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 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
60New |
$3.94K - $4.34K
|
60
$4.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
5.71K+ 2.53% |
$375K - $413K
|
231K
$17M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.09K+ 5.92% |
$71.4K - $78.8K
|
19.5K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.99KNew |
$196K - $216K
|
2.99K
$219K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
18New |
$1.18K - $1.3K
|
18
$1.32K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 14.68% |
$85.5K - $94.3K
|
7.58K
$556K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-280- 1.63% |
$18.4K - $20.3K
|
16.9K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.29K+ 62.8% |
$216K - $238K
|
8.53K
$626K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
120+ 2.48% |
$7.88K - $8.69K
|
4.96K
$364K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-496- 2.18% |
$32.6K - $35.9K
|
22.2K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-115- 29.41% |
$7.55K - $8.32K
|
276
$20.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.97K+ 76.22% |
$129K - $143K
|
4.56K
$334K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
172+ 5.85% |
$11.3K - $12.5K
|
3.11K
$228K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
266+ 0.06% |
$17.5K - $19.3K
|
415K
$30.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-84.6K- 10.27% |
$5.55M - $6.12M
|
739K
$54.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
21+ 0.51% |
$1.38K - $1.52K
|
4.14K
$304K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-235- 1.84% |
$15.4K - $17K
|
12.5K
$920K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14K+ 27.39% |
$921K - $1.02M
|
65.2K
$4.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.32K- 1.87% |
$86.7K - $95.6K
|
69.4K
$5.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
165+ 8.67% |
$10.8K - $11.9K
|
2.07K
$152K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.89K- 3.2% |
$321K - $354K
|
148K
$10.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-338- 7.78% |
$22.2K - $24.5K
|
4.01K
$294K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-100- 0.98% |
$6.57K - $7.24K
|
10.1K
$738K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$985 - $1.09K
|
15
$1.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
12.1K+ 15.54% |
$794K - $875K
|
89.9K
$6.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.54K+ 48.23% |
$101K - $112K
|
4.75K
$348K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.8KNew |
$249K - $275K
|
3.8K
$279K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 0.81% |
$26.3K - $29K
|
49.8K
$3.65M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.36K- 11.1% |
$155K - $171K
|
18.9K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
192+ 0.91% |
$12.6K - $13.9K
|
21.4K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.77K- 58.04% |
$379K - $418K
|
4.17K
$306K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
748+ 1.64% |
$49.1K - $54.1K
|
46.3K
$3.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11+ 1.51% |
$722 - $796
|
738
$54.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-4.82K- 9.21% |
$316K - $349K
|
47.5K
$3.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.63K+ 9.72% |
$173K - $191K
|
29.7K
$2.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
151+ 0.4% |
$9.91K - $10.9K
|
38.2K
$2.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
15.1K+ 374.35% |
$990K - $1.09M
|
19.1K
$1.4M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-150- 3.92% |
$9.85K - $10.9K
|
3.68K
$270K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 0.62% |
$525 - $579
|
1.3K
$95.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-885- 14.29% |
$58.1K - $64.1K
|
5.31K
$389K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.05% |
$65.7 - $72.4
|
1.84K
$135K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-100- 1.25% |
$6.57K - $7.24K
|
7.88K
$578K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.28KNew |
$281K - $310K
|
4.28K
$314K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-204- 6.19% |
$13.4K - $14.8K
|
3.09K
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-600- 7.42% |
$39.4K - $43.4K
|
7.49K
$549K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-430- 2.58% |
$28.2K - $31.1K
|
16.2K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.48K+ 19.99% |
$97.4K - $107K
|
8.91K
$653K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
556+ 9.32% |
$36.5K - $40.2K
|
6.52K
$479K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
15.8K+ 8.13% |
$1.04M - $1.15M
|
211K
$15.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-76- 1.73% |
$4.99K - $5.5K
|
4.32K
$317K
|