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 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
245+ 7.37% |
$16.1K - $17.7K
|
3.57K
$262K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.83KNew |
$317K - $350K
|
4.83K
$354K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$65.7 - $72.4
|
3.7K
$271K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
33+ 0.51% |
$2.17K - $2.39K
|
6.45K
$473K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
362+ 5.35% |
$23.8K - $26.2K
|
7.12K
$523K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.1K+ 23.17% |
$72.5K - $79.9K
|
5.87K
$430K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-2.39K- 2.04% |
$157K - $173K
|
115K
$8.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-3.27K- 24.92% |
$214K - $236K
|
9.84K
$722K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.57K- 0.67% |
$103K - $114K
|
234K
$17.1M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-553- 1.8% |
$36.3K - $40K
|
30.1K
$2.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
67New |
$4.4K - $4.85K
|
67
$4.91K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-906- 61.93% |
$59.5K - $65.6K
|
557
$40.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-219- 3.69% |
$14.4K - $15.9K
|
5.72K
$419K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-345- 14.79% |
$22.6K - $25K
|
1.99K
$146K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.55K+ 20.24% |
$167K - $184K
|
15.1K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.14% |
$131 - $145
|
178
$13.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
7+ 0.19% |
$460 - $507
|
3.61K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.23K- 29.11% |
$146K - $161K
|
5.42K
$398K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4+ 0.12% |
$263 - $290
|
3.36K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15- 16.67% |
$985 - $1.09K
|
75
$5.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-422- 16.55% |
$27.7K - $30.5K
|
2.13K
$156K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
498+ 8.95% |
$32.7K - $36.1K
|
6.06K
$445K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-655- 4.05% |
$43K - $47.4K
|
15.5K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.56KNew |
$234K - $258K
|
3.56K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
2.44K+ 328.36% |
$160K - $177K
|
3.19K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 0.2% |
$263 - $290
|
2.04K
$150K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-92- 8.03% |
$6.04K - $6.66K
|
1.05K
$77.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-231- 2.0% |
$15.2K - $16.7K
|
11.3K
$831K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
44+ 0.82% |
$2.89K - $3.19K
|
5.42K
$398K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.16K+ 57.96% |
$142K - $156K
|
5.88K
$431K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.79K- 10.0% |
$117K - $129K
|
16.1K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2K+ 7.39% |
$667K - $736K
|
148K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
879+ 3.5% |
$57.7K - $63.6K
|
26K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-22- 0.36% |
$1.44K - $1.59K
|
6.01K
$441K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.2KNew |
$342K - $377K
|
5.2K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.07K- 20.27% |
$201K - $222K
|
12.1K
$885K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-24- 0.35% |
$1.58K - $1.74K
|
6.88K
$505K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.54KNew |
$233K - $256K
|
3.54K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.52% |
$65.7 - $72.4
|
192
$14.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-407- 7.99% |
$26.7K - $29.5K
|
4.69K
$344K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.08% |
$394 - $434
|
7.12K
$522K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-50- 0.58% |
$3.28K - $3.62K
|
8.51K
$624K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.46K+ 64.63% |
$161K - $178K
|
6.26K
$459K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
975+ 4.62% |
$64K - $70.6K
|
22.1K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-361- 1.03% |
$23.7K - $26.1K
|
34.8K
$2.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-125- 0.24% |
$8.21K - $9.05K
|
51.9K
$3.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-47- 1.12% |
$3.09K - $3.4K
|
4.13K
$303K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.51K+ 102.23% |
$99.3K - $110K
|
2.99K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
163New |
$10.7K - $11.8K
|
163
$12K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-300- 9.44% |
$19.7K - $21.7K
|
2.88K
$211K
|