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 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.08KNew |
$137K - $151K
|
2.08K
$168K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
15+ 2.7% |
$985 - $1.09K
|
571
$46K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.23K+ 54.29% |
$147K - $162K
|
6.35K
$511K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
642New |
$42.1K - $46.5K
|
642
$51.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
22+ 0.65% |
$1.44K - $1.59K
|
3.42K
$276K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-20- 9.09% |
$1.31K - $1.45K
|
200
$16.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 0.85% |
$263 - $290
|
468
$37.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.02K- 1.5% |
$198K - $218K
|
198K
$16M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-300- 16.67% |
$19.7K - $21.7K
|
1.5K
$121K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-3.13K- 47.05% |
$206K - $227K
|
3.53K
$284K
|
|
| Q1 2025 | |||||||
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.31KNew |
$273K - $311K
|
4.31K
$347K
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.74KNew |
$364K - $414K
|
5.74K
$463K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
112New |
$7.1K - $8.08K
|
112
$9.02K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
9New |
$570 - $649
|
9
$725
|
|
|
May 16, 2025
Q1 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
18.7KNew |
$1.19M - $1.35M
|
18.7K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-43- 57.33% |
$2.72K - $3.1K
|
32
$2.58K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 60.0% |
$951 - $1.08K
|
40
$3.22K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-81- 2.09% |
$5.13K - $5.84K
|
3.79K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-55.1K- 23.19% |
$3.49M - $3.97M
|
183K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
87K+ 68.84% |
$5.52M - $6.28M
|
213K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
658+ 2.85% |
$41.7K - $47.4K
|
23.7K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
213+ 0.53% |
$13.5K - $15.4K
|
40.1K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.42K+ 3.97% |
$90.2K - $103K
|
37.3K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
226New |
$14.3K - $16.3K
|
226
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.64KNew |
$230K - $262K
|
3.64K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
15+ 0.24% |
$951 - $1.08K
|
6.27K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
43+ 19.03% |
$2.72K - $3.1K
|
269
$21.7K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 2.32% |
$3.8K - $4.33K
|
2.53K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
111K+ 88.51% |
$7.06M - $8.03M
|
237K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 11.54% |
$570 - $649
|
69
$5.56K
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
203K+ 889.69% |
$12.9M - $14.7M
|
226K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
52.5KNew |
$3.33M - $3.79M
|
52.5K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-536- 15.18% |
$34K - $38.6K
|
3K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
40.3KNew |
$2.55M - $2.9M
|
40.3K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-3.3K- 14.22% |
$209K - $238K
|
19.9K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.59K+ 344.81% |
$354K - $403K
|
7.21K
$581K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.27K- 56.73% |
$207K - $235K
|
2.49K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
530KNew |
$33.6M - $38.2M
|
530K
$42.7M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-125- 3.91% |
$7.92K - $9.01K
|
3.07K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
250+ 16.18% |
$15.8K - $18K
|
1.8K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-9.7K- 62.63% |
$615K - $699K
|
5.79K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-294K- 51.9% |
$18.6M - $21.2M
|
272K
$21.9M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
12.5KNew |
$794K - $903K
|
12.5K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 92.59% |
$6.34K - $7.21K
|
8
$645
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-8.45K- 15.52% |
$535K - $609K
|
46K
$3.7M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-183- 3.11% |
$11.6K - $13.2K
|
5.71K
$460K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3K- 43.26% |
$190K - $217K
|
3.94K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
7.83KNew |
$496K - $564K
|
7.83K
$631K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
118New |
$7.48K - $8.51K
|
118
$9.51K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
900+ 37.48% |
$57K - $64.9K
|
3.3K
$266K
|
|