Latest Institutional Purchases of Xcel Energy Inc (XEL)
This list provides information on the latest institutional transactions involving Xcel Energy Inc (XEL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
95+ 1.82% |
$6.02K - $6.85K
|
5.32K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
93+ 1.36% |
$5.89K - $6.71K
|
6.91K
$468K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
91+ 15.69% |
$5.77K - $6.56K
|
671
$45.5K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
90+ 2250.0% |
$5.7K - $6.49K
|
94
$6.37K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
89+ 1.2% |
$5.64K - $6.42K
|
7.48K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
79New |
$5.01K - $5.7K
|
79
$5.35K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
77+ 0.28% |
$4.88K - $5.55K
|
27.3K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
75+ 0.41% |
$4.75K - $5.41K
|
18.4K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
73+ 13.96% |
$4.63K - $5.26K
|
596
$40.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
72+ 0.45% |
$4.56K - $5.19K
|
16.2K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
71New |
$4.5K - $5.12K
|
71
$4.81K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
69+ 1.16% |
$4.37K - $4.97K
|
6K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
67+ 1.17% |
$4.25K - $4.83K
|
5.8K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
66+ 1.93% |
$4.18K - $4.76K
|
3.49K
$237K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
66+ 1.17% |
$4.18K - $4.76K
|
5.7K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
64+ 1.83% |
$4.06K - $4.61K
|
3.56K
$242K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
63+ 0.37% |
$3.99K - $4.54K
|
17.2K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
62+ 1.63% |
$3.93K - $4.47K
|
3.86K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
59+ 0.3% |
$3.74K - $4.25K
|
19.6K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
57+ 1.09% |
$3.61K - $4.11K
|
5.28K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
54New |
$3.42K - $3.89K
|
54
$3.66K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
53New |
$3.36K - $3.82K
|
53
$3.59K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
50+ 2.52% |
$3.17K - $3.6K
|
2.04K
$138K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
45+ 0.41% |
$2.85K - $3.24K
|
11.1K
$754K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
45+ 1.55% |
$2.85K - $3.24K
|
2.95K
$200K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
44+ 12.68% |
$2.79K - $3.17K
|
391
$26.5K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
43+ 19.03% |
$2.72K - $3.1K
|
269
$18.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
43+ 2.03% |
$2.72K - $3.1K
|
2.16K
$147K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
43+ 14.29% |
$2.72K - $3.1K
|
344
$23.3K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
42+ 6.35% |
$2.66K - $3.03K
|
703
$47.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
42+ 1.23% |
$2.66K - $3.03K
|
3.45K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
37+ 16.23% |
$2.34K - $2.67K
|
265
$18K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
37+ 0.44% |
$2.34K - $2.67K
|
8.47K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
36+ 0.43% |
$2.28K - $2.6K
|
8.49K
$576K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
36+ 0.1% |
$2.28K - $2.6K
|
37.6K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
33+ 0.25% |
$2.09K - $2.38K
|
13.2K
$896K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
33+ 1.52% |
$2.09K - $2.38K
|
2.2K
$149K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
33+ 0.82% |
$2.09K - $2.38K
|
4.08K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
31+ 0.17% |
$1.96K - $2.24K
|
18.3K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
29+ 0.82% |
$1.84K - $2.09K
|
3.55K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
28+ 1.54% |
$1.77K - $2.02K
|
1.85K
$126K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
27+ 0.76% |
$1.71K - $1.95K
|
3.6K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
27New |
$1.71K - $1.95K
|
27
$1.83K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
26+ 0.67% |
$1.65K - $1.87K
|
3.88K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
25+ 5.03% |
$1.58K - $1.8K
|
522
$35.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
25+ 0.42% |
$1.58K - $1.8K
|
6.01K
$407K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24+ 52.17% |
$1.52K - $1.73K
|
70
$4.74K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
23+ 0.41% |
$1.46K - $1.66K
|
5.57K
$378K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
22+ 0.65% |
$1.39K - $1.59K
|
3.4K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
22+ 64.71% |
$1.39K - $1.59K
|
56
$3.8K
|