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
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 $99.9K
Jan 19, 2021 Q4 2020
Blb&B Advisors, LLC

SELL
 -
-3.26K
Closed
$210K - $244K
0 $0
Jan 11, 2021 Q4 2020
Everence Capital Management Inc

SELL
 PUT
-4.42K
- 32.71%
$284K - $330K
9.09K $622K
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 $66.5K
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
Oct 28, 2020 Q3 2020
Stone Ridge Asset Management LLC

SELL
 -
-10.2K
Closed
$644K - $738K
0 $0
Oct 28, 2020 Q3 2020
Delta Asset Management LLC

Memphis, TN
SELL
 -
-49
Closed
$3.1K - $3.55K
0 $0
Oct 26, 2020 Q3 2020
Ellevest, Inc.

SELL
 -
-10
Closed
$632 - $725
0 $0
Oct 26, 2020 Q3 2020
Moser Wealth Advisors, LLC

SELL
 -
-38
Closed
$2.4K - $2.75K
0 $0
Oct 21, 2020 Q3 2020
G&S Capital LLC

SELL
 -
-28.2K
Closed
$1.78M - $2.04M
0 $0
Oct 19, 2020 Q3 2020
Reitz Capital Advisors LLC

SELL
 -
-1K
Closed
$63.2K - $72.5K
0 $0
Oct 14, 2020 Q3 2020
Sterling Investment Advisors LLC

SELL
 -
-4.28K
Closed
$271K - $310K
0 $0
Oct 13, 2020 Q3 2020
Cordasco Financial Network

SELL
 -
-200
Closed
$12.6K - $14.5K
0 $0
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-68
Closed
$4.3K - $4.93K
0 $0
Oct 06, 2020 Q3 2020
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-38
Closed
$2.4K - $2.75K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.11K
+ 7.0%
$64.3K - $74.6K
17K $1.16M
Feb 05, 2021 Q2 2020
Black Swift Group, LLC

Boulder, CO
SELL
 -
-150
Closed
$8.68K - $10.1K
0 $0
Aug 17, 2020 Q2 2020
Jacobs Levy Equity Management, Inc

Florham Park, NJ
SELL
 -
-3.53K
Closed
$204K - $237K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-1.9K
Closed
$110K - $127K
0 $0
Aug 14, 2020 Q2 2020
Main Street Investment Advisors LLC

SELL
 -
-3.82K
Closed
$221K - $257K
0 $0
Aug 14, 2020 Q2 2020
Carlson Capital L P

Dallas, TX
SELL
 -
-268K
Closed
$15.5M - $18M
0 $0
Aug 14, 2020 Q2 2020
George Soros Soros Fund Management LLC | New York, Ny
SELL
 -
-44K
Closed
$2.55M - $2.95M
0 $0
Aug 14, 2020 Q2 2020
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-3.76K
Closed
$218K - $253K
0 $0
Aug 13, 2020 Q2 2020
Capital Directions Investment Advisors, LLC

SELL
 -
-237
Closed
$13.7K - $15.9K
0 $0
Aug 12, 2020 Q2 2020
Inspire Investing, LLC

Meridian, ID
SELL
 -
-7.09K
Closed
$410K - $476K
0 $0
Aug 11, 2020 Q2 2020
O'Shares Investment Advisers, LLC

SELL
 -
-20.9K
Closed
$1.21M - $1.4M
0 $0
Aug 11, 2020 Q2 2020
Demars Financial Group, LLC

BUY
 -
149
New
$8.62K - $10K
149 $10.2K
Aug 11, 2020 Q2 2020
Yorktown Management & Research CO Inc

SELL
 -
-3.4K
Closed
$197K - $228K
0 $0
Aug 11, 2020 Q2 2020
Centersquare Investment Management LLC

Plymouth Meeting, PA
SELL
 -
-1K
Closed
$57.9K - $67.2K
0 $0
Aug 10, 2020 Q2 2020
Opseu Pension Plan Trust Fund

Toronto, A6
SELL
 -
-23K
Closed
$1.33M - $1.54M
0 $0
Aug 06, 2020 Q2 2020
Aspiriant, LLC

SELL
 -
-6.24K
Closed
$361K - $419K
0 $0

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