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 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-218- 1.95% |
$10.6K - $13.9K
|
11K
$587K
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
19.6K+ 22.29% |
$950K - $1.25M
|
108K
$5.75M
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-58.3K- 38.84% |
$2.83M - $3.72M
|
91.9K
$4.91M
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
65.8K+ 27.73% |
$3.19M - $4.19M
|
303K
$16.2M
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
985+ 25.98% |
$47.7K - $62.8K
|
4.78K
$255K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
196+ 14.28% |
$9.49K - $12.5K
|
1.57K
$83.8K
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.7K+ 23.21% |
$131K - $172K
|
14.3K
$766K
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-4.2K- 13.04% |
$203K - $268K
|
28K
$1.5M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.51K+ 115.63% |
$461K - $606K
|
17.7K
$947K
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-150- 0.33% |
$7.27K - $9.56K
|
45.8K
$2.45M
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
12.5K+ 125.17% |
$604K - $794K
|
22.4K
$1.2M
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.23K+ 7.28% |
$59.4K - $78.2K
|
18.1K
$965K
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-277- 2.45% |
$13.4K - $17.7K
|
11K
$590K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.74K- 7.31% |
$230K - $302K
|
60.1K
$3.21M
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
150+ 46.44% |
$7.27K - $9.56K
|
473
$25.3K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24.9K+ 109.28% |
$1.2M - $1.58M
|
47.6K
$2.54M
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-435- 2.15% |
$21.1K - $27.7K
|
19.8K
$1.06M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.05K- 13.28% |
$99.4K - $131K
|
13.4K
$716K
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-34.6K- 43.39% |
$1.68M - $2.2M
|
45.1K
$2.41M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.47K- 11.87% |
$362K - $476K
|
55.5K
$2.96M
|
|
May 13, 2024
Q1 2024
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-100K- 34.13% |
$4.84M - $6.37M
|
193K
$10.3M
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-350- 5.35% |
$17K - $22.3K
|
6.2K
$331K
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
48+ 0.75% |
$2.33K - $3.06K
|
6.45K
$344K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-607- 2.03% |
$29.4K - $38.7K
|
29.3K
$1.56M
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
11.3K+ 321.62% |
$549K - $723K
|
14.9K
$794K
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
125K+ 2943.1% |
$6.06M - $7.97M
|
129K
$6.91M
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
155KNew |
$7.52M - $9.9M
|
155K
$8.3M
|
|
May 13, 2024
Q1 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
1.4K+ 32.72% |
$67.7K - $89K
|
5.67K
$303K
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
605K+ 4.57% |
$29.3M - $38.6M
|
13.8M
$740M
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.31K- 2.4% |
$209K - $275K
|
176K
$9.38M
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
5.04K+ 203.76% |
$244K - $321K
|
7.51K
$401K
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
20.1K+ 402.69% |
$973K - $1.28M
|
25.1K
$1.34M
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
361+ 9.54% |
$17.5K - $23K
|
4.14K
$221K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.66M+ 108.52% |
$129M - $170M
|
5.11M
$273M
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.75K+ 88.92% |
$278K - $366K
|
12.2K
$652K
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-859- 15.73% |
$41.6K - $54.7K
|
4.6K
$246K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
315+ 5.3% |
$15.3K - $20.1K
|
6.26K
$335K
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
934K+ 2070.49% |
$45.2M - $59.5M
|
979K
$52.3M
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
75KNew |
$3.63M - $4.78M
|
75K
$4.01M
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
29.2K+ 53.39% |
$1.42M - $1.86M
|
84K
$4.49M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.76K- 15.33% |
$134K - $176K
|
15.2K
$814K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-241K- 22.94% |
$11.7M - $15.4M
|
810K
$43.3M
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-904- 0.29% |
$43.8K - $57.6K
|
307K
$16.4M
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-247K- 38.83% |
$12M - $15.8M
|
390K
$20.8M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-678- 0.37% |
$32.8K - $43.2K
|
182K
$9.74M
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
16.4K+ 2.6% |
$792K - $1.04M
|
646K
$34.5M
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.17KNew |
$202K - $266K
|
4.17K
$223K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.5KNew |
$218K - $287K
|
4.5K
$240K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
109New |
$5.28K - $6.95K
|
109
$5.82K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
475+ 3.13% |
$23K - $30.3K
|
15.7K
$836K
|