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
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 22, 2020 Q1 2020
Human Investing LLC

SELL
 -
-100
Closed
$5K - $7.12K
0 $0
Apr 22, 2020 Q1 2020
Hanseatic Management Services Inc

BUY
 -
1.63K
New
$81.7K - $116K
1.63K $113K
Apr 17, 2020 Q1 2020
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-200
Closed
$10K - $14.2K
0 $0
Q4 2019
Oct 02, 2024 Q4 2019
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
58.3K
New
$3.5M - $3.79M
58.3K $4.03M
Feb 11, 2020 Q4 2019
Cranbrook Wealth Management, LLC

BUY
 -
2.91K
New
$175K - $189K
2.91K $201K
Feb 11, 2020 Q4 2019
Enlightenment Research, LLC

Saddle Brook, NJ
SELL
 -
-3.6K
Closed
$216K - $234K
0 $0
Feb 10, 2020 Q4 2019
Nelson Capital Management, LLC

SELL
 -
-1.66K
Closed
$99.8K - $108K
0 $0
Feb 05, 2020 Q4 2019
Chronos Wealth Management, LLC

BUY
 -
11.5K
New
$690K - $746K
11.5K $794K
Jan 30, 2020 Q4 2019
Litman Gregory Wealth Management LLC

SELL
 -
-47
Closed
$2.82K - $3.05K
0 $0
Jan 30, 2020 Q4 2019
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-199
Closed
$12K - $12.9K
0 $0
Jan 28, 2020 Q4 2019
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-266
Closed
$16K - $17.3K
0 $0
Jan 27, 2020 Q4 2019
Osborne Partners Capital Management, LLC

SELL
 -
-3.15K
Closed
$189K - $205K
0 $0
Jan 24, 2020 Q4 2019
Stack Financial Management, Inc

SELL
 -
-195K
Closed
$11.7M - $12.6M
0 $0
Jan 17, 2020 Q4 2019
Canandaigua National Bank & Trust CO

Canandaigua, NY
SELL
 -
-4.85K
Closed
$291K - $315K
0 $0
Jan 16, 2020 Q4 2019
Price Capital Management, Inc.

Lafayette, LA
SELL
 -
-18.7K
Closed
$1.12M - $1.21M
0 $0
Jan 13, 2020 Q4 2019
Tuttle Capital Management, LLC

SELL
 -
-3.96K
Closed
$238K - $257K
0 $0
Q3 2019
Mar 16, 2021 Q3 2019
Axiom Investment Management LLC

New York, NY
SELL
 -
-9.93K
Closed
$590K - $653K
0 $0
Nov 14, 2019 Q3 2019
Barclays PLC

London, X0
SELL
 CALL
-700
- 77.78%
$41.6K - $46.1K
200 $13.8K
Nov 14, 2019 Q3 2019
Fred Alger Management, LLC

New York, NY
SELL
 -
-308
Closed
$18.3K - $20.3K
0 $0
Nov 14, 2019 Q3 2019
Trustmark National Bank Trust Department

Jackson, MS
SELL
 -
-413
Closed
$24.5K - $27.2K
0 $0
Nov 14, 2019 Q3 2019
Lord, Abbett & Co. LLC

Jersey City, NJ
SELL
 -
-306K
Closed
$18.2M - $20.2M
0 $0
Nov 13, 2019 Q3 2019
Centiva Capital, LP

New York, NY
SELL
 PUT
-11.3K
Closed
$672K - $744K
0 $0
Nov 06, 2019 Q3 2019
Everett Harris & CO

SELL
 -
-8.9K
Closed
$529K - $586K
0 $0
Nov 05, 2019 Q3 2019
Griffin Asset Management, Inc.

SELL
 -
-315
Closed
$18.7K - $20.7K
0 $0
Oct 31, 2019 Q3 2019
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-1.5K
Closed
$89.1K - $98.7K
0 $0
Oct 30, 2019 Q3 2019
Essex Savings Bank

SELL
 -
-34
Closed
$2.02K - $2.24K
0 $0
Oct 30, 2019 Q3 2019
Executive Wealth Management, LLC

BUY
 -
227
+ 47.69%
$13.5K - $14.9K
703 $48.6K
Oct 23, 2019 Q3 2019
Archford Capital Strategies, LLC

SELL
 -
-495
Closed
$29.4K - $32.6K
0 $0
Oct 17, 2019 Q3 2019
Sawyer & Company, Inc

SELL
 -
-6.82K
Closed
$405K - $449K
0 $0
Oct 11, 2019 Q3 2019
Clarus Wealth Advisors

SELL
 -
-6.09K
Closed
$362K - $401K
0 $0
Oct 10, 2019 Q3 2019
Legacy Advisors, LLC

SELL
 -
-731
Closed
$43.4K - $48.1K
0 $0
Oct 09, 2019 Q3 2019
Seven Bridge Financial Group, LLC

SELL
 -
-364
Closed
$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 $308K
Aug 13, 2019 Q2 2019
Icon Wealth Partners, LLC

SELL
 -
-75
Closed
$4.1K - $4.62K
0 $0
Aug 13, 2019 Q2 2019
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-120
Closed
$6.56K - $7.38K
0 $0
Aug 12, 2019 Q2 2019
Prw Wealth Management LLC

SELL
 -
-50
Closed
$2.73K - $3.08K
0 $0
Aug 12, 2019 Q2 2019
Bruderman Asset Management, LLC

Locust Valley, NY
SELL
 -
-542
Closed
$29.6K - $33.4K
0 $0
Aug 07, 2019 Q2 2019
Banco Santander, S.A.

SELL
 -
-981K
Closed
$53.6M - $60.4M
0 $0
Aug 07, 2019 Q2 2019
Alera Investment Advisors, LLC

SELL
 -
-147
Closed
$8.04K - $9.05K
0 $0

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