Latest Institutional Transactions on Xcel Energy Inc (XEL)
This table provides information on the latest institutional transactions involving Xcel Energy Inc (XEL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.63K- 4.96% |
$350K - $411K
|
108K
$7.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
160+ 2.6% |
$9.95K - $11.7K
|
6.32K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
116+ 2.77% |
$7.21K - $8.46K
|
4.31K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.41K+ 19.07% |
$87.6K - $103K
|
8.8K
$617K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
58+ 1.53% |
$3.61K - $4.23K
|
3.85K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.93K+ 23.57% |
$120K - $141K
|
10.1K
$708K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.27K+ 32.16% |
$141K - $166K
|
9.35K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.99K- 92.29% |
$372K - $437K
|
500
$35K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.53K- 3.21% |
$95K - $111K
|
46.1K
$3.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.87K+ 11.49% |
$489K - $574K
|
76.4K
$5.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.51K- 99.91% |
$218K - $256K
|
3
$210
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
711+ 17.93% |
$44.2K - $51.8K
|
4.68K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7+ 7.53% |
$435 - $510
|
100
$7.01K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-20- 4.68% |
$1.24K - $1.46K
|
407
$28.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
75+ 1.93% |
$4.66K - $5.47K
|
3.97K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
231+ 4.05% |
$14.4K - $16.8K
|
5.94K
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-33K- 80.53% |
$2.05M - $2.41M
|
7.99K
$560K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.06K- 2.1% |
$128K - $150K
|
95.9K
$6.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.8K+ 33.11% |
$112K - $132K
|
7.25K
$508K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
133+ 4.83% |
$8.27K - $9.7K
|
2.89K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.59KNew |
$410K - $481K
|
6.59K
$462K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
366+ 2.8% |
$22.8K - $26.7K
|
13.4K
$941K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
2.16K+ 56.11% |
$134K - $157K
|
6K
$421K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 7.46% |
$311 - $365
|
62
$4.35K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-23K- 9.99% |
$1.43M - $1.68M
|
207K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
290+ 1.33% |
$18K - $21.1K
|
22.1K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
23+ 0.62% |
$1.43K - $1.68K
|
3.71K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
206+ 6.68% |
$12.8K - $15K
|
3.29K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-631- 10.07% |
$39.2K - $46K
|
5.64K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-172- 0.41% |
$10.7K - $12.5K
|
42K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 6.06% |
$124 - $146
|
31
$2.17K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.06KNew |
$190K - $223K
|
3.06K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-353- 5.41% |
$21.9K - $25.7K
|
6.17K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
51+ 1275.0% |
$3.17K - $3.72K
|
55
$3.85K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
10+ 0.29% |
$622 - $729
|
3.46K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.73K+ 7.33% |
$170K - $199K
|
39.9K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-150- 2.25% |
$9.32K - $10.9K
|
6.52K
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
832+ 15.79% |
$51.7K - $60.7K
|
6.1K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.43KNew |
$213K - $250K
|
3.43K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
504+ 566.29% |
$31.3K - $36.8K
|
593
$41.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.52K- 8.96% |
$343K - $402K
|
56K
$3.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
151+ 0.66% |
$9.39K - $11K
|
23.1K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.14K- 47.74% |
$257K - $302K
|
4.53K
$318K
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-2.4K- 1.48% |
$149K - $175K
|
160K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-30- 0.91% |
$1.86K - $2.19K
|
3.27K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-426- 86.59% |
$26.5K - $31.1K
|
66
$4.63K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-419- 6.34% |
$26K - $30.6K
|
6.19K
$434K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.11K+ 4.78% |
$380K - $446K
|
134K
$9.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
534+ 14.8% |
$33.2K - $38.9K
|
4.14K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-540- 0.7% |
$33.6K - $39.4K
|
77K
$5.4M
|