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 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.11K+ 8.44% |
$193K - $227K
|
39.9K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-93- 0.27% |
$5.78K - $6.78K
|
34K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
352+ 4.64% |
$21.9K - $25.7K
|
7.94K
$529K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
105New |
$6.53K - $7.66K
|
105
$6.99K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.45K+ 6.5% |
$90.2K - $106K
|
23.8K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-481- 12.49% |
$29.9K - $35.1K
|
3.37K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-981- 6.01% |
$61K - $71.5K
|
15.3K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.12KNew |
$256K - $301K
|
4.12K
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-449- 7.48% |
$27.9K - $32.7K
|
5.55K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.85K+ 6.89% |
$115K - $135K
|
28.6K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
287+ 5.13% |
$17.8K - $20.9K
|
5.88K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-35.8K- 16.37% |
$2.23M - $2.61M
|
183K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.06K- 93.25% |
$66.1K - $77.6K
|
77
$5.13K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.6K+ 389.78% |
$846K - $993K
|
17.1K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
178+ 10.22% |
$11.1K - $13K
|
1.92K
$128K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.4K- 14.71% |
$86.9K - $102K
|
8.1K
$540K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.22K+ 19.73% |
$200K - $235K
|
19.5K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.8KNew |
$236K - $277K
|
3.8K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.21K+ 52.87% |
$324K - $380K
|
15.1K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
395+ 36.54% |
$24.6K - $28.8K
|
1.48K
$98.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-259- 4.72% |
$16.1K - $18.9K
|
5.23K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
368+ 6.25% |
$22.9K - $26.8K
|
6.26K
$417K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-248- 6.22% |
$15.4K - $18.1K
|
3.74K
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 1.46% |
$6.22K - $7.29K
|
6.76K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-91- 2.29% |
$5.66K - $6.64K
|
3.88K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-798K- 94.5% |
$49.6M - $58.2M
|
46.5K
$3.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.22K+ 47.9% |
$387K - $453K
|
19.2K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-92- 23.41% |
$5.72K - $6.71K
|
301
$20K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.7K- 3.07% |
$106K - $124K
|
53.7K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 0.2% |
$249 - $292
|
2.04K
$136K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$62.2 - $72.9
|
5.38K
$358K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-728- 14.17% |
$45.3K - $53.1K
|
4.41K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.17% |
$435 - $510
|
4.22K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
14+ 0.12% |
$870 - $1.02K
|
11.7K
$777K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
35.1KNew |
$2.18M - $2.56M
|
35.1K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
19KNew |
$1.18M - $1.39M
|
19K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.84% |
$622 - $729
|
1.19K
$79.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-242- 3.41% |
$15K - $17.6K
|
6.86K
$457K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-618- 11.02% |
$38.4K - $45.1K
|
4.99K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.22KNew |
$200K - $235K
|
3.22K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.39K- 11.16% |
$149K - $174K
|
19K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-7- 0.09% |
$435 - $510
|
7.65K
$509K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
200+ 20.92% |
$12.4K - $14.6K
|
1.16K
$77K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
10.7K+ 9.79% |
$665K - $780K
|
120K
$7.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.9K+ 9.63% |
$680K - $798K
|
125K
$8.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
30+ 0.41% |
$1.86K - $2.19K
|
7.39K
$492K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
343+ 5.99% |
$21.3K - $25K
|
6.07K
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
760+ 43.04% |
$47.2K - $55.4K
|
2.53K
$168K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-693- 14.02% |
$43.1K - $50.5K
|
4.25K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
54+ 3.08% |
$3.36K - $3.94K
|
1.81K
$121K
|