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 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
328+ 8.77% |
$20.8K - $23.6K
|
4.07K
$277K
|
|
May 15, 2025
Q1 2025
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
455K+ 12.4% |
$28.8M - $32.8M
|
4.12M
$281M
|
|
May 15, 2025
Q1 2025
|
Zimmer Partners, LP
New York, NY |
BUY
|
CALL |
250KNew |
$15.8M - $18M
|
250K
$17.1M
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-5.91K- 48.39% |
$375K - $426K
|
6.31K
$430K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.27K+ 23.71% |
$144K - $163K
|
11.8K
$806K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
510New |
$32.3K - $36.8K
|
510
$34.8K
|
|
May 15, 2025
Q1 2025
|
Gallo Partners, LP
Bloomfield, NJ |
BUY
|
- |
50.1KNew |
$3.17M - $3.61M
|
50.1K
$3.42M
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
3.52KNew |
$223K - $254K
|
3.52K
$240K
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
289KNew |
$18.3M - $20.9M
|
289K
$19.8M
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
9+ 0.23% |
$570 - $649
|
3.89K
$265K
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-116- 0.44% |
$7.35K - $8.36K
|
26K
$1.77M
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-38.4K- 74.73% |
$2.43M - $2.77M
|
13K
$886K
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
6.46K+ 50.15% |
$409K - $465K
|
19.3K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 11.54% |
$570 - $649
|
69
$4.71K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
211+ 33.98% |
$13.4K - $15.2K
|
832
$56.8K
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
320+ 1.52% |
$20.3K - $23.1K
|
21.4K
$1.46M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.38K+ 30.47% |
$278K - $316K
|
18.8K
$1.28M
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
4+ 0.1% |
$253 - $288
|
4K
$273K
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-18.4K- 3.89% |
$1.16M - $1.32M
|
454K
$31M
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
250+ 2.05% |
$15.8K - $18K
|
12.4K
$849K
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
13.5K+ 8.32% |
$855K - $973K
|
176K
$12M
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.71K- 9.67% |
$108K - $123K
|
15.9K
$1.09M
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
442+ 7.78% |
$28K - $31.9K
|
6.12K
$418K
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-191K- 14.59% |
$12.1M - $13.8M
|
1.12M
$76.4M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
77+ 0.28% |
$4.88K - $5.55K
|
27.3K
$1.86M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-697- 10.41% |
$44.2K - $50.3K
|
6K
$409K
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-786- 17.43% |
$49.8K - $56.7K
|
3.72K
$254K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
31+ 0.17% |
$1.96K - $2.24K
|
18.3K
$1.25M
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.13K- 83.03% |
$71.3K - $81.1K
|
230
$15.7K
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
5.67K+ 4.34% |
$359K - $409K
|
136K
$9.3M
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
203K+ 889.69% |
$12.9M - $14.7M
|
226K
$15.4M
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-3.3K- 14.6% |
$209K - $238K
|
19.3K
$1.32M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
131+ 44.11% |
$8.3K - $9.45K
|
428
$29.2K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-347- 2.44% |
$22K - $25K
|
13.9K
$947K
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.11M+ 31.01% |
$387M - $440M
|
25.8M
$1.76B
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.86K+ 24.3% |
$308K - $350K
|
24.9K
$1.7M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.87KNew |
$182K - $207K
|
2.87K
$196K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.22K- 4.45% |
$141K - $160K
|
47.7K
$3.25M
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-255K- 47.18% |
$16.1M - $18.4M
|
285K
$19.5M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.66K+ 29.99% |
$105K - $120K
|
7.21K
$492K
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-10.5K- 62.63% |
$667K - $758K
|
6.28K
$428K
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
12.6K+ 45.18% |
$801K - $911K
|
40.6K
$2.77M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.29K+ 6.57% |
$81.8K - $93.1K
|
20.9K
$1.43M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.03K+ 0.09% |
$129K - $147K
|
2.3M
$157M
|
|
May 14, 2025
Q1 2025
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
110K+ 44.0% |
$6.97M - $7.93M
|
360K
$24.6M
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.94K+ 19.5% |
$249K - $284K
|
24.1K
$1.65M
|
|
May 14, 2025
Q1 2025
|
Newport Trust CO
Washington, DC |
SELL
|
- |
-76.3K- 1.86% |
$4.83M - $5.5M
|
4.03M
$275M
|
|
May 14, 2025
Q1 2025
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
52.5KNew |
$3.33M - $3.79M
|
52.5K
$3.58M
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
3.06K+ 2.86% |
$194K - $220K
|
110K
$7.49M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.12K- 3.07% |
$261K - $297K
|
130K
$8.87M
|