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 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
368+ 4.41% |
$24.2K - $26.6K
|
8.71K
$639K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.55K- 21.76% |
$102K - $112K
|
5.59K
$410K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
46+ 2.95% |
$3.02K - $3.33K
|
1.6K
$118K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
364+ 0.29% |
$23.9K - $26.3K
|
124K
$9.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13KNew |
$852K - $940K
|
13K
$952K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
13.8KNew |
$906K - $999K
|
13.8K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
19.4K+ 13.01% |
$1.27M - $1.4M
|
169K
$12.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-125- 0.65% |
$8.21K - $9.05K
|
19K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
40+ 0.7% |
$2.63K - $2.9K
|
5.78K
$424K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7+ 0.23% |
$460 - $507
|
3.06K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.06K+ 6.38% |
$267K - $294K
|
67.7K
$4.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.21K+ 1.07% |
$79.4K - $87.5K
|
115K
$8.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
941+ 23.44% |
$61.8K - $68.1K
|
4.96K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
40.4K+ 538.9% |
$2.65M - $2.92M
|
47.9K
$3.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-306- 5.3% |
$20.1K - $22.2K
|
5.47K
$401K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.72% |
$394 - $434
|
843
$61.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 0.49% |
$919 - $1.01K
|
2.89K
$212K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
72+ 2400.0% |
$4.73K - $5.21K
|
75
$5.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
144+ 0.9% |
$9.45K - $10.4K
|
16.1K
$1.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
3.52K+ 4.19% |
$231K - $255K
|
87.5K
$6.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.1K+ 49.6% |
$726K - $801K
|
33.4K
$2.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
31+ 0.69% |
$2.04K - $2.24K
|
4.55K
$333K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-92- 1.0% |
$6.04K - $6.66K
|
9.14K
$670K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-550- 75.34% |
$36.1K - $39.8K
|
180
$13.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
2.37K+ 16.27% |
$156K - $172K
|
16.9K
$1.24M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.05K+ 2.68% |
$135K - $148K
|
78.7K
$5.77M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-100- 2.58% |
$6.57K - $7.24K
|
3.78K
$277K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-251- 9.97% |
$16.5K - $18.2K
|
2.27K
$166K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-21.7K- 1.35% |
$1.43M - $1.57M
|
1.59M
$116M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 0.6% |
$3.28K - $3.62K
|
8.22K
$603K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
7New |
$460 - $507
|
7
$513
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.45K+ 0.96% |
$161K - $177K
|
257K
$18.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.18K- 5.32% |
$340K - $375K
|
92.2K
$6.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
145+ 7.16% |
$9.52K - $10.5K
|
2.17K
$159K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
9.51K+ 1.37% |
$624K - $688K
|
703K
$51.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-133- 0.72% |
$8.73K - $9.63K
|
18.4K
$1.35M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
67+ 2.65% |
$4.4K - $4.85K
|
2.59K
$190K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-10.3K- 0.69% |
$678K - $748K
|
1.49M
$109M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-470- 5.07% |
$30.9K - $34K
|
8.8K
$645K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.97K+ 1.03% |
$129K - $143K
|
193K
$14.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
339+ 16950.0% |
$22.3K - $24.5K
|
341
$25K
|
|
|
Jul 31, 2025
Q2 2025
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-2.57K- 1.75% |
$169K - $186K
|
144K
$10.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-17- 0.34% |
$1.12K - $1.23K
|
4.92K
$361K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-573- 2.46% |
$37.6K - $41.5K
|
22.7K
$1.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-6- 0.26% |
$394 - $434
|
2.35K
$172K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-37- 8.22% |
$2.43K - $2.68K
|
413
$30.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
765+ 23.27% |
$50.2K - $55.4K
|
4.05K
$297K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10- 0.19% |
$657 - $724
|
5.3K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
485+ 2.25% |
$31.8K - $35.1K
|
22.1K
$1.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-24.6K- 17.56% |
$1.62M - $1.78M
|
116K
$8.48M
|