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 |
---|---|---|---|---|---|---|---|
Feb 05, 2020
Q4 2019
|
Chronos Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$690K - $746K
|
11.5K
$611K
|
|
Jan 30, 2020
Q4 2019
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-47Closed |
$2.82K - $3.05K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.03KNew |
$61.9K - $66.9K
|
1.03K
$54.8K
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-199Closed |
$12K - $12.9K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-266Closed |
$16K - $17.3K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.15KClosed |
$189K - $205K
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Stack Financial Management, Inc
|
SELL
|
- |
-195KClosed |
$11.7M - $12.6M
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.85KClosed |
$291K - $315K
|
0
$0
|
|
Jan 16, 2020
Q4 2019
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-18.7KClosed |
$1.12M - $1.21M
|
0
$0
|
|
Jan 13, 2020
Q4 2019
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-3.96KClosed |
$238K - $257K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.34KClosed |
$141K - $152K
|
0
$0
|
|
Q3 2019 | |||||||
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-9.93KClosed |
$590K - $653K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Barclays PLC
London, X0 |
SELL
|
CALL |
-700- 77.78% |
$41.6K - $46.1K
|
200
$10.6K
|
|
Nov 14, 2019
Q3 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-2.2KClosed |
$131K - $145K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-308Closed |
$18.3K - $20.3K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-413Closed |
$24.5K - $27.2K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-12.2KClosed |
$724K - $802K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-306KClosed |
$18.2M - $20.2M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Centiva Capital, LP
New York, NY |
SELL
|
PUT |
-11.3KClosed |
$672K - $744K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-21KClosed |
$1.25M - $1.38M
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Everett Harris & CO
|
SELL
|
- |
-8.9KClosed |
$529K - $586K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-315Closed |
$18.7K - $20.7K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.5KClosed |
$89.1K - $98.7K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-34Closed |
$2.02K - $2.24K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
227+ 47.69% |
$13.5K - $14.9K
|
703
$37.4K
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-495Closed |
$29.4K - $32.6K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Sawyer & Company, Inc
|
SELL
|
- |
-6.82KClosed |
$405K - $449K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-6.09KClosed |
$362K - $401K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-731Closed |
$43.4K - $48.1K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-364Closed |
$21.6K - $24K
|
0
$0
|
|
Q2 2019 | |||||||
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
452+ 11.3% |
$24.7K - $27.8K
|
4.45K
$237K
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-75Closed |
$4.1K - $4.62K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-120Closed |
$6.56K - $7.38K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-50Closed |
$2.73K - $3.08K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-542Closed |
$29.6K - $33.4K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Banco Santander, S.A.
|
SELL
|
- |
-981KClosed |
$53.6M - $60.4M
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-147Closed |
$8.04K - $9.05K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-217Closed |
$11.9K - $13.4K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-4.22KClosed |
$231K - $260K
|
0
$0
|
|
Aug 02, 2019
Q2 2019
|
Iron Financial, LLC
|
SELL
|
- |
-3.86KClosed |
$211K - $238K
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Hartford Financial Management Inc.
|
SELL
|
- |
-300Closed |
$16.4K - $18.5K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Somerset Trust CO
|
SELL
|
- |
-606Closed |
$33.1K - $37.3K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-66Closed |
$3.61K - $4.06K
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-77Closed |
$4.21K - $4.74K
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-1.88KClosed |
$103K - $116K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.05KClosed |
$57.1K - $64.3K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Founders Financial Securities LLC
|
SELL
|
- |
-12.2KClosed |
$670K - $754K
|
0
$0
|
|
Jul 17, 2019
Q2 2019
|
Fjarde Ap Fonden
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 12, 2019
Q2 2019
|
Hms Capital Management, LLC
|
SELL
|
PUT |
-600- 5.77% |
$32.8K - $36.9K
|
9.8K
$521K
|
|
Jul 10, 2019
Q2 2019
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.5KClosed |
$246K - $277K
|
0
$0
|