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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-831- 63.15% |
$43.7K - $47.2K
|
485
$31.3K
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
320+ 0.85% |
$16.8K - $18.2K
|
37.9K
$2.45M
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
453K+ 3.27% |
$23.8M - $25.7M
|
14.3M
$923M
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-44.9K- 1.84% |
$2.36M - $2.55M
|
2.4M
$155M
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
6.26KNew |
$329K - $355K
|
6.26K
$404K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 11.35% |
$97.2K - $105K
|
14.4K
$933K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.58K+ 53.45% |
$451K - $487K
|
24.6K
$1.59M
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
334+ 7.63% |
$17.5K - $19K
|
4.71K
$304K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-476- 7.6% |
$25K - $27K
|
5.79K
$374K
|
|
Aug 09, 2024
Q2 2024
|
Bruce & Co., Inc.
Chicago, IL |
BUY
|
- |
3K+ 1.55% |
$158K - $170K
|
196K
$12.7M
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.91M- 16.9% |
$153M - $165M
|
14.3M
$923M
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
175K+ 10.4% |
$9.17M - $9.91M
|
1.85M
$120M
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-137K- 54.35% |
$7.22M - $7.79M
|
115K
$7.45M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-43- 1.11% |
$2.26K - $2.44K
|
3.82K
$247K
|
|
Aug 09, 2024
Q2 2024
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
83.8K+ 77.69% |
$4.4M - $4.75M
|
192K
$12.4M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-25- 0.53% |
$1.31K - $1.42K
|
4.68K
$302K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2- 0.03% |
$105 - $113
|
7.82K
$505K
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.28K- 3.15% |
$120K - $129K
|
70.1K
$4.52M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14.1K+ 140.17% |
$739K - $798K
|
24.1K
$1.56M
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.6K- 79.01% |
$767K - $829K
|
3.88K
$251K
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-25K- 71.63% |
$1.31M - $1.42M
|
9.9K
$639K
|
|
Aug 09, 2024
Q2 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-358- 3.88% |
$18.8K - $20.3K
|
8.86K
$572K
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.25KNew |
$223K - $241K
|
4.25K
$275K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7.8K- 42.18% |
$409K - $442K
|
10.7K
$690K
|
|
Aug 09, 2024
Q2 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-28.6K- 17.58% |
$1.5M - $1.62M
|
134K
$8.66M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.96K+ 619.41% |
$208K - $225K
|
4.6K
$297K
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.3M+ 120.21% |
$68.2M - $73.7M
|
2.38M
$154M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
729K+ 59.88% |
$38.3M - $41.3M
|
1.95M
$126M
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-731K- 17.46% |
$38.4M - $41.5M
|
3.46M
$223M
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
466+ 2.85% |
$24.5K - $26.4K
|
16.8K
$1.09M
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-1.3M- 87.33% |
$68.5M - $74M
|
189K
$12.2M
|
|
Aug 08, 2024
Q2 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-30.5K- 16.0% |
$1.6M - $1.73M
|
160K
$10.3M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-774- 4.07% |
$40.7K - $43.9K
|
18.3K
$1.18M
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-7.9K- 0.48% |
$415K - $448K
|
1.64M
$106M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.3K- 8.41% |
$68.2K - $73.7K
|
14.1K
$914K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
7.7KNew |
$405K - $437K
|
7.7K
$497K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
60.7K+ 99.52% |
$3.19M - $3.44M
|
122K
$7.86M
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.98KNew |
$262K - $283K
|
4.98K
$322K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-693- 14.22% |
$36.4K - $39.3K
|
4.18K
$270K
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
548+ 0.59% |
$28.8K - $31.1K
|
93.1K
$6.01M
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-30.3K- 90.56% |
$1.59M - $1.72M
|
3.16K
$204K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.26K- 26.18% |
$66.1K - $71.4K
|
3.55K
$229K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.94K+ 29.21% |
$102K - $110K
|
8.56K
$553K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
809+ 18.99% |
$42.5K - $45.9K
|
5.07K
$327K
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
523K+ 18.5% |
$27.5M - $29.7M
|
3.35M
$216M
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-23- 0.12% |
$1.21K - $1.31K
|
19.1K
$1.24M
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
894+ 4.67% |
$47K - $50.7K
|
20K
$1.29M
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.57K+ 36.2% |
$135K - $146K
|
9.66K
$624K
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1- 0.03% |
$52.5 - $56.7
|
3.81K
$246K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.18K- 27.29% |
$61.9K - $66.9K
|
3.14K
$203K
|