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 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
183+ 0.54% |
$11.6K - $13.2K
|
33.9K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.84% |
$127 - $144
|
241
$16.4K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
249K+ 172.65% |
$15.8M - $18M
|
394K
$26.8M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.84K+ 29.06% |
$116K - $133K
|
8.16K
$557K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
11.3K+ 225.91% |
$717K - $816K
|
16.3K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-388- 10.22% |
$24.6K - $28K
|
3.41K
$233K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.18KNew |
$201K - $229K
|
3.18K
$217K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
338+ 4.5% |
$21.4K - $24.4K
|
7.85K
$536K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.8KNew |
$177K - $202K
|
2.8K
$191K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
25+ 5.03% |
$1.58K - $1.8K
|
522
$35.6K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
36.3K+ 87.72% |
$2.3M - $2.62M
|
77.7K
$5.3M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-13.4K- 80.62% |
$851K - $969K
|
3.23K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-123- 3.8% |
$7.79K - $8.87K
|
3.11K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.03K- 4.34% |
$65.2K - $74.2K
|
22.7K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-9.29K- 3.02% |
$589K - $670K
|
298K
$20.3M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-323- 54.47% |
$20.5K - $23.3K
|
270
$18.4K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
509+ 2.53% |
$32.3K - $36.7K
|
20.6K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-52- 0.6% |
$3.3K - $3.75K
|
8.56K
$584K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
132+ 0.63% |
$8.36K - $9.52K
|
21K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3KNew |
$190K - $216K
|
3K
$205K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-50- 4.13% |
$3.17K - $3.6K
|
1.16K
$79.1K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
6+ 0.07% |
$380 - $433
|
9.23K
$630K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-318- 1.5% |
$20.2K - $22.9K
|
20.9K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-11- 0.49% |
$697 - $793
|
2.22K
$152K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
681+ 7.52% |
$43.2K - $49.1K
|
9.74K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-90- 2.2% |
$5.7K - $6.49K
|
4K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-890- 4.52% |
$56.4K - $64.2K
|
18.8K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
735+ 2.04% |
$46.6K - $53K
|
36.8K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.18K+ 20.56% |
$455K - $518K
|
42.1K
$2.87M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.74K+ 3.65% |
$364K - $414K
|
163K
$11.1M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-19.1K- 25.06% |
$1.21M - $1.38M
|
57.2K
$3.91M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.8K- 24.62% |
$1.32M - $1.5M
|
63.7K
$4.34M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.63K+ 2.49% |
$230K - $261K
|
149K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
38.6KNew |
$2.45M - $2.78M
|
38.6K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
29.7KNew |
$1.88M - $2.14M
|
29.7K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.31K+ 53.29% |
$83.1K - $94.5K
|
3.77K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
576K+ 11.82% |
$36.5M - $41.6M
|
5.45M
$372M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.4KNew |
$342K - $390K
|
5.4K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.48K- 2.74% |
$93.7K - $107K
|
52.5K
$3.58M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
332+ 5.2% |
$21K - $23.9K
|
6.71K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
28.7K+ 598.81% |
$1.82M - $2.07M
|
33.5K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-117- 1.74% |
$7.41K - $8.44K
|
6.61K
$451K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
254+ 2.71% |
$16.1K - $18.3K
|
9.62K
$656K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
420+ 2.01% |
$26.6K - $30.3K
|
21.3K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-31- 0.83% |
$1.96K - $2.24K
|
3.69K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.83KNew |
$179K - $204K
|
2.83K
$193K
|
|
|
May 05, 2025
Q1 2025
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-43.4K- 18.54% |
$2.75M - $3.13M
|
191K
$13M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
18+ 0.47% |
$1.14K - $1.3K
|
3.83K
$261K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.8KNew |
$810K - $922K
|
12.8K
$873K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-425- 1.15% |
$26.9K - $30.6K
|
36.5K
$2.49M
|