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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 1.64% |
$66.1K - $72.9K
|
60.5K
$4.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$309K - $340K
|
4.7K
$345K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.1K+ 3.92% |
$3.49M - $3.85M
|
1.41M
$103M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 5.37% |
$66.2K - $73K
|
19.8K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-253- 7.68% |
$16.6K - $18.3K
|
3.04K
$223K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
442+ 0.48% |
$29K - $32K
|
93K
$6.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-263- 0.87% |
$17.3K - $19K
|
30.1K
$2.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 1.2% |
$65.7 - $72.4
|
84
$6.16K
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.33K- 10.22% |
$218K - $241K
|
29.2K
$2.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
78+ 3.5% |
$5.12K - $5.65K
|
2.31K
$169K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-75- 1.3% |
$4.92K - $5.43K
|
5.69K
$417K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-67- 0.81% |
$4.4K - $4.85K
|
8.2K
$602K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$13.1K - $14.5K
|
200
$14.7K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
678+ 2.49% |
$44.5K - $49.1K
|
27.9K
$2.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$460 - $507
|
7
$513
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
597+ 10.31% |
$39.2K - $43.2K
|
6.39K
$469K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.9K+ 24.11% |
$256K - $283K
|
20.1K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-935- 4.38% |
$61.4K - $67.7K
|
20.4K
$1.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.1K+ 12.42% |
$203K - $224K
|
28.1K
$2.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
8+ 0.21% |
$525 - $579
|
3.9K
$286K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
584New |
$38.3K - $42.3K
|
584
$42.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.02K- 16.82% |
$67K - $73.9K
|
5.05K
$370K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-150- 4.18% |
$9.85K - $10.9K
|
3.44K
$252K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
149New |
$9.78K - $10.8K
|
149
$10.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-928- 82.05% |
$60.9K - $67.2K
|
203
$14.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-2- 2.13% |
$131 - $145
|
92
$6.75K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-453- 8.35% |
$29.7K - $32.8K
|
4.97K
$364K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-356- 5.84% |
$23.4K - $25.8K
|
5.74K
$421K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
299K+ 10.29% |
$19.7M - $21.7M
|
3.21M
$236M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
543+ 5.02% |
$35.6K - $39.3K
|
11.4K
$834K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-214- 1.5% |
$14K - $15.5K
|
14.1K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.09KNew |
$71.7K - $79K
|
1.09K
$80.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.43K+ 1.13% |
$225K - $248K
|
306K
$22.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
3.6K+ 27.07% |
$236K - $261K
|
16.9K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-362- 1.43% |
$23.8K - $26.2K
|
24.9K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-26- 0.22% |
$1.71K - $1.88K
|
11.8K
$862K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
3.48K+ 17400.0% |
$228K - $252K
|
3.5K
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
582+ 16.43% |
$38.2K - $42.1K
|
4.12K
$302K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-3.24K- 15.69% |
$213K - $234K
|
17.4K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
407+ 5.98% |
$26.7K - $29.5K
|
7.21K
$529K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-638- 0.96% |
$41.9K - $46.2K
|
66.1K
$4.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
219+ 1.49% |
$14.4K - $15.9K
|
15K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-375- 8.59% |
$24.6K - $27.1K
|
3.99K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
12.8K+ 1.26% |
$837K - $923K
|
1.03M
$75.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-341- 3.68% |
$22.4K - $24.7K
|
8.91K
$654K
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
1.73KNew |
$114K - $125K
|
1.73K
$127K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-330- 4.37% |
$21.7K - $23.9K
|
7.21K
$529K
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
2.34K+ 38.03% |
$153K - $169K
|
8.49K
$622K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-11.9K- 16.92% |
$778K - $858K
|
58.2K
$4.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
45New |
$2.95K - $3.26K
|
45
$3.3K
|