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 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
69+ 1.16% |
$4.37K - $4.97K
|
6K
$435K
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
59+ 0.3% |
$3.74K - $4.25K
|
19.6K
$1.42M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
57+ 1.09% |
$3.61K - $4.11K
|
5.28K
$382K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
54New |
$3.42K - $3.89K
|
54
$3.91K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
43+ 19.03% |
$2.72K - $3.1K
|
269
$19.5K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
43+ 2.03% |
$2.72K - $3.1K
|
2.16K
$157K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
27New |
$1.71K - $1.95K
|
27
$1.95K
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
25+ 5.03% |
$1.58K - $1.8K
|
522
$37.8K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
22+ 64.71% |
$1.39K - $1.59K
|
56
$4.05K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22+ 6.3% |
$1.39K - $1.59K
|
371
$26.9K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 60.0% |
$951 - $1.08K
|
40
$2.9K
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
15+ 0.24% |
$951 - $1.08K
|
6.27K
$454K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10New |
$634 - $721
|
10
$724
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
9New |
$570 - $649
|
9
$652
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 2.33% |
$380 - $433
|
263
$19K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 2.21% |
$317 - $361
|
231
$16.7K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 9.09% |
$63.4 - $72.1
|
12
$869
|
|
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
$132M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
208KNew |
$12.9M - $15.2M
|
208K
$15.1M
|
|
Feb 13, 2025
Q4 2024
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
194KNew |
$12.1M - $14.1M
|
194K
$14M
|
|
Feb 14, 2025
Q4 2024
|
Vennlight Capital Management, LP
Weston, CT |
BUY
|
- |
153KNew |
$9.51M - $11.2M
|
153K
$11.1M
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
120K+ 752.81% |
$7.49M - $8.78M
|
136K
$9.88M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
86.4KNew |
$5.37M - $6.3M
|
86.4K
$6.25M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
65KNew |
$4.04M - $4.74M
|
65K
$4.71M
|
|
Feb 07, 2025
Q4 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
37.3KNew |
$2.32M - $2.72M
|
37.3K
$2.7M
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
34KNew |
$2.12M - $2.48M
|
34K
$2.46M
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
22.7KNew |
$1.41M - $1.66M
|
22.7K
$1.65M
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
19KNew |
$1.18M - $1.39M
|
19K
$1.38M
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
18.6KNew |
$1.16M - $1.36M
|
18.6K
$1.35M
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12.7K+ 10.69% |
$790K - $927K
|
132K
$9.53M
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
12.4KNew |
$771K - $904K
|
12.4K
$898K
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
10.5KNew |
$655K - $769K
|
10.5K
$763K
|
|
Feb 14, 2025
Q4 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
9.43K+ 24.32% |
$586K - $687K
|
48.2K
$3.49M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.91KNew |
$554K - $650K
|
8.91K
$645K
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
7.69KNew |
$478K - $560K
|
7.69K
$556K
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
7.55KNew |
$469K - $551K
|
7.55K
$547K
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
6.95KNew |
$432K - $507K
|
6.95K
$503K
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
6.24KNew |
$388K - $455K
|
6.24K
$452K
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
6.2KNew |
$385K - $452K
|
6.2K
$449K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.08KNew |
$316K - $370K
|
5.08K
$368K
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.91KNew |
$305K - $358K
|
4.91K
$355K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.65KNew |
$289K - $339K
|
4.65K
$337K
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.53KNew |
$281K - $330K
|
4.53K
$328K
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.52KNew |
$281K - $330K
|
4.52K
$327K
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
4.46KNew |
$277K - $325K
|
4.46K
$323K
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.44KNew |
$276K - $324K
|
4.44K
$321K
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.09KNew |
$254K - $298K
|
4.09K
$296K
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.35KNew |
$208K - $244K
|
3.35K
$243K
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
3.28KNew |
$204K - $239K
|
3.28K
$237K
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.22KNew |
$200K - $235K
|
3.22K
$233K
|