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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22+ 6.3% |
$1.39K - $1.59K
|
371
$25.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 0.07% |
$1.27K - $1.44K
|
28.6K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 0.08% |
$1.2K - $1.37K
|
22.7K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
18+ 0.47% |
$1.14K - $1.3K
|
3.83K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 60.0% |
$951 - $1.08K
|
40
$2.71K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
15+ 0.24% |
$951 - $1.08K
|
6.27K
$425K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 12.1% |
$951 - $1.08K
|
139
$9.42K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
13+ 0.4% |
$824 - $937
|
3.23K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13New |
$824 - $937
|
13
$881
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11+ 0.13% |
$697 - $793
|
8.51K
$577K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.25% |
$634 - $721
|
4.02K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.84% |
$634 - $721
|
1.2K
$81.6K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10New |
$634 - $721
|
10
$678
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.21% |
$634 - $721
|
837
$56.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10+ 0.76% |
$634 - $721
|
1.32K
$89.4K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
9New |
$570 - $649
|
9
$610
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
9+ 0.23% |
$570 - $649
|
3.89K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
9+ 0.11% |
$570 - $649
|
7.84K
$531K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
9+ 1.65% |
$570 - $649
|
556
$37.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 70.0% |
$444 - $505
|
17
$1.15K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7+ 4.67% |
$444 - $505
|
157
$10.6K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 0.85% |
$380 - $433
|
716
$48.5K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6+ 0.83% |
$380 - $433
|
727
$49.3K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
6+ 0.07% |
$380 - $433
|
9.23K
$625K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 2.33% |
$380 - $433
|
263
$17.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.18% |
$380 - $433
|
3.3K
$223K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
6+ 0.26% |
$380 - $433
|
2.35K
$159K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 2.21% |
$317 - $361
|
231
$15.7K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$253 - $288
|
4
$271
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
4+ 0.1% |
$253 - $288
|
4K
$271K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4+ 0.05% |
$253 - $288
|
7.54K
$511K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4+ 0.8% |
$253 - $288
|
504
$34.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.78% |
$253 - $288
|
519
$35.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 12.9% |
$253 - $288
|
35
$2.37K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.15% |
$190 - $216
|
2.04K
$138K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$190 - $216
|
3
$203
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.84% |
$127 - $144
|
241
$16.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 1.05% |
$127 - $144
|
193
$13.1K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 9.09% |
$63.4 - $72.1
|
12
$813
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1+ 0.26% |
$63.4 - $72.1
|
385
$26.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.57% |
$63.4 - $72.1
|
176
$11.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1+ 0.01% |
$63.4 - $72.1
|
7.55K
$512K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.19M+ 187.02% |
$74.1M - $86.9M
|
1.83M
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
CALL |
700KNew |
$43.5M - $51M
|
700K
$47.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
208KNew |
$12.9M - $15.2M
|
208K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
194KNew |
$12.1M - $14.1M
|
194K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Vennlight Capital Management, LP
Weston, CT |
BUY
|
- |
153KNew |
$9.51M - $11.2M
|
153K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
120K+ 752.81% |
$7.49M - $8.78M
|
136K
$9.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
86.4KNew |
$5.37M - $6.3M
|
86.4K
$5.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
83.6KNew |
$5.2M - $6.1M
|
83.6K
$5.67M
|
|