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 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-81- 1.43% |
$5.13K - $5.84K
|
5.57K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-81- 2.09% |
$5.13K - $5.84K
|
3.79K
$262K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-82- 15.41% |
$5.2K - $5.91K
|
450
$31.1K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-90- 2.2% |
$5.7K - $6.49K
|
4K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-93- 2.21% |
$5.89K - $6.71K
|
4.11K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-93- 3.47% |
$5.89K - $6.71K
|
2.59K
$179K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.06% |
$6.34K - $7.21K
|
156K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 92.59% |
$6.34K - $7.21K
|
8
$553
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-100- 1.62% |
$6.34K - $7.21K
|
6.07K
$420K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-102- 2.82% |
$6.46K - $7.35K
|
3.52K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-106- 0.42% |
$6.72K - $7.64K
|
25.3K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-109- 1.46% |
$6.91K - $7.86K
|
7.37K
$510K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-115- 2.69% |
$7.29K - $8.29K
|
4.16K
$288K
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-116- 0.44% |
$7.35K - $8.36K
|
26K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-117- 1.74% |
$7.41K - $8.44K
|
6.61K
$457K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-118- 0.61% |
$7.48K - $8.51K
|
19.1K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-118- 1.63% |
$7.48K - $8.51K
|
7.12K
$493K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-123- 0.89% |
$7.79K - $8.87K
|
13.6K
$942K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-123- 3.8% |
$7.79K - $8.87K
|
3.11K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-125- 3.91% |
$7.92K - $9.01K
|
3.07K
$213K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-125- 55.56% |
$7.92K - $9.01K
|
100
$6.92K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-127- 2.95% |
$8.05K - $9.16K
|
4.18K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-130- 8.68% |
$8.24K - $9.37K
|
1.37K
$94.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-130- 0.22% |
$8.24K - $9.37K
|
58K
$4.01M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-133- 0.17% |
$8.43K - $9.59K
|
76.6K
$5.3M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-135- 4.7% |
$8.55K - $9.73K
|
2.74K
$189K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-135- 5.01% |
$8.55K - $9.73K
|
2.56K
$177K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-139- 0.45% |
$8.81K - $10K
|
30.9K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-140- 1.66% |
$8.87K - $10.1K
|
8.28K
$572K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-142- 3.13% |
$9K - $10.2K
|
4.39K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-144- 4.1% |
$9.13K - $10.4K
|
3.37K
$233K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-151- 3.03% |
$9.57K - $10.9K
|
4.84K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-152- 2.2% |
$9.63K - $11K
|
6.76K
$468K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-163- 2.63% |
$10.3K - $11.8K
|
6.03K
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-165- 2.8% |
$10.5K - $11.9K
|
5.74K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-165- 4.54% |
$10.5K - $11.9K
|
3.47K
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-171- 4.26% |
$10.8K - $12.3K
|
3.85K
$266K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-173- 73.31% |
$11K - $12.5K
|
63
$4.36K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-175- 1.13% |
$11.1K - $12.6K
|
15.3K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-175- 23.94% |
$11.1K - $12.6K
|
556
$38.5K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-183- 3.11% |
$11.6K - $13.2K
|
5.71K
$395K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-183- 4.25% |
$11.6K - $13.2K
|
4.12K
$285K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-186- 0.34% |
$11.8K - $13.4K
|
55.3K
$3.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-198- 3.83% |
$12.5K - $14.3K
|
4.98K
$344K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-203- 5.81% |
$12.9K - $14.6K
|
3.29K
$228K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-206- 2.88% |
$13.1K - $14.9K
|
6.95K
$481K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-220- 3.57% |
$13.9K - $15.9K
|
5.94K
$411K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-223- 9.92% |
$14.1K - $16.1K
|
2.02K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-224- 4.37% |
$14.2K - $16.2K
|
4.91K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-230- 5.58% |
$14.6K - $16.6K
|
3.89K
$269K
|