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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.58KNew |
$104K - $115K
|
1.58K
$128K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.37K+ 50.33% |
$89.9K - $99.1K
|
4.09K
$329K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.2KNew |
$78.8K - $86.9K
|
1.2K
$96.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.1K+ 23.17% |
$72.5K - $79.9K
|
5.87K
$473K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.09KNew |
$71.7K - $79K
|
1.09K
$88K
|
|
|
Aug 14, 2025
Q2 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
741+ 0.29% |
$48.6K - $53.6K
|
260K
$20.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
686+ 3.28% |
$45K - $49.7K
|
21.6K
$1.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
668+ 1.51% |
$43.9K - $48.4K
|
45K
$3.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
648New |
$42.5K - $46.9K
|
648
$52.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
642New |
$42.1K - $46.5K
|
642
$51.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
584New |
$38.3K - $42.3K
|
584
$47.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
582+ 16.43% |
$38.2K - $42.1K
|
4.12K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Decade Renewable Partners LP
Houston, TX |
BUY
|
- |
501+ 0.47% |
$32.9K - $36.3K
|
106K
$8.55M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
498+ 8.95% |
$32.7K - $36.1K
|
6.06K
$489K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
442+ 0.48% |
$29K - $32K
|
93K
$7.49M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
407+ 5.98% |
$26.7K - $29.5K
|
7.21K
$581K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
375+ 8.79% |
$24.6K - $27.1K
|
4.64K
$374K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
372New |
$24.4K - $26.9K
|
372
$30K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
341New |
$22.4K - $24.7K
|
341
$27.5K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
292+ 4.87% |
$19.2K - $21.1K
|
6.29K
$507K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
287New |
$18.8K - $20.8K
|
287
$23.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
285New |
$18.7K - $20.6K
|
285
$23K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
200+ 2.56% |
$13.1K - $14.5K
|
8K
$645K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$13.1K - $14.5K
|
200
$16.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
150+ 3.78% |
$9.85K - $10.9K
|
4.12K
$332K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
147+ 4.29% |
$9.65K - $10.6K
|
3.57K
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
120+ 2.48% |
$7.88K - $8.69K
|
4.96K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
100New |
$6.57K - $7.24K
|
100
$8.06K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
77+ 1.91% |
$5.06K - $5.57K
|
4.1K
$330K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
75New |
$4.92K - $5.43K
|
75
$6.04K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
72+ 2400.0% |
$4.73K - $5.21K
|
75
$6.04K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
71+ 2.12% |
$4.66K - $5.14K
|
3.43K
$276K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
67+ 2.65% |
$4.4K - $4.85K
|
2.59K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
66+ 42.04% |
$4.33K - $4.78K
|
223
$18K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
66+ 3.56% |
$4.33K - $4.78K
|
1.92K
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
62New |
$4.07K - $4.49K
|
62
$5K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
52New |
$3.41K - $3.76K
|
52
$4.19K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
45New |
$2.95K - $3.26K
|
45
$3.63K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
44+ 1.15% |
$2.89K - $3.19K
|
3.87K
$312K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
44+ 0.82% |
$2.89K - $3.19K
|
5.42K
$437K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
25New |
$1.64K - $1.81K
|
25
$2.01K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
22+ 0.65% |
$1.44K - $1.59K
|
3.42K
$276K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
21+ 0.51% |
$1.38K - $1.52K
|
4.14K
$334K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
19New |
$1.25K - $1.38K
|
19
$1.53K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
18New |
$1.18K - $1.3K
|
18
$1.45K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
18+ 29.51% |
$1.18K - $1.3K
|
79
$6.37K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$985 - $1.09K
|
15
$1.21K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
15+ 2.7% |
$985 - $1.09K
|
571
$46K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13New |
$853 - $941
|
13
$1.05K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 0.62% |
$525 - $579
|
1.3K
$105K
|
|