Latest Institutional Transactions on Xcel Energy Inc (XEL)

XEL Quotes by TradingView

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
Oct 14, 2020 Q3 2020
Sterling Investment Advisors LLC

SELL
 -
-4.28K
Closed
$271K - $310K
0 $0
Oct 13, 2020 Q3 2020
Cordasco Financial Network

SELL
 -
-200
Closed
$12.6K - $14.5K
0 $0
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-68
Closed
$4.3K - $4.93K
0 $0
Oct 06, 2020 Q3 2020
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-38
Closed
$2.4K - $2.75K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.11K
+ 7.0%
$64.3K - $74.6K
17K $1.14M
Feb 05, 2021 Q2 2020
Black Swift Group, LLC

Boulder, CO
SELL
 -
-150
Closed
$8.68K - $10.1K
0 $0
Aug 17, 2020 Q2 2020
Jacobs Levy Equity Management, Inc

Florham Park, NJ
SELL
 -
-3.53K
Closed
$204K - $237K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-1.9K
Closed
$110K - $127K
0 $0
Aug 14, 2020 Q2 2020
Main Street Investment Advisors LLC

SELL
 -
-3.82K
Closed
$221K - $257K
0 $0
Aug 14, 2020 Q2 2020
Carlson Capital L P

Dallas, TX
SELL
 -
-268K
Closed
$15.5M - $18M
0 $0
Aug 14, 2020 Q2 2020
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-3.76K
Closed
$218K - $253K
0 $0
Aug 13, 2020 Q2 2020
Capital Directions Investment Advisors, LLC

SELL
 -
-237
Closed
$13.7K - $15.9K
0 $0
Aug 12, 2020 Q2 2020
Inspire Investing, LLC

Meridian, ID
SELL
 -
-7.09K
Closed
$410K - $476K
0 $0
Aug 11, 2020 Q2 2020
O'Shares Investment Advisers, LLC

SELL
 -
-20.9K
Closed
$1.21M - $1.4M
0 $0
Aug 11, 2020 Q2 2020
Demars Financial Group, LLC

BUY
 -
149
New
$8.62K - $10K
149 $9.97K
Aug 11, 2020 Q2 2020
Yorktown Management & Research CO Inc

SELL
 -
-3.4K
Closed
$197K - $228K
0 $0
Aug 11, 2020 Q2 2020
Centersquare Investment Management LLC

Plymouth Meeting, PA
SELL
 -
-1K
Closed
$57.9K - $67.2K
0 $0
Aug 10, 2020 Q2 2020
Opseu Pension Plan Trust Fund

Toronto, A6
SELL
 -
-23K
Closed
$1.33M - $1.54M
0 $0
Aug 06, 2020 Q2 2020
Aspiriant, LLC

SELL
 -
-6.24K
Closed
$361K - $419K
0 $0
Aug 06, 2020 Q2 2020
Darwin Advisors, LLC

SELL
 -
-217
Closed
$12.6K - $14.6K
0 $0
Aug 06, 2020 Q2 2020
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-168
Closed
$9.72K - $11.3K
0 $0
Jul 31, 2020 Q2 2020
West Bancorporation Inc

SELL
 -
-700
Closed
$40.5K - $47K
0 $0
Jul 31, 2020 Q2 2020
Next Capital Management LLC

SELL
 -
-3.81K
Closed
$220K - $256K
0 $0
Jul 28, 2020 Q2 2020
All Terrain Financial Advisors, LLC

Coon Rapids, MN
SELL
 -
-4K
Closed
$231K - $269K
0 $0
Jul 28, 2020 Q2 2020
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-16.9K
Closed
$977K - $1.13M
0 $0
Jul 20, 2020 Q2 2020
Lion Street Advisors, LLC

SELL
 -
-69
Closed
$3.99K - $4.63K
0 $0
Jul 17, 2020 Q2 2020
Semmax Financial Advisors Inc.

Winston Salem, NC
SELL
 -
0
Closed
$0 - $0
0 $0
Jul 14, 2020 Q2 2020
Scout Investments, Inc.

SELL
 -
-89K
Closed
$5.15M - $5.98M
0 $0
Jul 09, 2020 Q2 2020
Arden Trust CO

SELL
 -
-1.5K
Closed
$86.8K - $101K
0 $0
Jul 09, 2020 Q2 2020
Century Link Investment Management CO

SELL
 -
-19.2K
Closed
$1.11M - $1.29M
0 $0
Jul 06, 2020 Q2 2020
Municipal Employees' Retirement System Of Michigan

SELL
 -
-7.43K
Closed
$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 $435K
May 15, 2020 Q1 2020
Westwood Holdings Group Inc

Dallas, TX
SELL
 -
-42
Closed
$2.1K - $2.99K
0 $0
May 15, 2020 Q1 2020
Rice Hall James & Associates, LLC

SELL
 -
-4.87K
Closed
$244K - $347K
0 $0
May 15, 2020 Q1 2020
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-3.41K
Closed
$171K - $243K
0 $0
May 14, 2020 Q1 2020
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-348
Closed
$17.4K - $24.8K
0 $0
May 12, 2020 Q1 2020
Lavaca Capital LLC

Houston, TX
SELL
 -
-3.85K
Closed
$193K - $274K
0 $0
May 11, 2020 Q1 2020
Meitav Dash Investments LTD

SELL
 -
-5.32K
Closed
$266K - $378K
0 $0
May 11, 2020 Q1 2020
Copperwynd Financial, LLC

SELL
 -
-29.5K
Closed
$1.48M - $2.1M
0 $0
May 11, 2020 Q1 2020
First Interstate Bank

Billings, MT
SELL
 -
-955
Closed
$47.8K - $68K
0 $0
May 07, 2020 Q1 2020
Anfield Capital Management, LLC

Newport Beach, CA
SELL
 -
-450
Closed
$22.5K - $32K
0 $0
May 07, 2020 Q1 2020
Crabel Capital Management, LLC

Milwaukee, WI
SELL
 -
-7.59K
Closed
$379K - $540K
0 $0
May 06, 2020 Q1 2020
Private Ocean, LLC

SELL
 -
-368
Closed
$18.4K - $26.2K
0 $0
May 05, 2020 Q1 2020
Keystone Financial Planning, Inc.

SELL
 -
-12.7K
Closed
$636K - $906K
0 $0
May 04, 2020 Q1 2020
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-1.55K
Closed
$77.5K - $110K
0 $0
Apr 29, 2020 Q1 2020
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-31
Closed
$1.55K - $2.21K
0 $0
Apr 28, 2020 Q1 2020
American Research & Management Co.

SELL
 -
-700
Closed
$35K - $49.8K
0 $0
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-398
Closed
$19.9K - $28.3K
0 $0
Apr 22, 2020 Q1 2020
Human Investing LLC

SELL
 -
-100
Closed
$5K - $7.12K
0 $0

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