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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-34- 0.63% |
$2.23K - $2.46K
|
5.33K
$390K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
648New |
$42.5K - $46.9K
|
648
$47.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$691K - $762K
|
10.5K
$769K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.19% |
$525 - $579
|
4.16K
$304K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
62.5KNew |
$4.1M - $4.52M
|
62.5K
$4.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
5.87K+ 22.5% |
$385K - $425K
|
32K
$2.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
9+ 0.11% |
$591 - $652
|
7.85K
$573K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
18+ 29.51% |
$1.18K - $1.3K
|
79
$5.77K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.41% |
$19.7K - $21.7K
|
72.6K
$5.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
17+ 0.27% |
$1.12K - $1.23K
|
6.34K
$463K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-458- 4.7% |
$30.1K - $33.2K
|
9.28K
$678K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.32K- 8.88% |
$86.5K - $95.4K
|
13.5K
$988K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.18K+ 4.4% |
$77.6K - $85.6K
|
28.1K
$2.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-6.76K- 49.71% |
$444K - $490K
|
6.84K
$500K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
255+ 0.08% |
$16.7K - $18.5K
|
333K
$24.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
160K+ 458.67% |
$10.5M - $11.6M
|
195K
$14.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
319+ 0.63% |
$20.9K - $23.1K
|
51.1K
$3.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 200.0% |
$525 - $579
|
12
$877
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11+ 84.62% |
$722 - $796
|
24
$1.75K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-283- 0.77% |
$18.6K - $20.5K
|
36.4K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
20+ 0.64% |
$1.31K - $1.45K
|
3.13K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.87% |
$65.7 - $72.4
|
114
$8.33K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
4.31KNew |
$283K - $312K
|
4.31K
$315K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.03KNew |
$199K - $220K
|
3.03K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
10.4KNew |
$680K - $750K
|
10.4K
$757K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.42K+ 3.45% |
$159K - $175K
|
72.5K
$5.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.22K- 14.43% |
$80.3K - $88.5K
|
7.25K
$530K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
996+ 4.82% |
$65.4K - $72.1K
|
21.6K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-200- 17.3% |
$13.1K - $14.5K
|
956
$69.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 30.04% |
$133K - $147K
|
4.72K
$345K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-65- 0.81% |
$4.27K - $4.71K
|
7.95K
$581K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.77% |
$263 - $290
|
523
$38.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
68.8K+ 26.4% |
$4.52M - $4.98M
|
330K
$24.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.71KNew |
$440K - $485K
|
6.71K
$490K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
66+ 3.56% |
$4.33K - $4.78K
|
1.92K
$140K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
8.25K+ 78.21% |
$542K - $597K
|
18.8K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.5K- 2.18% |
$164K - $181K
|
112K
$8.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.74K+ 7.01% |
$180K - $198K
|
41.8K
$3.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.76K+ 40.84% |
$115K - $127K
|
6.07K
$443K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
502+ 7.82% |
$33K - $36.3K
|
6.92K
$506K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.43K+ 17.73% |
$225K - $248K
|
22.8K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-838- 13.95% |
$55K - $60.7K
|
5.17K
$378K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.42K- 65.33% |
$224K - $247K
|
1.81K
$132K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5.46K+ 73.78% |
$359K - $395K
|
12.9K
$940K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.91K+ 11.64% |
$191K - $211K
|
27.9K
$2.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
245+ 7.37% |
$16.1K - $17.7K
|
3.57K
$261K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.83KNew |
$317K - $350K
|
4.83K
$353K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$65.7 - $72.4
|
3.7K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
33+ 0.51% |
$2.17K - $2.39K
|
6.45K
$471K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
362+ 5.35% |
$23.8K - $26.2K
|
7.12K
$520K
|