Latest Institutional Purchases of Xcel Energy Inc (XEL)
This list provides information on the latest institutional transactions involving Xcel Energy Inc (XEL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
4.21KNew |
$232K - $266K
|
4.21K
$221K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.16KNew |
$229K - $263K
|
4.16K
$218K
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.16KNew |
$229K - $263K
|
4.16K
$218K
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.07KNew |
$224K - $257K
|
4.07K
$213K
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.01KNew |
$221K - $254K
|
4.01K
$210K
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
3.98KNew |
$219K - $252K
|
3.98K
$209K
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
3.93KNew |
$216K - $249K
|
3.93K
$206K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.89KNew |
$214K - $246K
|
3.89K
$204K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.78KNew |
$208K - $239K
|
3.78K
$198K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.75KNew |
$206K - $237K
|
3.75K
$196K
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.67KNew |
$202K - $232K
|
3.67K
$192K
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.61KNew |
$199K - $229K
|
3.61K
$189K
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.55KNew |
$196K - $225K
|
3.55K
$186K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.55KNew |
$195K - $225K
|
3.55K
$186K
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.53KNew |
$194K - $223K
|
3.53K
$185K
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
3.45KNew |
$190K - $218K
|
3.45K
$181K
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.41KNew |
$188K - $216K
|
3.41K
$179K
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.38KNew |
$186K - $214K
|
3.38K
$177K
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
3.35KNew |
$184K - $212K
|
3.35K
$175K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.35KNew |
$184K - $212K
|
3.35K
$175K
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.34KNew |
$184K - $211K
|
3.34K
$175K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.34KNew |
$184K - $211K
|
3.34K
$175K
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.31KNew |
$182K - $210K
|
3.31K
$173K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.31KNew |
$182K - $209K
|
3.31K
$173K
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.3KNew |
$182K - $209K
|
3.3K
$173K
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.3KNew |
$181K - $209K
|
3.3K
$173K
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
3.28KNew |
$181K - $208K
|
3.28K
$172K
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.28KNew |
$180K - $208K
|
3.28K
$172K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.24KNew |
$123K - $142K
|
2.24K
$117K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.44K+ 34.74% |
$79.1K - $91.1K
|
5.58K
$292K
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
1.3K+ 35.14% |
$71.5K - $82.3K
|
5K
$262K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.26KNew |
$69.5K - $80K
|
1.26K
$66.2K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.08K+ 6.16% |
$59.2K - $68.1K
|
18.5K
$971K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1K+ 84.18% |
$55K - $63.3K
|
2.19K
$115K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
990New |
$54.5K - $62.7K
|
990
$51.9K
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
932+ 23.28% |
$51.3K - $59K
|
4.94K
$259K
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
912+ 19.7% |
$50.2K - $57.8K
|
5.54K
$291K
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
774+ 4.32% |
$42.6K - $49K
|
18.7K
$980K
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
600+ 11.55% |
$33K - $38K
|
5.8K
$304K
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
600+ 182.37% |
$33K - $38K
|
929
$48.7K
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
595+ 14.19% |
$32.7K - $37.7K
|
4.79K
$251K
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
592+ 190.97% |
$32.6K - $37.5K
|
902
$47.3K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
556New |
$30.6K - $35.2K
|
556
$29.2K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
551+ 12.27% |
$30.3K - $34.9K
|
5.04K
$264K
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
551+ 9.08% |
$30.3K - $34.9K
|
6.62K
$347K
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
544+ 13.74% |
$29.9K - $34.5K
|
4.5K
$236K
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
518New |
$28.5K - $32.8K
|
518
$27.2K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
494New |
$27.2K - $31.3K
|
494
$25.9K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
465New |
$25.6K - $29.4K
|
465
$24.4K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
407New |
$22.4K - $25.8K
|
407
$21.3K
|