Dimensional Fund Advisors LP Xcel Energy Inc Transaction History

Dimensional Fund Advisors LP

$449 Billion
Q3 2025

A detailed history of Dimensional Fund Advisors LP transactions in Xcel Energy Inc stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 2,034,716 shares of XEL stock, worth $164 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,034,716

Previous 1,974,342 3.06%

Holding current value

$164 Million

Previous $134 Million 22.05%

% of portfolio

0.04%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$67.56 - $80.65 $4.08 Million - $4.87 Million	60,374 Added 3.06%	2,034,716 $164 Million
Q2 2025 Aug 12, 2025	BUY	$65.65 - $72.39 $2.3 Million - $2.53 Million	34,988 Added 1.8%	1,974,342 $134 Million
Q1 2025 May 13, 2025	BUY	$63.37 - $72.1 $1.43 Million - $1.63 Million	22,567 Added 1.18%	1,939,354 $137 Million
Q4 2024 Feb 13, 2025	BUY	$62.16 - $72.92 $5.02 Million - $5.89 Million	80,744 Added 4.4%	1,916,787 $129 Million
Q3 2024 Nov 07, 2024	SELL	$52.11 - $65.3 $953,091 - $1.19 Million	-18,290 Reduced 0.99%	1,836,043 $120 Million

Q2 2024 Aug 09, 2024	BUY	$52.53 - $56.74 $9.17 Million - $9.91 Million	174,653 Added 10.4%	1,854,333 $99 Million
Q1 2024 May 10, 2024	BUY	$48.44 - $63.73 $7.66 Million - $10.1 Million	158,068 Added 10.39%	1,679,680 $90.3 Million
Q4 2023 Feb 07, 2024	SELL	$55.03 - $63.33 $590,581 - $679,657	-10,732 Reduced 0.7%	1,521,612 $94.2 Million
Q3 2023 Nov 09, 2023	BUY	$55.59 - $65.21 $416,591 - $488,683	7,494 Added 0.49%	1,532,344 $87.7 Million
Q2 2023 Aug 09, 2023	BUY	$61.24 - $71.27 $3.24 Million - $3.77 Million	52,842 Added 3.59%	1,524,850 $94.8 Million
Q1 2023 May 12, 2023	BUY	$63.22 - $72.78 $4.29 Million - $4.93 Million	67,807 Added 4.83%	1,472,008 $99.3 Million
Q4 2022 Feb 09, 2023	BUY	$58.86 - $71.6 $6.24 Million - $7.6 Million	106,095 Added 8.17%	1,404,201 $98.4 Million
Q3 2022 Nov 10, 2022	SELL	$64.0 - $77.41 $1.02 Million - $1.23 Million	-15,928 Reduced 1.21%	1,298,106 $83.1 Million
Q2 2022 Aug 12, 2022	SELL	$63.91 - $76.34 $290,087 - $346,507	-4,539 Reduced 0.34%	1,314,034 $93 Million
Q1 2022 May 13, 2022	BUY	$64.83 - $72.32 $6.75 Million - $7.53 Million	104,140 Added 8.58%	1,318,573 $95.2 Million
Q4 2021 Feb 09, 2022	BUY	$62.44 - $68.95 $1.11 Million - $1.23 Million	17,779 Added 1.49%	1,214,433 $82.2 Million
Q3 2021 Nov 12, 2021	SELL	$61.42 - $70.61 $139,791 - $160,708	-2,276 Reduced 0.19%	1,196,654 $74.8 Million
Q2 2021 Aug 12, 2021	SELL	$65.71 - $72.59 $312,582 - $345,310	-4,757 Reduced 0.4%	1,198,930 $79 Million
Q1 2021 May 14, 2021	SELL	$58.03 - $67.0 $1.01 Million - $1.17 Million	-17,394 Reduced 1.42%	1,203,687 $80.1 Million
Q4 2020 Feb 25, 2021	BUY	$64.31 - $74.71 $78.5 Million - $91.2 Million	1,221,081 New	1,221,081 $81.4 Million

Others Institutions Holding XEL

# of Institutions

1,348

Shares Held

535M

Call Options Held

1.56M

Put Options Held

742K

View Full List

About XCEL ENERGY INC

Ticker XEL
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 546,990,976
Market Cap $44.1B
Description
Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity. It operates through Regulated Electric Utility, Regulated Natural Gas Utility, and All Other segments. The company generates electricity through coal, nuclear, natural gas, hydroelectric, solar, biomass, oil, wood/refuse, and wind ene...

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Dimensional Fund Advisors LP Xcel Energy Inc Transaction History