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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
366+ 2.8% |
$22.8K - $26.7K
|
13.4K
$899K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
352+ 4.64% |
$21.9K - $25.7K
|
7.94K
$532K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
343+ 5.99% |
$21.3K - $25K
|
6.07K
$406K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
315+ 145.16% |
$19.6K - $23K
|
532
$35.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
290+ 1.33% |
$18K - $21.1K
|
22.1K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
287+ 5.13% |
$17.8K - $20.9K
|
5.88K
$394K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
284+ 7.45% |
$17.7K - $20.7K
|
4.1K
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
270+ 17.48% |
$16.8K - $19.7K
|
1.82K
$122K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
236+ 6.97% |
$14.7K - $17.2K
|
3.62K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
231+ 4.05% |
$14.4K - $16.8K
|
5.94K
$398K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
229+ 21.2% |
$14.2K - $16.7K
|
1.31K
$87.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
206+ 6.68% |
$12.8K - $15K
|
3.29K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
200+ 20.92% |
$12.4K - $14.6K
|
1.16K
$77.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
178+ 10.22% |
$11.1K - $13K
|
1.92K
$129K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
160+ 2.6% |
$9.95K - $11.7K
|
6.32K
$424K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
151+ 0.66% |
$9.39K - $11K
|
23.1K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
133+ 4.83% |
$8.27K - $9.7K
|
2.89K
$193K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
123+ 0.44% |
$7.65K - $8.97K
|
28.1K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
105New |
$6.53K - $7.66K
|
105
$7.03K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
84+ 2.08% |
$5.22K - $6.13K
|
4.12K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
75+ 1.93% |
$4.66K - $5.47K
|
3.97K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
61New |
$3.79K - $4.45K
|
61
$4.09K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
54+ 3.08% |
$3.36K - $3.94K
|
1.81K
$121K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
51+ 1275.0% |
$3.17K - $3.72K
|
55
$3.68K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
48+ 25.53% |
$2.98K - $3.5K
|
236
$15.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
38+ 1.23% |
$2.36K - $2.77K
|
3.14K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
30+ 0.41% |
$1.86K - $2.19K
|
7.39K
$495K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26+ 325.0% |
$1.62K - $1.9K
|
34
$2.28K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
23+ 0.62% |
$1.43K - $1.68K
|
3.71K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
14+ 0.12% |
$870 - $1.02K
|
11.7K
$782K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
10+ 0.29% |
$622 - $729
|
3.46K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.84% |
$622 - $729
|
1.19K
$80K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 2.95% |
$622 - $729
|
349
$23.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7+ 7.53% |
$435 - $510
|
100
$6.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.17% |
$435 - $510
|
4.22K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 0.2% |
$249 - $292
|
2.04K
$136K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$62.2 - $72.9
|
11.7K
$781K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$62.2 - $72.9
|
5.38K
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.17% |
$62.2 - $72.9
|
607
$40.7K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.6M+ 147.69% |
$448M - $562M
|
14.4M
$966M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
7.69M+ 60.1% |
$400M - $502M
|
20.5M
$1.37B
|
|
|
Nov 13, 2024
Q3 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
5.48MNew |
$286M - $358M
|
5.48M
$367M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
2.32M+ 6.67% |
$121M - $152M
|
37.1M
$2.49B
|
|
|
Nov 14, 2024
Q3 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.1M+ 520.09% |
$110M - $137M
|
2.51M
$168M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.69M+ 81.19% |
$88.2M - $111M
|
3.78M
$253M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.54M+ 93.61% |
$80.1M - $100M
|
3.18M
$213M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.19M+ 103.08% |
$62M - $77.6M
|
2.34M
$157M
|
|
|
Nov 14, 2024
Q3 2024
|
Merewether Investment Management, LP
Dallas, TX |
BUY
|
- |
985KNew |
$51.3M - $64.3M
|
985K
$66M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
893K+ 6.24% |
$46.5M - $58.3M
|
15.2M
$1.02B
|
|
|
Nov 14, 2024
Q3 2024
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
- |
809KNew |
$42.2M - $52.9M
|
809K
$54.2M
|
|