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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
410New |
$24.1K - $29.4K
|
410
$27.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
338+ 1.75% |
$19.9K - $24.2K
|
19.7K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
254+ 1.78% |
$15K - $18.2K
|
14.5K
$982K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
244New |
$14.4K - $17.5K
|
244
$16.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
228New |
$13.4K - $16.3K
|
228
$15.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
220+ 20.15% |
$12.9K - $15.8K
|
1.31K
$88.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
215New |
$12.7K - $15.4K
|
215
$14.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
192New |
$11.3K - $13.7K
|
192
$13K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
150+ 34.88% |
$8.83K - $10.7K
|
580
$39.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
150New |
$8.83K - $10.7K
|
150
$10.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
100New |
$5.89K - $7.16K
|
100
$6.78K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
71+ 43.29% |
$4.18K - $5.08K
|
235
$15.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
70New |
$4.12K - $5.01K
|
70
$4.74K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
64+ 1.28% |
$3.77K - $4.58K
|
5.07K
$343K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
62New |
$3.65K - $4.44K
|
62
$4.2K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
62New |
$3.65K - $4.44K
|
62
$4.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
41+ 0.65% |
$2.41K - $2.94K
|
6.31K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
30+ 11.81% |
$1.77K - $2.15K
|
284
$19.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
28New |
$1.65K - $2K
|
28
$1.9K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
27New |
$1.59K - $1.93K
|
27
$1.83K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
14New |
$824 - $1K
|
14
$949
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
555K+ 32.2% |
$35.5M - $43M
|
2.28M
$154M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
44.8KNew |
$2.87M - $3.47M
|
44.8K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
23.7K+ 88.67% |
$1.52M - $1.83M
|
50.4K
$3.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
CALL |
17.4KNew |
$1.11M - $1.35M
|
17.4K
$1.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
12.6KNew |
$806K - $975K
|
12.6K
$854K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
9.71K+ 73.17% |
$622K - $752K
|
23K
$1.56M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.83KNew |
$501K - $606K
|
7.83K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
6.65KNew |
$425K - $515K
|
6.65K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.06KNew |
$388K - $469K
|
6.06K
$411K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
5.59KNew |
$358K - $433K
|
5.59K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
5.05KNew |
$323K - $391K
|
5.05K
$342K
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
3.83KNew |
$245K - $296K
|
3.83K
$259K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.38KNew |
$216K - $261K
|
3.38K
$229K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.25KNew |
$208K - $251K
|
3.25K
$220K
|
|
|
Oct 21, 2022
Q3 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
2.64KNew |
$169K - $204K
|
2.64K
$179K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.37K+ 526.54% |
$87.6K - $106K
|
1.63K
$110K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.03K+ 32.91% |
$66K - $79.9K
|
4.17K
$282K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
964New |
$61.7K - $74.6K
|
964
$65.3K
|
|
|
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
$44.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
500New |
$32K - $38.7K
|
500
$33.9K
|
|
|
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
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
209+ 1.43% |
$13.4K - $16.2K
|
14.8K
$1M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
202New |
$12.9K - $15.6K
|
202
$13.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
110New |
$7.04K - $8.52K
|
110
$7.45K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
60New |
$3.84K - $4.64K
|
60
$4.07K
|
|
|
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
$1.02K
|
|