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 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
44+ 12.68% |
$2.79K - $3.17K
|
391
$26.7K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
347+ 8.19% |
$22K - $25K
|
4.59K
$313K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
549+ 9.72% |
$34.8K - $39.6K
|
6.2K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.25% |
$634 - $721
|
4.02K
$274K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-54.2K- 6.18% |
$3.44M - $3.91M
|
824K
$56.2M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.06K+ 7.41% |
$194K - $221K
|
44.3K
$3.03M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-335- 1.42% |
$21.2K - $24.2K
|
23.3K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.69% |
$1.84K - $2.09K
|
4.15K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.67K- 32.19% |
$106K - $120K
|
3.51K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.3KNew |
$1.41M - $1.61M
|
22.3K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.84% |
$634 - $721
|
1.2K
$82.1K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.08K+ 29.51% |
$68.4K - $77.8K
|
4.74K
$323K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-256- 4.04% |
$16.2K - $18.5K
|
6.08K
$415K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-640K- 3.63% |
$40.5M - $46.1M
|
17M
$1.16B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
91+ 15.69% |
$5.77K - $6.56K
|
671
$45.8K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.26K- 98.99% |
$143K - $163K
|
23
$1.57K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.26K+ 1.64% |
$143K - $163K
|
140K
$9.57M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-115- 2.69% |
$7.29K - $8.29K
|
4.16K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-500- 4.55% |
$31.7K - $36.1K
|
10.5K
$715K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-14.3K- 20.89% |
$905K - $1.03M
|
54.1K
$3.69M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9.48K- 62.19% |
$601K - $683K
|
5.76K
$393K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.06K+ 23.07% |
$130K - $148K
|
11K
$748K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
594+ 4.17% |
$37.6K - $42.8K
|
14.8K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-1.1M- 21.67% |
$70M - $79.6M
|
3.99M
$272M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
22+ 0.65% |
$1.39K - $1.59K
|
3.4K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
248+ 6.17% |
$15.7K - $17.9K
|
4.27K
$291K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-462- 2.13% |
$29.3K - $33.3K
|
21.2K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-600- 11.23% |
$38K - $43.3K
|
4.75K
$324K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.79K- 20.63% |
$114K - $129K
|
6.9K
$471K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.42K+ 11.07% |
$90K - $102K
|
14.3K
$973K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.34K+ 19.08% |
$275K - $313K
|
27.1K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.35KNew |
$212K - $242K
|
3.35K
$229K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 1.61% |
$63.4 - $72.1
|
61
$4.16K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-61.3K- 3.67% |
$3.89M - $4.42M
|
1.61M
$110M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 4.76% |
$63.4 - $72.1
|
20
$1.36K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
128+ 1.61% |
$8.11K - $9.23K
|
8.07K
$551K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
293K+ 121.86% |
$18.6M - $21.1M
|
534K
$36.4M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.01K- 2.93% |
$128K - $145K
|
66.8K
$4.56M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
4.1K+ 2.53% |
$260K - $296K
|
166K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-68- 1.97% |
$4.31K - $4.9K
|
3.39K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
483New |
$30.6K - $34.8K
|
483
$33K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.14% |
$6.34K - $7.21K
|
72.9K
$4.97M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4+ 0.05% |
$253 - $288
|
7.54K
$515K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
906+ 162.66% |
$57.4K - $65.3K
|
1.46K
$99.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-12K- 14.54% |
$763K - $868K
|
70.7K
$4.83M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
53New |
$3.36K - $3.82K
|
53
$3.62K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
37+ 0.44% |
$2.34K - $2.67K
|
8.47K
$578K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.13K- 37.34% |
$71.9K - $81.8K
|
1.9K
$130K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4+ 0.8% |
$253 - $288
|
504
$34.4K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.11K+ 4.64% |
$70.1K - $79.7K
|
25K
$1.7M
|