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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-200- 8.74% |
$10.4K - $13.1K
|
2.09K
$140K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-66- 1.12% |
$3.44K - $4.31K
|
5.84K
$391K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.24% |
$52.1 - $65.3
|
412
$27.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12+ 1.5% |
$625 - $784
|
812
$54.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-313- 7.14% |
$16.3K - $20.4K
|
4.07K
$272K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-65- 3.68% |
$3.39K - $4.24K
|
1.7K
$114K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.92K+ 41.72% |
$204K - $256K
|
13.3K
$891K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 10.3% |
$1.25K - $1.57K
|
257
$17.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-106- 0.11% |
$5.52K - $6.92K
|
93K
$6.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
3.35KNew |
$174K - $219K
|
3.35K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-153- 1.84% |
$7.97K - $9.99K
|
8.14K
$544K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
589+ 13.39% |
$30.7K - $38.5K
|
4.99K
$334K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
41+ 256.25% |
$2.14K - $2.68K
|
57
$3.81K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
845+ 497.06% |
$44K - $55.2K
|
1.02K
$67.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
98New |
$5.11K - $6.4K
|
98
$6.55K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.16KNew |
$164K - $206K
|
3.16K
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-31.9K- 16.61% |
$1.66M - $2.08M
|
160K
$10.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
219+ 3.7% |
$11.4K - $14.3K
|
6.13K
$410K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.48% |
$104 - $131
|
137
$9.16K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.35KNew |
$175K - $219K
|
3.35K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- 0.68% |
$208 - $261
|
580
$38.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-177- 3.77% |
$9.22K - $11.6K
|
4.52K
$302K
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.5KNew |
$182K - $228K
|
3.5K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.8K- 2.25% |
$1.29M - $1.62M
|
1.08M
$72.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.9K+ 9.69% |
$567K - $711K
|
123K
$8.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
39New |
$2.03K - $2.55K
|
39
$2.61K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$52.1 - $65.3
|
1
$66.9
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 2.25% |
$313 - $392
|
273
$18.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
769New |
$40.1K - $50.2K
|
769
$51.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
15+ 0.64% |
$782 - $980
|
2.35K
$157K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
133+ 0.96% |
$6.93K - $8.68K
|
14K
$935K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
3.17KNew |
$165K - $207K
|
3.17K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
6.9K+ 82.14% |
$360K - $451K
|
15.3K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.29KNew |
$172K - $215K
|
3.29K
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
158+ 478.79% |
$8.23K - $10.3K
|
191
$12.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 4.35% |
$521 - $653
|
220
$14.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.38KNew |
$280K - $351K
|
5.38K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6- 31.58% |
$313 - $392
|
13
$869
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-25- 0.98% |
$1.3K - $1.63K
|
2.53K
$169K
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$52.1 - $65.3
|
28.9K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.99KNew |
$208K - $260K
|
3.99K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-100- 1.17% |
$5.21K - $6.53K
|
8.48K
$567K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-111- 31.18% |
$5.78K - $7.25K
|
245
$16.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.14K+ 1.46% |
$216K - $270K
|
287K
$19.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
2.67KNew |
$139K - $175K
|
2.67K
$179K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.5K+ 269.43% |
$130K - $163K
|
3.43K
$230K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
676+ 11.52% |
$35.2K - $44.1K
|
6.54K
$438K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.18KNew |
$166K - $207K
|
3.18K
$212K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10+ 0.2% |
$521 - $653
|
4.93K
$330K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$52.1 - $65.3
|
1
$66.9
|