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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.39KNew |
$212K - $279K
|
4.39K
$317K
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.06KNew |
$197K - $259K
|
4.06K
$294K
|
|
May 15, 2024
Q1 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
3.94KNew |
$191K - $251K
|
3.94K
$285K
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.77K+ 15.98% |
$183K - $241K
|
27.4K
$1.98M
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
PUT |
3.3KNew |
$160K - $210K
|
3.3K
$239K
|
|
May 13, 2024
Q1 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
1.4K+ 32.72% |
$67.7K - $89K
|
5.67K
$410K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
783+ 14.78% |
$37.9K - $49.9K
|
6.08K
$440K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
706New |
$34.2K - $45K
|
706
$51.1K
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
450+ 1.15% |
$21.8K - $28.7K
|
39.7K
$2.87M
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
206New |
$9.98K - $13.1K
|
206
$14.9K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
193New |
$9.35K - $12.3K
|
193
$14K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
76New |
$3.68K - $4.84K
|
76
$5.5K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
75New |
$3.63K - $4.78K
|
75
$5.43K
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36+ 3.11% |
$1.74K - $2.29K
|
1.19K
$86.3K
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
21New |
$1.02K - $1.34K
|
21
$1.52K
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
19+ 0.47% |
$920 - $1.21K
|
4.1K
$297K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17+ 54.84% |
$823 - $1.08K
|
48
$3.47K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
356K+ 683.25% |
$19.6M - $22.5M
|
408K
$29.5M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
146KNew |
$8.04M - $9.25M
|
146K
$10.6M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
104KNew |
$5.7M - $6.56M
|
104K
$7.5M
|
|
Feb 14, 2024
Q4 2023
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
94.9KNew |
$5.22M - $6.01M
|
94.9K
$6.87M
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
85.7K+ 245.22% |
$4.72M - $5.43M
|
121K
$8.74M
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
84.8KNew |
$4.67M - $5.37M
|
84.8K
$6.14M
|
|
Feb 13, 2024
Q4 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
58.6KNew |
$3.23M - $3.71M
|
58.6K
$4.25M
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
52.5KNew |
$2.89M - $3.32M
|
52.5K
$3.8M
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
21.1K+ 20.73% |
$1.16M - $1.33M
|
123K
$8.88M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.22K+ 135.26% |
$507K - $584K
|
16K
$1.16M
|
|
Feb 14, 2024
Q4 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
8.38KNew |
$461K - $531K
|
8.38K
$606K
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.8KNew |
$429K - $494K
|
7.8K
$565K
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
7.39KNew |
$407K - $468K
|
7.39K
$535K
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
7.24KNew |
$398K - $458K
|
7.24K
$524K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.76KNew |
$372K - $428K
|
6.76K
$489K
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.69KNew |
$368K - $423K
|
6.69K
$484K
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.41K+ 60.99% |
$353K - $406K
|
16.9K
$1.23M
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
6.32KNew |
$348K - $400K
|
6.32K
$458K
|
|
Feb 13, 2024
Q4 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
6K+ 30.0% |
$330K - $380K
|
26K
$1.88M
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.78K+ 72187.5% |
$318K - $366K
|
5.78K
$419K
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
5.64K+ 6.09% |
$311K - $357K
|
98.3K
$7.12M
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.45KNew |
$245K - $282K
|
4.45K
$322K
|
|
Jan 10, 2024
Q4 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.25K+ 5.01% |
$234K - $269K
|
89.2K
$6.46M
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
4.21KNew |
$232K - $266K
|
4.21K
$305K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.16KNew |
$229K - $263K
|
4.16K
$301K
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.16KNew |
$229K - $263K
|
4.16K
$301K
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.01KNew |
$221K - $254K
|
4.01K
$290K
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
3.93KNew |
$216K - $249K
|
3.93K
$285K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.89KNew |
$214K - $246K
|
3.89K
$281K
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.61KNew |
$199K - $229K
|
3.61K
$261K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.53KNew |
$194K - $223K
|
3.53K
$255K
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.41KNew |
$188K - $216K
|
3.41K
$247K
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.38KNew |
$186K - $214K
|
3.38K
$245K
|