Latest Institutional Transactions on Xcel Energy Inc (XEL)

XEL Quotes by TradingView

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
Apr 14, 2021 Q1 2021
Welch & Forbes LLC

SELL
 -
-9.4K
Closed
$545K - $630K
0 $0
Apr 12, 2021 Q1 2021
Hms Capital Management, LLC

SELL
 -
-4.36K
Closed
$253K - $292K
0 $0
Apr 12, 2021 Q1 2021
Private Capital Group, LLC

SELL
 -
-640
- 64.84%
$37.1K - $42.9K
347 $23.3K
Apr 05, 2021 Q1 2021
Woodstock Corp

SELL
 -
-3.04K
Closed
$176K - $204K
0 $0
Q4 2020
Sep 21, 2023 Q4 2020
Jefferies Group LLC

New York, NY
BUY
 -
6.82K
New
$438K - $509K
6.82K $458K
May 17, 2021 Q4 2020
Nuveen Asset Management, LLC

Chicago, IL
SELL
 CALL
-3.5K
- 53.85%
$225K - $261K
3K $202K
Mar 05, 2021 Q4 2020
Bnc Wealth Management, LLC

SELL
 -
-629
Closed
$40.5K - $47K
0 $0
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-150
Closed
$9.65K - $11.2K
0 $0
Mar 05, 2021 Q4 2020
Jeppson Wealth Management, LLC

SELL
 -
-459
Closed
$29.5K - $34.3K
0 $0
Mar 01, 2021 Q4 2020
Perpetual Investment Management LTD

Sydney, C3
BUY
 -
3.2K
New
$206K - $239K
3.2K $215K
Feb 16, 2021 Q4 2020
Tiedemann Advisors, LLC

SELL
 -
-56.4K
Closed
$3.63M - $4.21M
0 $0
Feb 16, 2021 Q4 2020
Barings LLC

SELL
 -
-3.8K
Closed
$244K - $284K
0 $0
Feb 16, 2021 Q4 2020
Lombard Odier Asset Management (Europe) LTD

London, X0
SELL
 -
-4.45K
Closed
$286K - $333K
0 $0
Feb 16, 2021 Q4 2020
Marietta Investment Partners LLC

Milwaukee, WI
SELL
 -
-12K
Closed
$772K - $897K
0 $0
Feb 16, 2021 Q4 2020
Athanor Capital, LP

New York, NY
SELL
 -
-260K
Closed
$16.7M - $19.4M
0 $0
Feb 16, 2021 Q4 2020
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-450
Closed
$28.9K - $33.6K
0 $0
Feb 12, 2021 Q4 2020
Means Investment Co., Inc.

SELL
 -
-2.88K
Closed
$185K - $215K
0 $0
Feb 12, 2021 Q4 2020
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-3.02K
Closed
$194K - $225K
0 $0
Feb 12, 2021 Q4 2020
Stevard, LLC

Chicago, IL
SELL
 -
-4.33K
Closed
$278K - $323K
0 $0
Feb 11, 2021 Q4 2020
Arcadia Investment Management Corp

SELL
 -
-618
Closed
$39.7K - $46.2K
0 $0
Feb 11, 2021 Q4 2020
Slow Capital, Inc.

SELL
 -
-908
Closed
$58.4K - $67.8K
0 $0
Feb 10, 2021 Q4 2020
Hilton Capital Management, LLC

SELL
 -
-2.9K
Closed
$186K - $217K
0 $0
Feb 09, 2021 Q4 2020
Spectrum Management Group, LLC

SELL
 -
-112
Closed
$7.2K - $8.37K
0 $0
Feb 09, 2021 Q4 2020
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-24
Closed
$1.54K - $1.79K
0 $0
Feb 08, 2021 Q4 2020
Gsb Wealth Management, LLC

SELL
 -
-3.37K
Closed
$216K - $251K
0 $0
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

SELL
 -
-365
Closed
$23.5K - $27.3K
0 $0
Feb 08, 2021 Q4 2020
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-47
Closed
$3.02K - $3.51K
0 $0
Feb 08, 2021 Q4 2020
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
SELL
 -
-2.97K
Closed
$191K - $222K
0 $0
Feb 04, 2021 Q4 2020
Clear Harbor Asset Management, LLC

SELL
 -
-155
Closed
$9.97K - $11.6K
0 $0
Feb 04, 2021 Q4 2020
Atwood & Palmer Inc

SELL
 -
-100
Closed
$6.43K - $7.47K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-99
Closed
$6.37K - $7.4K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-155
Closed
$9.97K - $11.6K
0 $0
Jan 26, 2021 Q4 2020
Hc Financial Advisors Inc

SELL
 -
-500
Closed
$32.2K - $37.4K
0 $0
Jan 22, 2021 Q4 2020
Dividend Assets Capital, LLC

BUY
 -
1.46K
New
$93.9K - $109K
1.46K $98.1K
Jan 19, 2021 Q4 2020
Blb&B Advisors, LLC

SELL
 -
-3.26K
Closed
$210K - $244K
0 $0
Jan 12, 2021 Q4 2020
Tpg Financial Advisors, LLC

BUY
 -
530
+ 17.43%
$34.1K - $39.6K
3.57K $240K
Jan 11, 2021 Q4 2020
Everence Capital Management Inc

SELL
 PUT
-4.42K
- 32.71%
$284K - $330K
9.09K $611K
Jan 05, 2021 Q4 2020
M&R Capital Management Inc

SELL
 -
-629
Closed
$40.5K - $47K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Laffer Tengler Investments

Nashville, TN
BUY
 -
972
New
$61.5K - $70.4K
972 $65.3K
Nov 13, 2020 Q3 2020
Clear Bridge Investments LTD

Sydney, C3
SELL
 -
-4.4K
Closed
$279K - $319K
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-1.73K
Closed
$109K - $125K
0 $0
Nov 13, 2020 Q3 2020
Ovata Capital Management LTD

SELL
 -
-640
Closed
$40.5K - $46.4K
0 $0
Nov 12, 2020 Q3 2020
Alpine Global Management, LLC

New York, NY
SELL
 -
-4.44K
Closed
$281K - $321K
0 $0
Nov 12, 2020 Q3 2020
Fortis Capital Management LLC

SELL
 -
-28K
Closed
$1.77M - $2.03M
0 $0
Nov 10, 2020 Q3 2020
Cws Financial Advisors, LLC

Kalamazoo, MI
SELL
 -
-3.87K
Closed
$245K - $280K
0 $0
Nov 05, 2020 Q3 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-181
Closed
$11.4K - $13.1K
0 $0
Nov 04, 2020 Q3 2020
Dc Investments Management, LLC

Mclean, VA
SELL
 -
-6.17K
Closed
$390K - $447K
0 $0
Nov 03, 2020 Q3 2020
Community Bank, N.A.

SELL
 -
-200
Closed
$12.6K - $14.5K
0 $0
Oct 29, 2020 Q3 2020
Taylor Hoffman Wealth Management

Richmond, VA
SELL
 -
-800
Closed
$50.6K - $58K
0 $0

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