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 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.61K- 3.87% |
$171K - $189K
|
64.7K
$4.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.19KNew |
$210K - $231K
|
3.19K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
22+ 0.2% |
$1.44K - $1.59K
|
11.1K
$813K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
54+ 85.71% |
$3.55K - $3.91K
|
117
$8.58K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
19New |
$1.25K - $1.38K
|
19
$1.39K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
15+ 0.17% |
$985 - $1.09K
|
8.71K
$639K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.03% |
$65.7 - $72.4
|
3.46K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-16- 45.71% |
$1.05K - $1.16K
|
19
$1.39K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
5.55KNew |
$364K - $402K
|
5.55K
$407K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-183- 3.02% |
$12K - $13.2K
|
5.88K
$432K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
416+ 0.97% |
$27.3K - $30.1K
|
43.2K
$3.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-384- 18.72% |
$25.2K - $27.8K
|
1.67K
$122K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-45- 1.53% |
$2.95K - $3.26K
|
2.91K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.04K+ 12.69% |
$68K - $75K
|
9.2K
$675K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.44% |
$131 - $145
|
141
$10.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
375+ 8.79% |
$24.6K - $27.1K
|
4.64K
$340K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-213- 2.64% |
$14K - $15.4K
|
7.86K
$576K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-134- 2.31% |
$8.8K - $9.7K
|
5.67K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.27KNew |
$214K - $236K
|
3.27K
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-694- 0.23% |
$45.6K - $50.2K
|
301K
$22.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-294- 5.15% |
$19.3K - $21.3K
|
5.42K
$398K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
287New |
$18.8K - $20.8K
|
287
$21.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-347- 4.19% |
$22.8K - $25.1K
|
7.94K
$582K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
235+ 0.44% |
$15.4K - $17K
|
53.6K
$3.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
555+ 9.05% |
$36.4K - $40.2K
|
6.69K
$491K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.38K+ 6.68% |
$90.6K - $99.9K
|
22K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-99- 1.99% |
$6.5K - $7.17K
|
4.88K
$358K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
147+ 4.29% |
$9.65K - $10.6K
|
3.57K
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
198+ 2.49% |
$13K - $14.3K
|
8.14K
$597K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
455+ 2.72% |
$29.9K - $32.9K
|
17.2K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
126New |
$8.27K - $9.12K
|
126
$9.24K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
62+ 0.98% |
$4.07K - $4.49K
|
6.36K
$467K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
287+ 1.74% |
$18.8K - $20.8K
|
16.8K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
562+ 13.78% |
$36.9K - $40.7K
|
4.64K
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-41.5K- 42.01% |
$2.72M - $3M
|
57.3K
$4.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-195- 5.28% |
$12.8K - $14.1K
|
3.5K
$257K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
5+ 0.15% |
$328 - $362
|
3.24K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.08KNew |
$137K - $151K
|
2.08K
$153K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
15+ 2.7% |
$985 - $1.09K
|
571
$41.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-430- 10.38% |
$28.2K - $31.1K
|
3.71K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 4.44% |
$919 - $1.01K
|
301
$22.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
54.4K+ 174.52% |
$3.57M - $3.94M
|
85.5K
$6.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
97+ 3.0% |
$6.37K - $7.02K
|
3.33K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.77K+ 16.01% |
$116K - $128K
|
12.8K
$942K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
982K+ 5894.16% |
$64.5M - $71.1M
|
999K
$73.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
50K+ 31.25% |
$3.28M - $3.62M
|
210K
$15.4M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.23K+ 54.29% |
$147K - $162K
|
6.35K
$465K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
261+ 0.45% |
$17.1K - $18.9K
|
58.2K
$4.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
77+ 1.35% |
$5.06K - $5.57K
|
5.78K
$424K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
642New |
$42.1K - $46.5K
|
642
$47.1K
|