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 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-16- 3.58% |
$1.05K - $1.16K
|
431
$31.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
22+ 0.65% |
$1.44K - $1.59K
|
3.42K
$251K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
30+ 0.85% |
$1.97K - $2.17K
|
3.56K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-65- 0.95% |
$4.27K - $4.71K
|
6.76K
$496K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
55.4K+ 31.0% |
$3.63M - $4.01M
|
234K
$17.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-520- 3.7% |
$34.1K - $37.6K
|
13.5K
$992K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.1K- 18.81% |
$138K - $152K
|
9.05K
$663K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-340- 0.44% |
$22.3K - $24.6K
|
76.7K
$5.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.31K- 3.05% |
$217K - $240K
|
105K
$7.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
32+ 1.01% |
$2.1K - $2.32K
|
3.21K
$236K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.2K+ 19.44% |
$210K - $232K
|
19.7K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
831+ 3.35% |
$54.6K - $60.2K
|
25.6K
$1.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
54+ 490.91% |
$3.55K - $3.91K
|
65
$4.77K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-897- 18.0% |
$58.9K - $64.9K
|
4.09K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.79K+ 6.07% |
$314K - $347K
|
83.7K
$6.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
349+ 4.29% |
$22.9K - $25.3K
|
8.49K
$622K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.24K+ 48.02% |
$147K - $162K
|
6.89K
$506K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
49.6K+ 10.51% |
$3.26M - $3.59M
|
522K
$38.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-20- 9.09% |
$1.31K - $1.45K
|
200
$14.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
15.7K+ 7.86% |
$1.03M - $1.14M
|
215K
$15.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
127+ 1.21% |
$8.34K - $9.19K
|
10.6K
$778K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.05K- 2.98% |
$68.9K - $76K
|
34.1K
$2.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.73K+ 128.48% |
$113K - $125K
|
3.07K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
541+ 0.51% |
$35.5K - $39.2K
|
106K
$7.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.26KNew |
$214K - $236K
|
3.26K
$239K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-68- 1.54% |
$4.46K - $4.92K
|
4.34K
$318K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
184+ 3.54% |
$12.1K - $13.3K
|
5.39K
$395K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
29+ 0.75% |
$1.9K - $2.1K
|
3.92K
$287K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
331+ 3.34% |
$21.7K - $24K
|
10.2K
$751K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.42K+ 1.14% |
$93.4K - $103K
|
127K
$9.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-248- 1.07% |
$16.3K - $18K
|
22.9K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9.09K+ 6.89% |
$596K - $658K
|
141K
$10.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
387+ 11.01% |
$25.4K - $28K
|
3.9K
$286K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
2.22K+ 3.84% |
$146K - $161K
|
60.2K
$4.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33+ 0.44% |
$2.17K - $2.39K
|
7.51K
$551K
|
|
|
Jul 09, 2025
Q2 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-11K- 8.11% |
$719K - $793K
|
124K
$9.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-141- 2.06% |
$9.26K - $10.2K
|
6.71K
$492K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-234- 3.61% |
$15.4K - $16.9K
|
6.24K
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
7+ 0.08% |
$460 - $507
|
9.12K
$669K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 0.85% |
$263 - $290
|
468
$34.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
60+ 1.78% |
$3.94K - $4.34K
|
3.43K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.17K- 18.06% |
$340K - $374K
|
23.5K
$1.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-584- 2.11% |
$38.3K - $42.3K
|
27K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
16+ 0.45% |
$1.05K - $1.16K
|
3.58K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.62K- 8.3% |
$566K - $624K
|
95.3K
$6.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.02K- 1.5% |
$198K - $218K
|
198K
$14.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.24K+ 2.66% |
$81.1K - $89.4K
|
47.7K
$3.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
200+ 62.89% |
$13.1K - $14.5K
|
518
$38K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
88+ 1.62% |
$5.78K - $6.37K
|
5.51K
$404K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
84+ 4.15% |
$5.51K - $6.08K
|
2.11K
$155K
|