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 |
---|---|---|---|---|---|---|---|
Jun 09, 2025
Q1 2025
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
126K+ 4.5% |
$7.99M - $9.09M
|
2.93M
$199M
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11+ 0.13% |
$697 - $793
|
8.51K
$578K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
9New |
$570 - $649
|
9
$611
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.89K+ 40.35% |
$373K - $424K
|
20.5K
$1.39M
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-1.8K- 11.16% |
$114K - $129K
|
14.3K
$971K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.6K- 37.68% |
$925K - $1.05M
|
24.1K
$1.64M
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
11.5K+ 7.4% |
$729K - $829K
|
167K
$11.3M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.37K+ 19.11% |
$86.8K - $98.8K
|
8.54K
$580K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.87KNew |
$245K - $279K
|
3.87K
$263K
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
702New |
$44.5K - $50.6K
|
702
$47.7K
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-26.2K- 29.43% |
$1.66M - $1.89M
|
62.8K
$4.26M
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-34.6K- 21.65% |
$2.19M - $2.5M
|
125K
$8.51M
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
123K+ 4.87% |
$7.76M - $8.83M
|
2.64M
$179M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 27.11% |
$67.9K - $77.2K
|
5.02K
$341K
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
126+ 2.87% |
$7.98K - $9.08K
|
4.51K
$307K
|
|
May 16, 2025
Q1 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
659+ 2.42% |
$41.8K - $47.5K
|
27.9K
$1.9M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.24K+ 30.68% |
$205K - $234K
|
13.8K
$938K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$253 - $288
|
4
$272
|
|
May 16, 2025
Q1 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
18.7KNew |
$1.19M - $1.35M
|
18.7K
$1.27M
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 0.85% |
$380 - $433
|
716
$48.6K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.66K+ 73.49% |
$168K - $192K
|
6.28K
$426K
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-108K- 33.09% |
$6.86M - $7.8M
|
219K
$14.9M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.39K+ 3.81% |
$152K - $172K
|
65.1K
$4.42M
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-596- 1.48% |
$37.8K - $43K
|
39.6K
$2.69M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.17K+ 4.83% |
$328K - $373K
|
112K
$7.63M
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-331K- 16.69% |
$21M - $23.9M
|
1.65M
$112M
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
370+ 4.04% |
$23.4K - $26.7K
|
9.52K
$646K
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-944- 0.17% |
$59.8K - $68.1K
|
561K
$38.1M
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
37.6K+ 64.45% |
$2.38M - $2.71M
|
95.9K
$6.51M
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
197K+ 28.71% |
$12.5M - $14.2M
|
883K
$59.9M
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
4.18K+ 65.57% |
$265K - $301K
|
10.6K
$717K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-43- 57.33% |
$2.72K - $3.1K
|
32
$2.17K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.9K- 35.09% |
$1.26M - $1.44M
|
36.8K
$2.5M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.38K- 29.38% |
$214K - $244K
|
8.12K
$551K
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
19.3K+ 9.45% |
$1.22M - $1.39M
|
223K
$15.1M
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.58M- 7.04% |
$163M - $186M
|
34M
$2.31B
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-372K- 2.76% |
$23.6M - $26.8M
|
13.1M
$890M
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
135K+ 233.05% |
$8.57M - $9.76M
|
193K
$13.1M
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
53.7K+ 77.47% |
$3.4M - $3.87M
|
123K
$8.35M
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
39.3KNew |
$2.49M - $2.84M
|
39.3K
$2.67M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 60.0% |
$951 - $1.08K
|
40
$2.72K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
90+ 2250.0% |
$5.7K - $6.49K
|
94
$6.38K
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
3.56K+ 229.27% |
$225K - $256K
|
5.11K
$347K
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-81- 2.09% |
$5.13K - $5.84K
|
3.79K
$258K
|
|
May 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-55.1K- 23.19% |
$3.49M - $3.97M
|
183K
$12.4M
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-18.3K- 31.3% |
$1.16M - $1.32M
|
40.3K
$2.74M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
486+ 11.26% |
$30.8K - $35K
|
4.8K
$326K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
87K+ 68.84% |
$5.52M - $6.28M
|
213K
$14.5M
|
|
May 15, 2025
Q1 2025
|
Sir Capital Management, L.P.
New York, NY |
BUY
|
- |
77.6K+ 48.39% |
$4.92M - $5.6M
|
238K
$16.2M
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.2M- 93.81% |
$76.3M - $86.9M
|
79.4K
$5.39M
|