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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.77K+ 96.57% |
$255K - $304K
|
7.68K
$619K
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
2.5KNew |
$169K - $202K
|
2.5K
$202K
|
|
|
Nov 07, 2025
Q3 2025
|
Scp Investment, LP
|
SELL
|
- |
-8K- 62.5% |
$540K - $645K
|
4.8K
$387K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.1KNew |
$209K - $250K
|
3.1K
$249K
|
|
|
Nov 07, 2025
Q3 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
740+ 7.12% |
$50K - $59.7K
|
11.1K
$897K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.7KNew |
$182K - $218K
|
2.7K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-6.63K- 5.59% |
$448K - $535K
|
112K
$9.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.32K- 24.9% |
$89.2K - $106K
|
3.98K
$321K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.53KNew |
$171K - $204K
|
2.53K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
936+ 22.28% |
$63.2K - $75.5K
|
5.14K
$414K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
205+ 3.27% |
$13.8K - $16.5K
|
6.47K
$521K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.96K+ 194.19% |
$470K - $561K
|
10.5K
$849K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-479- 6.92% |
$32.4K - $38.6K
|
6.44K
$519K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
726+ 3.16% |
$49K - $58.6K
|
23.7K
$1.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
197+ 2.79% |
$13.3K - $15.9K
|
7.25K
$584K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
48+ 0.14% |
$3.24K - $3.87K
|
33.5K
$2.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
1.85K+ 25.65% |
$125K - $150K
|
9.08K
$732K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-14- 2.99% |
$946 - $1.13K
|
454
$36.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.88KNew |
$262K - $313K
|
3.88K
$313K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.3K+ 18.4% |
$87.6K - $105K
|
8.34K
$672K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
24.9K+ 21.54% |
$1.68M - $2.01M
|
141K
$11.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.14K- 3.19% |
$77K - $91.9K
|
34.6K
$2.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
514+ 1.34% |
$34.7K - $41.5K
|
38.7K
$3.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1+ 0.02% |
$67.6 - $80.7
|
4.14K
$334K
|
|
|
Nov 06, 2025
Q3 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
648K+ 25.75% |
$43.8M - $52.2M
|
3.16M
$255M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
46+ 2.5% |
$3.11K - $3.71K
|
1.89K
$152K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.27K+ 10.76% |
$86K - $103K
|
13.1K
$1.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.62K+ 8.24% |
$110K - $131K
|
21.3K
$1.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
86.7KNew |
$5.86M - $6.99M
|
86.7K
$6.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-13.4K- 1.3% |
$906K - $1.08M
|
1.01M
$81.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.76K+ 117.78% |
$457K - $545K
|
12.5K
$1.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
376+ 3.31% |
$25.4K - $30.3K
|
11.7K
$946K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-120- 3.26% |
$8.11K - $9.68K
|
3.56K
$287K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
715+ 5.51% |
$48.3K - $57.7K
|
13.7K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-19.2K- 11.41% |
$1.3M - $1.55M
|
149K
$12M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
9.69K+ 18.79% |
$655K - $782K
|
61.3K
$4.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-69- 0.1% |
$4.66K - $5.56K
|
67.7K
$5.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
8.79K+ 7.4% |
$594K - $709K
|
127K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-20- 0.85% |
$1.35K - $1.61K
|
2.33K
$187K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
269+ 1.06% |
$18.2K - $21.7K
|
25.7K
$2.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Gs Investments, Inc.
|
BUY
|
- |
188+ 38.84% |
$12.7K - $15.2K
|
672
$54.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-36.8K- 24.95% |
$2.48M - $2.96M
|
111K
$8.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
2+ 0.05% |
$135 - $161
|
3.8K
$307K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
63+ 0.31% |
$4.26K - $5.08K
|
20.2K
$1.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-204- 11.25% |
$13.8K - $16.5K
|
1.61K
$130K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-230- 2.77% |
$15.5K - $18.5K
|
8.09K
$651K
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
29+ 0.81% |
$1.96K - $2.34K
|
3.6K
$290K
|
|
|
Nov 06, 2025
Q3 2025
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-5.05K- 3.5% |
$341K - $407K
|
139K
$11.2M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.43K+ 3.0% |
$299K - $357K
|
152K
$12.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
19.2K+ 86.58% |
$1.3M - $1.55M
|
41.4K
$3.34M
|
|