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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2020
Q1 2020
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.63KNew |
$81.7K - $116K
|
1.63K
$110K
|
|
| Q4 2019 | |||||||
|
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
58.3KNew |
$3.5M - $3.79M
|
58.3K
$3.93M
|
|
|
Feb 05, 2020
Q4 2019
|
Chronos Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$690K - $746K
|
11.5K
$774K
|
|
|
Feb 11, 2020
Q4 2019
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.91KNew |
$175K - $189K
|
2.91K
$196K
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
227+ 47.69% |
$13.5K - $14.9K
|
703
$47.4K
|
|
| Q2 2019 | |||||||
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
452+ 11.3% |
$24.7K - $27.8K
|
4.45K
$300K
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
4KNew |
$192K - $229K
|
4K
$270K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
11.6K+ 83.45% |
$547K - $623K
|
25.5K
$1.72M
|
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
2.16KNew |
$102K - $116K
|
2.16K
$145K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
370New |
$17.4K - $19.9K
|
370
$24.9K
|
|
|
Jan 11, 2019
Q4 2018
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
202New |
$9.52K - $10.8K
|
202
$13.6K
|
|
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
120New |
$5.65K - $6.44K
|
120
$8.09K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
72.5KNew |
$3.27M - $3.57M
|
72.5K
$4.89M
|
|
|
Oct 12, 2018
Q3 2018
|
Peoples Financial Services Corp.
|
BUY
|
- |
3.4KNew |
$154K - $168K
|
3.4K
$229K
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
United Fire Group Inc
Cedar Rapids, IA |
BUY
|
- |
90KNew |
$4.23M - $4.55M
|
90K
$6.07M
|
|
|
Oct 30, 2017
Q3 2017
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
16.2KNew |
$764K - $820K
|
16.2K
$1.09M
|
|
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1KNew |
$47K - $50.5K
|
1K
$67.4K
|
|
|
Oct 05, 2017
Q3 2017
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
658New |
$31K - $33.2K
|
658
$44.3K
|
|
|
Nov 13, 2017
Q3 2017
|
Tredje Ap Fonden
|
BUY
|
- |
1New |
$47 - $50.5
|
1
$67.4
|
|