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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-5Closed |
$324 - $362
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.16KClosed |
$269K - $300K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-400- 50.0% |
$25.9K - $28.9K
|
400
$26.8K
|
|
|
May 02, 2022
Q1 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-4.75KClosed |
$308K - $343K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-159- 3.61% |
$10.3K - $11.5K
|
4.24K
$284K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2.38KNew |
$154K - $172K
|
2.38K
$159K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-417Closed |
$27K - $30.2K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-400Closed |
$25.9K - $28.9K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
535+ 15.49% |
$34.7K - $38.7K
|
3.99K
$267K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
4+ 0.65% |
$259 - $289
|
620
$41.5K
|
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-3.66KClosed |
$237K - $265K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
250New |
$15.6K - $17.2K
|
250
$16.7K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-700Closed |
$43.7K - $48.3K
|
0
$0
|
|
|
Mar 15, 2022
Q4 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-1K- 22.24% |
$62.4K - $69K
|
3.5K
$234K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250New |
$15.6K - $17.2K
|
250
$16.7K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
3.7KNew |
$231K - $255K
|
3.7K
$247K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.55KClosed |
$159K - $175K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-145Closed |
$9.05K - $10K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
1.8KNew |
$112K - $124K
|
1.8K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-23.6KClosed |
$1.47M - $1.63M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.54KClosed |
$346K - $382K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
425New |
$26.5K - $29.3K
|
425
$28.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-148Closed |
$9.24K - $10.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-7.46MClosed |
$466M - $514M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-235Closed |
$14.7K - $16.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.58KClosed |
$98.7K - $109K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
195New |
$12.2K - $13.4K
|
195
$13K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.26KClosed |
$204K - $225K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Achmea Investment Management B.V.
|
SELL
|
- |
-323Closed |
$20.2K - $22.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-282Closed |
$17.6K - $19.4K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-3.26KClosed |
$204K - $225K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
15.5KNew |
$968K - $1.07M
|
15.5K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-74Closed |
$4.62K - $5.1K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
438New |
$27.3K - $30.2K
|
438
$29.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
327New |
$20.4K - $22.5K
|
327
$21.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.13KNew |
$196K - $216K
|
3.13K
$210K
|
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.33K- 16.06% |
$83.2K - $91.9K
|
6.97K
$466K
|
|
|
Feb 03, 2022
Q4 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
70KNew |
$4.37M - $4.83M
|
70K
$4.68M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-829Closed |
$51.8K - $57.2K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.99KClosed |
$436K - $482K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-32Closed |
$2K - $2.21K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-68Closed |
$4.25K - $4.69K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-172- 17.7% |
$10.7K - $11.9K
|
800
$53.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Tcw Group Inc
|
SELL
|
- |
-11.2KClosed |
$700K - $773K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
38+ 0.79% |
$2.37K - $2.62K
|
4.86K
$325K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-750- 38.07% |
$46.8K - $51.7K
|
1.22K
$81.6K
|
|
| Q3 2021 | |||||||
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11K- 98.48% |
$678K - $780K
|
170
$11.4K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28+ 0.71% |
$1.72K - $1.98K
|
3.97K
$266K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
110New |
$6.76K - $7.77K
|
110
$7.36K
|
|
|
Nov 17, 2021
Q3 2021
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-104KClosed |
$6.36M - $7.31M
|
0
$0
|
|