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 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
195New |
$12.2K - $13.4K
|
195
$14.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
38+ 0.79% |
$2.37K - $2.62K
|
4.86K
$350K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
80KNew |
$4.91M - $5.65M
|
80K
$5.77M
|
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
8.1KNew |
$498K - $572K
|
8.1K
$584K
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
745New |
$45.8K - $52.6K
|
745
$53.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
602New |
$37K - $42.5K
|
602
$43.4K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
110New |
$6.76K - $7.77K
|
110
$7.93K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
89New |
$5.47K - $6.28K
|
89
$6.42K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28+ 0.71% |
$1.72K - $1.98K
|
3.97K
$286K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.13KNew |
$468K - $517K
|
7.13K
$514K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5New |
$329 - $363
|
5
$361
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.43KNew |
$141K - $162K
|
2.43K
$175K
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
4New |
$232 - $268
|
4
$288
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.82KNew |
$438K - $509K
|
6.82K
$492K
|
|
|
Mar 01, 2021
Q4 2020
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.2KNew |
$206K - $239K
|
3.2K
$231K
|
|
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.46KNew |
$93.9K - $109K
|
1.46K
$105K
|
|
|
Jan 12, 2021
Q4 2020
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
530+ 17.43% |
$34.1K - $39.6K
|
3.57K
$257K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
515New |
$33.1K - $38.5K
|
515
$37.1K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
972New |
$61.5K - $70.4K
|
972
$70.1K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.11K+ 7.0% |
$64.3K - $74.6K
|
17K
$1.22M
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
149New |
$8.62K - $10K
|
149
$10.7K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
5.4K+ 490.91% |
$270K - $384K
|
6.5K
$469K
|
|
|
Apr 22, 2020
Q1 2020
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.63KNew |
$81.7K - $116K
|
1.63K
$118K
|
|
| Q4 2019 | |||||||
|
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
58.3KNew |
$3.5M - $3.79M
|
58.3K
$4.2M
|
|
|
Feb 05, 2020
Q4 2019
|
Chronos Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$690K - $746K
|
11.5K
$829K
|
|
|
Feb 11, 2020
Q4 2019
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.91KNew |
$175K - $189K
|
2.91K
$209K
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
227+ 47.69% |
$13.5K - $14.9K
|
703
$50.7K
|
|
| Q2 2019 | |||||||
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
452+ 11.3% |
$24.7K - $27.8K
|
4.45K
$321K
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
4KNew |
$192K - $229K
|
4K
$288K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
11.6K+ 83.45% |
$547K - $623K
|
25.5K
$1.84M
|
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
2.16KNew |
$102K - $116K
|
2.16K
$155K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
370New |
$17.4K - $19.9K
|
370
$26.7K
|
|
|
Jan 11, 2019
Q4 2018
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
202New |
$9.52K - $10.8K
|
202
$14.6K
|
|
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
120New |
$5.65K - $6.44K
|
120
$8.65K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
72.5KNew |
$3.27M - $3.57M
|
72.5K
$5.23M
|
|
|
Oct 12, 2018
Q3 2018
|
Peoples Financial Services Corp.
|
BUY
|
- |
3.4KNew |
$154K - $168K
|
3.4K
$245K
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
United Fire Group Inc
Cedar Rapids, IA |
BUY
|
- |
90KNew |
$4.23M - $4.55M
|
90K
$6.49M
|
|
|
Oct 30, 2017
Q3 2017
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
16.2KNew |
$764K - $820K
|
16.2K
$1.17M
|
|
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1KNew |
$47K - $50.5K
|
1K
$72.1K
|
|
|
Oct 05, 2017
Q3 2017
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
658New |
$31K - $33.2K
|
658
$47.4K
|
|
|
Nov 13, 2017
Q3 2017
|
Tredje Ap Fonden
|
BUY
|
- |
1New |
$47 - $50.5
|
1
$72.1
|
|