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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
9.41KNew |
$576K - $671K
|
9.41K
$638K
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.38K+ 265.97% |
$329K - $383K
|
7.4K
$501K
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4.57KNew |
$280K - $326K
|
4.57K
$310K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.48KNew |
$274K - $319K
|
4.48K
$304K
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.81K+ 12.29% |
$233K - $271K
|
34.8K
$2.36M
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.09K+ 48.85% |
$189K - $220K
|
9.41K
$638K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.11KNew |
$68.1K - $79.3K
|
1.11K
$75.3K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.01K+ 5.55% |
$62K - $72.2K
|
19.3K
$1.3M
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
506+ 8.66% |
$31K - $36.1K
|
6.35K
$430K
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
350New |
$21.4K - $24.9K
|
350
$23.7K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
347New |
$21.3K - $24.7K
|
347
$23.5K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
234New |
$14.3K - $16.7K
|
234
$15.9K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
225New |
$13.8K - $16K
|
225
$15.2K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
225New |
$13.8K - $16K
|
225
$15.2K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
200New |
$12.2K - $14.3K
|
200
$13.6K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
200+ 19.21% |
$12.2K - $14.3K
|
1.24K
$84.1K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
194New |
$11.9K - $13.8K
|
194
$13.1K
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
146+ 1.83% |
$8.94K - $10.4K
|
8.13K
$551K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
113+ 3.5% |
$6.92K - $8.05K
|
3.34K
$226K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
100+ 13.5% |
$6.12K - $7.13K
|
841
$57K
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
59+ 1.32% |
$3.61K - $4.2K
|
4.53K
$307K
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
44New |
$2.69K - $3.14K
|
44
$2.98K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
41+ 85.42% |
$2.51K - $2.92K
|
89
$6.03K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
40New |
$2.45K - $2.85K
|
40
$2.71K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
35New |
$2.14K - $2.49K
|
35
$2.37K
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
29New |
$1.78K - $2.07K
|
29
$1.96K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
25+ 0.74% |
$1.53K - $1.78K
|
3.39K
$229K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22New |
$1.35K - $1.57K
|
22
$1.49K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
8New |
$490 - $570
|
8
$542
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7New |
$429 - $499
|
7
$474
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6New |
$367 - $428
|
6
$407
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1New |
$61.2 - $71.3
|
1
$67.8
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.81% |
$61.2 - $71.3
|
124
$8.4K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.94% |
$61.2 - $71.3
|
35
$2.37K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
150KNew |
$9.5M - $10.9M
|
150K
$10.2M
|
|
Aug 11, 2023
Q1 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
64.7KNew |
$4.09M - $4.71M
|
64.7K
$4.38M
|
|
May 12, 2023
Q1 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
22KNew |
$1.39M - $1.6M
|
22K
$1.49M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
13K+ 40.91% |
$820K - $944K
|
44.7K
$3.03M
|
|
Feb 12, 2025
Q1 2023
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
8.66KNew |
$547K - $630K
|
8.66K
$587K
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6.3KNew |
$398K - $459K
|
6.3K
$427K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.93KNew |
$311K - $359K
|
4.93K
$334K
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.88KNew |
$309K - $355K
|
4.88K
$331K
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.87KNew |
$308K - $355K
|
4.87K
$330K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3.2KNew |
$202K - $233K
|
3.2K
$217K
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.05KNew |
$193K - $222K
|
3.05K
$207K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.98KNew |
$188K - $217K
|
2.98K
$202K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.47K+ 28.4% |
$156K - $180K
|
11.2K
$756K
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.35K+ 3.19% |
$85.5K - $98.4K
|
43.7K
$2.96M
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.3KNew |
$82.2K - $94.6K
|
1.3K
$88.1K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1KNew |
$63.2K - $72.8K
|
1K
$67.8K
|