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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.11KClosed |
$71.7K - $80K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$13K - $14.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-76Closed |
$4.93K - $5.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
160KNew |
$10.4M - $11.6M
|
160K
$10.9M
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-7.85KClosed |
$509K - $568K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
PUT |
-100KClosed |
$6.48M - $7.23M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-5- 0.15% |
$324 - $362
|
3.42K
$234K
|
|
|
May 16, 2022
Q1 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-103KClosed |
$6.69M - $7.46M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
PUT |
-130KClosed |
$8.43M - $9.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-50.5KClosed |
$3.27M - $3.65M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-3.45KClosed |
$224K - $249K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
353New |
$22.9K - $25.5K
|
353
$24.1K
|
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.39KNew |
$220K - $245K
|
3.39K
$232K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-300Closed |
$19.4K - $21.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-3.68KClosed |
$239K - $266K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
304New |
$19.7K - $22K
|
304
$20.8K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-157Closed |
$10.2K - $11.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-568- 12.43% |
$36.8K - $41.1K
|
4K
$274K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50Closed |
$3.24K - $3.62K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-132Closed |
$8.56K - $9.55K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
35.1KNew |
$2.28M - $2.54M
|
35.1K
$2.4M
|
|
|
May 10, 2022
Q1 2022
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-7.05KClosed |
$457K - $510K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-200Closed |
$13K - $14.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
19.3KNew |
$1.25M - $1.4M
|
19.3K
$1.32M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
37+ 24.18% |
$2.4K - $2.68K
|
190
$13K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-162Closed |
$10.5K - $11.7K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-20- 2.4% |
$1.3K - $1.45K
|
812
$55.5K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.77KClosed |
$374K - $418K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-199Closed |
$12.9K - $14.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
24.8KNew |
$1.61M - $1.79M
|
24.8K
$1.69M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
2.88KNew |
$186K - $208K
|
2.88K
$197K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-5Closed |
$324 - $362
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.16KClosed |
$269K - $300K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-400- 50.0% |
$25.9K - $28.9K
|
400
$27.4K
|
|
|
May 02, 2022
Q1 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-4.75KClosed |
$308K - $343K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-159- 3.61% |
$10.3K - $11.5K
|
4.24K
$290K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2.38KNew |
$154K - $172K
|
2.38K
$163K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-417Closed |
$27K - $30.2K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-400Closed |
$25.9K - $28.9K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
535+ 15.49% |
$34.7K - $38.7K
|
3.99K
$273K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
4+ 0.65% |
$259 - $289
|
620
$42.4K
|
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-3.66KClosed |
$237K - $265K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
250New |
$15.6K - $17.2K
|
250
$17.1K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-700Closed |
$43.7K - $48.3K
|
0
$0
|
|
|
Mar 15, 2022
Q4 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-1K- 22.24% |
$62.4K - $69K
|
3.5K
$239K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250New |
$15.6K - $17.2K
|
250
$17.1K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
3.7KNew |
$231K - $255K
|
3.7K
$253K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.55KClosed |
$159K - $175K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-145Closed |
$9.05K - $10K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
1.8KNew |
$112K - $124K
|
1.8K
$123K
|
|