Latest Institutional Sells of Xcel Energy Inc (XEL)
This list provides information on the latest institutional transactions involving Xcel Energy Inc (XEL) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-512- 12.54% |
$28.2K - $32.4K
|
3.57K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-497- 11.81% |
$27.3K - $31.5K
|
3.71K
$267K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-400- 4.61% |
$22K - $25.3K
|
8.27K
$595K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-350- 8.47% |
$19.3K - $22.2K
|
3.78K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-245- 47.85% |
$13.5K - $15.5K
|
267
$19.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-219- 4.0% |
$12.1K - $13.9K
|
5.26K
$378K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-217- 12.95% |
$11.9K - $13.7K
|
1.46K
$105K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-133- 0.99% |
$7.32K - $8.42K
|
13.3K
$958K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-53- 21.2% |
$2.92K - $3.36K
|
197
$14.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-25- 4.74% |
$1.38K - $1.58K
|
502
$36.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-13- 4.15% |
$715 - $823
|
300
$21.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-7- 6.86% |
$385 - $443
|
95
$6.83K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-4- 0.05% |
$220 - $253
|
7.68K
$552K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1- 33.33% |
$55 - $63.3
|
2
$144
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-184K- 85.89% |
$10.2M - $12M
|
30.2K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-11.8K- 16.44% |
$653K - $767K
|
59.8K
$4.3M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.42K- 16.47% |
$524K - $615K
|
47.8K
$3.44M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.91KClosed |
$273K - $320K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-4.03K- 2.68% |
$224K - $263K
|
146K
$10.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-3K- 23.08% |
$167K - $196K
|
10K
$719K
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-2.69K- 28.08% |
$149K - $175K
|
6.88K
$495K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-767- 3.26% |
$42.6K - $50K
|
22.8K
$1.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-200- 29.85% |
$11.1K - $13K
|
470
$33.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-150- 1.32% |
$8.34K - $9.78K
|
11.2K
$805K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-142- 2.25% |
$7.89K - $9.26K
|
6.16K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-137- 3.4% |
$7.62K - $8.93K
|
3.9K
$280K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-121- 17.39% |
$6.73K - $7.89K
|
575
$41.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-100- 50.0% |
$5.56K - $6.52K
|
100
$7.19K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-8- 80.0% |
$445 - $522
|
2
$144
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5- 35.71% |
$278 - $326
|
9
$647
|
|
| Q2 2023 | |||||||
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-165K- 27.16% |
$10.1M - $11.8M
|
443K
$31.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-92K- 3.12% |
$5.63M - $6.56M
|
2.86M
$206M
|
|
|
Aug 14, 2023
Q2 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-73.3K- 78.4% |
$4.49M - $5.23M
|
20.2K
$1.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-21.4K- 12.36% |
$1.31M - $1.52M
|
152K
$10.9M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19K- 64.95% |
$1.16M - $1.35M
|
10.3K
$737K
|
|
|
Aug 04, 2023
Q2 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-15.3K- 2.88% |
$937K - $1.09M
|
516K
$37.1M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.14KClosed |
$376K - $437K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-4.45K- 69.67% |
$272K - $317K
|
1.94K
$139K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-2.79K- 14.15% |
$171K - $199K
|
17K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.28K- 12.45% |
$78.4K - $91.2K
|
9K
$647K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.04K- 16.68% |
$63.9K - $74.3K
|
5.21K
$375K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-1.02K- 1.17% |
$62.7K - $73K
|
86.4K
$6.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-831- 94.32% |
$50.9K - $59.2K
|
50
$3.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-750- 15.11% |
$45.9K - $53.5K
|
4.21K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-702- 9.14% |
$43K - $50K
|
6.98K
$502K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-633- 8.79% |
$38.8K - $45.1K
|
6.57K
$472K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-605- 3.96% |
$37.1K - $43.1K
|
14.7K
$1.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-500- 11.83% |
$30.6K - $35.6K
|
3.73K
$268K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-354- 2.39% |
$21.7K - $25.2K
|
14.5K
$1.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-119- 10.36% |
$7.29K - $8.48K
|
1.03K
$74.1K
|
|