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 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-9.68K- 43.53% |
$620K - $749K
|
12.6K
$840K
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
44.8KNew |
$2.87M - $3.47M
|
44.8K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
23.7K+ 88.67% |
$1.52M - $1.83M
|
50.4K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
110New |
$7.04K - $8.52K
|
110
$7.36K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.06KNew |
$388K - $469K
|
6.06K
$405K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
5New |
$320 - $387
|
5
$334
|
|
|
Nov 14, 2022
Q3 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
6.65KNew |
$425K - $515K
|
6.65K
$445K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.71K- 26.61% |
$110K - $133K
|
4.73K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-19.1K- 2.01% |
$1.22M - $1.48M
|
932K
$62.3M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
555K+ 32.2% |
$35.5M - $43M
|
2.28M
$152M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-835KClosed |
$53.4M - $64.6M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
5.05KNew |
$323K - $391K
|
5.05K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-91.8K- 96.52% |
$5.88M - $7.11M
|
3.31K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
60New |
$3.84K - $4.64K
|
60
$4.01K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
CALL |
17.4KNew |
$1.11M - $1.35M
|
17.4K
$1.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-442K- 99.69% |
$28.3M - $34.2M
|
1.36K
$91K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
9.71K+ 73.17% |
$622K - $752K
|
23K
$1.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
12.6KNew |
$806K - $975K
|
12.6K
$843K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
209New |
$13.4K - $16.2K
|
209
$14K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.25KNew |
$208K - $251K
|
3.25K
$217K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-1.25K- 59.98% |
$80K - $96.8K
|
834
$55.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
662New |
$42.4K - $51.2K
|
662
$44.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-37- 3.57% |
$2.37K - $2.86K
|
1K
$66.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
964New |
$61.7K - $74.6K
|
964
$64.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
500New |
$32K - $38.7K
|
500
$33.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.5KNew |
$96K - $116K
|
1.5K
$100K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-300- 0.5% |
$19.2K - $23.2K
|
59.4K
$3.97M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.83KNew |
$501K - $606K
|
7.83K
$524K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
950+ 0.38% |
$60.8K - $73.5K
|
251K
$16.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.03K+ 32.91% |
$66K - $79.9K
|
4.17K
$279K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.38KNew |
$216K - $261K
|
3.38K
$226K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.37K+ 526.54% |
$87.6K - $106K
|
1.63K
$109K
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
250+ 7.83% |
$16K - $19.4K
|
3.44K
$230K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
5.59KNew |
$358K - $433K
|
5.59K
$374K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
16New |
$1.02K - $1.24K
|
16
$1.07K
|
|
|
Oct 21, 2022
Q3 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
2.64KNew |
$169K - $204K
|
2.64K
$177K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
202New |
$12.9K - $15.6K
|
202
$13.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
3.83KNew |
$245K - $296K
|
3.83K
$256K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
500New |
$32K - $38.7K
|
500
$33.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-54- 0.42% |
$3.46K - $4.18K
|
12.8K
$853K
|
|
|
Oct 13, 2022
Q3 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
15New |
$960 - $1.16K
|
15
$1K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-94- 59.87% |
$6.02K - $7.28K
|
63
$4.21K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-56Closed |
$3.58K - $4.28K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-36Closed |
$2.3K - $2.75K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-1Closed |
$63.9 - $76.3
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-5.1KClosed |
$326K - $389K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-889- 2.55% |
$56.8K - $67.9K
|
33.9K
$2.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.22KClosed |
$78K - $93.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-5.1KClosed |
$326K - $389K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
800New |
$51.1K - $61.1K
|
800
$53.5K
|
|