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 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
56New |
$3.54K - $4.08K
|
56
$3.93K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30- 11.54% |
$1.9K - $2.18K
|
230
$16.2K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.38K- 21.91% |
$87.4K - $101K
|
4.93K
$346K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.4K- 7.47% |
$88.4K - $102K
|
17.3K
$1.22M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-15.2K- 21.66% |
$958K - $1.1M
|
54.8K
$3.85M
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
371+ 1.03% |
$23.5K - $27K
|
36.5K
$2.56M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
115+ 3.7% |
$7.27K - $8.37K
|
3.22K
$226K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.18% |
$63.2 - $72.8
|
567
$39.8K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3.2KNew |
$202K - $233K
|
3.2K
$225K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
59+ 1.75% |
$3.73K - $4.29K
|
3.44K
$241K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.31K- 41.92% |
$146K - $168K
|
3.2K
$225K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-242- 7.51% |
$15.3K - $17.6K
|
2.98K
$209K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 1.67% |
$63.2 - $72.8
|
61
$4.28K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-9.64K- 47.41% |
$610K - $702K
|
10.7K
$751K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.79K- 11.84% |
$113K - $131K
|
13.4K
$938K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-200- 3.2% |
$12.6K - $14.6K
|
6.05K
$425K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.87KNew |
$308K - $355K
|
4.87K
$342K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
49New |
$3.1K - $3.57K
|
49
$3.44K
|
|
|
Apr 25, 2023
Q1 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-58- 1.14% |
$3.67K - $4.22K
|
5.04K
$354K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-3.22M- 99.89% |
$203M - $234M
|
3.55K
$249K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
250New |
$15.8K - $18.2K
|
250
$17.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
100+ 2.27% |
$6.32K - $7.28K
|
4.5K
$316K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-270- 7.72% |
$17.1K - $19.7K
|
3.23K
$227K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-62- 78.48% |
$3.92K - $4.51K
|
17
$1.19K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
26+ 0.73% |
$1.64K - $1.89K
|
3.61K
$253K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.05KNew |
$193K - $222K
|
3.05K
$214K
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6.3KNew |
$398K - $459K
|
6.3K
$443K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.47K+ 28.4% |
$156K - $180K
|
11.2K
$784K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.93KNew |
$311K - $359K
|
4.93K
$346K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
127+ 0.72% |
$8.03K - $9.24K
|
17.8K
$1.25M
|
|
| Q4 2022 | |||||||
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-7.88KClosed |
$464K - $564K
|
0
$0
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
947New |
$55.7K - $67.8K
|
947
$66.5K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
27New |
$1.59K - $1.93K
|
27
$1.9K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.9KClosed |
$229K - $279K
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
14.5KNew |
$853K - $1.04M
|
14.5K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
35.6KNew |
$2.1M - $2.55M
|
35.6K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
254+ 1.78% |
$15K - $18.2K
|
14.5K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-605- 13.26% |
$35.6K - $43.3K
|
3.96K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
42K+ 3.45% |
$2.47M - $3.01M
|
1.26M
$88.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
30+ 11.81% |
$1.77K - $2.15K
|
284
$19.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-17.4K- 74.65% |
$1.02M - $1.24M
|
5.9K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.88KNew |
$170K - $206K
|
2.88K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.65KNew |
$215K - $261K
|
3.65K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-12- -0.0% |
$706 - $859
|
1.85M
$130M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.38MNew |
$258M - $314M
|
4.38M
$308M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-550- 14.37% |
$32.4K - $39.4K
|
3.28K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
338+ 1.75% |
$19.9K - $24.2K
|
19.7K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
33.9KNew |
$2M - $2.43M
|
33.9K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
244New |
$14.4K - $17.5K
|
244
$17.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.5KNew |
$676K - $822K
|
11.5K
$807K
|
|