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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
7.55KNew |
$469K - $551K
|
7.55K
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-159K- 51.71% |
$9.85M - $11.6M
|
148K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
35New |
$2.18K - $2.55K
|
35
$2.82K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.26KNew |
$78.2K - $91.7K
|
1.26K
$101K
|
|
|
Feb 11, 2025
Q4 2024
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-1.5K- 0.77% |
$93.2K - $109K
|
195K
$15.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
34KNew |
$2.12M - $2.48M
|
34K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.53KNew |
$281K - $330K
|
4.53K
$365K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.78KNew |
$111K - $130K
|
1.78K
$143K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.58K- 10.81% |
$98.2K - $115K
|
13K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12.7K+ 10.69% |
$790K - $927K
|
132K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
640+ 160.0% |
$39.8K - $46.7K
|
1.04K
$83.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
138+ 0.86% |
$8.58K - $10.1K
|
16.1K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-52- 4.77% |
$3.23K - $3.79K
|
1.04K
$83.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-195- 3.49% |
$12.1K - $14.2K
|
5.39K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.52KNew |
$281K - $330K
|
4.52K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
986+ 25.6% |
$61.3K - $71.9K
|
4.84K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
34New |
$2.11K - $2.48K
|
34
$2.74K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.27KNew |
$78.8K - $92.4K
|
1.27K
$102K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.35KNew |
$208K - $244K
|
3.35K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
400New |
$24.9K - $29.2K
|
400
$32.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.01KNew |
$187K - $220K
|
3.01K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
37.3KNew |
$2.32M - $2.72M
|
37.3K
$3M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
65KNew |
$4.04M - $4.74M
|
65K
$5.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.11KNew |
$69K - $80.9K
|
1.11K
$89.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.75K- 35.62% |
$109K - $128K
|
3.16K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
86.4KNew |
$5.37M - $6.3M
|
86.4K
$6.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14New |
$870 - $1.02K
|
14
$1.13K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6+ 7.79% |
$373 - $438
|
83
$6.69K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
208KNew |
$12.9M - $15.2M
|
208K
$16.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-37- 0.84% |
$2.3K - $2.7K
|
4.38K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
492+ 13.27% |
$30.6K - $35.9K
|
4.2K
$338K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-2.46K- 42.85% |
$153K - $180K
|
3.28K
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
12.4KNew |
$771K - $904K
|
12.4K
$999K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 0.84% |
$622 - $729
|
1.2K
$96.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-94- 2.67% |
$5.84K - $6.85K
|
3.43K
$276K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
74New |
$4.6K - $5.4K
|
74
$5.96K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11+ 0.3% |
$684 - $802
|
3.66K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-94- 1.81% |
$5.84K - $6.85K
|
5.09K
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
140+ 3.22% |
$8.7K - $10.2K
|
4.49K
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-150- 3.76% |
$9.32K - $10.9K
|
3.84K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-951- 14.53% |
$59.1K - $69.3K
|
5.59K
$451K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-302- 8.76% |
$18.8K - $22K
|
3.15K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1KNew |
$62.2K - $72.9K
|
1K
$80.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
7New |
$435 - $510
|
7
$564
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.61KNew |
$100K - $117K
|
1.61K
$130K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50- 3.17% |
$3.11K - $3.65K
|
1.53K
$123K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.97KNew |
$185K - $217K
|
2.97K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
685+ 20.78% |
$42.6K - $50K
|
3.98K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
4.46KNew |
$277K - $325K
|
4.46K
$359K
|
|