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 |
---|---|---|---|---|---|---|---|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.01KClosed |
$66.4K - $73.3K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-612Closed |
$40.2K - $44.4K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-525Closed |
$34.5K - $38.1K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-438Closed |
$28.8K - $31.8K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-423Closed |
$27.8K - $30.7K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-319Closed |
$21K - $23.2K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-269Closed |
$17.7K - $19.5K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-237Closed |
$15.6K - $17.2K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-167Closed |
$11K - $12.1K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-111Closed |
$7.29K - $8.06K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-100Closed |
$6.57K - $7.26K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-65Closed |
$4.27K - $4.72K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-46Closed |
$3.02K - $3.34K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-31Closed |
$2.04K - $2.25K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-27Closed |
$1.77K - $1.96K
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-424KClosed |
$24.6M - $28.4M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-131KClosed |
$7.63M - $8.8M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-72.5KClosed |
$4.21M - $4.86M
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-44.9KClosed |
$2.61M - $3.01M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-30.6KClosed |
$1.78M - $2.05M
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-25.4KClosed |
$1.48M - $1.7M
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Members Capital Advisors Inc
|
SELL
|
- |
-24.7KClosed |
$1.43M - $1.65M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-13.9KClosed |
$806K - $931K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.3KClosed |
$654K - $755K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-11KClosed |
$641K - $740K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-10.9KClosed |
$635K - $733K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-9.4KClosed |
$545K - $630K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-7.35KClosed |
$427K - $492K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.94KClosed |
$345K - $398K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.83KClosed |
$338K - $390K
|
0
$0
|
|
Jun 09, 2021
Q1 2021
|
Founders Capital Management
|
SELL
|
- |
-5.57K- 69.04% |
$323K - $373K
|
2.5K
$174K
|
|
Mar 17, 2022
Q1 2021
|
Retirement Solution Inc.
|
SELL
|
- |
-4.43KClosed |
$257K - $297K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-4.36KClosed |
$253K - $292K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.77KClosed |
$219K - $253K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-3.76KClosed |
$218K - $252K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-3.48KClosed |
$202K - $233K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.26KClosed |
$189K - $218K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-3.1KClosed |
$180K - $208K
|
0
$0
|
|
Apr 05, 2021
Q1 2021
|
Woodstock Corp
|
SELL
|
- |
-3.04KClosed |
$176K - $204K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-3KClosed |
$174K - $201K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.63KClosed |
$152K - $176K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.11KClosed |
$123K - $142K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.03KClosed |
$118K - $136K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.42KClosed |
$82.5K - $95.3K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.13KClosed |
$65.8K - $76K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Steph & CO
|
SELL
|
- |
-675- 28.27% |
$39.2K - $45.2K
|
1.71K
$119K
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-640- 64.84% |
$37.1K - $42.9K
|
347
$24.1K
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-616Closed |
$35.7K - $41.3K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-588Closed |
$34.1K - $39.4K
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-490Closed |
$28.4K - $32.8K
|
0
$0
|