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 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
111+ 0.95% |
$7.03K - $8K
|
11.8K
$803K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.08KNew |
$195K - $222K
|
3.08K
$210K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-171- 4.26% |
$10.8K - $12.3K
|
3.85K
$262K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.88K+ 143.08% |
$309K - $352K
|
8.28K
$565K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
712+ 30.82% |
$45.1K - $51.3K
|
3.02K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-163- 2.63% |
$10.3K - $11.8K
|
6.03K
$411K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.08K- 73.17% |
$68.4K - $77.9K
|
396
$27K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 4.49% |
$253 - $288
|
85
$5.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
362+ 46.17% |
$22.9K - $26.1K
|
1.15K
$78.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
25.2KNew |
$1.6M - $1.82M
|
25.2K
$1.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-95.5K- 46.05% |
$6.05M - $6.89M
|
112K
$7.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-818- 61.0% |
$51.8K - $59K
|
523
$35.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
73.5K+ 39.27% |
$4.66M - $5.3M
|
261K
$17.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-302- 0.2% |
$19.1K - $21.8K
|
153K
$10.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.81KNew |
$178K - $202K
|
2.81K
$191K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.56K- 57.78% |
$162K - $185K
|
1.87K
$128K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
16.5K+ 6.93% |
$1.04M - $1.19M
|
254K
$17.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 1.27% |
$2.34K - $2.67K
|
2.88K
$196K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
192+ 349.09% |
$12.2K - $13.8K
|
247
$16.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-52- 0.02% |
$3.3K - $3.75K
|
303K
$20.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-450- 6.91% |
$28.5K - $32.4K
|
6.07K
$414K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
229+ 3.48% |
$14.5K - $16.5K
|
6.8K
$464K
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
6.61K+ 133.52% |
$419K - $476K
|
11.6K
$789K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.63KNew |
$230K - $262K
|
3.63K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-7.77K- 54.75% |
$492K - $560K
|
6.42K
$438K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
273+ 3.98% |
$17.3K - $19.7K
|
7.14K
$487K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12- 0.08% |
$760 - $865
|
15.9K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-74- 2.16% |
$4.69K - $5.34K
|
3.36K
$229K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-130- 8.68% |
$8.24K - $9.37K
|
1.37K
$93.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-165- 2.8% |
$10.5K - $11.9K
|
5.74K
$392K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
197+ 3.32% |
$12.5K - $14.2K
|
6.13K
$419K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-33- 1.01% |
$2.09K - $2.38K
|
3.24K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.69K+ 45.91% |
$107K - $122K
|
5.37K
$366K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.21% |
$634 - $721
|
837
$57.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.88K+ 28.61% |
$373K - $424K
|
26.4K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1.69K+ 22.75% |
$107K - $122K
|
9.11K
$622K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-725- 4.87% |
$45.9K - $52.3K
|
14.2K
$967K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-15- 0.42% |
$951 - $1.08K
|
3.59K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-16- 0.22% |
$1.01K - $1.15K
|
7.4K
$505K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-720- 7.4% |
$45.6K - $51.9K
|
9.01K
$615K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.78% |
$253 - $288
|
519
$35.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
933+ 2.44% |
$59.1K - $67.3K
|
39.2K
$2.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-908- 5.15% |
$57.5K - $65.5K
|
16.7K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.07K+ 1.11% |
$67.5K - $76.8K
|
97.3K
$6.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.15% |
$190 - $216
|
2.04K
$139K
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-44- 0.54% |
$2.79K - $3.17K
|
8.1K
$552K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 2.33% |
$380 - $433
|
263
$17.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1.14K+ 2.23% |
$72.3K - $82.3K
|
52.3K
$3.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
107+ 1.9% |
$6.78K - $7.71K
|
5.75K
$392K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.71K- 27.25% |
$552K - $628K
|
23.3K
$1.59M
|