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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.37K+ 50.33% |
$89.9K - $99.1K
|
4.09K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13New |
$853 - $941
|
13
$1.05K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-16.3K- 99.89% |
$1.07M - $1.18M
|
18
$1.45K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.5K+ 15.14% |
$164K - $181K
|
19K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
44+ 1.15% |
$2.89K - $3.19K
|
3.87K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.01K- 16.23% |
$66K - $72.8K
|
5.19K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.13K- 21.52% |
$140K - $154K
|
7.78K
$627K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15.4K+ 6710.0% |
$1.01M - $1.12M
|
15.7K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.32K- 50.79% |
$218K - $240K
|
3.22K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
SELL
|
- |
-14- 0.33% |
$919 - $1.01K
|
4.26K
$343K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-714- 10.27% |
$46.9K - $51.7K
|
6.24K
$503K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
200+ 2.56% |
$13.1K - $14.5K
|
8K
$645K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
52New |
$3.41K - $3.76K
|
52
$4.19K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
372New |
$24.4K - $26.9K
|
372
$30K
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.65K+ 26.12% |
$371K - $409K
|
27.3K
$2.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-3.05K- 61.63% |
$200K - $221K
|
1.9K
$153K
|
|
|
Aug 08, 2025
Q2 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-60K- 14.21% |
$3.94M - $4.34M
|
362K
$29.2M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-10.4K- 53.77% |
$685K - $755K
|
8.97K
$723K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.91% |
$131 - $145
|
218
$17.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-529- 12.66% |
$34.7K - $38.3K
|
3.65K
$294K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.07K+ 12.04% |
$333K - $367K
|
47.2K
$3.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.58KNew |
$104K - $115K
|
1.58K
$128K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
668+ 1.51% |
$43.9K - $48.4K
|
45K
$3.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-77- 20.0% |
$5.06K - $5.57K
|
308
$24.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
77+ 1.91% |
$5.06K - $5.57K
|
4.1K
$330K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-94- 33.45% |
$6.17K - $6.8K
|
187
$15.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
9.21KNew |
$605K - $667K
|
9.21K
$742K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-21- 39.62% |
$1.38K - $1.52K
|
32
$2.58K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-332- 4.23% |
$21.8K - $24K
|
7.52K
$606K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3New |
$197 - $217
|
3
$242
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-48- 2.57% |
$3.15K - $3.47K
|
1.82K
$147K
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
SELL
|
- |
-81.8K- 86.54% |
$5.37M - $5.92M
|
12.7K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Quaero Capital S.A.
|
BUY
|
- |
5.88KNew |
$386K - $425K
|
5.88K
$473K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
292+ 4.87% |
$19.2K - $21.1K
|
6.29K
$507K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
285New |
$18.7K - $20.6K
|
285
$23K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 1.54% |
$131 - $145
|
132
$10.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.79KNew |
$183K - $202K
|
2.79K
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
66+ 42.04% |
$4.33K - $4.78K
|
223
$18K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
72+ 2400.0% |
$4.73K - $5.21K
|
75
$6.04K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-251- 9.97% |
$16.5K - $18.2K
|
2.27K
$183K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
7New |
$460 - $507
|
7
$564
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
67+ 2.65% |
$4.4K - $4.85K
|
2.59K
$209K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$309K - $340K
|
4.7K
$379K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
442+ 0.48% |
$29K - $32K
|
93K
$7.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$13.1K - $14.5K
|
200
$16.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$460 - $507
|
7
$564
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
584New |
$38.3K - $42.3K
|
584
$47.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.02K- 16.82% |
$67K - $73.9K
|
5.05K
$407K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-150- 4.18% |
$9.85K - $10.9K
|
3.44K
$277K
|
|