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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-214- 1.5% |
$14K - $15.5K
|
14.1K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.09KNew |
$71.7K - $79K
|
1.09K
$88K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
3.48K+ 17400.0% |
$228K - $252K
|
3.5K
$282K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
582+ 16.43% |
$38.2K - $42.1K
|
4.12K
$332K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
407+ 5.98% |
$26.7K - $29.5K
|
7.21K
$581K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-375- 8.59% |
$24.6K - $27.1K
|
3.99K
$322K
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
2.34K+ 38.03% |
$153K - $169K
|
8.49K
$684K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
45New |
$2.95K - $3.26K
|
45
$3.63K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
60New |
$3.94K - $4.34K
|
60
$4.83K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
18New |
$1.18K - $1.3K
|
18
$1.45K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-280- 1.63% |
$18.4K - $20.3K
|
16.9K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
120+ 2.48% |
$7.88K - $8.69K
|
4.96K
$400K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-115- 29.41% |
$7.55K - $8.32K
|
276
$22.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
21+ 0.51% |
$1.38K - $1.52K
|
4.14K
$334K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$985 - $1.09K
|
15
$1.21K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.8KNew |
$249K - $275K
|
3.8K
$306K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.77K- 58.04% |
$379K - $418K
|
4.17K
$336K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 0.62% |
$525 - $579
|
1.3K
$105K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-100- 1.25% |
$6.57K - $7.24K
|
7.88K
$635K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
648New |
$42.5K - $46.9K
|
648
$52.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.19% |
$525 - $579
|
4.16K
$335K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
18+ 29.51% |
$1.18K - $1.3K
|
79
$6.37K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
17+ 0.27% |
$1.12K - $1.23K
|
6.34K
$511K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 200.0% |
$525 - $579
|
12
$967
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
10.4KNew |
$680K - $750K
|
10.4K
$834K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
66+ 3.56% |
$4.33K - $4.78K
|
1.92K
$155K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-838- 13.95% |
$55K - $60.7K
|
5.17K
$417K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$65.7 - $72.4
|
3.7K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.1K+ 23.17% |
$72.5K - $79.9K
|
5.87K
$473K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-2.39K- 2.04% |
$157K - $173K
|
115K
$9.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-906- 61.93% |
$59.5K - $65.6K
|
557
$44.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-345- 14.79% |
$22.6K - $25K
|
1.99K
$160K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.14% |
$131 - $145
|
178
$14.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15- 16.67% |
$985 - $1.09K
|
75
$6.04K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
498+ 8.95% |
$32.7K - $36.1K
|
6.06K
$489K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
44+ 0.82% |
$2.89K - $3.19K
|
5.42K
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.54KNew |
$233K - $256K
|
3.54K
$285K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.52% |
$65.7 - $72.4
|
192
$15.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-300- 9.44% |
$19.7K - $21.7K
|
2.88K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.19KNew |
$210K - $231K
|
3.19K
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
19New |
$1.25K - $1.38K
|
19
$1.53K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-16- 45.71% |
$1.05K - $1.16K
|
19
$1.53K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
5.55KNew |
$364K - $402K
|
5.55K
$447K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-45- 1.53% |
$2.95K - $3.26K
|
2.91K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
375+ 8.79% |
$24.6K - $27.1K
|
4.64K
$374K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-134- 2.31% |
$8.8K - $9.7K
|
5.67K
$457K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.27KNew |
$214K - $236K
|
3.27K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
287New |
$18.8K - $20.8K
|
287
$23.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
147+ 4.29% |
$9.65K - $10.6K
|
3.57K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
126New |
$8.27K - $9.12K
|
126
$10.2K
|
|