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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
131+ 0.07% |
$10.4K - $10.7K
|
196K
$15.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
40.7K+ 74.72% |
$3.24M - $3.33M
|
95.2K
$7.67M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-726- 8.12% |
$57.8K - $59.4K
|
8.21K
$662K
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
18+ 0.66% |
$1.43K - $1.47K
|
2.73K
$220K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.11KNew |
$88.5K - $91K
|
1.11K
$89.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-10- 0.17% |
$796 - $819
|
5.73K
$462K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
157+ 9.18% |
$12.5K - $12.9K
|
1.87K
$150K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.3K- 5.8% |
$342K - $352K
|
69.8K
$5.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50+ 0.67% |
$3.98K - $4.09K
|
7.51K
$605K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
296K+ 141.06% |
$23.6M - $24.2M
|
506K
$40.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-320- 0.25% |
$25.5K - $26.2K
|
126K
$10.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.87K- 33.5% |
$149K - $153K
|
3.71K
$299K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
739+ 16.92% |
$58.8K - $60.5K
|
5.11K
$412K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.1K+ 1.42% |
$247K - $253K
|
221K
$17.8M
|
|
|
Jan 15, 2026
Q4 2025
|
James Hambro & Partners
|
SELL
|
- |
-325- 6.02% |
$25.9K - $26.6K
|
5.08K
$409K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.34K+ 98.94% |
$505K - $519K
|
12.7K
$1.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
60+ 2.08% |
$4.78K - $4.91K
|
2.94K
$237K
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
3.25K+ 16.13% |
$259K - $266K
|
23.4K
$1.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
29.4K+ 160.36% |
$2.34M - $2.41M
|
47.8K
$3.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
3.86KNew |
$307K - $316K
|
3.86K
$311K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-212- 3.65% |
$16.9K - $17.4K
|
5.6K
$451K
|
|
|
Jan 15, 2026
Q4 2025
|
Meyer Handelman CO
|
SELL
|
- |
-60- 0.12% |
$4.78K - $4.91K
|
49.1K
$3.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-114K- 52.92% |
$9.08M - $9.33M
|
101K
$8.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9.52K+ 17.94% |
$758K - $779K
|
62.6K
$5.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
16+ 0.15% |
$1.27K - $1.31K
|
10.5K
$848K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-11- 3.65% |
$876 - $900
|
290
$23.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
30+ 53.57% |
$2.39K - $2.46K
|
86
$6.93K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
125+ 2.52% |
$9.95K - $10.2K
|
5.1K
$411K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
528+ 13.58% |
$42K - $43.2K
|
4.42K
$356K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.61% |
$79.6 - $81.9
|
165
$13.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-792- 2.95% |
$63K - $64.8K
|
26K
$2.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12+ 0.36% |
$955 - $982
|
3.38K
$273K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-414- 4.4% |
$33K - $33.9K
|
8.99K
$725K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-1.38K- 29.66% |
$110K - $113K
|
3.26K
$263K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.25% |
$239 - $246
|
1.22K
$98.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.72K+ 90.41% |
$216K - $222K
|
5.72K
$461K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3+ 0.02% |
$239 - $246
|
19.7K
$1.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
669+ 5.2% |
$53.3K - $54.8K
|
13.5K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-274- 2.55% |
$21.8K - $22.4K
|
10.5K
$845K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
17.8K+ 491.31% |
$1.42M - $1.46M
|
21.4K
$1.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
240+ 4.45% |
$19.1K - $19.6K
|
5.64K
$454K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.31% |
$1.03K - $1.06K
|
4.22K
$340K
|
|
|
Jan 14, 2026
Q4 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
103+ 0.4% |
$8.2K - $8.43K
|
26K
$2.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.44K+ 23.74% |
$114K - $118K
|
7.49K
$603K
|
|
|
Jan 14, 2026
Q4 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-165- 2.88% |
$13.1K - $13.5K
|
5.56K
$448K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13K+ 37.12% |
$1.03M - $1.06M
|
47.9K
$3.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-216- 3.32% |
$17.2K - $17.7K
|
6.29K
$507K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
460KNew |
$36.6M - $37.7M
|
460K
$37.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.02KNew |
$161K - $165K
|
2.02K
$163K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-18- 5.73% |
$1.43K - $1.47K
|
296
$23.9K
|
|