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 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
287+ 1.26% |
$19.4K - $23.1K
|
23K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
30KNew |
$2.02M - $2.42M
|
30K
$2.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.99K+ 9.19% |
$134K - $160K
|
23.6K
$1.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-12.2K- 10.89% |
$824K - $984K
|
99.8K
$8.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
11.8KNew |
$800K - $954K
|
11.8K
$954K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 5.26% |
$67.6 - $80.7
|
18
$1.45K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
72+ 0.56% |
$4.86K - $5.81K
|
12.9K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
BUY
|
- |
3.19KNew |
$215K - $257K
|
3.19K
$257K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
829New |
$56K - $66.9K
|
829
$66.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
253+ 98.83% |
$17.1K - $20.4K
|
509
$41K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
5.22K+ 69.64% |
$352K - $421K
|
12.7K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
90+ 2.2% |
$6.08K - $7.26K
|
4.18K
$337K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.88% |
$67.6 - $80.7
|
113
$9.11K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-370- 11.52% |
$25K - $29.8K
|
2.84K
$229K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
4K+ 19.59% |
$270K - $322K
|
24.4K
$1.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-66- 1.35% |
$4.46K - $5.32K
|
4.81K
$388K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-15- 0.4% |
$1.01K - $1.21K
|
3.77K
$303K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-830- 14.11% |
$56.1K - $66.9K
|
5.05K
$407K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.91K- 25.93% |
$129K - $154K
|
5.46K
$440K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
24.9K+ 113068.18% |
$1.68M - $2.01M
|
24.9K
$2.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.76% |
$270 - $323
|
527
$42.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
85New |
$5.74K - $6.86K
|
85
$6.85K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-25- 0.31% |
$1.69K - $2.02K
|
8.07K
$650K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10+ 0.2% |
$676 - $807
|
4.94K
$398K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.1K+ 93.99% |
$1.02M - $1.22M
|
31.1K
$2.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.75KNew |
$186K - $222K
|
2.75K
$222K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.09KNew |
$412K - $491K
|
6.09K
$491K
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
455+ 1.16% |
$30.7K - $36.7K
|
39.8K
$3.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
133+ 9.12% |
$8.99K - $10.7K
|
1.59K
$128K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-107- 2.15% |
$7.23K - $8.63K
|
4.86K
$392K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.84K+ 27.14% |
$124K - $149K
|
8.63K
$695K
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-973- 2.76% |
$65.7K - $78.5K
|
34.3K
$2.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$169K - $202K
|
2.5K
$201K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-335- 1.66% |
$22.6K - $27K
|
19.9K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-144- 0.19% |
$9.73K - $11.6K
|
76.5K
$6.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-17.9K- 16.4% |
$1.21M - $1.44M
|
91K
$7.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 2.84% |
$270 - $323
|
145
$11.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-6.43K- 9.26% |
$434K - $518K
|
63K
$5.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
14.6KNew |
$985K - $1.18M
|
14.6K
$1.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-130- 2.64% |
$8.78K - $10.5K
|
4.79K
$386K
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-795- 1.37% |
$53.7K - $64.1K
|
57.4K
$4.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.42K+ 3.88% |
$95.6K - $114K
|
37.9K
$3.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.45K+ 38.16% |
$233K - $278K
|
12.5K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-78- 1.29% |
$5.27K - $6.29K
|
5.99K
$483K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.96K- 3.29% |
$200K - $239K
|
86.9K
$7M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-1.2K- 27.91% |
$81.2K - $96.9K
|
3.1K
$250K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
29+ 0.18% |
$1.96K - $2.34K
|
16.3K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
2.9KNew |
$196K - $234K
|
2.9K
$233K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
290+ 5.81% |
$19.6K - $23.4K
|
5.28K
$425K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.74K+ 2.16% |
$185K - $221K
|
129K
$10.4M
|
|