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 13, 2020
Q2 2020
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-237Closed |
$13.7K - $15.9K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-7.09KClosed |
$410K - $476K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-20.9KClosed |
$1.21M - $1.4M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
149New |
$8.62K - $10K
|
149
$7.93K
|
|
Aug 11, 2020
Q2 2020
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-3.4KClosed |
$197K - $228K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-1KClosed |
$57.9K - $67.2K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.5KClosed |
$86.8K - $101K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-23KClosed |
$1.33M - $1.54M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Aspiriant, LLC
|
SELL
|
- |
-6.24KClosed |
$361K - $419K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.38KClosed |
$79.6K - $92.3K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-217Closed |
$12.6K - $14.6K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-168Closed |
$9.72K - $11.3K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
West Bancorporation Inc
|
SELL
|
- |
-700Closed |
$40.5K - $47K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Next Capital Management LLC
|
SELL
|
- |
-3.81KClosed |
$220K - $256K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-6.1KClosed |
$353K - $409K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4KClosed |
$231K - $269K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-16.9KClosed |
$977K - $1.13M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-69Closed |
$3.99K - $4.63K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-28Closed |
$1.62K - $1.88K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Scout Investments, Inc.
|
SELL
|
- |
-89KClosed |
$5.15M - $5.98M
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-568Closed |
$32.9K - $38.1K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.5KClosed |
$86.8K - $101K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Century Link Investment Management CO
|
SELL
|
- |
-19.2KClosed |
$1.11M - $1.29M
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-7.43KClosed |
$430K - $499K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
5.4K+ 490.91% |
$270K - $384K
|
6.5K
$346K
|
|
May 15, 2020
Q1 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-42Closed |
$2.1K - $2.99K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-4.87KClosed |
$244K - $347K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3.41KClosed |
$171K - $243K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-348Closed |
$17.4K - $24.8K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3.85KClosed |
$193K - $274K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Meitav Dash Investments LTD
|
SELL
|
- |
-5.32KClosed |
$266K - $378K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Copperwynd Financial, LLC
|
SELL
|
- |
-29.5KClosed |
$1.48M - $2.1M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-955Closed |
$47.8K - $68K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-450Closed |
$22.5K - $32K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-7.59KClosed |
$379K - $540K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Private Ocean, LLC
|
SELL
|
- |
-368Closed |
$18.4K - $26.2K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-12.7KClosed |
$636K - $906K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Hodges Capital Management Inc.
|
SELL
|
- |
-3.65KClosed |
$183K - $260K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.55KClosed |
$77.5K - $110K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-31Closed |
$1.55K - $2.21K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
American Research & Management Co.
|
SELL
|
- |
-700Closed |
$35K - $49.8K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-398Closed |
$19.9K - $28.3K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Human Investing LLC
|
SELL
|
- |
-100Closed |
$5K - $7.12K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.63KNew |
$81.7K - $116K
|
1.63K
$86.9K
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-200Closed |
$10K - $14.2K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-85.2KClosed |
$5.12M - $5.53M
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.91KNew |
$175K - $189K
|
2.91K
$155K
|
|
Feb 11, 2020
Q4 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-3.6KClosed |
$216K - $234K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.66KClosed |
$99.8K - $108K
|
0
$0
|