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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
17New |
$1.15K - $1.37K
|
17
$1.37K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
16+ 0.09% |
$1.08K - $1.29K
|
17.9K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
16New |
$1.08K - $1.29K
|
16
$1.29K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
15New |
$1.01K - $1.21K
|
15
$1.21K
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
13+ 1.44% |
$878 - $1.05K
|
913
$73.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 0.39% |
$878 - $1.05K
|
3.35K
$270K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 0.45% |
$878 - $1.05K
|
2.9K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 2.84% |
$811 - $968
|
435
$35.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
12New |
$811 - $968
|
12
$967
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
11New |
$743 - $887
|
11
$886
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
10+ 0.13% |
$676 - $807
|
7.86K
$633K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10+ 0.2% |
$676 - $807
|
4.94K
$398K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10+ 0.13% |
$676 - $807
|
7.52K
$606K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
9+ 0.14% |
$608 - $726
|
6.58K
$530K
|
|
|
Nov 14, 2025
Q3 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
8+ 0.21% |
$540 - $645
|
3.91K
$315K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
8+ 0.44% |
$540 - $645
|
1.81K
$146K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
8+ 8.7% |
$540 - $645
|
100
$8.06K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 33.33% |
$540 - $645
|
32
$2.58K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
7+ 0.17% |
$473 - $565
|
4.06K
$327K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
7+ 0.08% |
$473 - $565
|
9.14K
$737K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.35% |
$473 - $565
|
525
$42.3K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
7New |
$473 - $565
|
7
$564
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 0.83% |
$405 - $484
|
728
$58.7K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
5+ 0.01% |
$338 - $403
|
84.5K
$6.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
5New |
$338 - $403
|
5
$403
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
CALL |
5New |
$338 - $403
|
5
$403
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.59% |
$338 - $403
|
848
$68.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5New |
$338 - $403
|
5
$403
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 0.68% |
$338 - $403
|
743
$59.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5+ 0.1% |
$338 - $403
|
5.1K
$411K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
5+ 0.13% |
$338 - $403
|
3.91K
$315K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4New |
$270 - $323
|
4
$322
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 2.84% |
$270 - $323
|
145
$11.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
3+ 2.42% |
$203 - $242
|
127
$10.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$135 - $161
|
3.08K
$248K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 1.18% |
$135 - $161
|
172
$13.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
2+ 0.05% |
$135 - $161
|
3.8K
$307K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2+ 0.07% |
$135 - $161
|
2.7K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.99% |
$135 - $161
|
205
$16.5K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 20.0% |
$135 - $161
|
12
$967
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 1.19% |
$67.6 - $80.7
|
85
$6.85K
|
|
|
Nov 12, 2025
Q3 2025
|
Epiq Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$67.6 - $80.7
|
27.9K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$67.6 - $80.7
|
4.53K
$365K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1+ 0.02% |
$67.6 - $80.7
|
4.14K
$334K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.16% |
$67.6 - $80.7
|
609
$49.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.06% |
$67.6 - $80.7
|
1.58K
$127K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 0.89% |
$67.6 - $80.7
|
113
$9.11K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
642K+ 19.98% |
$42.2M - $46.5M
|
3.86M
$311M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
338K+ 3324.59% |
$22.2M - $24.4M
|
348K
$28M
|
|
|
Aug 14, 2025
Q2 2025
|
Yaupon Capital Management LP
New York, NY |
BUY
|
CALL |
300KNew |
$19.7M - $21.7M
|
300K
$24.2M
|
|