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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-237- 1.6% |
$15K - $17.1K
|
14.6K
$1.01M
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-238- 1.38% |
$15.1K - $17.2K
|
17.1K
$1.18M
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-243- 6.32% |
$15.4K - $17.5K
|
3.6K
$249K
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-249- 10.83% |
$15.8K - $18K
|
2.05K
$142K
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-251- 0.32% |
$15.9K - $18.1K
|
78.7K
$5.44M
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-256- 4.04% |
$16.2K - $18.5K
|
6.08K
$421K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-257- 99.23% |
$16.3K - $18.5K
|
2
$138
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-265- 76.15% |
$16.8K - $19.1K
|
83
$5.74K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-265- 6.79% |
$16.8K - $19.1K
|
3.64K
$252K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-274- 4.52% |
$17.4K - $19.8K
|
5.79K
$401K
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-278- 9.25% |
$17.6K - $20K
|
2.73K
$189K
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-293- 8.64% |
$18.6K - $21.1K
|
3.1K
$214K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-300- 4.79% |
$19K - $21.6K
|
5.97K
$413K
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-302- 0.2% |
$19.1K - $21.8K
|
153K
$10.6M
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-309- 3.02% |
$19.6K - $22.3K
|
9.91K
$686K
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-318- 1.5% |
$20.2K - $22.9K
|
20.9K
$1.45M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-321- 6.86% |
$20.3K - $23.1K
|
4.36K
$301K
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-323- 54.47% |
$20.5K - $23.3K
|
270
$18.7K
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-332- 5.88% |
$21K - $23.9K
|
5.31K
$367K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-335- 1.42% |
$21.2K - $24.2K
|
23.3K
$1.61M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-337- 11.67% |
$21.4K - $24.3K
|
2.55K
$176K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-346- 6.82% |
$21.9K - $24.9K
|
4.72K
$327K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-347- 2.44% |
$22K - $25K
|
13.9K
$960K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-348- 5.4% |
$22.1K - $25.1K
|
6.1K
$422K
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-362- 1.02% |
$22.9K - $26.1K
|
35.1K
$2.43M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-387- 10.43% |
$24.5K - $27.9K
|
3.33K
$230K
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-388- 10.22% |
$24.6K - $28K
|
3.41K
$236K
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-397- 7.1% |
$25.2K - $28.6K
|
5.2K
$359K
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-425- 1.15% |
$26.9K - $30.6K
|
36.5K
$2.53M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-426- 1.94% |
$27K - $30.7K
|
21.6K
$1.49M
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-438- 1.42% |
$27.8K - $31.6K
|
30.3K
$2.1M
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-442- 0.48% |
$28K - $31.9K
|
92.6K
$6.4M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-449- 16.59% |
$28.5K - $32.4K
|
2.26K
$156K
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-450- 6.91% |
$28.5K - $32.4K
|
6.07K
$420K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-462- 2.13% |
$29.3K - $33.3K
|
21.2K
$1.47M
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-463- 7.87% |
$29.3K - $33.4K
|
5.42K
$375K
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-489- 1.74% |
$31K - $35.3K
|
27.6K
$1.91M
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-500- 5.9% |
$31.7K - $36.1K
|
7.98K
$552K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-500- 4.55% |
$31.7K - $36.1K
|
10.5K
$725K
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-522- 1.96% |
$33.1K - $37.6K
|
26.1K
$1.8M
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-535- 13.66% |
$33.9K - $38.6K
|
3.38K
$234K
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-536- 15.18% |
$34K - $38.6K
|
3K
$207K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-544- 4.42% |
$34.5K - $39.2K
|
11.8K
$814K
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-545- 14.22% |
$34.5K - $39.3K
|
3.29K
$227K
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-549- 7.75% |
$34.8K - $39.6K
|
6.54K
$452K
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-576- 12.6% |
$36.5K - $41.5K
|
4K
$276K
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-576- 5.37% |
$36.5K - $41.5K
|
10.2K
$703K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-581- 2.51% |
$36.8K - $41.9K
|
22.5K
$1.56M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-593- 1.54% |
$37.6K - $42.8K
|
38K
$2.63M
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-596- 1.48% |
$37.8K - $43K
|
39.6K
$2.74M
|