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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5.52K- 39.45% |
$439K - $452K
|
8.47K
$682K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
55+ 14.75% |
$4.38K - $4.5K
|
428
$34.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
109+ 0.99% |
$8.68K - $8.92K
|
11.1K
$893K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
97New |
$7.72K - $7.94K
|
97
$7.82K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
17.7KNew |
$1.41M - $1.45M
|
17.7K
$1.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
667+ 6.74% |
$53.1K - $54.6K
|
10.6K
$851K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$398 - $409
|
5.14K
$415K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.17K- 5.87% |
$93.5K - $96.1K
|
18.8K
$1.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3- 0.16% |
$239 - $246
|
1.82K
$147K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-87- 0.79% |
$6.93K - $7.12K
|
10.9K
$880K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15+ 0.51% |
$1.19K - $1.23K
|
2.96K
$239K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-300- 4.21% |
$23.9K - $24.6K
|
6.82K
$550K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.36K- 5.84% |
$347K - $357K
|
70.4K
$5.67M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
SELL
|
- |
-4.45K- 7.3% |
$354K - $364K
|
56.5K
$4.55M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.77K+ 3.84% |
$459K - $472K
|
156K
$12.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.98K- 2.94% |
$238K - $244K
|
98.4K
$7.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5+ 0.06% |
$398 - $409
|
8.26K
$666K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-76- 2.06% |
$6.05K - $6.22K
|
3.61K
$291K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
288+ 394.52% |
$22.9K - $23.6K
|
361
$29.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
450New |
$35.8K - $36.8K
|
450
$36.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
69+ 2.53% |
$5.49K - $5.65K
|
2.8K
$225K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.91K- 3.04% |
$232K - $238K
|
92.9K
$7.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-1.5K- 16.39% |
$119K - $122K
|
7.63K
$614K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3+ 0.09% |
$239 - $246
|
3.27K
$263K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
151+ 2.8% |
$12K - $12.4K
|
5.54K
$446K
|
|
|
Jan 12, 2026
Q4 2025
|
Viking Fund Management LLC
|
SELL
|
- |
-30K- 13.64% |
$2.39M - $2.46M
|
190K
$15.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 3.92% |
$1.19K - $1.23K
|
398
$32.1K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.81KNew |
$383K - $394K
|
4.81K
$387K
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
37+ 0.52% |
$2.95K - $3.03K
|
7.12K
$574K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
261New |
$20.8K - $21.4K
|
261
$21K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.77KNew |
$220K - $227K
|
2.77K
$223K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.06K+ 12.79% |
$164K - $169K
|
18.2K
$1.46M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-519- 8.67% |
$41.3K - $42.5K
|
5.47K
$441K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
971K+ 375.26% |
$77.3M - $79.4M
|
1.23M
$99.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-218- 1.02% |
$17.4K - $17.8K
|
21.3K
$1.71M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-14- 1.46% |
$1.11K - $1.15K
|
942
$75.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-493K- 16.48% |
$39.3M - $40.4M
|
2.5M
$201M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-121- 1.34% |
$9.63K - $9.9K
|
8.91K
$718K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.6K- 36.56% |
$207K - $213K
|
4.51K
$363K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.2K+ 2.18% |
$970K - $998K
|
572K
$46.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
71+ 14.17% |
$5.65K - $5.81K
|
572
$46.1K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-81- 8.39% |
$6.45K - $6.63K
|
884
$71.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-102- 1.22% |
$8.12K - $8.35K
|
8.25K
$664K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
15.6K+ 26.62% |
$1.24M - $1.28M
|
74.1K
$5.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-303- 9.11% |
$24.1K - $24.8K
|
3.02K
$244K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.47K+ 4.45% |
$117K - $120K
|
34.4K
$2.77M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
30+ 1.36% |
$2.39K - $2.46K
|
2.24K
$180K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.61K- 7.92% |
$207K - $213K
|
30.3K
$2.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-24- 6.27% |
$1.91K - $1.96K
|
359
$28.9K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.19KNew |
$254K - $261K
|
3.19K
$257K
|
|