Purchases and Sales Made in Q1 2025 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q1 2025. The information is specifically focused on institutions that hold shares of XCEL ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
107+ 1.9% |
$6.78K - $7.71K
|
5.75K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
106+ 2.1% |
$6.72K - $7.64K
|
5.15K
$356K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
102+ 2.19% |
$6.46K - $7.35K
|
4.76K
$330K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.14% |
$6.34K - $7.21K
|
72.9K
$5.04M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
99New |
$6.27K - $7.14K
|
99
$6.85K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
98+ 2.22% |
$6.21K - $7.07K
|
4.51K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
95+ 1.82% |
$6.02K - $6.85K
|
5.32K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
93+ 1.36% |
$5.89K - $6.71K
|
6.91K
$478K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
91+ 15.69% |
$5.77K - $6.56K
|
671
$46.4K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
90+ 2250.0% |
$5.7K - $6.49K
|
94
$6.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
89+ 1.2% |
$5.64K - $6.42K
|
7.48K
$517K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
79New |
$5.01K - $5.7K
|
79
$5.46K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
77+ 0.28% |
$4.88K - $5.55K
|
27.3K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
75+ 0.41% |
$4.75K - $5.41K
|
18.4K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
73+ 13.96% |
$4.63K - $5.26K
|
596
$41.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
72+ 0.45% |
$4.56K - $5.19K
|
16.2K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
71New |
$4.5K - $5.12K
|
71
$4.91K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
69+ 1.16% |
$4.37K - $4.97K
|
6K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
67+ 1.17% |
$4.25K - $4.83K
|
5.8K
$401K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
66+ 1.17% |
$4.18K - $4.76K
|
5.7K
$394K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
66+ 1.93% |
$4.18K - $4.76K
|
3.49K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
64+ 1.83% |
$4.06K - $4.61K
|
3.56K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
63+ 0.37% |
$3.99K - $4.54K
|
17.2K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
62+ 1.63% |
$3.93K - $4.47K
|
3.86K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
59+ 0.3% |
$3.74K - $4.25K
|
19.6K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
57+ 1.09% |
$3.61K - $4.11K
|
5.28K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
54New |
$3.42K - $3.89K
|
54
$3.74K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
53New |
$3.36K - $3.82K
|
53
$3.67K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
50+ 2.52% |
$3.17K - $3.6K
|
2.04K
$141K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
45+ 1.55% |
$2.85K - $3.24K
|
2.95K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
45+ 0.41% |
$2.85K - $3.24K
|
11.1K
$770K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
44+ 12.68% |
$2.79K - $3.17K
|
391
$27K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
43+ 2.03% |
$2.72K - $3.1K
|
2.16K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
43+ 19.03% |
$2.72K - $3.1K
|
269
$18.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
43+ 14.29% |
$2.72K - $3.1K
|
344
$23.8K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
42+ 6.35% |
$2.66K - $3.03K
|
703
$48.6K
|
|
|
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
$239K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
37+ 0.44% |
$2.34K - $2.67K
|
8.47K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
37+ 16.23% |
$2.34K - $2.67K
|
265
$18.3K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
36+ 0.1% |
$2.28K - $2.6K
|
37.6K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
36+ 0.43% |
$2.28K - $2.6K
|
8.49K
$587K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
33+ 1.52% |
$2.09K - $2.38K
|
2.2K
$152K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
33+ 0.25% |
$2.09K - $2.38K
|
13.2K
$914K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
33+ 0.82% |
$2.09K - $2.38K
|
4.08K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
31+ 0.17% |
$1.96K - $2.24K
|
18.3K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
29+ 0.82% |
$1.84K - $2.09K
|
3.55K
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
28+ 1.54% |
$1.77K - $2.02K
|
1.85K
$128K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
27+ 0.76% |
$1.71K - $1.95K
|
3.6K
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
27New |
$1.71K - $1.95K
|
27
$1.87K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
26+ 0.67% |
$1.65K - $1.87K
|
3.88K
$268K
|