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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
235+ 2.9% |
$14.9K - $16.9K
|
8.34K
$569K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.85K+ 17.33% |
$180K - $205K
|
19.3K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-1.37K- 11.12% |
$86.6K - $98.6K
|
10.9K
$745K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
325+ 8.81% |
$20.6K - $23.4K
|
4.01K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-139- 0.45% |
$8.81K - $10K
|
30.9K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.23K- 13.28% |
$141K - $161K
|
14.6K
$995K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-14.2K- 19.11% |
$898K - $1.02M
|
59.9K
$4.09M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
99.3K+ 13.02% |
$6.29M - $7.16M
|
862K
$58.8M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.04K+ 5.15% |
$65.9K - $75K
|
21.2K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-109- 1.46% |
$6.91K - $7.86K
|
7.37K
$503K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-133- 0.17% |
$8.43K - $9.59K
|
76.6K
$5.23M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-576- 12.6% |
$36.5K - $41.5K
|
4K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
75+ 0.41% |
$4.75K - $5.41K
|
18.4K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-265- 76.15% |
$16.8K - $19.1K
|
83
$5.66K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-73- 1.89% |
$4.63K - $5.26K
|
3.8K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
97.7K+ 53.8% |
$6.19M - $7.04M
|
279K
$19M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
727+ 9.81% |
$46.1K - $52.4K
|
8.14K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.22K+ 7.8% |
$77.2K - $87.8K
|
16.8K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
553+ 14.58% |
$35K - $39.9K
|
4.35K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25KNew |
$1.58M - $1.8M
|
25K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 9.09% |
$63.4 - $72.1
|
12
$819
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 0.08% |
$1.2K - $1.37K
|
22.7K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
121K+ 615.03% |
$7.65M - $8.7M
|
140K
$9.57M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-362- 1.02% |
$22.9K - $26.1K
|
35.1K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.52KNew |
$223K - $254K
|
3.52K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.5K- 13.14% |
$95.2K - $108K
|
9.94K
$678K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.93K- 2.89% |
$629K - $716K
|
333K
$22.7M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.72K- 4.59% |
$489K - $557K
|
161K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-123- 0.89% |
$7.79K - $8.87K
|
13.6K
$930K
|
|
|
May 08, 2025
Q1 2025
|
Scp Investment, LP
|
BUY
|
- |
8.8KNew |
$558K - $634K
|
8.8K
$600K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-278- 9.25% |
$17.6K - $20K
|
2.73K
$186K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
63+ 0.37% |
$3.99K - $4.54K
|
17.2K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
2.85KNew |
$181K - $206K
|
2.85K
$195K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-7.01K- 10.66% |
$444K - $505K
|
58.7K
$4.01M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.77K+ 18.38% |
$176K - $200K
|
17.8K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
2.29K+ 1.03% |
$145K - $165K
|
225K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-397- 7.1% |
$25.2K - $28.6K
|
5.2K
$355K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-535- 13.66% |
$33.9K - $38.6K
|
3.38K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-15.9K- 8.36% |
$1.01M - $1.14M
|
174K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
478+ 2.57% |
$30.3K - $34.5K
|
19.1K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.97KNew |
$251K - $286K
|
3.97K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-545- 14.22% |
$34.5K - $39.3K
|
3.29K
$224K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157K+ 11.32% |
$9.94M - $11.3M
|
1.54M
$105M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
64+ 1.83% |
$4.06K - $4.61K
|
3.56K
$243K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.91KNew |
$184K - $210K
|
2.91K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-17.6K- 11.63% |
$1.11M - $1.27M
|
134K
$9.12M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
213+ 5.25% |
$13.5K - $15.4K
|
4.27K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.26K+ 106.32% |
$207K - $235K
|
6.33K
$432K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-62- 0.6% |
$3.93K - $4.47K
|
10.2K
$699K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
5.65K+ 13.41% |
$358K - $408K
|
47.8K
$3.26M
|