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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-53- 0.03% |
$2.76K - $3.46K
|
174K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
4.2K+ 29.17% |
$219K - $274K
|
18.6K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-83- 0.84% |
$4.33K - $5.42K
|
9.78K
$687K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
5.09KNew |
$265K - $333K
|
5.09K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-250- 1.69% |
$13K - $16.3K
|
14.5K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
181K+ 1268.99% |
$9.42M - $11.8M
|
195K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-169- 36.27% |
$8.81K - $11K
|
297
$20.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-2.5K- 18.12% |
$130K - $163K
|
11.3K
$794K
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
10.9KNew |
$570K - $715K
|
10.9K
$769K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-79.5K- 90.49% |
$4.14M - $5.19M
|
8.35K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-4.2K- 3.76% |
$219K - $274K
|
108K
$7.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
317+ 1.76% |
$16.5K - $20.7K
|
18.4K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.55K- 9.15% |
$80.5K - $101K
|
15.3K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-10- 2.02% |
$521 - $653
|
484
$34K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.27KNew |
$171K - $214K
|
3.27K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-18.4K- 21.11% |
$956K - $1.2M
|
68.6K
$4.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
44.1K+ 108.09% |
$2.3M - $2.88M
|
84.9K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.11KNew |
$162K - $203K
|
3.11K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-153K- 67.41% |
$7.96M - $9.97M
|
73.8K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-21K- 96.32% |
$1.09M - $1.37M
|
801
$56.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2- 0.03% |
$104 - $131
|
7.4K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-20- 15.5% |
$1.04K - $1.31K
|
109
$7.66K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.7K+ 8.55% |
$88.8K - $111K
|
21.6K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-13- 0.3% |
$677 - $849
|
4.38K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
7.08KNew |
$369K - $462K
|
7.08K
$497K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
3.66K+ 20.36% |
$191K - $239K
|
21.6K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.85K+ 20.97% |
$148K - $186K
|
16.4K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.08KNew |
$160K - $201K
|
3.08K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.19KNew |
$270K - $339K
|
5.19K
$364K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.34KNew |
$174K - $218K
|
3.34K
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
549+ 3.72% |
$28.6K - $35.8K
|
15.3K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
18+ 5.47% |
$938 - $1.18K
|
347
$24.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-4.12K- 2.55% |
$215K - $269K
|
157K
$11.1M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
916+ 4.9% |
$47.7K - $59.8K
|
19.6K
$1.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-56- 7.14% |
$2.92K - $3.66K
|
728
$51.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-900- 10.83% |
$46.9K - $58.8K
|
7.41K
$520K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
17.2KNew |
$897K - $1.12M
|
17.2K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
261+ 2.02% |
$13.6K - $17K
|
13.2K
$927K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.2KNew |
$167K - $209K
|
3.2K
$225K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.4K+ 155.78% |
$698K - $874K
|
22K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6.37KNew |
$332K - $416K
|
6.37K
$447K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-58- 43.61% |
$3.02K - $3.79K
|
75
$5.27K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-410- 9.27% |
$21.4K - $26.8K
|
4.01K
$282K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-765- 11.28% |
$39.9K - $50K
|
6.02K
$422K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.66KNew |
$191K - $239K
|
3.66K
$257K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
21.4K+ 384.83% |
$1.12M - $1.4M
|
27K
$1.9M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.29KNew |
$171K - $215K
|
3.29K
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-1.51K- 11.99% |
$78.6K - $98.5K
|
11.1K
$778K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-25- 0.53% |
$1.3K - $1.63K
|
4.66K
$327K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-475- 6.0% |
$24.8K - $31K
|
7.45K
$523K
|