Latest Institutional Purchases of Xcel Energy Inc (XEL)
This list provides information on the latest institutional transactions involving Xcel Energy Inc (XEL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
81+ 120.9% |
$5.47K - $6.53K
|
148
$11.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
79+ 0.55% |
$5.34K - $6.37K
|
14.4K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
74+ 0.08% |
$5K - $5.97K
|
90.5K
$7.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
74+ 4.63% |
$5K - $5.97K
|
1.67K
$135K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
74+ 1.46% |
$5K - $5.97K
|
5.16K
$416K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
72+ 0.56% |
$4.86K - $5.81K
|
12.9K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
69+ 28.4% |
$4.66K - $5.56K
|
312
$25.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
66+ 0.43% |
$4.46K - $5.32K
|
15.6K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
63+ 0.31% |
$4.26K - $5.08K
|
20.2K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
61+ 0.26% |
$4.12K - $4.92K
|
23.1K
$1.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
58New |
$3.92K - $4.68K
|
58
$4.67K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
54+ 10.33% |
$3.65K - $4.36K
|
577
$46.5K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
52+ 0.98% |
$3.51K - $4.19K
|
5.35K
$431K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
51+ 3.57% |
$3.45K - $4.11K
|
1.48K
$119K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
51+ 0.21% |
$3.45K - $4.11K
|
24.7K
$1.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
51+ 9.77% |
$3.45K - $4.11K
|
573
$46.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
50+ 0.2% |
$3.38K - $4.03K
|
25K
$2.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
48+ 0.14% |
$3.24K - $3.87K
|
33.5K
$2.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
46+ 2.5% |
$3.11K - $3.71K
|
1.89K
$152K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
46+ 5.19% |
$3.11K - $3.71K
|
933
$75.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
45+ 1.32% |
$3.04K - $3.63K
|
3.46K
$278K
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
45+ 0.35% |
$3.04K - $3.63K
|
12.9K
$1.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
45+ 0.41% |
$3.04K - $3.63K
|
10.9K
$878K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
44+ 628.57% |
$2.97K - $3.55K
|
51
$4.11K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
43+ 195.45% |
$2.91K - $3.47K
|
65
$5.24K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
40+ 0.55% |
$2.7K - $3.23K
|
7.25K
$585K
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
35+ 0.75% |
$2.36K - $2.82K
|
4.68K
$377K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
33+ 0.4% |
$2.23K - $2.66K
|
8.38K
$676K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
33New |
$2.23K - $2.66K
|
33
$2.66K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
33+ 1.05% |
$2.23K - $2.66K
|
3.18K
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
32+ 0.71% |
$2.16K - $2.58K
|
4.55K
$367K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
31+ 0.09% |
$2.09K - $2.5K
|
34.4K
$2.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
30New |
$2.03K - $2.42K
|
30
$2.42K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
29+ 0.14% |
$1.96K - $2.34K
|
21.1K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
27+ 0.74% |
$1.82K - $2.18K
|
3.65K
$294K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
27New |
$1.82K - $2.18K
|
27
$2.18K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
25+ 1.56% |
$1.69K - $2.02K
|
1.63K
$131K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
25New |
$1.69K - $2.02K
|
25
$2.01K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 171.43% |
$1.62K - $1.94K
|
38
$3.06K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
24+ 0.23% |
$1.62K - $1.94K
|
10.5K
$850K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
22+ 0.24% |
$1.49K - $1.77K
|
9.14K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
22+ 0.07% |
$1.49K - $1.77K
|
33.3K
$2.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
21New |
$1.42K - $1.69K
|
21
$1.69K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
20New |
$1.35K - $1.61K
|
20
$1.61K
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
19+ 0.61% |
$1.28K - $1.53K
|
3.15K
$254K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18+ 0.13% |
$1.22K - $1.45K
|
14.2K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
18+ 1.42% |
$1.22K - $1.45K
|
1.28K
$103K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
17+ 0.31% |
$1.15K - $1.37K
|
5.42K
$437K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
17New |
$1.15K - $1.37K
|
17
$1.37K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
17New |
$1.15K - $1.37K
|
17
$1.37K
|
|