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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-605- 3.96% |
$37.1K - $43.1K
|
14.7K
$1.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-500- 11.83% |
$30.6K - $35.6K
|
3.73K
$259K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-354- 2.39% |
$21.7K - $25.2K
|
14.5K
$1.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-119- 10.36% |
$7.29K - $8.48K
|
1.03K
$71.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-110- 2.62% |
$6.74K - $7.84K
|
4.09K
$284K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-102- 38.06% |
$6.25K - $7.27K
|
166
$11.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 50.0% |
$6.12K - $7.13K
|
100
$6.95K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-86- 2.12% |
$5.27K - $6.13K
|
3.98K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-77- 1.75% |
$4.72K - $5.49K
|
4.31K
$300K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-24- 0.72% |
$1.47K - $1.71K
|
3.31K
$230K
|
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
SELL
|
- |
-21- 0.39% |
$1.29K - $1.5K
|
5.4K
$375K
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
SELL
|
- |
-20- 0.19% |
$1.22K - $1.43K
|
10.7K
$740K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-18- 3.38% |
$1.1K - $1.28K
|
515
$35.8K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-3.22M- 99.89% |
$203M - $234M
|
3.55K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-211K- 11.28% |
$13.3M - $15.3M
|
1.66M
$115M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-15.2K- 21.66% |
$958K - $1.1M
|
54.8K
$3.81M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-9.64K- 47.41% |
$610K - $702K
|
10.7K
$743K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.31K- 41.92% |
$146K - $168K
|
3.2K
$222K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.79K- 11.84% |
$113K - $131K
|
13.4K
$928K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.4K- 7.47% |
$88.4K - $102K
|
17.3K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.38K- 21.91% |
$87.4K - $101K
|
4.93K
$342K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.34K- 30.86% |
$84.5K - $97.2K
|
2.99K
$208K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500- 50.0% |
$31.6K - $36.4K
|
500
$34.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-270- 7.72% |
$17.1K - $19.7K
|
3.23K
$224K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-242- 7.51% |
$15.3K - $17.6K
|
2.98K
$207K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-200- 3.2% |
$12.6K - $14.6K
|
6.05K
$420K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-178- 5.63% |
$11.3K - $13K
|
2.98K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-150- 3.22% |
$9.48K - $10.9K
|
4.51K
$313K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-103- 2.6% |
$6.51K - $7.5K
|
3.85K
$267K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-78- 2.56% |
$4.93K - $5.68K
|
2.97K
$207K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-62- 78.48% |
$3.92K - $4.51K
|
17
$1.18K
|
|
|
Apr 25, 2023
Q1 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-58- 1.14% |
$3.67K - $4.22K
|
5.04K
$350K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-33- 0.99% |
$2.09K - $2.4K
|
3.3K
$229K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30- 11.54% |
$1.9K - $2.18K
|
230
$16K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-25.9K- 83.25% |
$1.52M - $1.85M
|
5.21K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-17.4K- 74.65% |
$1.02M - $1.24M
|
5.9K
$410K
|
|
|
Feb 09, 2023
Q4 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-10K- 9.83% |
$589K - $716K
|
91.7K
$6.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-9.87KClosed |
$581K - $706K
|
0
$0
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-7.88KClosed |
$464K - $564K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.62K- 42.08% |
$390K - $474K
|
9.12K
$633K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.9KClosed |
$229K - $279K
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.89K- 21.97% |
$111K - $135K
|
6.7K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-605- 13.26% |
$35.6K - $43.3K
|
3.96K
$275K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-600- 8.83% |
$35.3K - $43K
|
6.2K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-550- 14.37% |
$32.4K - $39.4K
|
3.28K
$228K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-190- 3.49% |
$11.2K - $13.6K
|
5.26K
$365K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-58- 6.64% |
$3.41K - $4.15K
|
816
$56.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21- 0.26% |
$1.24K - $1.5K
|
7.91K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-12- -0.0% |
$706 - $859
|
1.85M
$129M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-835KClosed |
$53.4M - $64.6M
|
0
$0
|
|