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 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 2.33% |
$380 - $433
|
263
$19.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
107+ 1.9% |
$6.78K - $7.71K
|
5.75K
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
931+ 150.89% |
$59K - $67.1K
|
1.55K
$114K
|
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.87KNew |
$182K - $207K
|
2.87K
$211K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1K- 61.39% |
$63.4K - $72.1K
|
629
$46.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-756- 22.21% |
$47.9K - $54.5K
|
2.65K
$194K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
2.88KNew |
$182K - $207K
|
2.88K
$211K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.28K- 62.51% |
$81.1K - $92.2K
|
767
$56.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
4.42KNew |
$280K - $318K
|
4.42K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-21- 23.33% |
$1.33K - $1.51K
|
69
$5.06K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
22+ 64.71% |
$1.39K - $1.59K
|
56
$4.11K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
79New |
$5.01K - $5.7K
|
79
$5.79K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
5.63KNew |
$357K - $406K
|
5.63K
$413K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
59+ 0.3% |
$3.74K - $4.25K
|
19.6K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-14.4K- 41.19% |
$915K - $1.04M
|
20.6K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
2.96KNew |
$188K - $214K
|
2.96K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
326New |
$20.7K - $23.5K
|
326
$23.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
365+ 9.7% |
$23.1K - $26.3K
|
4.13K
$303K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
99New |
$6.27K - $7.14K
|
99
$7.26K
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-999- 3.46% |
$63.3K - $72K
|
27.9K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.92KNew |
$185K - $211K
|
2.92K
$214K
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
2.86KNew |
$181K - $206K
|
2.86K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-100- 1.62% |
$6.34K - $7.21K
|
6.07K
$445K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
142New |
$9K - $10.2K
|
142
$10.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22+ 6.3% |
$1.39K - $1.59K
|
371
$27.2K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
776+ 8.18% |
$49.2K - $55.9K
|
10.3K
$752K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-102- 2.82% |
$6.46K - $7.35K
|
3.52K
$258K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
130+ 3.17% |
$8.24K - $9.37K
|
4.23K
$310K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.25K- 4.55% |
$77.7K - $91.2K
|
26.2K
$1.93M
|
|
|
Aug 25, 2025
Q4 2024
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
5.15KNew |
$320K - $375K
|
5.15K
$377K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
33New |
$2.05K - $2.41K
|
33
$2.42K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 42.56% |
$947K - $1.11M
|
20.6K
$1.51M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
585+ 20.69% |
$36.4K - $42.7K
|
3.41K
$250K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.36KNew |
$84.3K - $98.9K
|
1.36K
$99.5K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
250New |
$15.5K - $18.2K
|
250
$18.3K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
1.76KNew |
$109K - $128K
|
1.76K
$129K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
10.5KNew |
$655K - $769K
|
10.5K
$773K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.69KNew |
$167K - $196K
|
2.69K
$198K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
162New |
$10.1K - $11.8K
|
162
$11.9K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
3.28KNew |
$204K - $239K
|
3.28K
$240K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$62.2 - $72.9
|
1
$73.4
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
10New |
$622 - $729
|
10
$734
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.91KNew |
$554K - $650K
|
8.91K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$249 - $292
|
4
$293
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-98.9K- 4.53% |
$6.15M - $7.21M
|
2.09M
$153M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2.31KNew |
$143K - $168K
|
2.31K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
233New |
$14.5K - $17K
|
233
$17.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
22.7KNew |
$1.41M - $1.66M
|
22.7K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.08KNew |
$316K - $370K
|
5.08K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-4.12K- 10.52% |
$256K - $301K
|
35.1K
$2.57M
|
|