353
$23.6K
|
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.39KNew |
$220K - $245K
|
3.39K
$227K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-300Closed |
$19.4K - $21.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-3.68KClosed |
$239K - $266K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
304New |
$19.7K - $22K
|
304
$20.3K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-157Closed |
$10.2K - $11.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-568- 12.43% |
$36.8K - $41.1K
|
4K
$268K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50Closed |
$3.24K - $3.62K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-132Closed |
$8.56K - $9.55K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
35.1KNew |
$2.28M - $2.54M
|
35.1K
$2.35M
|
|
|
May 10, 2022
Q1 2022
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-7.05KClosed |
$457K - $510K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-200Closed |
$13K - $14.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
19.3KNew |
$1.25M - $1.4M
|
19.3K
$1.29M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
37+ 24.18% |
$2.4K - $2.68K
|
190
$12.7K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-162Closed |
$10.5K - $11.7K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-20- 2.4% |
$1.3K - $1.45K
|
812
$54.3K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.77KClosed |
$374K - $418K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-199Closed |
$12.9K - $14.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
24.8KNew |
$1.61M - $1.79M
|
24.8K
$1.66M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
2.88KNew |
$186K - $208K
|
2.88K
$192K
|
|