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 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-217Closed |
$11.9K - $13.4K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-4.22KClosed |
$231K - $260K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Iron Financial, LLC
|
SELL
|
- |
-3.86KClosed |
$211K - $238K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Hartford Financial Management Inc.
|
SELL
|
- |
-300Closed |
$16.4K - $18.5K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Somerset Trust CO
|
SELL
|
- |
-606Closed |
$33.1K - $37.3K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-66Closed |
$3.61K - $4.06K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-77Closed |
$4.21K - $4.74K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-1.88KClosed |
$103K - $116K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.05KClosed |
$57.1K - $64.3K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Founders Financial Securities LLC
|
SELL
|
- |
-12.2KClosed |
$670K - $754K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Fjarde Ap Fonden
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Hms Capital Management, LLC
|
SELL
|
PUT |
-600- 5.77% |
$32.8K - $36.9K
|
9.8K
$677K
|
|
|
Jul 10, 2019
Q2 2019
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.5KClosed |
$246K - $277K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-370Closed |
$17.8K - $21.2K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-500Closed |
$24K - $28.7K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5.35KClosed |
$257K - $307K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.48KClosed |
$407K - $486K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-907KClosed |
$43.6M - $52M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-500Closed |
$24K - $28.7K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.03KClosed |
$49.7K - $59.3K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
4KNew |
$192K - $229K
|
4K
$276K
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-120Closed |
$5.76K - $6.88K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Donoghue Forlines LLC
|
SELL
|
- |
-48.8KClosed |
$2.35M - $2.8M
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-167Closed |
$8.02K - $9.58K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
120New |
$5.65K - $6.44K
|
120
$8.29K
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-2.69KClosed |
$127K - $144K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Candriam S.C.A.
|
SELL
|
- |
-46.4KClosed |
$2.19M - $2.49M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
370New |
$17.4K - $19.9K
|
370
$25.6K
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-20.3KClosed |
$958K - $1.09M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-39.1KClosed |
$1.84M - $2.1M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-62.3KClosed |
$2.93M - $3.34M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
11.6K+ 83.45% |
$547K - $623K
|
25.5K
$1.76M
|
|
|
Feb 14, 2019
Q4 2018
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.25KClosed |
$247K - $282K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
2.16KNew |
$102K - $116K
|
2.16K
$149K
|
|
|
Feb 12, 2019
Q4 2018
|
Parametrica Management LTD
|
SELL
|
- |
-4.76KClosed |
$224K - $256K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-1.44KClosed |
$67.7K - $77.1K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.85KClosed |
$228K - $260K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.06KClosed |
$49.7K - $56.6K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Divergent Wealth Advisors
|
SELL
|
- |
-467Closed |
$22K - $25.1K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-2.02KClosed |
$95K - $108K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-11.5KClosed |
$542K - $618K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
202New |
$9.52K - $10.8K
|
202
$14K
|
|
|
Jan 09, 2019
Q4 2018
|
Webster Bank, N. A.
|
SELL
|
- |
-449- 58.01% |
$21.2K - $24.1K
|
325
$22.5K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
72.5KNew |
$3.27M - $3.57M
|
72.5K
$5.01M
|
|
|
Nov 14, 2018
Q3 2018
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-5KClosed |
$226K - $246K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-8.52KClosed |
$385K - $420K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-775Closed |
$35K - $38.2K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-235Closed |
$10.6K - $11.6K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-93Closed |
$4.2K - $4.58K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-23.4KClosed |
$1.06M - $1.15M
|
0
$0
|
|