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 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-321- 6.86% |
$20.3K - $23.1K
|
4.36K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.54KNew |
$224K - $255K
|
3.54K
$242K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
25+ 0.42% |
$1.58K - $1.8K
|
6.01K
$410K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
5.63KNew |
$357K - $406K
|
5.63K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-463- 7.87% |
$29.3K - $33.4K
|
5.42K
$370K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
23+ 0.41% |
$1.46K - $1.66K
|
5.57K
$380K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-151- 3.03% |
$9.57K - $10.9K
|
4.84K
$330K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-30- 2.27% |
$1.9K - $2.16K
|
1.29K
$88.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 12.9% |
$253 - $288
|
35
$2.39K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
44.2KNew |
$2.8M - $3.18M
|
44.2K
$3.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41.5KNew |
$2.63M - $2.99M
|
41.5K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
59+ 0.3% |
$3.74K - $4.25K
|
19.6K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-29.8K- 64.15% |
$1.89M - $2.15M
|
16.7K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-14- 5.98% |
$887 - $1.01K
|
220
$15K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-230- 5.58% |
$14.6K - $16.6K
|
3.89K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
822+ 13.69% |
$52.1K - $59.3K
|
6.83K
$466K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
182+ 4.31% |
$11.5K - $13.1K
|
4.41K
$301K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.11KNew |
$261K - $297K
|
4.11K
$281K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-14.4K- 41.19% |
$915K - $1.04M
|
20.6K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
2.96KNew |
$188K - $214K
|
2.96K
$202K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.43K- 4.97% |
$344K - $392K
|
104K
$7.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.91K- 26.46% |
$184K - $210K
|
8.09K
$552K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
406+ 4.03% |
$25.7K - $29.3K
|
10.5K
$715K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.4K+ 22.87% |
$88.4K - $101K
|
7.5K
$511K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
33+ 1.52% |
$2.09K - $2.38K
|
2.2K
$150K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
710+ 1.69% |
$45K - $51.2K
|
42.7K
$2.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
102+ 2.19% |
$6.46K - $7.35K
|
4.76K
$325K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-700- 68.97% |
$44.4K - $50.5K
|
315
$21.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
719+ 9.69% |
$45.6K - $51.8K
|
8.14K
$555K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-802- 14.45% |
$50.8K - $57.8K
|
4.75K
$324K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
386+ 12.3% |
$24.5K - $27.8K
|
3.53K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.46K+ 7.6% |
$92.5K - $105K
|
20.7K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
266+ 1.16% |
$16.9K - $19.2K
|
23.1K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-4.3K- 2.35% |
$272K - $310K
|
179K
$12.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
326New |
$20.7K - $23.5K
|
326
$22.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
445+ 10.47% |
$28.2K - $32.1K
|
4.7K
$320K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
365+ 9.7% |
$23.1K - $26.3K
|
4.13K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
135+ 613.64% |
$8.55K - $9.73K
|
157
$10.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.85KNew |
$180K - $205K
|
2.85K
$194K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
99New |
$6.27K - $7.14K
|
99
$6.75K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-489- 1.74% |
$31K - $35.3K
|
27.6K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.88K+ 111.91% |
$373K - $424K
|
11.1K
$760K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
925+ 449.03% |
$58.6K - $66.7K
|
1.13K
$77.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.29K- 8.39% |
$81.5K - $92.7K
|
14K
$958K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-896- 1.14% |
$56.8K - $64.6K
|
77.8K
$5.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
248+ 1.51% |
$15.7K - $17.9K
|
16.7K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.15M- 98.59% |
$72.9M - $83M
|
16.5K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 0.07% |
$1.27K - $1.44K
|
28.6K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
29+ 0.82% |
$1.84K - $2.09K
|
3.55K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-11.3K- 7.71% |
$715K - $813K
|
135K
$9.21M
|