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 17, 2021
Q1 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-131KClosed |
$7.63M - $8.8M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.43KNew |
$141K - $162K
|
2.43K
$165K
|
|
|
May 14, 2021
Q1 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.94KClosed |
$345K - $398K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-72.5KClosed |
$4.21M - $4.86M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-616Closed |
$35.7K - $41.3K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.11KClosed |
$123K - $142K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-30.6KClosed |
$1.78M - $2.05M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.63KClosed |
$152K - $176K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.77KClosed |
$219K - $253K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-3.48KClosed |
$202K - $233K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.42KClosed |
$82.5K - $95.3K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-13.9KClosed |
$806K - $931K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-3.76KClosed |
$218K - $252K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.83KClosed |
$338K - $390K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
4New |
$232 - $268
|
4
$271
|
|
|
May 10, 2021
Q1 2021
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-424KClosed |
$24.6M - $28.4M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-11KClosed |
$641K - $740K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.3KClosed |
$654K - $755K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-25.4KClosed |
$1.48M - $1.7M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-3.1KClosed |
$180K - $208K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-187Closed |
$10.9K - $12.5K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-127Closed |
$7.37K - $8.51K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$580 - $670
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-305Closed |
$17.7K - $20.4K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.03KClosed |
$118K - $136K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-3KClosed |
$174K - $201K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.26KClosed |
$189K - $218K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-44.9KClosed |
$2.61M - $3.01M
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Members Capital Advisors Inc
|
SELL
|
- |
-24.7KClosed |
$1.43M - $1.65M
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-7.35KClosed |
$427K - $492K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.13KClosed |
$65.8K - $76K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-10.9KClosed |
$635K - $733K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Steph & CO
|
SELL
|
- |
-675- 28.27% |
$39.2K - $45.2K
|
1.71K
$116K
|
|
|
Apr 14, 2021
Q1 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-9.4KClosed |
$545K - $630K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-4.36KClosed |
$253K - $292K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-640- 64.84% |
$37.1K - $42.9K
|
347
$23.5K
|
|
|
Apr 05, 2021
Q1 2021
|
Woodstock Corp
|
SELL
|
- |
-3.04KClosed |
$176K - $204K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.82KNew |
$438K - $509K
|
6.82K
$462K
|
|
|
May 17, 2021
Q4 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
CALL |
-3.5K- 53.85% |
$225K - $261K
|
3K
$204K
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-150Closed |
$9.65K - $11.2K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-459Closed |
$29.5K - $34.3K
|
0
$0
|
|
|
Mar 01, 2021
Q4 2020
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.2KNew |
$206K - $239K
|
3.2K
$217K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
515New |
$33.1K - $38.5K
|
515
$34.9K
|
|
|
Feb 16, 2021
Q4 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-56.4KClosed |
$3.63M - $4.21M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Barings LLC
|
SELL
|
- |
-3.8KClosed |
$244K - $284K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-4.45KClosed |
$286K - $333K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-12KClosed |
$772K - $897K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-260KClosed |
$16.7M - $19.4M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-450Closed |
$28.9K - $33.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.88KClosed |
$185K - $215K
|
0
$0
|
|