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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
892+ 28.17% |
$71K - $73K
|
4.06K
$327K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-17- 0.2% |
$1.35K - $1.39K
|
8.36K
$674K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
36+ 0.67% |
$2.87K - $2.95K
|
5.37K
$433K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-9.38K- 56.48% |
$747K - $768K
|
7.23K
$583K
|
|
|
Jan 07, 2026
Q4 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-3.53K- 56.06% |
$281K - $289K
|
2.76K
$223K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.01K+ 1036.08% |
$80K - $82.3K
|
1.1K
$88.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 0.84% |
$1.43K - $1.47K
|
2.15K
$173K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.66K- 14.22% |
$211K - $217K
|
16K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-15- 0.48% |
$1.19K - $1.23K
|
3.09K
$249K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-816- 14.91% |
$65K - $66.8K
|
4.66K
$375K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
15.8KNew |
$1.26M - $1.29M
|
15.8K
$1.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
38+ 1.17% |
$3.02K - $3.11K
|
3.28K
$264K
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-311- 8.83% |
$24.8K - $25.5K
|
3.21K
$259K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1+ 0.02% |
$79.6 - $81.9
|
6.58K
$530K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
51+ 1.26% |
$4.06K - $4.17K
|
4.11K
$331K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-154- 15.84% |
$12.3K - $12.6K
|
818
$65.9K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
29.4K+ 226.35% |
$2.34M - $2.4M
|
42.4K
$3.41M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.55K+ 11.68% |
$203K - $209K
|
24.4K
$1.97M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9+ 0.25% |
$716 - $737
|
3.56K
$287K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.98K+ 10.21% |
$157K - $162K
|
21.3K
$1.72M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-48.9K- 45.97% |
$3.3M - $3.94M
|
57.4K
$4.63M
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-515- 10.56% |
$34.8K - $41.5K
|
4.36K
$352K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 171.43% |
$1.62K - $1.94K
|
38
$3.06K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
52+ 0.98% |
$3.51K - $4.19K
|
5.35K
$431K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.98% |
$54K - $64.5K
|
26.1K
$2.1M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
107+ 2.02% |
$7.23K - $8.63K
|
5.42K
$437K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.09K- 1.76% |
$276K - $330K
|
228K
$18.4M
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
6.29K+ 131.96% |
$425K - $508K
|
11.1K
$891K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
339New |
$22.9K - $27.3K
|
339
$27.3K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-721- 28.26% |
$48.7K - $58.1K
|
1.83K
$147K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.65KNew |
$179K - $214K
|
2.65K
$213K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 1.88% |
$1.08K - $1.29K
|
837
$67.4K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-12.5K- 10.86% |
$845K - $1.01M
|
103K
$8.28M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.88K+ 17.64% |
$127K - $151K
|
12.5K
$1.01M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.37K- 22.35% |
$295K - $352K
|
15.2K
$1.22M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-97- 31.49% |
$6.55K - $7.82K
|
211
$17K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-622- 7.57% |
$42K - $50.2K
|
7.6K
$612K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
287New |
$19.4K - $23.1K
|
287
$23.1K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
8.48K+ 0.83% |
$573K - $684K
|
1.03M
$83.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7.15K- 43.43% |
$483K - $577K
|
9.31K
$750K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.98K+ 3.57% |
$269K - $321K
|
115K
$9.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
936+ 40.52% |
$63.2K - $75.5K
|
3.25K
$262K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
718K+ 13.58% |
$48.5M - $57.9M
|
6.01M
$484M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-445- 11.36% |
$30.1K - $35.9K
|
3.47K
$280K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-344- 2.84% |
$23.2K - $27.7K
|
11.8K
$949K
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
63.6K+ 2130.65% |
$4.3M - $5.13M
|
66.6K
$5.37M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
13.8K+ 4.42% |
$933K - $1.11M
|
327K
$26.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
17+ 0.31% |
$1.15K - $1.37K
|
5.42K
$437K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
5+ 0.01% |
$338 - $403
|
84.5K
$6.81M
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-7.5K- 35.94% |
$507K - $605K
|
13.4K
$1.08M
|
|