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 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
185+ 2.77% |
$11.5K - $13.5K
|
6.87K
$457K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
522+ 7.01% |
$32.4K - $38.1K
|
7.97K
$531K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
705+ 5.1% |
$43.8K - $51.4K
|
14.5K
$967K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.49% |
$62.2 - $72.9
|
206
$13.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 3.23% |
$311 - $365
|
160
$10.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.9K- 17.64% |
$118K - $139K
|
8.88K
$592K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50- 3.17% |
$3.11K - $3.65K
|
1.53K
$102K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-555- 20.36% |
$34.5K - $40.5K
|
2.17K
$145K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11New |
$684 - $802
|
11
$733
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.97KNew |
$185K - $217K
|
2.97K
$198K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
685+ 20.78% |
$42.6K - $50K
|
3.98K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8+ 0.21% |
$497 - $583
|
3.84K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
42K+ 447.06% |
$2.61M - $3.06M
|
51.4K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-15.2K- 0.9% |
$947K - $1.11M
|
1.67M
$111M
|
|
|
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
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.7K- 6.1% |
$105K - $124K
|
26.1K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
9.8K+ 5.43% |
$609K - $715K
|
190K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.71K+ 36.14% |
$169K - $198K
|
10.2K
$681K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
466+ 15.84% |
$29K - $34K
|
3.41K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-253- 3.84% |
$15.7K - $18.4K
|
6.34K
$422K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
36.1K+ 21.41% |
$2.24M - $2.63M
|
205K
$13.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
871+ 21.36% |
$54.1K - $63.5K
|
4.95K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-123- 3.66% |
$7.65K - $8.97K
|
3.24K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
647+ 21.03% |
$40.2K - $47.2K
|
3.72K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-60- 1.09% |
$3.73K - $4.38K
|
5.44K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-194- 5.39% |
$12.1K - $14.1K
|
3.4K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
504New |
$31.3K - $36.8K
|
504
$33.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-12.7K- 16.18% |
$789K - $925K
|
65.7K
$4.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
1.4K+ 507.61% |
$87.1K - $102K
|
1.68K
$112K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-78- 1.36% |
$4.85K - $5.69K
|
5.64K
$376K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.63K- 4.96% |
$350K - $411K
|
108K
$7.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
160+ 2.6% |
$9.95K - $11.7K
|
6.32K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
116+ 2.77% |
$7.21K - $8.46K
|
4.31K
$287K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.41K+ 19.07% |
$87.6K - $103K
|
8.8K
$586K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
58+ 1.53% |
$3.61K - $4.23K
|
3.85K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.93K+ 23.57% |
$120K - $141K
|
10.1K
$673K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.27K+ 32.16% |
$141K - $166K
|
9.35K
$622K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.99K- 92.29% |
$372K - $437K
|
500
$33.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.53K- 3.21% |
$95K - $111K
|
46.1K
$3.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.87K+ 11.49% |
$489K - $574K
|
76.4K
$5.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.51K- 99.91% |
$218K - $256K
|
3
$200
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
711+ 17.93% |
$44.2K - $51.8K
|
4.68K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7+ 7.53% |
$435 - $510
|
100
$6.66K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-20- 4.68% |
$1.24K - $1.46K
|
407
$27.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
75+ 1.93% |
$4.66K - $5.47K
|
3.97K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
231+ 4.05% |
$14.4K - $16.8K
|
5.94K
$395K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-33K- 80.53% |
$2.05M - $2.41M
|
7.99K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.06K- 2.1% |
$128K - $150K
|
95.9K
$6.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.8K+ 33.11% |
$112K - $132K
|
7.25K
$483K
|