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 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-106- 2.31% |
$6.96K - $7.67K
|
4.48K
$329K
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-4.06K- 23.11% |
$266K - $294K
|
13.5K
$990K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
75New |
$4.92K - $5.43K
|
75
$5.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.24K- 2.8% |
$476K - $524K
|
252K
$18.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
SELL
|
- |
-81.8K- 86.54% |
$5.37M - $5.92M
|
12.7K
$933K
|
|
|
Aug 06, 2025
Q2 2025
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-104K- 54.7% |
$6.85M - $7.55M
|
86.4K
$6.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Quaero Capital S.A.
|
BUY
|
- |
5.88KNew |
$386K - $425K
|
5.88K
$431K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-262- 5.71% |
$17.2K - $19K
|
4.32K
$317K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-809- 3.84% |
$53.1K - $58.6K
|
20.3K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
7.07K+ 21.65% |
$464K - $512K
|
39.7K
$2.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.91K+ 6.19% |
$126K - $139K
|
32.8K
$2.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
12+ 120.0% |
$788 - $869
|
22
$1.61K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
18New |
$1.18K - $1.3K
|
18
$1.32K
|
|
|
Aug 06, 2025
Q2 2025
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
64.1K+ 4.41% |
$4.21M - $4.64M
|
1.52M
$111M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-928- 11.64% |
$60.9K - $67.2K
|
7.04K
$517K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-52.7K- 60.99% |
$3.46M - $3.82M
|
33.7K
$2.47M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.09K- 53.26% |
$71.2K - $78.5K
|
952
$69.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-11.3K- 30.83% |
$745K - $821K
|
25.4K
$1.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.53K+ 29.39% |
$363K - $400K
|
24.3K
$1.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 12.0% |
$788 - $869
|
112
$8.22K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
13+ 8.28% |
$853 - $941
|
170
$12.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.76K+ 7.86% |
$247K - $272K
|
51.6K
$3.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
527+ 50.19% |
$34.6K - $38.1K
|
1.58K
$116K
|
|
|
Aug 06, 2025
Q2 2025
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-70.3K- 3.39% |
$4.61M - $5.09M
|
2M
$147M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
292+ 4.87% |
$19.2K - $21.1K
|
6.29K
$461K
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
20.2KNew |
$1.33M - $1.46M
|
20.2K
$1.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-9- 0.15% |
$591 - $652
|
6.07K
$445K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
249+ 1.79% |
$16.3K - $18K
|
14.1K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.07K- 7.83% |
$70K - $77.2K
|
12.6K
$921K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
1K+ 0.64% |
$65.7K - $72.4K
|
157K
$11.5M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
647+ 1.02% |
$42.5K - $46.8K
|
63.9K
$4.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
285New |
$18.7K - $20.6K
|
285
$20.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-7- 0.27% |
$460 - $507
|
2.55K
$187K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-514- 3.89% |
$33.7K - $37.2K
|
12.7K
$932K
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
32.5KNew |
$2.13M - $2.35M
|
32.5K
$2.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 1.54% |
$131 - $145
|
132
$9.68K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.16% |
$65.7 - $72.4
|
608
$44.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-68.5K- 9.69% |
$4.5M - $4.96M
|
639K
$46.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8+ 0.08% |
$525 - $579
|
10.3K
$752K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
284+ 1.14% |
$18.6K - $20.6K
|
25.1K
$1.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.07K+ 49.17% |
$201K - $222K
|
9.3K
$682K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
347+ 7.33% |
$22.8K - $25.1K
|
5.08K
$373K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.79KNew |
$183K - $202K
|
2.79K
$205K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
66+ 42.04% |
$4.33K - $4.78K
|
223
$16.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-788- 14.82% |
$51.7K - $57K
|
4.53K
$332K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-345- 15.65% |
$22.6K - $25K
|
1.86K
$136K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-39- 0.59% |
$2.56K - $2.82K
|
6.57K
$482K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.77K+ 26.36% |
$116K - $128K
|
8.48K
$622K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-810- 10.3% |
$53.2K - $58.6K
|
7.06K
$517K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.17K+ 47.05% |
$143K - $157K
|
6.79K
$498K
|