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 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.98K+ 56.11% |
$269K - $321K
|
11.1K
$891K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
85.7KNew |
$5.79M - $6.91M
|
85.7K
$6.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.78K+ 119.13% |
$323K - $385K
|
8.79K
$708K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-560- 11.94% |
$37.8K - $45.2K
|
4.13K
$333K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.51K- 5.02% |
$102K - $122K
|
28.6K
$2.3M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
437+ 176.92% |
$29.5K - $35.2K
|
684
$55.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
208+ 3.08% |
$14.1K - $16.8K
|
6.97K
$562K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.94K+ 24.53% |
$266K - $318K
|
20K
$1.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-202- 6.56% |
$13.6K - $16.3K
|
2.88K
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
452+ 2.13% |
$30.5K - $36.5K
|
21.7K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
460+ 4.96% |
$31.1K - $37.1K
|
9.74K
$785K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
50+ 2.39% |
$3.38K - $4.03K
|
2.14K
$172K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
288New |
$19.5K - $23.2K
|
288
$23.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
66+ 0.43% |
$4.46K - $5.32K
|
15.6K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
2.1KNew |
$142K - $170K
|
2.1K
$169K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.43K- 2.21% |
$96.7K - $115K
|
63.2K
$5.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
17.8K+ 35.8% |
$1.2M - $1.44M
|
67.6K
$5.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-75- 1.68% |
$5.07K - $6.05K
|
4.39K
$354K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.17K+ 0.84% |
$146K - $175K
|
259K
$20.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.95K+ 68.78% |
$199K - $238K
|
7.23K
$583K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10K- 3.99% |
$678K - $809K
|
242K
$19.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-31.1K- 49.8% |
$2.1M - $2.51M
|
31.4K
$2.53M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
27New |
$1.82K - $2.18K
|
27
$2.18K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-347- 1.25% |
$23.4K - $28K
|
27.5K
$2.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
41.9K+ 613.08% |
$2.83M - $3.38M
|
48.8K
$3.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.87KNew |
$194K - $232K
|
2.87K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
159+ 4.55% |
$10.7K - $12.8K
|
3.66K
$295K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.08K- 4.9% |
$141K - $168K
|
40.4K
$3.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-124- 1.03% |
$8.38K - $10K
|
11.9K
$962K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
255+ 2.74% |
$17.2K - $20.6K
|
9.56K
$770K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 0.83% |
$405 - $484
|
728
$58.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.9K- 5.2% |
$1.08M - $1.28M
|
290K
$23.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.61KNew |
$177K - $211K
|
2.61K
$211K
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
79+ 0.7% |
$5.34K - $6.37K
|
11.4K
$919K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-541- 4.0% |
$36.5K - $43.6K
|
13K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-40- 5.92% |
$2.7K - $3.23K
|
636
$51.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.97KNew |
$201K - $239K
|
2.97K
$239K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
371+ 5.21% |
$25.1K - $29.9K
|
7.49K
$603K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-8K- 62.28% |
$540K - $645K
|
4.85K
$390K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
781+ 1.77% |
$52.8K - $63K
|
44.8K
$3.61M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
290New |
$19.6K - $23.4K
|
290
$23.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.61KNew |
$176K - $210K
|
2.61K
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4New |
$270 - $323
|
4
$322
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.43K+ 21.77% |
$96.8K - $116K
|
8.02K
$646K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
11New |
$743 - $887
|
11
$886
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
491+ 7.31% |
$33.2K - $39.6K
|
7.21K
$581K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-652- 20.46% |
$44K - $52.6K
|
2.54K
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-129- 2.26% |
$8.72K - $10.4K
|
5.59K
$450K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
135+ 2.23% |
$9.12K - $10.9K
|
6.2K
$500K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
17New |
$1.15K - $1.37K
|
17
$1.37K
|
|