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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
146KNew |
$8.04M - $9.25M
|
146K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
84.8KNew |
$4.67M - $5.37M
|
84.8K
$5.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.78K+ 72187.5% |
$318K - $366K
|
5.78K
$406K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.41K+ 60.99% |
$353K - $406K
|
16.9K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
4.21KNew |
$232K - $266K
|
4.21K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
544+ 13.74% |
$29.9K - $34.5K
|
4.5K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 5.65% |
$1.43K - $1.65K
|
486
$34.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.61KNew |
$199K - $229K
|
3.61K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.8KNew |
$429K - $494K
|
7.8K
$548K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
7.39KNew |
$407K - $468K
|
7.39K
$519K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
465New |
$25.6K - $29.4K
|
465
$32.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
171+ 31.32% |
$9.41K - $10.8K
|
717
$50.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6New |
$330 - $380
|
6
$421
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.16KNew |
$229K - $263K
|
4.16K
$292K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1- 33.33% |
$55 - $63.3
|
2
$140
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-497- 11.81% |
$27.3K - $31.5K
|
3.71K
$261K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.34KNew |
$184K - $211K
|
3.34K
$234K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
6.32KNew |
$348K - $400K
|
6.32K
$444K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
58New |
$3.19K - $3.67K
|
58
$4.07K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-25- 4.74% |
$1.38K - $1.58K
|
502
$35.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
600+ 11.55% |
$33K - $38K
|
5.8K
$407K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-512- 12.54% |
$28.2K - $32.4K
|
3.57K
$251K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.9K- 32.07% |
$159K - $183K
|
6.14K
$431K
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
27+ 0.65% |
$1.49K - $1.71K
|
4.2K
$295K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
80New |
$4.4K - $5.07K
|
80
$5.62K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
264New |
$14.5K - $16.7K
|
264
$18.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-122K- 95.8% |
$6.7M - $7.71M
|
5.34K
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.24KNew |
$123K - $142K
|
2.24K
$157K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-581- 0.24% |
$32K - $36.8K
|
238K
$16.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.92K- 24.68% |
$215K - $248K
|
12K
$840K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-13- 4.15% |
$715 - $823
|
300
$21.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-7- 6.86% |
$385 - $443
|
95
$6.67K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
287New |
$15.8K - $18.2K
|
287
$20.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-734- 8.6% |
$40.4K - $46.5K
|
7.8K
$548K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.86KNew |
$268K - $308K
|
4.86K
$342K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$5.5K - $6.33K
|
100
$7.02K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
396New |
$21.8K - $25.1K
|
396
$27.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-350- 8.47% |
$19.3K - $22.2K
|
3.78K
$266K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.3KNew |
$181K - $209K
|
3.3K
$232K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
29.9KNew |
$1.65M - $1.89M
|
29.9K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-4- 0.05% |
$220 - $253
|
7.68K
$539K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.76KNew |
$372K - $428K
|
6.76K
$475K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-6.41K- 15.06% |
$353K - $406K
|
36.1K
$2.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37New |
$2.04K - $2.34K
|
37
$2.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.22K+ 135.26% |
$507K - $584K
|
16K
$1.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
405New |
$22.3K - $25.6K
|
405
$28.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-230K- 23.83% |
$12.6M - $14.6M
|
735K
$51.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-217- 12.95% |
$11.9K - $13.7K
|
1.46K
$102K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2.15K- 98.85% |
$118K - $136K
|
25
$1.76K
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
5.64K+ 6.09% |
$311K - $357K
|
98.3K
$6.9M
|