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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
103KNew |
$6.38M - $7.48M
|
103K
$7.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.32K+ 36.51% |
$81.9K - $96.1K
|
4.93K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-490- 1.31% |
$30.5K - $35.7K
|
36.9K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
34New |
$2.11K - $2.48K
|
34
$2.35K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-142- 1.07% |
$8.83K - $10.4K
|
13.2K
$911K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
259New |
$16.1K - $18.9K
|
259
$17.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.27KNew |
$78.8K - $92.4K
|
1.27K
$87.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-76- 1.04% |
$4.72K - $5.54K
|
7.24K
$500K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.35KNew |
$208K - $244K
|
3.35K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-985- 3.1% |
$61.2K - $71.8K
|
30.8K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-15.4K- 16.29% |
$955K - $1.12M
|
78.9K
$5.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-141K- 61.35% |
$8.78M - $10.3M
|
89K
$6.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
13.8K+ 49.8% |
$856K - $1M
|
41.4K
$2.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.6K+ 0.72% |
$99.3K - $117K
|
225K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
56.9K+ 492.88% |
$3.53M - $4.15M
|
68.4K
$4.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
256+ 14.34% |
$15.9K - $18.7K
|
2.04K
$141K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
136+ 0.96% |
$8.45K - $9.92K
|
14.2K
$983K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.19M- 62.2% |
$73.7M - $86.4M
|
720K
$49.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
150New |
$9.32K - $10.9K
|
150
$10.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
163+ 2.82% |
$10.1K - $11.9K
|
5.93K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.13K+ 2.77% |
$319K - $374K
|
190K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.01K+ 2.84% |
$249K - $292K
|
145K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
14.8K+ 164300.0% |
$919K - $1.08M
|
14.8K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.7K+ 303.25% |
$730K - $856K
|
15.6K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 0.32% |
$124 - $146
|
621
$42.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
23+ 0.19% |
$1.43K - $1.68K
|
12.3K
$849K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
599+ 39.36% |
$37.2K - $43.7K
|
2.12K
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
59+ 1.28% |
$3.67K - $4.3K
|
4.66K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.18K+ 6.41% |
$446K - $523K
|
119K
$8.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
706+ 19.64% |
$43.9K - $51.5K
|
4.3K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-304- 3.04% |
$18.9K - $22.2K
|
9.68K
$669K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.01K+ 1.84% |
$62.5K - $73.3K
|
55.5K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.15KNew |
$196K - $230K
|
3.15K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
17.4K+ 24.69% |
$1.08M - $1.27M
|
88.1K
$6.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
400New |
$24.9K - $29.2K
|
400
$27.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.17KNew |
$321K - $377K
|
5.17K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.01KNew |
$187K - $220K
|
3.01K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.1K+ 143.0% |
$752K - $882K
|
20.6K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.79KNew |
$297K - $349K
|
4.79K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.74K+ 12.05% |
$606K - $710K
|
90.6K
$6.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
658+ 6.1% |
$40.9K - $48K
|
11.4K
$791K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
37.3KNew |
$2.32M - $2.72M
|
37.3K
$2.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
160+ 1.76% |
$9.95K - $11.7K
|
9.24K
$639K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.26K+ 13.9% |
$265K - $311K
|
34.9K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
10.1K+ 4.51% |
$628K - $736K
|
234K
$16.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
65KNew |
$4.04M - $4.74M
|
65K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-134- 2.49% |
$8.33K - $9.77K
|
5.26K
$363K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$311 - $365
|
5
$346
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.44K- 5.78% |
$400K - $470K
|
105K
$7.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-4.46K- 16.4% |
$277K - $325K
|
22.7K
$1.57M
|