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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
950+ 0.38% |
$60.8K - $73.5K
|
251K
$17M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
662New |
$42.4K - $51.2K
|
662
$44.7K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
500New |
$32K - $38.7K
|
500
$33.8K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
500New |
$32K - $38.7K
|
500
$33.8K
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
256+ 7.02% |
$16.4K - $19.8K
|
3.9K
$264K
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
250+ 7.83% |
$16K - $19.4K
|
3.44K
$232K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
209+ 1.43% |
$13.4K - $16.2K
|
14.8K
$1M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
209New |
$13.4K - $16.2K
|
209
$14.1K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
202New |
$12.9K - $15.6K
|
202
$13.6K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
110New |
$7.04K - $8.52K
|
110
$7.43K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
60New |
$3.84K - $4.64K
|
60
$4.05K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
58+ 123.4% |
$3.71K - $4.49K
|
105
$7.09K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
16New |
$1.02K - $1.24K
|
16
$1.08K
|
|
Oct 13, 2022
Q3 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
15New |
$960 - $1.16K
|
15
$1.01K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
5New |
$320 - $387
|
5
$338
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
96.6KNew |
$6.17M - $7.37M
|
96.6K
$6.52M
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
73KNew |
$4.66M - $5.57M
|
73K
$4.93M
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
37.2KNew |
$2.38M - $2.84M
|
37.2K
$2.51M
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
17.7KNew |
$1.13M - $1.35M
|
17.7K
$1.2M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
15.7KNew |
$1M - $1.2M
|
15.7K
$1.06M
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
10.7KNew |
$684K - $817K
|
10.7K
$722K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
7.07KNew |
$452K - $540K
|
7.07K
$477K
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
5.91KNew |
$378K - $451K
|
5.91K
$399K
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
4.14KNew |
$265K - $316K
|
4.14K
$280K
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.12KNew |
$263K - $314K
|
4.12K
$278K
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
4.07KNew |
$260K - $311K
|
4.07K
$275K
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
3.29KNew |
$210K - $251K
|
3.29K
$222K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
3.07KNew |
$196K - $235K
|
3.07K
$207K
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.93KNew |
$187K - $224K
|
2.93K
$198K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.58KNew |
$165K - $197K
|
2.58K
$174K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.14KNew |
$137K - $163K
|
2.14K
$144K
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
2.14K+ 23.14% |
$137K - $163K
|
11.4K
$767K
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.66KNew |
$106K - $127K
|
1.66K
$112K
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.3K+ 11.4% |
$83K - $99.1K
|
12.7K
$856K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.28K+ 5.88% |
$81.9K - $97.9K
|
23.1K
$1.56M
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.2KNew |
$76.7K - $91.6K
|
1.2K
$81K
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.13KNew |
$71.9K - $85.9K
|
1.13K
$76K
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
906New |
$57.9K - $69.2K
|
906
$61.2K
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
823+ 108.86% |
$52.6K - $62.8K
|
1.58K
$107K
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
800New |
$51.1K - $61.1K
|
800
$54K
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
703+ 15.97% |
$44.9K - $53.7K
|
5.1K
$345K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
671New |
$42.9K - $51.2K
|
671
$45.3K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
621New |
$39.7K - $47.4K
|
621
$41.9K
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
323+ 10.64% |
$20.6K - $24.7K
|
3.36K
$227K
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
259New |
$16.6K - $19.8K
|
259
$17.5K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
230New |
$14.7K - $17.6K
|
230
$15.5K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
100+ 303.03% |
$6.39K - $7.63K
|
133
$8.98K
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
35New |
$2.24K - $2.67K
|
35
$2.36K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
32+ 10.19% |
$2.05K - $2.44K
|
346
$23.4K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
17New |
$1.09K - $1.3K
|
17
$1.15K
|