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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
57New |
$3.74K - $4.13K
|
57
$4.18K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.58KNew |
$104K - $115K
|
1.58K
$116K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-326- 2.3% |
$21.4K - $23.6K
|
13.8K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 2.52% |
$1.38K - $1.52K
|
853
$62.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.83% |
$657 - $724
|
1.21K
$89K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
78.3K+ 7.22% |
$5.14M - $5.66M
|
1.16M
$85.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13.8K+ 82.15% |
$908K - $1M
|
30.7K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-122- 3.6% |
$8.01K - $8.83K
|
3.27K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
935+ 9.72% |
$61.4K - $67.7K
|
10.6K
$774K
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-3.13K- 3.57% |
$205K - $226K
|
84.5K
$6.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-155- 0.1% |
$10.2K - $11.2K
|
160K
$11.8M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-251- 1.18% |
$16.5K - $18.2K
|
21.1K
$1.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
206+ 3.36% |
$13.5K - $14.9K
|
6.33K
$464K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.23K+ 4.15% |
$475K - $523K
|
181K
$13.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-365- 0.95% |
$24K - $26.4K
|
38.2K
$2.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
392+ 11.5% |
$25.7K - $28.4K
|
3.8K
$279K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-502- 2.31% |
$33K - $36.3K
|
21.2K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-499- 3.82% |
$32.8K - $36.1K
|
12.6K
$922K
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.2K- 14.5% |
$78.8K - $86.9K
|
7.08K
$519K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
668+ 1.51% |
$43.9K - $48.4K
|
45K
$3.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5+ 0.06% |
$328 - $362
|
7.86K
$576K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-77- 20.0% |
$5.06K - $5.57K
|
308
$22.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.59K- 19.95% |
$170K - $188K
|
10.4K
$763K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
142+ 1.74% |
$9.32K - $10.3K
|
8.32K
$610K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
77+ 1.91% |
$5.06K - $5.57K
|
4.1K
$301K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
280+ 2.12% |
$18.4K - $20.3K
|
13.5K
$990K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-234- 4.2% |
$15.4K - $16.9K
|
5.34K
$392K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
85+ 2.42% |
$5.58K - $6.15K
|
3.59K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
12K+ 19.97% |
$786K - $866K
|
71.9K
$5.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
51.3K+ 5.95% |
$3.37M - $3.72M
|
913K
$67M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
10.9KNew |
$714K - $787K
|
10.9K
$797K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-94- 33.45% |
$6.17K - $6.8K
|
187
$13.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.63K+ 94.18% |
$567K - $625K
|
17.8K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 1.34% |
$2.95K - $3.26K
|
3.41K
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
226+ 2.66% |
$14.8K - $16.4K
|
8.72K
$639K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.31K- 2.64% |
$414K - $456K
|
232K
$17M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
252+ 35.85% |
$16.5K - $18.2K
|
955
$70K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
35.4K+ 31.64% |
$2.32M - $2.56M
|
147K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
9.21KNew |
$605K - $667K
|
9.21K
$675K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-21- 39.62% |
$1.38K - $1.52K
|
32
$2.35K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.2K+ 30.73% |
$78.6K - $86.7K
|
5.09K
$373K
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-846- 3.26% |
$55.5K - $61.2K
|
25.1K
$1.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-332- 4.23% |
$21.8K - $24K
|
7.52K
$552K
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
6.31K+ 0.99% |
$414K - $457K
|
643K
$47.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3New |
$197 - $217
|
3
$220
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3+ 0.27% |
$197 - $217
|
1.1K
$80.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-48- 2.57% |
$3.15K - $3.47K
|
1.82K
$134K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.71KNew |
$375K - $413K
|
5.71K
$419K
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
12.1K+ 6.16% |
$797K - $878K
|
209K
$15.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
15.6K+ 2.42% |
$1.03M - $1.13M
|
660K
$48.4M
|