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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
604KNew |
$39.6M - $43.7M
|
604K
$44.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallo Partners, LP
Bloomfield, NJ |
SELL
|
- |
-20.8K- 41.53% |
$1.36M - $1.5M
|
29.3K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-1K- 25.07% |
$65.9K - $72.7K
|
3K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 29.41% |
$328 - $362
|
22
$1.61K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-142K- 48.93% |
$9.3M - $10.3M
|
148K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.85K+ 12.26% |
$384K - $423K
|
53.5K
$3.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.88K- 0.9% |
$123K - $136K
|
207K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.06K+ 0.34% |
$69.3K - $76.4K
|
313K
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.19K+ 70.4% |
$144K - $158K
|
5.3K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
32.8K+ 42.24% |
$2.16M - $2.38M
|
111K
$8.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-81- 1.04% |
$5.32K - $5.86K
|
7.69K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-90.7K- 3.1% |
$5.96M - $6.57M
|
2.84M
$208M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-28.4K- 76.96% |
$1.86M - $2.05M
|
8.49K
$623K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.35K- 8.29% |
$88.9K - $98K
|
15K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
108+ 0.1% |
$7.09K - $7.82K
|
111K
$8.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
6.28KNew |
$412K - $454K
|
6.28K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
331K+ 16.95% |
$21.8M - $24M
|
2.29M
$168M
|
|
|
Aug 13, 2025
Q2 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-29.7K- 6.53% |
$1.95M - $2.15M
|
425K
$31.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
10.6KNew |
$693K - $764K
|
10.6K
$774K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
72K+ 196.15% |
$4.73M - $5.21M
|
109K
$7.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
73.1K+ 6.53% |
$4.8M - $5.29M
|
1.19M
$87.5M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
7.02K+ 1.23% |
$461K - $508K
|
576K
$42.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.77K+ 16.03% |
$182K - $200K
|
20K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.35K+ 39.23% |
$154K - $170K
|
8.35K
$613K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
53.2K+ 275.65% |
$3.49M - $3.85M
|
72.5K
$5.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
150+ 3.78% |
$9.85K - $10.9K
|
4.12K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
868+ 327.55% |
$57K - $62.8K
|
1.13K
$83.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-206K- 52.44% |
$13.5M - $14.9M
|
187K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.78K+ 8.33% |
$117K - $128K
|
23.1K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-141- 5.15% |
$9.26K - $10.2K
|
2.6K
$190K
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
170K+ 31.77% |
$11.1M - $12.3M
|
703K
$51.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-387- 0.29% |
$25.4K - $28K
|
133K
$9.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.41K- 6.42% |
$224K - $247K
|
49.7K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
410+ 1.21% |
$26.9K - $29.7K
|
34.3K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-131- 30.61% |
$8.6K - $9.48K
|
297
$21.8K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.52KNew |
$297K - $327K
|
4.52K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
12.5MNew |
$821M - $905M
|
12.5M
$917M
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
68.2K+ 55.46% |
$4.48M - $4.94M
|
191K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
13.8KNew |
$906K - $999K
|
13.8K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
2.98KNew |
$195K - $216K
|
2.98K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-555- 2.1% |
$36.4K - $40.2K
|
25.9K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-3.22M- 80.74% |
$212M - $233M
|
769K
$56.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
599+ 8.31% |
$39.3K - $43.4K
|
7.81K
$573K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
34.2K+ 1.0% |
$2.25M - $2.48M
|
3.44M
$253M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-166K- 3.04% |
$10.9M - $12M
|
5.29M
$388M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
720+ 11.37% |
$47.3K - $52.1K
|
7.05K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.11K+ 20.08% |
$270K - $298K
|
24.6K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.2K- 6.45% |
$78.8K - $86.9K
|
17.4K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.44K- 1.79% |
$94.2K - $104K
|
78.8K
$5.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
9.07K+ 109.21% |
$596K - $657K
|
17.4K
$1.27M
|