Latest Institutional Sells of Xcel Energy Inc (XEL)
This list provides information on the latest institutional transactions involving Xcel Energy Inc (XEL) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-132Closed |
$8.56K - $9.55K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-76Closed |
$4.93K - $5.5K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-20- 2.4% |
$1.3K - $1.45K
|
812
$65.4K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-5- 0.15% |
$324 - $362
|
3.42K
$276K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-5Closed |
$324 - $362
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-7.46MClosed |
$466M - $514M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-23.6KClosed |
$1.47M - $1.63M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Tcw Group Inc
|
SELL
|
- |
-11.2KClosed |
$700K - $773K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.99KClosed |
$436K - $482K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-3.26KClosed |
$204K - $225K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.55KClosed |
$159K - $175K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.58KClosed |
$98.7K - $109K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.33K- 16.06% |
$83.2K - $91.9K
|
6.97K
$561K
|
|
|
Mar 15, 2022
Q4 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-1K- 22.24% |
$62.4K - $69K
|
3.5K
$282K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-829Closed |
$51.8K - $57.2K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-750- 38.07% |
$46.8K - $51.7K
|
1.22K
$98.3K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-700Closed |
$43.7K - $48.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Achmea Investment Management B.V.
|
SELL
|
- |
-323Closed |
$20.2K - $22.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-282Closed |
$17.6K - $19.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-235Closed |
$14.7K - $16.2K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-172- 17.7% |
$10.7K - $11.9K
|
800
$64.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-148Closed |
$9.24K - $10.2K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-145Closed |
$9.05K - $10K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-74Closed |
$4.62K - $5.1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-68Closed |
$4.25K - $4.69K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 17, 2021
Q3 2021
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-104KClosed |
$6.36M - $7.31M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-12.5KClosed |
$767K - $882K
|
0
$0
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11K- 98.48% |
$678K - $780K
|
170
$13.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-10.7KClosed |
$659K - $758K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-8.5KClosed |
$522K - $600K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.67KClosed |
$410K - $471K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.45KClosed |
$273K - $314K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.99KClosed |
$245K - $282K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.98KClosed |
$244K - $281K
|
0
$0
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.44KClosed |
$212K - $243K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.26KClosed |
$139K - $159K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.74KClosed |
$107K - $123K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.57KClosed |
$96.1K - $111K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-1.25KClosed |
$76.9K - $88.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.19KClosed |
$72.8K - $83.7K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-292Closed |
$17.9K - $20.6K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-213Closed |
$13.1K - $15K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-139Closed |
$8.54K - $9.81K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-103Closed |
$6.33K - $7.27K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-77Closed |
$4.73K - $5.44K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-30Closed |
$1.84K - $2.12K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 20, 2021
Q2 2021
|
Samson Rock Capital LLP
|
SELL
|
- |
-34.2KClosed |
$2.25M - $2.49M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Swarthmore Group Inc
|
SELL
|
- |
-18.4KClosed |
$1.21M - $1.34M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-8KClosed |
$526K - $581K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-4.78KClosed |
$314K - $347K
|
0
$0
|
|