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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.34KNew |
$174K - $218K
|
3.34K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.32KNew |
$173K - $217K
|
3.32K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.29KNew |
$172K - $215K
|
3.29K
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.29KNew |
$171K - $215K
|
3.29K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.27KNew |
$171K - $214K
|
3.27K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.2KNew |
$167K - $209K
|
3.2K
$217K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.18KNew |
$166K - $207K
|
3.18K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.17KNew |
$165K - $207K
|
3.17K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.16KNew |
$165K - $206K
|
3.16K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
3.15KNew |
$164K - $206K
|
3.15K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.11KNew |
$162K - $203K
|
3.11K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.08KNew |
$160K - $201K
|
3.08K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.91K+ 116.71% |
$151K - $190K
|
5.39K
$366K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
2.67KNew |
$139K - $175K
|
2.67K
$181K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.67KNew |
$139K - $175K
|
2.67K
$181K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.5K+ 269.43% |
$130K - $163K
|
3.43K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.95KNew |
$102K - $127K
|
1.95K
$132K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.7K+ 8.55% |
$88.8K - $111K
|
21.6K
$1.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.17K+ 3900.0% |
$61K - $76.4K
|
1.2K
$81.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
769New |
$40.1K - $50.2K
|
769
$52.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
744New |
$38.8K - $48.6K
|
744
$50.4K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
662New |
$34.5K - $43.2K
|
662
$44.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
589+ 13.39% |
$30.7K - $38.5K
|
4.99K
$338K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
549+ 3.72% |
$28.6K - $35.8K
|
15.3K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$26.1K - $32.7K
|
500
$33.9K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
466+ 12.01% |
$24.3K - $30.4K
|
4.35K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
382New |
$19.9K - $24.9K
|
382
$25.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
351+ 9.33% |
$18.3K - $22.9K
|
4.11K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
317+ 1.76% |
$16.5K - $20.7K
|
18.4K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
277New |
$14.4K - $18.1K
|
277
$18.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
261+ 2.02% |
$13.6K - $17K
|
13.2K
$895K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
219+ 3.7% |
$11.4K - $14.3K
|
6.13K
$415K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
186New |
$9.69K - $12.1K
|
186
$12.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
154+ 31.17% |
$8.02K - $10.1K
|
648
$43.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
133+ 0.96% |
$6.93K - $8.68K
|
14K
$948K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
129New |
$6.72K - $8.42K
|
129
$8.74K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
98New |
$5.11K - $6.4K
|
98
$6.64K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
41+ 256.25% |
$2.14K - $2.68K
|
57
$3.86K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
39New |
$2.03K - $2.55K
|
39
$2.64K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13New |
$677 - $849
|
13
$881
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12+ 1.5% |
$625 - $784
|
812
$55K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
10New |
$521 - $653
|
10
$678
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10+ 0.2% |
$521 - $653
|
4.93K
$334K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 2.25% |
$313 - $392
|
273
$18.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.48% |
$104 - $131
|
137
$9.29K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.24% |
$52.1 - $65.3
|
412
$27.9K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$52.1 - $65.3
|
1
$67.8
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$52.1 - $65.3
|
1
$67.8
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
51.9KNew |
$2.73M - $2.94M
|
51.9K
$3.52M
|
|