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 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.38K+ 39.0% |
$87.7K - $99.8K
|
4.93K
$334K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.37K+ 19.11% |
$86.8K - $98.8K
|
8.54K
$579K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.35K+ 2.18% |
$85.6K - $97.4K
|
63.2K
$4.29M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.31K+ 53.29% |
$83.1K - $94.5K
|
3.77K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.29K+ 6.57% |
$81.8K - $93.1K
|
20.9K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.22K+ 7.8% |
$77.2K - $87.8K
|
16.8K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1.14K+ 2.23% |
$72.3K - $82.3K
|
52.3K
$3.54M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.14K+ 130.84% |
$72.1K - $82K
|
2.01K
$136K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.13K+ 24.28% |
$71.5K - $81.3K
|
5.77K
$391K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.11K+ 4.64% |
$70.1K - $79.7K
|
25K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.09K+ 0.97% |
$69.1K - $78.6K
|
113K
$7.68M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.08K+ 29.51% |
$68.4K - $77.8K
|
4.74K
$321K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 27.11% |
$67.9K - $77.2K
|
5.02K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.07K+ 1.11% |
$67.5K - $76.8K
|
97.3K
$6.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.05K+ 1.34% |
$66.3K - $75.5K
|
78.9K
$5.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.05K+ 4.4% |
$66.3K - $75.4K
|
24.8K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.04K+ 6.75% |
$66K - $75.1K
|
16.5K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.04K+ 5.15% |
$65.9K - $75K
|
21.2K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1K+ 0.4% |
$63.4K - $72.2K
|
251K
$17M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1K+ 125.0% |
$63.4K - $72.1K
|
1.8K
$122K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
948+ 9.69% |
$60.1K - $68.4K
|
10.7K
$727K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
938+ 9.69% |
$59.4K - $67.6K
|
10.6K
$720K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
933+ 2.44% |
$59.1K - $67.3K
|
39.2K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
931+ 150.89% |
$59K - $67.1K
|
1.55K
$105K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
925+ 449.03% |
$58.6K - $66.7K
|
1.13K
$76.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
921+ 0.85% |
$58.4K - $66.4K
|
109K
$7.37M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
906+ 162.66% |
$57.4K - $65.3K
|
1.46K
$99.2K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
900New |
$57K - $64.9K
|
900
$61K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
900+ 37.48% |
$57K - $64.9K
|
3.3K
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
895+ 13.71% |
$56.7K - $64.5K
|
7.42K
$503K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
890+ 7.31% |
$56.4K - $64.2K
|
13.1K
$886K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
886+ 0.38% |
$56.1K - $63.9K
|
235K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
881+ 1.77% |
$55.8K - $63.5K
|
50.8K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
870+ 9.41% |
$55.1K - $62.7K
|
10.1K
$685K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
850+ 41.65% |
$53.9K - $61.3K
|
2.89K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
833+ 17.07% |
$52.8K - $60.1K
|
5.71K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
829+ 12.48% |
$52.5K - $59.8K
|
7.47K
$507K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
822+ 13.69% |
$52.1K - $59.3K
|
6.83K
$463K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
776+ 8.18% |
$49.2K - $55.9K
|
10.3K
$695K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
735+ 2.04% |
$46.6K - $53K
|
36.8K
$2.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
730New |
$46.3K - $52.6K
|
730
$49.5K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
727+ 9.81% |
$46.1K - $52.4K
|
8.14K
$552K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
719+ 9.69% |
$45.6K - $51.8K
|
8.14K
$551K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
712+ 30.82% |
$45.1K - $51.3K
|
3.02K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
710+ 1.69% |
$45K - $51.2K
|
42.7K
$2.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
709+ 15.64% |
$44.9K - $51.1K
|
5.24K
$355K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
702New |
$44.5K - $50.6K
|
702
$47.6K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
681+ 7.52% |
$43.2K - $49.1K
|
9.74K
$660K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
670+ 14.74% |
$42.5K - $48.3K
|
5.22K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
670+ 6.45% |
$42.5K - $48.3K
|
11.1K
$750K
|