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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-90- 2.2% |
$5.7K - $6.49K
|
4K
$294K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
29.7KNew |
$1.88M - $2.14M
|
29.7K
$2.17M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.31K+ 53.29% |
$83.1K - $94.5K
|
3.77K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
28.7K+ 598.81% |
$1.82M - $2.07M
|
33.5K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.83KNew |
$179K - $204K
|
2.83K
$207K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
91+ 15.69% |
$5.77K - $6.56K
|
671
$49.2K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.26K- 98.99% |
$143K - $163K
|
23
$1.69K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-115- 2.69% |
$7.29K - $8.29K
|
4.16K
$305K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-500- 4.55% |
$31.7K - $36.1K
|
10.5K
$769K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-600- 11.23% |
$38K - $43.3K
|
4.75K
$348K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.35KNew |
$212K - $242K
|
3.35K
$246K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 4.76% |
$63.4 - $72.1
|
20
$1.47K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
483New |
$30.6K - $34.8K
|
483
$35.4K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
44.2KNew |
$2.8M - $3.19M
|
44.2K
$3.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-16- 0.21% |
$1.01K - $1.15K
|
7.69K
$564K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3.48K- 15.88% |
$221K - $251K
|
18.4K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
69+ 1.16% |
$4.37K - $4.97K
|
6K
$440K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 1.13% |
$19K - $21.6K
|
26.9K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.65KNew |
$295K - $335K
|
4.65K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
98+ 2.22% |
$6.21K - $7.07K
|
4.51K
$331K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.97KNew |
$188K - $214K
|
2.97K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.53K- 53.49% |
$224K - $254K
|
3.07K
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
850+ 41.65% |
$53.9K - $61.3K
|
2.89K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
237New |
$15K - $17.1K
|
237
$17.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-144- 4.1% |
$9.13K - $10.4K
|
3.37K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
71New |
$4.5K - $5.12K
|
71
$5.21K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
43+ 2.03% |
$2.72K - $3.1K
|
2.16K
$159K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.45K- 96.8% |
$92.1K - $105K
|
48
$3.52K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-4- 0.11% |
$253 - $288
|
3.63K
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
6.6K+ 1.28% |
$418K - $476K
|
522K
$38.3M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10New |
$634 - $721
|
10
$734
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.78KNew |
$239K - $272K
|
3.78K
$277K
|
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-1.44K- 1.63% |
$91.1K - $104K
|
86.8K
$6.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.77K+ 1.13% |
$112K - $128K
|
159K
$11.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
1.81K+ 3.93% |
$115K - $131K
|
47.9K
$3.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 2.21% |
$317 - $361
|
231
$16.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1- 0.04% |
$63.4 - $72.1
|
2.27K
$166K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
27New |
$1.71K - $1.95K
|
27
$1.98K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.08KNew |
$195K - $222K
|
3.08K
$226K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-171- 4.26% |
$10.8K - $12.3K
|
3.85K
$282K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.08K- 73.17% |
$68.4K - $77.9K
|
396
$29K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 4.49% |
$253 - $288
|
85
$6.23K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
25.2KNew |
$1.6M - $1.82M
|
25.2K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-818- 61.0% |
$51.8K - $59K
|
523
$38.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.81KNew |
$178K - $202K
|
2.81K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
192+ 349.09% |
$12.2K - $13.8K
|
247
$18.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.63KNew |
$230K - $262K
|
3.63K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-130- 8.68% |
$8.24K - $9.37K
|
1.37K
$100K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-720- 7.4% |
$45.6K - $51.9K
|
9.01K
$661K
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-44- 0.54% |
$2.79K - $3.17K
|
8.1K
$594K
|