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 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.37KNew |
$221K - $244K
|
3.37K
$247K
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.97K+ 3.56% |
$129K - $143K
|
57.3K
$4.2M
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
362+ 16.03% |
$23.8K - $26.2K
|
2.62K
$192K
|
|
Aug 13, 2025
Q2 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
9.74K+ 34.68% |
$639K - $705K
|
37.8K
$2.77M
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
12.6K+ 17.71% |
$824K - $909K
|
83.4K
$6.12M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
12.4K+ 8.49% |
$815K - $899K
|
159K
$11.6M
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.37K+ 50.33% |
$89.9K - $99.1K
|
4.09K
$300K
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.35K- 33.48% |
$220K - $243K
|
6.66K
$488K
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12.1K+ 109.09% |
$792K - $873K
|
23.1K
$1.7M
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13New |
$853 - $941
|
13
$954
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-76.3K- 54.38% |
$5.01M - $5.52M
|
64K
$4.69M
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-29.5K- 0.54% |
$1.94M - $2.14M
|
5.45M
$400M
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-412- 24.57% |
$27K - $29.8K
|
1.27K
$92.8K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.64K+ 66.95% |
$173K - $191K
|
6.58K
$483K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.43K+ 11.2% |
$94K - $104K
|
14.2K
$1.04M
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
165+ 0.6% |
$10.8K - $11.9K
|
27.5K
$2.02M
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
135+ 0.74% |
$8.86K - $9.77K
|
18.4K
$1.35M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.69K- 8.77% |
$111K - $122K
|
17.5K
$1.29M
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
707+ 4.49% |
$46.4K - $51.2K
|
16.5K
$1.21M
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-16.3K- 99.89% |
$1.07M - $1.18M
|
18
$1.32K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.5K+ 15.14% |
$164K - $181K
|
19K
$1.39M
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-466- 2.31% |
$30.6K - $33.7K
|
19.7K
$1.44M
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
44+ 1.15% |
$2.89K - $3.19K
|
3.87K
$284K
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.1K- 3.97% |
$72.1K - $79.5K
|
26.5K
$1.95M
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
802K+ 44.67% |
$52.6M - $58M
|
2.6M
$190M
|
|
Aug 12, 2025
Q2 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-28.5K- 0.46% |
$1.87M - $2.07M
|
6.22M
$456M
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.01K- 16.23% |
$66K - $72.8K
|
5.19K
$381K
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.36K+ 12.67% |
$89.2K - $98.4K
|
12.1K
$887K
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.02K- 1.04% |
$198K - $218K
|
288K
$21.1M
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-241- 5.1% |
$15.8K - $17.4K
|
4.48K
$329K
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.74K- 78.08% |
$114K - $126K
|
487
$35.7K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
109K+ 7.1% |
$7.18M - $7.92M
|
1.65M
$121M
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
5.28K+ 0.57% |
$346K - $382K
|
929K
$68.2M
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.6K+ 12.38% |
$827K - $912K
|
114K
$8.39M
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.08K+ 0.4% |
$268K - $296K
|
1.03M
$75.4M
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
387K+ 13.46% |
$25.4M - $28M
|
3.26M
$239M
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
79+ 5.2% |
$5.19K - $5.72K
|
1.6K
$117K
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
56+ 0.1% |
$3.68K - $4.05K
|
53.4K
$3.92M
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.81K+ 20.96% |
$184K - $203K
|
16.2K
$1.19M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
375+ 5.02% |
$24.6K - $27.1K
|
7.85K
$576K
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
35K+ 1.8% |
$2.3M - $2.53M
|
1.97M
$145M
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.13K- 21.52% |
$140K - $154K
|
7.78K
$571K
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-38.3K- 92.22% |
$2.51M - $2.77M
|
3.23K
$237K
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15.4K+ 6710.0% |
$1.01M - $1.12M
|
15.7K
$1.15M
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-34.8K- 22.69% |
$2.29M - $2.52M
|
119K
$8.71M
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
51.6K+ 90.21% |
$3.39M - $3.74M
|
109K
$7.99M
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.32K- 50.79% |
$218K - $240K
|
3.22K
$236K
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
29.4K+ 910.78% |
$1.93M - $2.13M
|
32.6K
$2.39M
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
24.1K+ 7.72% |
$1.58M - $1.74M
|
336K
$24.7M
|