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 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
42K+ 3.45% |
$2.47M - $3.01M
|
1.26M
$86.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
30+ 11.81% |
$1.77K - $2.15K
|
284
$19.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-17.4K- 74.65% |
$1.02M - $1.24M
|
5.9K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.88KNew |
$170K - $206K
|
2.88K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
111KNew |
$6.54M - $7.95M
|
111K
$7.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.65KNew |
$215K - $261K
|
3.65K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-12- -0.0% |
$706 - $859
|
1.85M
$127M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.38MNew |
$258M - $314M
|
4.38M
$300M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-550- 14.37% |
$32.4K - $39.4K
|
3.28K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
338+ 1.75% |
$19.9K - $24.2K
|
19.7K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
33.9KNew |
$2M - $2.43M
|
33.9K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
244New |
$14.4K - $17.5K
|
244
$16.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.5KNew |
$676K - $822K
|
11.5K
$786K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.47K+ 1.22% |
$145K - $176K
|
205K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
22.6KNew |
$1.33M - $1.62M
|
22.6K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
410New |
$24.1K - $29.4K
|
410
$28K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
220+ 20.15% |
$12.9K - $15.8K
|
1.31K
$89.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
CALL |
3.3KNew |
$194K - $236K
|
3.3K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.07KNew |
$180K - $220K
|
3.07K
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-25.9K- 83.25% |
$1.52M - $1.85M
|
5.21K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
89.6K+ 89.77% |
$5.27M - $6.41M
|
189K
$13M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
64+ 1.28% |
$3.77K - $4.58K
|
5.07K
$346K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.74K+ 155.17% |
$102K - $125K
|
2.86K
$196K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
192New |
$11.3K - $13.7K
|
192
$13.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
150+ 34.88% |
$8.83K - $10.7K
|
580
$39.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.93KNew |
$172K - $210K
|
2.93K
$200K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.89KNew |
$170K - $207K
|
2.89K
$197K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
62New |
$3.65K - $4.44K
|
62
$4.24K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.1KNew |
$182K - $222K
|
3.1K
$212K
|
|
|
Feb 09, 2023
Q4 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-10K- 9.83% |
$589K - $716K
|
91.7K
$6.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
4.96KNew |
$292K - $355K
|
4.96K
$339K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
510New |
$30K - $36.5K
|
510
$34.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
85.4K+ 6200.0% |
$5.03M - $6.11M
|
86.8K
$5.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-190- 3.49% |
$11.2K - $13.6K
|
5.26K
$360K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
70New |
$4.12K - $5.01K
|
70
$4.79K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
500New |
$29.4K - $35.8K
|
500
$34.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
189KNew |
$11.1M - $13.5M
|
189K
$12.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.94KNew |
$173K - $210K
|
2.94K
$201K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
3.72KNew |
$219K - $267K
|
3.72K
$255K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
526New |
$31K - $37.7K
|
526
$36K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.98KNew |
$176K - $214K
|
2.98K
$204K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-58- 6.64% |
$3.41K - $4.15K
|
816
$55.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
41+ 0.65% |
$2.41K - $2.94K
|
6.31K
$431K
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.89K- 21.97% |
$111K - $135K
|
6.7K
$458K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
14New |
$824 - $1K
|
14
$958
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.97KNew |
$175K - $213K
|
2.97K
$203K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.62K- 42.08% |
$390K - $474K
|
9.12K
$624K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21- 0.26% |
$1.24K - $1.5K
|
7.91K
$541K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.94KNew |
$173K - $210K
|
2.94K
$201K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
599New |
$35.3K - $42.9K
|
599
$41K
|