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 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-426- 1.94% |
$27K - $30.7K
|
21.6K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
931+ 150.89% |
$59K - $67.1K
|
1.55K
$106K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-243- 6.32% |
$15.4K - $17.5K
|
3.6K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.87KNew |
$182K - $207K
|
2.87K
$196K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-10- 7.14% |
$634 - $721
|
130
$8.87K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.8K+ 2.74% |
$114K - $129K
|
67.3K
$4.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.85K+ 17.25% |
$117K - $133K
|
12.6K
$858K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1K- 61.39% |
$63.4K - $72.1K
|
629
$42.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.57% |
$63.4 - $72.1
|
176
$12K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-183- 4.25% |
$11.6K - $13.2K
|
4.12K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-127- 2.95% |
$8.05K - $9.16K
|
4.18K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.3K- 22.55% |
$841K - $957K
|
45.6K
$3.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-738- 19.45% |
$46.8K - $53.2K
|
3.06K
$209K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
895+ 13.71% |
$56.7K - $64.5K
|
7.42K
$507K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
42+ 1.23% |
$2.66K - $3.03K
|
3.45K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-173- 73.31% |
$11K - $12.5K
|
63
$4.3K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.83KNew |
$242K - $276K
|
3.83K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-756- 22.21% |
$47.9K - $54.5K
|
2.65K
$181K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-135- 5.01% |
$8.55K - $9.73K
|
2.56K
$175K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-931- 0.75% |
$59K - $67.1K
|
123K
$8.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.15K+ 19.28% |
$136K - $155K
|
13.3K
$907K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
6.66KNew |
$422K - $480K
|
6.66K
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.31KNew |
$273K - $311K
|
4.31K
$294K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
2.88KNew |
$182K - $207K
|
2.88K
$196K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-710- 7.99% |
$45K - $51.2K
|
8.17K
$558K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.28K- 62.51% |
$81.1K - $92.2K
|
767
$52.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-40- 1.07% |
$2.53K - $2.88K
|
3.7K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-337- 11.67% |
$21.4K - $24.3K
|
2.55K
$174K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12.1K- 89.98% |
$765K - $871K
|
1.35K
$91.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-220- 3.57% |
$13.9K - $15.9K
|
5.94K
$405K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
4.42KNew |
$280K - $318K
|
4.42K
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-15.5K- 7.2% |
$982K - $1.12M
|
200K
$13.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.38K+ 39.0% |
$87.7K - $99.8K
|
4.93K
$337K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-21- 23.33% |
$1.33K - $1.51K
|
69
$4.71K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.18% |
$380 - $433
|
3.3K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-309- 3.02% |
$19.6K - $22.3K
|
9.91K
$676K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-629- 4.33% |
$39.9K - $45.4K
|
13.9K
$948K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.34K+ 2.49% |
$212K - $241K
|
137K
$9.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
22+ 64.71% |
$1.39K - $1.59K
|
56
$3.82K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
709+ 15.64% |
$44.9K - $51.1K
|
5.24K
$358K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.98KNew |
$316K - $359K
|
4.98K
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.77K+ 7.64% |
$176K - $200K
|
39K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
9+ 1.65% |
$570 - $649
|
556
$37.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
79New |
$5.01K - $5.7K
|
79
$5.39K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.5K- 4.58% |
$349K - $397K
|
114K
$7.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
13.1KNew |
$830K - $945K
|
13.1K
$894K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
638+ 15.88% |
$40.4K - $46K
|
4.66K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
73K+ 18.29% |
$4.63M - $5.27M
|
472K
$32.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-198- 3.83% |
$12.5K - $14.3K
|
4.98K
$339K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-82- 15.41% |
$5.2K - $5.91K
|
450
$30.7K
|