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 12, 2025
Q2 2025
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-60K- 16.67% |
$3.94M - $4.34M
|
300K
$22M
|
|
|
Aug 12, 2025
Q2 2025
|
Sir Capital Management, L.P.
New York, NY |
SELL
|
- |
-76.7K- 32.21% |
$5.03M - $5.55M
|
161K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-116- 0.57% |
$7.62K - $8.4K
|
20.3K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2.22K- 1.68% |
$146K - $161K
|
130K
$9.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
411K+ 7.84% |
$27M - $29.8M
|
5.65M
$415M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
712+ 6.58% |
$46.7K - $51.5K
|
11.5K
$846K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8+ 0.07% |
$525 - $579
|
11.8K
$867K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8+ 2.57% |
$525 - $579
|
319
$23.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
98+ 2.17% |
$6.43K - $7.09K
|
4.61K
$338K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.83% |
$131 - $145
|
243
$17.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.15K+ 8.58% |
$469K - $518K
|
90.5K
$6.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
SELL
|
- |
-14- 0.33% |
$919 - $1.01K
|
4.26K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
28+ 0.83% |
$1.84K - $2.03K
|
3.41K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.62K+ 25.75% |
$172K - $189K
|
12.8K
$938K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-42- 8.24% |
$2.76K - $3.04K
|
468
$34.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
110K+ 5.01% |
$7.23M - $7.97M
|
2.31M
$169M
|
|
|
Aug 12, 2025
Q2 2025
|
Scp Investment, LP
|
BUY
|
- |
4K+ 45.45% |
$263K - $290K
|
12.8K
$939K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 40.57% |
$116K - $128K
|
6.12K
$449K
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
108KNew |
$7.08M - $7.81M
|
108K
$7.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
953+ 15.18% |
$62.6K - $69K
|
7.23K
$531K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
893+ 3.94% |
$58.6K - $64.6K
|
23.6K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-714- 10.27% |
$46.9K - $51.7K
|
6.24K
$458K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-19.1K- 6.42% |
$1.26M - $1.39M
|
279K
$20.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-52.4K- 5.76% |
$3.44M - $3.79M
|
858K
$62.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.38K+ 1.46% |
$222K - $244K
|
235K
$17.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
674+ 6.39% |
$44.2K - $48.8K
|
11.2K
$823K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-101- 18.17% |
$6.63K - $7.31K
|
455
$33.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.86K+ 16.95% |
$122K - $135K
|
12.8K
$940K
|
|
|
Aug 11, 2025
Q2 2025
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
230K+ 11.64% |
$15.1M - $16.7M
|
2.21M
$162M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
611+ 1.52% |
$40.1K - $44.2K
|
40.8K
$2.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
587+ 5.86% |
$38.5K - $42.5K
|
10.6K
$777K
|
|
|
Aug 11, 2025
Q2 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
216K+ 9.38% |
$14.2M - $15.6M
|
2.52M
$185M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
200+ 2.56% |
$13.1K - $14.5K
|
8K
$587K
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-5.53K- 4.05% |
$363K - $400K
|
131K
$9.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 5.71% |
$263 - $290
|
66
$4.84K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
28+ 0.78% |
$1.84K - $2.03K
|
3.63K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.73K+ 9.01% |
$310K - $342K
|
57.2K
$4.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
52New |
$3.41K - $3.76K
|
52
$3.81K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
241+ 2.27% |
$15.8K - $17.4K
|
10.9K
$797K
|
|
|
Aug 11, 2025
Q2 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-141- 1.91% |
$9.26K - $10.2K
|
7.23K
$530K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.1K+ 42.73% |
$2.9M - $3.19M
|
147K
$10.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
32+ 8.18% |
$2.1K - $2.32K
|
423
$31K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
800+ 347.83% |
$52.5K - $57.9K
|
1.03K
$75.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.37KNew |
$418K - $461K
|
6.37K
$467K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
67+ 0.48% |
$4.4K - $4.85K
|
14K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
413+ 13.03% |
$27.1K - $29.9K
|
3.58K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
372New |
$24.4K - $26.9K
|
372
$27.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.33K+ 42.32% |
$481K - $531K
|
24.7K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-273- 7.08% |
$17.9K - $19.8K
|
3.58K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.3K- 76.57% |
$85.6K - $94.4K
|
399
$29.3K
|