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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
31+ 0.17% |
$1.96K - $2.24K
|
18.3K
$1.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
29+ 0.82% |
$1.84K - $2.09K
|
3.55K
$286K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
28+ 1.54% |
$1.77K - $2.02K
|
1.85K
$149K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
27New |
$1.71K - $1.95K
|
27
$2.18K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
27+ 0.76% |
$1.71K - $1.95K
|
3.6K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
26+ 0.67% |
$1.65K - $1.87K
|
3.88K
$313K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
25+ 5.03% |
$1.58K - $1.8K
|
522
$42.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
25+ 0.42% |
$1.58K - $1.8K
|
6.01K
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24+ 52.17% |
$1.52K - $1.73K
|
70
$5.65K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
23+ 0.41% |
$1.46K - $1.66K
|
5.57K
$450K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22+ 6.3% |
$1.39K - $1.59K
|
371
$29.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
22+ 64.71% |
$1.39K - $1.59K
|
56
$4.52K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
22+ 0.65% |
$1.39K - $1.59K
|
3.4K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 0.07% |
$1.27K - $1.44K
|
28.6K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 0.08% |
$1.2K - $1.37K
|
22.7K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
18+ 0.47% |
$1.14K - $1.3K
|
3.83K
$309K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
16New |
$1.01K - $1.15K
|
16
$1.29K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 12.1% |
$951 - $1.08K
|
139
$11.2K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 60.0% |
$951 - $1.08K
|
40
$3.23K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
15+ 0.24% |
$951 - $1.08K
|
6.27K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13New |
$824 - $937
|
13
$1.05K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
13+ 0.4% |
$824 - $937
|
3.23K
$260K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11+ 0.13% |
$697 - $793
|
8.51K
$686K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.25% |
$634 - $721
|
4.02K
$324K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.21% |
$634 - $721
|
837
$67.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10+ 0.76% |
$634 - $721
|
1.32K
$106K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.84% |
$634 - $721
|
1.2K
$97.1K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10New |
$634 - $721
|
10
$807
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
9+ 0.23% |
$570 - $649
|
3.89K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
9+ 0.11% |
$570 - $649
|
7.84K
$632K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
9+ 1.65% |
$570 - $649
|
556
$44.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 70.0% |
$444 - $505
|
17
$1.37K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7+ 4.67% |
$444 - $505
|
157
$12.7K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
6+ 0.07% |
$380 - $433
|
9.23K
$744K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6+ 0.83% |
$380 - $433
|
727
$58.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
6+ 0.26% |
$380 - $433
|
2.35K
$190K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 2.33% |
$380 - $433
|
263
$21.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.18% |
$380 - $433
|
3.3K
$266K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 0.85% |
$380 - $433
|
716
$57.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 2.21% |
$317 - $361
|
231
$18.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 12.9% |
$253 - $288
|
35
$2.82K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4+ 0.8% |
$253 - $288
|
504
$40.6K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$253 - $288
|
4
$323
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4+ 0.05% |
$253 - $288
|
7.54K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
4+ 0.1% |
$253 - $288
|
4K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.78% |
$253 - $288
|
519
$41.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.15% |
$190 - $216
|
2.04K
$164K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$190 - $216
|
3
$242
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.84% |
$127 - $144
|
241
$19.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 1.05% |
$127 - $144
|
193
$15.6K
|