Latest Institutional Purchases of Xcel Energy Inc (XEL)
This list provides information on the latest institutional transactions involving Xcel Energy Inc (XEL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
27+ 0.65% |
$1.49K - $1.71K
|
4.2K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 5.65% |
$1.43K - $1.65K
|
486
$32.6K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15New |
$825 - $950
|
15
$1K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
13+ 0.95% |
$715 - $823
|
1.38K
$92.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
10New |
$550 - $633
|
10
$670
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6New |
$330 - $380
|
6
$402
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Rovida Advisors Inc.
Newark, NJ |
BUY
|
- |
230KNew |
$12.8M - $15M
|
230K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
157K+ 38.92% |
$8.7M - $10.2M
|
559K
$37.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
47.5KNew |
$2.64M - $3.1M
|
47.5K
$3.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
13.5KNew |
$750K - $880K
|
13.5K
$904K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
7.52KNew |
$418K - $491K
|
7.52K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
5.27KNew |
$293K - $344K
|
5.27K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
4.7KNew |
$261K - $306K
|
4.7K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.63KNew |
$202K - $237K
|
3.63K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.51K+ 1906.33% |
$83.7K - $98.2K
|
1.59K
$106K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.37KNew |
$76.3K - $89.5K
|
1.37K
$91.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.28KNew |
$70.9K - $83.2K
|
1.28K
$85.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
845+ 442.41% |
$47K - $55.1K
|
1.04K
$69.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
717+ 10.0% |
$39.9K - $46.8K
|
7.89K
$528K
|
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
BUY
|
- |
624+ 2.68% |
$34.7K - $40.7K
|
23.9K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
576+ 35.98% |
$32K - $37.6K
|
2.18K
$146K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
406New |
$22.6K - $26.5K
|
406
$27.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
312+ 0.45% |
$17.3K - $20.3K
|
69.9K
$4.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
235New |
$13.1K - $15.3K
|
235
$15.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
231+ 3.4% |
$12.8K - $15.1K
|
7.03K
$471K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$11.1K - $13K
|
200
$13.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
101New |
$5.61K - $6.59K
|
101
$6.76K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
77New |
$4.28K - $5.02K
|
77
$5.16K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
77+ 28.0% |
$4.28K - $5.02K
|
352
$23.6K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
65New |
$3.61K - $4.24K
|
65
$4.35K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
42New |
$2.33K - $2.74K
|
42
$2.81K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
40New |
$2.22K - $2.61K
|
40
$2.68K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
40New |
$2.22K - $2.61K
|
40
$2.68K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
37New |
$2.06K - $2.41K
|
37
$2.48K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
13+ 0.23% |
$723 - $848
|
5.7K
$382K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
7New |
$389 - $456
|
7
$469
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
106KNew |
$6.5M - $7.57M
|
106K
$7.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
67.1KNew |
$4.11M - $4.78M
|
67.1K
$4.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
35.1K+ 161.2% |
$2.15M - $2.5M
|
57K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
15.3KNew |
$937K - $1.09M
|
15.3K
$1.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
11.5K+ 146.14% |
$702K - $817K
|
19.3K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
9.41KNew |
$576K - $671K
|
9.41K
$630K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.38K+ 265.97% |
$329K - $383K
|
7.4K
$496K
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.06KNew |
$310K - $361K
|
5.06K
$339K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4.57KNew |
$280K - $326K
|
4.57K
$306K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.48KNew |
$274K - $319K
|
4.48K
$300K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.81K+ 12.29% |
$233K - $271K
|
34.8K
$2.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.09K+ 48.85% |
$189K - $220K
|
9.41K
$630K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.11KNew |
$68.1K - $79.3K
|
1.11K
$74.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.01K+ 5.55% |
$62K - $72.2K
|
19.3K
$1.29M
|
|