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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-139Closed |
$8.54K - $9.81K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.45KClosed |
$273K - $314K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-30Closed |
$1.84K - $2.12K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.19KClosed |
$72.8K - $83.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-8.5KClosed |
$522K - $600K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
80KNew |
$4.91M - $5.65M
|
80K
$5.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
602New |
$37K - $42.5K
|
602
$40.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-12.5KClosed |
$767K - $882K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-10.7KClosed |
$659K - $758K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.38KClosed |
$208K - $239K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.98KClosed |
$244K - $281K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.99KClosed |
$245K - $282K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.26KClosed |
$139K - $159K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
745New |
$45.8K - $52.6K
|
745
$49.8K
|
|
|
Oct 25, 2021
Q3 2021
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-1.25KClosed |
$76.9K - $88.4K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.57KClosed |
$96.1K - $111K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-103Closed |
$6.33K - $7.27K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
89New |
$5.47K - $6.28K
|
89
$5.95K
|
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
8.1KNew |
$498K - $572K
|
8.1K
$542K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.74KClosed |
$107K - $123K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-213Closed |
$13.1K - $15K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.67KClosed |
$410K - $471K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-77Closed |
$4.73K - $5.44K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-292Closed |
$17.9K - $20.6K
|
0
$0
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.44KClosed |
$212K - $243K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-423Closed |
$27.8K - $30.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.24KClosed |
$81.5K - $90K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-3.27KClosed |
$215K - $238K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-4.78KClosed |
$314K - $347K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-1.6K- 28.57% |
$105K - $116K
|
4K
$268K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-111Closed |
$7.29K - $8.06K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5New |
$329 - $363
|
5
$334
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-269Closed |
$17.7K - $19.5K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.97KClosed |
$261K - $288K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-525Closed |
$34.5K - $38.1K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.01KClosed |
$66.4K - $73.3K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-319Closed |
$21K - $23.2K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Swarthmore Group Inc
|
SELL
|
- |
-18.4KClosed |
$1.21M - $1.34M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-100Closed |
$6.57K - $7.26K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-27Closed |
$1.77K - $1.96K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-8KClosed |
$526K - $581K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Iowa State Bank
|
SELL
|
- |
-3.4KClosed |
$223K - $247K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-167Closed |
$11K - $12.1K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-237Closed |
$15.6K - $17.2K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Heartland Bank & Trust CO
|
SELL
|
- |
-3.06KClosed |
$201K - $222K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-612Closed |
$40.2K - $44.4K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Exane Derivatives
|
SELL
|
- |
-1.12KClosed |
$73.8K - $81.5K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.13KNew |
$468K - $517K
|
7.13K
$477K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-438Closed |
$28.8K - $31.8K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-46Closed |
$3.02K - $3.34K
|
0
$0
|
|