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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
131+ 0.52% |
$8.3K - $9.45K
|
25.1K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
27+ 0.76% |
$1.71K - $1.95K
|
3.6K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-4- 0.11% |
$253 - $288
|
3.63K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
6.6K+ 1.28% |
$418K - $476K
|
522K
$35.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.02K+ 3.94% |
$128K - $146K
|
53.3K
$3.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
45+ 0.41% |
$2.85K - $3.24K
|
11.1K
$759K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.9KNew |
$247K - $281K
|
3.9K
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
396+ 1.17% |
$25.1K - $28.6K
|
34.4K
$2.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.44K- 20.07% |
$155K - $176K
|
9.72K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
4.85K+ 51.86% |
$307K - $349K
|
14.2K
$968K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
7.7K+ 130.58% |
$488K - $555K
|
13.6K
$928K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.05K+ 1.34% |
$66.3K - $75.5K
|
78.9K
$5.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.34K+ 9.81% |
$148K - $169K
|
26.2K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-118- 0.61% |
$7.48K - $8.51K
|
19.1K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.41K+ 6.71% |
$279K - $318K
|
70.1K
$4.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
730New |
$46.3K - $52.6K
|
730
$49.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
72+ 0.45% |
$4.56K - $5.19K
|
16.2K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
31.2KNew |
$1.97M - $2.25M
|
31.2K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
219+ 3.5% |
$13.9K - $15.8K
|
6.48K
$442K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-2.16K- 3.59% |
$137K - $156K
|
58K
$3.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
163+ 1.67% |
$10.3K - $11.8K
|
9.91K
$676K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10New |
$634 - $721
|
10
$682
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.78KNew |
$239K - $272K
|
3.78K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
634+ 13.24% |
$40.2K - $45.7K
|
5.42K
$370K
|
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-1.44K- 1.63% |
$91.1K - $104K
|
86.8K
$5.92M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
183+ 3.15% |
$11.6K - $13.2K
|
6K
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
78.7K+ 1508.8% |
$4.99M - $5.68M
|
83.9K
$5.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
130+ 0.26% |
$8.24K - $9.37K
|
49.4K
$3.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-93- 3.47% |
$5.89K - $6.71K
|
2.59K
$176K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
314+ 1.17% |
$19.9K - $22.6K
|
27.2K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-49.9K- 2.02% |
$3.16M - $3.6M
|
2.43M
$166M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.94KNew |
$186K - $212K
|
2.94K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Leeward Investments, LLC Ma
|
BUY
|
- |
147KNew |
$9.29M - $10.6M
|
147K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
172+ 4.07% |
$10.9K - $12.4K
|
4.4K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.77K+ 1.13% |
$112K - $128K
|
159K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
890+ 7.31% |
$56.4K - $64.2K
|
13.1K
$892K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
574+ 9.82% |
$36.4K - $41.4K
|
6.42K
$438K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
8.43K+ 7.75% |
$534K - $608K
|
117K
$8M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
49.1K+ 3.38% |
$3.11M - $3.54M
|
1.5M
$102M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
1.81K+ 3.93% |
$115K - $131K
|
47.9K
$3.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
252+ 7.1% |
$16K - $18.2K
|
3.8K
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 2.21% |
$317 - $361
|
231
$15.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-203- 5.81% |
$12.9K - $14.6K
|
3.29K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-21K- 4.82% |
$1.33M - $1.51M
|
415K
$28.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.09K+ 0.97% |
$69.1K - $78.6K
|
113K
$7.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1- 0.04% |
$63.4 - $72.1
|
2.27K
$155K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-45- 28.13% |
$2.85K - $3.24K
|
115
$7.85K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 1.05% |
$127 - $144
|
193
$13.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-605- 5.18% |
$38.3K - $43.6K
|
11.1K
$755K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
27New |
$1.71K - $1.95K
|
27
$1.84K
|