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 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
22+ 6.4% |
$1.44K - $1.59K
|
366
$26.8K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-300- 16.67% |
$19.7K - $21.7K
|
1.5K
$110K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 0.15% |
$197 - $217
|
2.01K
$147K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-3.13K- 47.05% |
$206K - $227K
|
3.53K
$259K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.52K+ 61.92% |
$165K - $182K
|
6.58K
$483K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-498- 10.49% |
$32.7K - $36.1K
|
4.25K
$312K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
11+ 0.83% |
$722 - $796
|
1.33K
$97.6K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-57.2K- 1.53% |
$3.62M - $4.12M
|
3.68M
$270M
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
4.5KNew |
$285K - $324K
|
4.5K
$330K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
16New |
$1.01K - $1.15K
|
16
$1.17K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.31KNew |
$273K - $311K
|
4.31K
$316K
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.74KNew |
$364K - $414K
|
5.74K
$421K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
112New |
$7.1K - $8.08K
|
112
$8.22K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
9New |
$570 - $649
|
9
$660
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.87KNew |
$245K - $279K
|
3.87K
$284K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
702New |
$44.5K - $50.6K
|
702
$51.5K
|
|
|
May 16, 2025
Q1 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
18.7KNew |
$1.19M - $1.35M
|
18.7K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
370+ 4.04% |
$23.4K - $26.7K
|
9.52K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-43- 57.33% |
$2.72K - $3.1K
|
32
$2.35K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 60.0% |
$951 - $1.08K
|
40
$2.93K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-81- 2.09% |
$5.13K - $5.84K
|
3.79K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-55.1K- 23.19% |
$3.49M - $3.97M
|
183K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
87K+ 68.84% |
$5.52M - $6.28M
|
213K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
658+ 2.85% |
$41.7K - $47.4K
|
23.7K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
197+ 8.42% |
$12.5K - $14.2K
|
2.54K
$186K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.03K+ 34.43% |
$192K - $219K
|
11.8K
$868K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-294K- 77.14% |
$18.6M - $21.2M
|
87K
$6.38M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
648+ 36.42% |
$41.1K - $46.7K
|
2.43K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
213+ 0.53% |
$13.5K - $15.4K
|
40.1K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-700- 13.27% |
$44.4K - $50.5K
|
4.57K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-170K- 98.16% |
$10.8M - $12.3M
|
3.2K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.42K+ 3.97% |
$90.2K - $103K
|
37.3K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
226New |
$14.3K - $16.3K
|
226
$16.6K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.64KNew |
$230K - $262K
|
3.64K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
15+ 0.24% |
$951 - $1.08K
|
6.27K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
106+ 2.1% |
$6.72K - $7.64K
|
5.15K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
CALL |
10.1KNew |
$640K - $728K
|
10.1K
$741K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
43+ 19.03% |
$2.72K - $3.1K
|
269
$19.7K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 2.32% |
$3.8K - $4.33K
|
2.53K
$186K
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
111K+ 88.51% |
$7.06M - $8.03M
|
237K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-5.91K- 48.39% |
$375K - $426K
|
6.31K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 11.54% |
$570 - $649
|
69
$5.06K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
13.5K+ 8.32% |
$855K - $973K
|
176K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
203K+ 889.69% |
$12.9M - $14.7M
|
226K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.87KNew |
$182K - $207K
|
2.87K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-10.5K- 62.63% |
$667K - $758K
|
6.28K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
52.5KNew |
$3.33M - $3.79M
|
52.5K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-536- 15.18% |
$34K - $38.6K
|
3K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
368+ 3.58% |
$23.3K - $26.5K
|
10.6K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
40.3KNew |
$2.55M - $2.9M
|
40.3K
$2.95M
|
|