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 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.14K+ 130.84% |
$72.1K - $82K
|
2.01K
$137K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-102- 2.82% |
$6.46K - $7.35K
|
3.52K
$240K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
209+ 11.52% |
$13.2K - $15.1K
|
2.02K
$138K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
130+ 3.17% |
$8.24K - $9.37K
|
4.23K
$288K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.55K+ 3.17% |
$283K - $332K
|
148K
$10.1M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-47.2K- 4.62% |
$2.94M - $3.44M
|
976K
$66.6M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.56K- 51.74% |
$346K - $406K
|
5.19K
$354K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
585+ 20.69% |
$36.4K - $42.7K
|
3.41K
$233K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.36KNew |
$84.3K - $98.9K
|
1.36K
$92.5K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
250New |
$15.5K - $18.2K
|
250
$17.1K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
1.76KNew |
$109K - $128K
|
1.76K
$120K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
10.5KNew |
$655K - $769K
|
10.5K
$719K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.69KNew |
$167K - $196K
|
2.69K
$184K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
162New |
$10.1K - $11.8K
|
162
$11.1K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
3.28KNew |
$204K - $239K
|
3.28K
$224K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$62.2 - $72.9
|
1
$68.2
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
10New |
$622 - $729
|
10
$682
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
39+ 36.45% |
$2.42K - $2.84K
|
146
$9.96K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-520- 5.55% |
$32.3K - $37.9K
|
8.85K
$604K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.91KNew |
$554K - $650K
|
8.91K
$608K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.73K+ 68.61% |
$232K - $272K
|
9.16K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$249 - $292
|
4
$273
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-98.9K- 4.53% |
$6.15M - $7.21M
|
2.09M
$142M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
323+ 4.73% |
$20.1K - $23.6K
|
7.15K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2.31KNew |
$143K - $168K
|
2.31K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
233New |
$14.5K - $17K
|
233
$15.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
22.7KNew |
$1.41M - $1.66M
|
22.7K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.08KNew |
$316K - $370K
|
5.08K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-4.12K- 10.52% |
$256K - $301K
|
35.1K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-499- 0.89% |
$31K - $36.4K
|
55.8K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.19K- 63.07% |
$571K - $670K
|
5.38K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
CALL |
700KNew |
$43.5M - $51M
|
700K
$47.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
537+ 5.77% |
$33.4K - $39.2K
|
9.84K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
18.6KNew |
$1.16M - $1.36M
|
18.6K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.46K- 25.14% |
$90.6K - $106K
|
4.34K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
9.43K+ 24.32% |
$586K - $687K
|
48.2K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
11.5K+ 81.0% |
$717K - $841K
|
25.8K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-294- 49.92% |
$18.3K - $21.4K
|
295
$20.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.65KNew |
$289K - $339K
|
4.65K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
769New |
$47.8K - $56.1K
|
769
$52.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
3.8KNew |
$236K - $277K
|
3.8K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.19M+ 187.02% |
$74.1M - $86.9M
|
1.83M
$125M
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
24.1KNew |
$1.5M - $1.76M
|
24.1K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-15.6K- 65.36% |
$967K - $1.13M
|
8.24K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.9K- 20.26% |
$1.42M - $1.67M
|
90K
$6.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
3.5K+ 3.81% |
$218K - $255K
|
95.4K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.44KNew |
$276K - $324K
|
4.44K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.91KNew |
$305K - $358K
|
4.91K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
6.2KNew |
$385K - $452K
|
6.2K
$423K
|
|