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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.42K+ 1.53% |
$159K - $175K
|
161K
$11.8M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
75New |
$4.92K - $5.43K
|
75
$5.5K
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.1K- 7.72% |
$72K - $79.3K
|
13.1K
$961K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
610K+ 729.52% |
$40.1M - $44.2M
|
694K
$50.9M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.16K- 5.11% |
$142K - $156K
|
40K
$2.94M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.08K- 6.49% |
$71.2K - $78.5K
|
15.6K
$1.15M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.41K- 6.15% |
$158K - $175K
|
36.8K
$2.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-196- 38.89% |
$12.9K - $14.2K
|
308
$22.6K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.2KNew |
$78.8K - $86.9K
|
1.2K
$88K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
345+ 2.93% |
$22.6K - $25K
|
12.1K
$889K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.36K- 38.02% |
$221K - $244K
|
5.49K
$402K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 12.5% |
$131 - $145
|
14
$1.03K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-872- 13.9% |
$57.2K - $63.1K
|
5.4K
$396K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.3K+ 75.9% |
$1.2M - $1.33M
|
42.5K
$3.12M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
28.9K+ 225.78% |
$1.9M - $2.09M
|
41.7K
$3.06M
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
11.4K+ 189.11% |
$748K - $825K
|
17.4K
$1.28M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
448K+ 7.15% |
$29.4M - $32.4M
|
6.72M
$493M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-398- 11.45% |
$26.1K - $28.8K
|
3.08K
$226K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
119K+ 91.83% |
$7.84M - $8.64M
|
249K
$18.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
38New |
$2.49K - $2.75K
|
38
$2.79K
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-139- 2.06% |
$9.13K - $10.1K
|
6.62K
$486K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
22New |
$1.44K - $1.59K
|
22
$1.61K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
38.1K+ 18.67% |
$2.5M - $2.76M
|
242K
$17.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.69KNew |
$111K - $122K
|
1.69K
$124K
|
|
|
Aug 15, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-594K- 51.37% |
$39M - $43M
|
563K
$41.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-500- 33.05% |
$32.8K - $36.2K
|
1.01K
$74.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.43KNew |
$93.7K - $103K
|
1.43K
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
91.6KNew |
$6.02M - $6.63M
|
91.6K
$6.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-64- 7.46% |
$4.2K - $4.63K
|
794
$58.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
100New |
$6.57K - $7.24K
|
100
$7.33K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8+ 0.22% |
$525 - $579
|
3.66K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.09M- 86.31% |
$137M - $151M
|
331K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Fosun International LTD
|
SELL
|
- |
-3.61K- 33.63% |
$237K - $261K
|
7.12K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.25K+ 39.23% |
$411K - $453K
|
22.2K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
124New |
$8.14K - $8.98K
|
124
$9.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
223K+ 25.25% |
$14.6M - $16.1M
|
1.11M
$81.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
81+ 0.2% |
$5.32K - $5.86K
|
39.7K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-6.5K- 3.89% |
$427K - $471K
|
161K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
69.5K+ 56.06% |
$4.56M - $5.03M
|
193K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
127K+ 0.37% |
$8.32M - $9.18M
|
34.1M
$2.5B
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.89K+ 8.81% |
$649K - $716K
|
122K
$8.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-14.2K- 17.38% |
$932K - $1.03M
|
67.5K
$4.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
73.4K+ 76.53% |
$4.82M - $5.31M
|
169K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-31.3K- 38.38% |
$2.06M - $2.27M
|
50.3K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
103+ 0.94% |
$6.76K - $7.46K
|
11K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
488K+ 25.47% |
$32M - $35.3M
|
2.4M
$176M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
CALL |
-15K- 42.49% |
$985K - $1.09M
|
20.3K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-98.3K- 34.46% |
$6.46M - $7.12M
|
187K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.31K+ 1.41% |
$217K - $240K
|
239K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-595- 12.39% |
$39.1K - $43.1K
|
4.21K
$309K
|