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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
PUT |
3.3KNew |
$160K - $210K
|
3.3K
$221K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
783+ 14.78% |
$37.9K - $49.9K
|
6.08K
$407K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
150+ 2.89% |
$7.27K - $9.56K
|
5.35K
$357K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
9.5KNew |
$460K - $605K
|
9.5K
$635K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-62- 18.08% |
$3K - $3.95K
|
281
$18.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-170- 39.08% |
$8.23K - $10.8K
|
265
$17.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.39K- 21.44% |
$116K - $152K
|
8.76K
$586K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
706New |
$34.2K - $45K
|
706
$47.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.78K- 96.84% |
$86K - $113K
|
58
$3.88K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
617+ 15.35% |
$29.9K - $39.3K
|
4.64K
$310K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
450+ 1.15% |
$21.8K - $28.7K
|
39.7K
$2.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
7+ 0.11% |
$339 - $446
|
6.15K
$411K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-300- 5.27% |
$14.5K - $19.1K
|
5.39K
$360K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.89KNew |
$188K - $248K
|
3.89K
$260K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.47K- 41.86% |
$71.4K - $93.9K
|
2.05K
$137K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36+ 3.11% |
$1.74K - $2.29K
|
1.19K
$79.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
15.4KNew |
$745K - $980K
|
15.4K
$1.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
4.59K+ 1.48% |
$222K - $292K
|
315K
$21M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-18.9KClosed |
$914K - $1.2M
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-120- 7.42% |
$5.81K - $7.65K
|
1.5K
$100K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
206New |
$9.98K - $13.1K
|
206
$13.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.14K- 18.54% |
$104K - $136K
|
9.39K
$628K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-308- 1.55% |
$14.9K - $19.6K
|
19.5K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
75New |
$3.63K - $4.78K
|
75
$5.02K
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
33.8KNew |
$1.64M - $2.15M
|
33.8K
$2.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
64.5KNew |
$3.12M - $4.11M
|
64.5K
$4.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-41.6K- 35.91% |
$2.01M - $2.65M
|
74.2K
$4.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Polianta LTD
|
BUY
|
- |
21.5KNew |
$1.04M - $1.37M
|
21.5K
$1.44M
|
|
| Q4 2023 | |||||||
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.53KNew |
$194K - $223K
|
3.53K
$236K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
592+ 190.97% |
$32.6K - $37.5K
|
902
$60.3K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15New |
$825 - $950
|
15
$1K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
73New |
$4.02K - $4.62K
|
73
$4.88K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.45KNew |
$245K - $282K
|
4.45K
$298K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-4.61K- 69.57% |
$254K - $292K
|
2.02K
$135K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-400- 4.61% |
$22K - $25.3K
|
8.27K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-21.8K- 32.21% |
$1.2M - $1.38M
|
45.8K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
94.9KNew |
$5.22M - $6.01M
|
94.9K
$6.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
92+ 0.08% |
$5.06K - $5.83K
|
117K
$7.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
9.53KNew |
$524K - $603K
|
9.53K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-219- 4.0% |
$12.1K - $13.9K
|
5.26K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
104KNew |
$5.7M - $6.56M
|
104K
$6.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
518New |
$28.5K - $32.8K
|
518
$34.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
21.1K+ 20.73% |
$1.16M - $1.33M
|
123K
$8.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
246New |
$13.5K - $15.6K
|
246
$16.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-133K- 40.0% |
$7.34M - $8.44M
|
200K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.41KNew |
$188K - $216K
|
3.41K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
356K+ 683.25% |
$19.6M - $22.5M
|
408K
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
7.24KNew |
$398K - $458K
|
7.24K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-245- 47.85% |
$13.5K - $15.5K
|
267
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
85.7K+ 245.22% |
$4.72M - $5.43M
|
121K
$8.07M
|
|