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 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
50+ 0.2% |
$3.38K - $4.03K
|
25K
$2.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.5KNew |
$169K - $201K
|
2.5K
$201K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-2.28K- 0.97% |
$154K - $184K
|
232K
$18.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.19% |
$270 - $323
|
2.13K
$172K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
4.02KNew |
$272K - $325K
|
4.02K
$324K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
688+ 16.65% |
$46.5K - $55.5K
|
4.82K
$388K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 33.33% |
$540 - $645
|
32
$2.58K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-34.4K- 20.27% |
$2.32M - $2.77M
|
135K
$10.9M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-30- 0.37% |
$2.03K - $2.42K
|
8.11K
$653K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.23KNew |
$286K - $341K
|
4.23K
$341K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
7.23KNew |
$488K - $583K
|
7.23K
$582K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
894+ 5.2% |
$60.4K - $72.1K
|
18.1K
$1.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
54+ 10.33% |
$3.65K - $4.36K
|
577
$46.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
12New |
$811 - $968
|
12
$967
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
2.75KNew |
$186K - $222K
|
2.75K
$221K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10+ 0.13% |
$676 - $807
|
7.52K
$606K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.35% |
$473 - $565
|
525
$42.3K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-952- 17.56% |
$64.3K - $76.8K
|
4.47K
$360K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.57KNew |
$174K - $207K
|
2.57K
$207K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
46+ 5.19% |
$3.11K - $3.71K
|
933
$75.2K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-885- 29.57% |
$59.8K - $71.4K
|
2.11K
$170K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-208- 56.83% |
$14.1K - $16.8K
|
158
$12.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
702New |
$47.4K - $56.6K
|
702
$56.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
326+ 9.13% |
$22K - $26.3K
|
3.9K
$314K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-608- 10.34% |
$41.1K - $49K
|
5.27K
$425K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
200+ 11.68% |
$13.5K - $16.1K
|
1.91K
$154K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
25New |
$1.69K - $2.02K
|
25
$2.01K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
3.74KNew |
$253K - $302K
|
3.74K
$302K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.6K+ 73.63% |
$311K - $371K
|
10.8K
$873K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
5+ 0.13% |
$338 - $403
|
3.91K
$315K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
7New |
$473 - $565
|
7
$564
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-70- 1.72% |
$4.6K - $5.07K
|
4K
$322K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
2.1K+ 43.76% |
$138K - $152K
|
6.9K
$556K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
642K+ 19.98% |
$42.2M - $46.5M
|
3.86M
$311M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-907- 4.59% |
$59.5K - $65.7K
|
18.9K
$1.52M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-146- 4.15% |
$9.58K - $10.6K
|
3.37K
$271K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-21.5K- 34.68% |
$1.41M - $1.56M
|
40.6K
$3.27M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
75New |
$4.92K - $5.43K
|
75
$6.04K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.2KNew |
$78.8K - $86.9K
|
1.2K
$96.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
11.4K+ 189.11% |
$748K - $825K
|
17.4K
$1.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-139- 2.06% |
$9.13K - $10.1K
|
6.62K
$534K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-500- 33.05% |
$32.8K - $36.2K
|
1.01K
$81.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
91.6KNew |
$6.02M - $6.63M
|
91.6K
$7.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
100New |
$6.57K - $7.24K
|
100
$8.06K
|
|
|
Aug 14, 2025
Q2 2025
|
Fosun International LTD
|
SELL
|
- |
-3.61K- 33.63% |
$237K - $261K
|
7.12K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
73.4K+ 76.53% |
$4.82M - $5.31M
|
169K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
CALL |
-15K- 42.49% |
$985K - $1.09M
|
20.3K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
71+ 2.12% |
$4.66K - $5.14K
|
3.43K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.65KNew |
$239K - $264K
|
3.65K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-453K- 97.95% |
$29.8M - $32.8M
|
9.5K
$766K
|
|