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 |
---|---|---|---|---|---|---|---|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
76New |
$3.68K - $4.84K
|
76
$4.06K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
75New |
$3.63K - $4.78K
|
75
$4.01K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
62New |
$3K - $3.95K
|
62
$3.31K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57New |
$2.76K - $3.63K
|
57
$3.04K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
56+ 1.34% |
$2.71K - $3.57K
|
4.25K
$227K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
54+ 1.42% |
$2.62K - $3.44K
|
3.87K
$206K
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
53+ 0.39% |
$2.57K - $3.38K
|
13.8K
$735K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
51+ 0.84% |
$2.47K - $3.25K
|
6.11K
$326K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 128.21% |
$2.42K - $3.19K
|
89
$4.75K
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
48+ 0.75% |
$2.33K - $3.06K
|
6.45K
$344K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
47+ 0.56% |
$2.28K - $3K
|
8.48K
$453K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45+ 0.09% |
$2.18K - $2.87K
|
52.5K
$2.8M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
42+ 0.24% |
$2.03K - $2.68K
|
17.5K
$935K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
37+ 0.74% |
$1.79K - $2.36K
|
5.05K
$270K
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36+ 3.11% |
$1.74K - $2.29K
|
1.19K
$63.7K
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
31+ 0.45% |
$1.5K - $1.98K
|
6.85K
$366K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
30New |
$1.45K - $1.91K
|
30
$1.6K
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
29+ 0.34% |
$1.4K - $1.85K
|
8.65K
$462K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
29+ 2.75% |
$1.4K - $1.85K
|
1.09K
$57.9K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28+ 0.6% |
$1.36K - $1.78K
|
4.71K
$252K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
25+ 0.74% |
$1.21K - $1.59K
|
3.41K
$182K
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
21New |
$1.02K - $1.34K
|
21
$1.12K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
21+ 0.52% |
$1.02K - $1.34K
|
4.04K
$216K
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
19+ 0.47% |
$920 - $1.21K
|
4.1K
$219K
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
19+ 1.49% |
$920 - $1.21K
|
1.29K
$69K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17+ 54.84% |
$823 - $1.08K
|
48
$2.56K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 106.67% |
$775 - $1.02K
|
31
$1.66K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 0.34% |
$775 - $1.02K
|
4.79K
$256K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 0.44% |
$678 - $892
|
3.2K
$171K
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.87% |
$484 - $637
|
1.16K
$62K
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10+ 0.95% |
$484 - $637
|
1.06K
$56.6K
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
9+ 0.12% |
$436 - $574
|
7.8K
$416K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 4.15% |
$436 - $574
|
226
$12.1K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 20.0% |
$339 - $446
|
42
$2.24K
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
7+ 0.11% |
$339 - $446
|
6.15K
$328K
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
7+ 1.35% |
$339 - $446
|
525
$28K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 0.88% |
$291 - $382
|
690
$36.9K
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6+ 0.87% |
$291 - $382
|
696
$37.2K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.79% |
$291 - $382
|
766
$40.9K
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
6+ 0.09% |
$291 - $382
|
6.86K
$366K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 71.43% |
$242 - $319
|
12
$641
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 12.82% |
$242 - $319
|
44
$2.35K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5+ 0.1% |
$242 - $319
|
5.23K
$279K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$194 - $255
|
6.24K
$333K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
4+ 0.08% |
$194 - $255
|
4.98K
$266K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.33% |
$194 - $255
|
1.22K
$65.3K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 1.29% |
$145 - $191
|
236
$12.6K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 50.0% |
$96.9 - $127
|
6
$320
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.85% |
$96.9 - $127
|
237
$12.7K
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
2+ 0.02% |
$96.9 - $127
|
13.1K
$699K
|