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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.3K+ 11.4% |
$83K - $99.1K
|
12.7K
$852K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.28K+ 5.88% |
$81.9K - $97.9K
|
23.1K
$1.55M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.2KNew |
$76.7K - $91.6K
|
1.2K
$80.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.13KNew |
$71.9K - $85.9K
|
1.13K
$75.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
906New |
$57.9K - $69.2K
|
906
$60.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
823+ 108.86% |
$52.6K - $62.8K
|
1.58K
$106K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
800New |
$51.1K - $61.1K
|
800
$53.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
703+ 15.97% |
$44.9K - $53.7K
|
5.1K
$343K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
671New |
$42.9K - $51.2K
|
671
$45.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
621New |
$39.7K - $47.4K
|
621
$41.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
323+ 10.64% |
$20.6K - $24.7K
|
3.36K
$226K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
259New |
$16.6K - $19.8K
|
259
$17.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
230New |
$14.7K - $17.6K
|
230
$15.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
100+ 303.03% |
$6.39K - $7.63K
|
133
$8.94K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
35New |
$2.24K - $2.67K
|
35
$2.35K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
32+ 10.19% |
$2.05K - $2.44K
|
346
$23.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
17New |
$1.09K - $1.3K
|
17
$1.14K
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
7New |
$447 - $534
|
7
$470
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
5+ 0.16% |
$320 - $382
|
3.21K
$215K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
160KNew |
$10.4M - $11.6M
|
160K
$10.7M
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
35.1KNew |
$2.28M - $2.54M
|
35.1K
$2.36M
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
24.8KNew |
$1.61M - $1.79M
|
24.8K
$1.66M
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
19.3KNew |
$1.25M - $1.4M
|
19.3K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.39KNew |
$220K - $245K
|
3.39K
$228K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
2.88KNew |
$186K - $208K
|
2.88K
$193K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2.38KNew |
$154K - $172K
|
2.38K
$160K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
535+ 15.49% |
$34.7K - $38.7K
|
3.99K
$268K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
353New |
$22.9K - $25.5K
|
353
$23.7K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
304New |
$19.7K - $22K
|
304
$20.4K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
37+ 24.18% |
$2.4K - $2.68K
|
190
$12.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
4+ 0.65% |
$259 - $289
|
620
$41.7K
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
70KNew |
$4.37M - $4.83M
|
70K
$4.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
15.5KNew |
$968K - $1.07M
|
15.5K
$1.04M
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
3.7KNew |
$231K - $255K
|
3.7K
$249K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.13KNew |
$196K - $216K
|
3.13K
$211K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
1.8KNew |
$112K - $124K
|
1.8K
$121K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
438New |
$27.3K - $30.2K
|
438
$29.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
425New |
$26.5K - $29.3K
|
425
$28.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
327New |
$20.4K - $22.5K
|
327
$22K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
250New |
$15.6K - $17.2K
|
250
$16.8K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250New |
$15.6K - $17.2K
|
250
$16.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
195New |
$12.2K - $13.4K
|
195
$13.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
38+ 0.79% |
$2.37K - $2.62K
|
4.86K
$327K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
80KNew |
$4.91M - $5.65M
|
80K
$5.38M
|
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
8.1KNew |
$498K - $572K
|
8.1K
$544K
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
745New |
$45.8K - $52.6K
|
745
$50.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
602New |
$37K - $42.5K
|
602
$40.5K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
110New |
$6.76K - $7.77K
|
110
$7.39K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
89New |
$5.47K - $6.28K
|
89
$5.98K
|
|