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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
365+ 9.7% |
$23.1K - $26.3K
|
4.13K
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
99New |
$6.27K - $7.14K
|
99
$7.98K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.92KNew |
$185K - $211K
|
2.92K
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
2.86KNew |
$181K - $206K
|
2.86K
$230K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
142New |
$9K - $10.2K
|
142
$11.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22+ 6.3% |
$1.39K - $1.59K
|
371
$29.9K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
776+ 8.18% |
$49.2K - $55.9K
|
10.3K
$827K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-102- 2.82% |
$6.46K - $7.35K
|
3.52K
$284K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
130+ 3.17% |
$8.24K - $9.37K
|
4.23K
$341K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
5.15KNew |
$320K - $375K
|
5.15K
$415K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
33New |
$2.05K - $2.41K
|
33
$2.66K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.36KNew |
$84.3K - $98.9K
|
1.36K
$109K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
250New |
$15.5K - $18.2K
|
250
$20.1K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
1.76KNew |
$109K - $128K
|
1.76K
$142K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
10.5KNew |
$655K - $769K
|
10.5K
$850K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
162New |
$10.1K - $11.8K
|
162
$13.1K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
3.28KNew |
$204K - $239K
|
3.28K
$264K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$62.2 - $72.9
|
1
$80.6
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
10New |
$622 - $729
|
10
$806
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$249 - $292
|
4
$322
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-98.9K- 4.53% |
$6.15M - $7.21M
|
2.09M
$168M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
233New |
$14.5K - $17K
|
233
$18.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
22.7KNew |
$1.41M - $1.66M
|
22.7K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-4.12K- 10.52% |
$256K - $301K
|
35.1K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
537+ 5.77% |
$33.4K - $39.2K
|
9.84K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
9.43K+ 24.32% |
$586K - $687K
|
48.2K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-294- 49.92% |
$18.3K - $21.4K
|
295
$23.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.65KNew |
$289K - $339K
|
4.65K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
769New |
$47.8K - $56.1K
|
769
$62K
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-15.6K- 65.36% |
$967K - $1.13M
|
8.24K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
6.2KNew |
$385K - $452K
|
6.2K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
333New |
$20.7K - $24.3K
|
333
$26.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
158New |
$9.82K - $11.5K
|
158
$12.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.09KNew |
$254K - $298K
|
4.09K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 16.67% |
$3.11K - $3.65K
|
350
$28.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
30New |
$1.86K - $2.19K
|
30
$2.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
6.24KNew |
$388K - $455K
|
6.24K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-2.04K- 80.24% |
$127K - $149K
|
503
$40.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
50New |
$3.11K - $3.65K
|
50
$4.03K
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
3.12KNew |
$194K - $228K
|
3.12K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-690- 2.77% |
$42.9K - $50.3K
|
24.2K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.31K- 26.33% |
$143K - $168K
|
6.45K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
100New |
$6.22K - $7.29K
|
100
$8.06K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
7.69KNew |
$478K - $560K
|
7.69K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
120K+ 752.81% |
$7.49M - $8.78M
|
136K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
194KNew |
$12.1M - $14.1M
|
194K
$15.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.81% |
$62.2 - $72.9
|
124
$9.99K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-392- 6.0% |
$24.4K - $28.6K
|
6.14K
$495K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
176+ 3.53% |
$10.9K - $12.8K
|
5.16K
$415K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
200New |
$12.4K - $14.6K
|
200
$16.1K
|
|