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 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
549+ 3.72% |
$28.6K - $35.8K
|
15.3K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$26.1K - $32.7K
|
500
$36.2K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
466+ 12.01% |
$24.3K - $30.4K
|
4.35K
$315K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
351+ 9.33% |
$18.3K - $22.9K
|
4.11K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
317+ 1.76% |
$16.5K - $20.7K
|
18.4K
$1.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
277New |
$14.4K - $18.1K
|
277
$20.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
261+ 2.02% |
$13.6K - $17K
|
13.2K
$956K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
219+ 3.7% |
$11.4K - $14.3K
|
6.13K
$444K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
186New |
$9.69K - $12.1K
|
186
$13.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
154+ 31.17% |
$8.02K - $10.1K
|
648
$46.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
133+ 0.96% |
$6.93K - $8.68K
|
14K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
129New |
$6.72K - $8.42K
|
129
$9.34K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
98New |
$5.11K - $6.4K
|
98
$7.09K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
41+ 256.25% |
$2.14K - $2.68K
|
57
$4.13K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
39New |
$2.03K - $2.55K
|
39
$2.82K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13New |
$677 - $849
|
13
$941
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12+ 1.5% |
$625 - $784
|
812
$58.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
10New |
$521 - $653
|
10
$724
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10+ 0.2% |
$521 - $653
|
4.93K
$357K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 2.25% |
$313 - $392
|
273
$19.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.48% |
$104 - $131
|
137
$9.92K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.24% |
$52.1 - $65.3
|
412
$29.8K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$52.1 - $65.3
|
1
$72.4
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$52.1 - $65.3
|
1
$72.4
|
|
|
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
$3.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
41KNew |
$2.15M - $2.33M
|
41K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
39.4K+ 29.81% |
$2.07M - $2.24M
|
172K
$12.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
37.9KNew |
$1.99M - $2.15M
|
37.9K
$2.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
26.1KNew |
$1.37M - $1.48M
|
26.1K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
20.1KNew |
$1.06M - $1.14M
|
20.1K
$1.46M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
14.5K+ 391.89% |
$762K - $823K
|
18.2K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
13.3KNew |
$700K - $756K
|
13.3K
$964K
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
8.76K+ 34.3% |
$460K - $497K
|
34.3K
$2.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.66K+ 60.35% |
$455K - $491K
|
23K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.54KNew |
$449K - $484K
|
8.54K
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
7.6K+ 98.7% |
$399K - $431K
|
15.3K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.83KNew |
$306K - $331K
|
5.83K
$422K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.08K+ 48.4% |
$267K - $288K
|
15.6K
$1.13M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5K+ 2261.54% |
$263K - $284K
|
5.22K
$378K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.08KNew |
$214K - $231K
|
4.08K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.69K+ 31.17% |
$194K - $210K
|
15.5K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.14K+ 317.91% |
$165K - $178K
|
4.13K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.56K+ 13.6% |
$134K - $145K
|
21.4K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
2.2K+ 9.17% |
$116K - $125K
|
26.2K
$1.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.03KNew |
$106K - $115K
|
2.03K
$147K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.18K+ 18.33% |
$62.2K - $67.2K
|
7.64K
$553K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
931+ 1.04% |
$48.9K - $52.8K
|
90.7K
$6.57M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
825+ 1330.65% |
$43.3K - $46.8K
|
887
$64.2K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
652New |
$34.2K - $37K
|
652
$47.2K
|
|