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 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 1.61% |
$63.4 - $72.1
|
61
$4.22K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 4.76% |
$63.4 - $72.1
|
20
$1.38K
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2- 0.3% |
$127 - $144
|
660
$45.7K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2- 0.03% |
$127 - $144
|
6.84K
$473K
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3- 0.01% |
$190 - $216
|
35.2K
$2.43M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-4- 1.27% |
$253 - $288
|
311
$21.5K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-4- 0.11% |
$253 - $288
|
3.63K
$251K
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 4.49% |
$253 - $288
|
85
$5.88K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 0.66% |
$444 - $505
|
1.05K
$72.6K
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 11.54% |
$570 - $649
|
69
$4.77K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-10- 7.14% |
$634 - $721
|
130
$8.99K
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-11- 0.49% |
$697 - $793
|
2.22K
$154K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12- 0.08% |
$760 - $865
|
15.9K
$1.1M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-14- 5.98% |
$887 - $1.01K
|
220
$15.2K
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-14- 0.18% |
$887 - $1.01K
|
7.8K
$540K
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-15- 0.42% |
$951 - $1.08K
|
3.59K
$248K
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-15- 0.64% |
$951 - $1.08K
|
2.33K
$161K
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-16- 0.22% |
$1.01K - $1.15K
|
7.4K
$512K
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-16- 0.21% |
$1.01K - $1.15K
|
7.69K
$532K
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-18- 3.87% |
$1.14K - $1.3K
|
447
$30.9K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-19- 1.1% |
$1.2K - $1.37K
|
1.7K
$118K
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-21- 0.62% |
$1.33K - $1.51K
|
3.37K
$233K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-21- 23.33% |
$1.33K - $1.51K
|
69
$4.77K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-22- 0.11% |
$1.39K - $1.59K
|
20.1K
$1.39M
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-25- 1.11% |
$1.58K - $1.8K
|
2.24K
$155K
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-28- 2.55% |
$1.77K - $2.02K
|
1.07K
$74.2K
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.69% |
$1.84K - $2.09K
|
4.15K
$287K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-29- 0.36% |
$1.84K - $2.09K
|
7.94K
$549K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-30- 2.27% |
$1.9K - $2.16K
|
1.29K
$89.4K
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-31- 0.83% |
$1.96K - $2.24K
|
3.69K
$255K
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-33- 1.01% |
$2.09K - $2.38K
|
3.24K
$224K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-37- 3.27% |
$2.34K - $2.67K
|
1.09K
$75.7K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 1.27% |
$2.34K - $2.67K
|
2.88K
$199K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-39- 4.35% |
$2.47K - $2.81K
|
858
$59.3K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-40- 1.07% |
$2.53K - $2.88K
|
3.7K
$256K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-43- 57.33% |
$2.72K - $3.1K
|
32
$2.21K
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-44- 0.54% |
$2.79K - $3.17K
|
8.1K
$560K
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-44- 1.36% |
$2.79K - $3.17K
|
3.2K
$221K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-45- 28.13% |
$2.85K - $3.24K
|
115
$7.95K
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-50- 4.13% |
$3.17K - $3.6K
|
1.16K
$80.2K
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-52- 0.6% |
$3.3K - $3.75K
|
8.56K
$592K
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-52- 0.02% |
$3.3K - $3.75K
|
303K
$20.9M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-55- 0.19% |
$3.49K - $3.97K
|
28.9K
$2M
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-60- 0.29% |
$3.8K - $4.33K
|
20.4K
$1.41M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 2.32% |
$3.8K - $4.33K
|
2.53K
$175K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-62- 0.6% |
$3.93K - $4.47K
|
10.2K
$709K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-68- 1.97% |
$4.31K - $4.9K
|
3.39K
$235K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-70- 2.2% |
$4.44K - $5.05K
|
3.11K
$215K
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-73- 1.89% |
$4.63K - $5.26K
|
3.8K
$263K
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-74- 2.16% |
$4.69K - $5.34K
|
3.36K
$232K
|