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 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
45+ 1.55% |
$2.85K - $3.24K
|
2.95K
$201K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10+ 0.76% |
$634 - $721
|
1.32K
$90K
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-999- 3.46% |
$63.3K - $72K
|
27.9K
$1.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-816- 97.61% |
$51.7K - $58.8K
|
20
$1.36K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 70.0% |
$444 - $505
|
17
$1.16K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7+ 4.67% |
$444 - $505
|
157
$10.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-130- 0.22% |
$8.24K - $9.37K
|
58K
$3.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.7K+ 14.19% |
$171K - $195K
|
21.7K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
105KNew |
$6.66M - $7.58M
|
105K
$7.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-387- 10.43% |
$24.5K - $27.9K
|
3.33K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 12.1% |
$951 - $1.08K
|
139
$9.48K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1+ 0.01% |
$63.4 - $72.1
|
7.55K
$515K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
43+ 14.29% |
$2.72K - $3.1K
|
344
$23.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.18KNew |
$202K - $229K
|
3.18K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.92KNew |
$185K - $211K
|
2.92K
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-15- 0.64% |
$951 - $1.08K
|
2.33K
$159K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
7.39K+ 5.93% |
$468K - $533K
|
132K
$9M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
89+ 1.2% |
$5.64K - $6.42K
|
7.48K
$510K
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
2.86KNew |
$181K - $206K
|
2.86K
$195K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46.4K+ 1547766.62% |
$2.94M - $3.35M
|
46.4K
$3.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.81K- 30.46% |
$241K - $275K
|
8.69K
$593K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2.81K+ 8.5% |
$178K - $203K
|
35.9K
$2.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-6.04K- 2.92% |
$383K - $435K
|
201K
$13.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-100- 1.62% |
$6.34K - $7.21K
|
6.07K
$414K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-249- 10.83% |
$15.8K - $18K
|
2.05K
$140K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.05K+ 4.4% |
$66.3K - $75.4K
|
24.8K
$1.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3- 0.01% |
$190 - $216
|
35.2K
$2.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.54K+ 20.71% |
$225K - $255K
|
20.7K
$1.41M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.55K- 51.11% |
$98K - $112K
|
1.48K
$101K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.63K+ 22.42% |
$103K - $117K
|
8.88K
$606K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
33+ 0.82% |
$2.09K - $2.38K
|
4.08K
$278K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1- 0.02% |
$63.4 - $72.1
|
5.38K
$367K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
198+ 5.02% |
$12.5K - $14.3K
|
4.14K
$283K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
6+ 0.26% |
$380 - $433
|
2.35K
$160K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-175- 23.94% |
$11.1K - $12.6K
|
556
$37.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
921+ 0.85% |
$58.4K - $66.4K
|
109K
$7.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
66+ 1.17% |
$4.18K - $4.76K
|
5.7K
$389K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
142New |
$9K - $10.2K
|
142
$9.69K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1.67K- 3.11% |
$106K - $120K
|
52K
$3.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
283+ 7.3% |
$17.9K - $20.4K
|
4.16K
$284K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
508+ 3.18% |
$32.2K - $36.6K
|
16.5K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
623+ 8.15% |
$39.5K - $44.9K
|
8.27K
$564K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.87K+ 20.73% |
$182K - $207K
|
16.7K
$1.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$190 - $216
|
3
$205
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
11.8KNew |
$749K - $852K
|
11.8K
$806K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
7.65KNew |
$485K - $551K
|
7.65K
$522K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-863- 17.51% |
$54.7K - $62.2K
|
4.07K
$277K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22+ 6.3% |
$1.39K - $1.59K
|
371
$25.3K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-18- 3.87% |
$1.14K - $1.3K
|
447
$30.5K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
776+ 8.18% |
$49.2K - $55.9K
|
10.3K
$700K
|