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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.34KNew |
$90.2K - $108K
|
1.34K
$108K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7.9K+ 1.12% |
$533K - $637K
|
711K
$57.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-8- 0.22% |
$540 - $645
|
3.65K
$294K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 8.84% |
$89.3K - $107K
|
16.3K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
450+ 5.05% |
$30.4K - $36.3K
|
9.36K
$754K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
51+ 9.77% |
$3.45K - $4.11K
|
573
$46.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.03K- 86.45% |
$69.4K - $82.8K
|
161
$13K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
426New |
$28.8K - $34.4K
|
426
$34.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
18+ 1.42% |
$1.22K - $1.45K
|
1.28K
$103K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.35K- 29.52% |
$159K - $189K
|
5.6K
$452K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 20.0% |
$135 - $161
|
12
$967
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.36K- 27.81% |
$159K - $190K
|
6.13K
$494K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.53KNew |
$171K - $204K
|
2.53K
$204K
|
|
|
Oct 28, 2025
Q3 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-6.23K- 5.02% |
$421K - $503K
|
118K
$9.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
493+ 9.19% |
$33.3K - $39.8K
|
5.86K
$472K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
31+ 0.09% |
$2.09K - $2.5K
|
34.4K
$2.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.81KNew |
$190K - $226K
|
2.81K
$226K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-70- 6.03% |
$4.73K - $5.65K
|
1.09K
$87.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
195+ 4.63% |
$13.2K - $15.7K
|
4.4K
$355K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-8.52K- 20.38% |
$575K - $687K
|
33.3K
$2.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
40.2KNew |
$2.72M - $3.25M
|
40.2K
$3.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.46K+ 5.21% |
$98.8K - $118K
|
29.5K
$2.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.49KNew |
$168K - $201K
|
2.49K
$201K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 0.89% |
$67.6 - $80.7
|
113
$9.11K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
21.6K+ 1.45% |
$1.46M - $1.75M
|
1.51M
$122M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-500- 17.87% |
$33.8K - $40.3K
|
2.3K
$185K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-35- 46.67% |
$2.36K - $2.82K
|
40
$3.22K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.99K- 2.71% |
$270K - $322K
|
144K
$11.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-70- 21.88% |
$4.73K - $5.65K
|
250
$20.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
64K+ 48.06% |
$4.32M - $5.16M
|
197K
$15.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
998New |
$67.4K - $80.5K
|
998
$80.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.72K+ 2.96% |
$116K - $139K
|
59.9K
$4.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.88K+ 9.12% |
$330K - $394K
|
58.5K
$4.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-222- 1.77% |
$15K - $17.9K
|
12.3K
$992K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.24KNew |
$219K - $261K
|
3.24K
$261K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
74+ 1.46% |
$5K - $5.97K
|
5.16K
$416K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-302- 4.5% |
$20.4K - $24.4K
|
6.4K
$516K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
40+ 0.55% |
$2.7K - $3.23K
|
7.25K
$585K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-421- 9.74% |
$28.4K - $34K
|
3.9K
$315K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8+ 0.22% |
$540 - $645
|
3.61K
$291K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.51KNew |
$170K - $202K
|
2.51K
$202K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.49K+ 1.79% |
$101K - $120K
|
85.2K
$6.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
2.86K+ 3.35% |
$193K - $231K
|
88.4K
$7.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-16- 10.74% |
$1.08K - $1.29K
|
133
$10.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-269- 42.1% |
$18.2K - $21.7K
|
370
$29.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.05K- 1.06% |
$206K - $246K
|
285K
$23M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
444+ 0.11% |
$30K - $35.8K
|
416K
$33.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
193New |
$13K - $15.6K
|
193
$15.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-903- 19.25% |
$61K - $72.8K
|
3.79K
$305K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
805+ 10.25% |
$54.4K - $64.9K
|
8.66K
$698K
|
|