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
|
Coldstream Capital Management Inc
|
SELL
|
- |
-599- 3.66% |
$38K - $43.2K
|
15.8K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-600- 11.23% |
$38K - $43.3K
|
4.75K
$328K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-605- 5.18% |
$38.3K - $43.6K
|
11.1K
$765K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-629- 4.33% |
$39.9K - $45.4K
|
13.9K
$961K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-668- 9.91% |
$42.3K - $48.2K
|
6.07K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-680- 16.38% |
$43.1K - $49K
|
3.47K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-697- 10.41% |
$44.2K - $50.3K
|
6K
$415K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-700- 13.27% |
$44.4K - $50.5K
|
4.57K
$316K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-700- 68.97% |
$44.4K - $50.5K
|
315
$21.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-710- 7.99% |
$45K - $51.2K
|
8.17K
$565K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-720- 7.4% |
$45.6K - $51.9K
|
9.01K
$623K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-725- 4.87% |
$45.9K - $52.3K
|
14.2K
$980K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-738- 19.45% |
$46.8K - $53.2K
|
3.06K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-750- 1.06% |
$47.5K - $54.1K
|
70.1K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-750- 8.8% |
$47.5K - $54.1K
|
7.77K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-752- 18.24% |
$47.7K - $54.2K
|
3.37K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-756- 22.21% |
$47.9K - $54.5K
|
2.65K
$183K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-786- 1.92% |
$49.8K - $56.7K
|
40.2K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-786- 17.43% |
$49.8K - $56.7K
|
3.72K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-802- 14.45% |
$50.8K - $57.8K
|
4.75K
$328K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-816- 97.61% |
$51.7K - $58.8K
|
20
$1.38K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-817- 2.14% |
$51.8K - $58.9K
|
37.3K
$2.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-818- 61.0% |
$51.8K - $59K
|
523
$36.2K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-848- 8.39% |
$53.7K - $61.1K
|
9.25K
$640K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-863- 17.51% |
$54.7K - $62.2K
|
4.07K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-890- 4.52% |
$56.4K - $64.2K
|
18.8K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-896- 1.14% |
$56.8K - $64.6K
|
77.8K
$5.38M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-906- 11.48% |
$57.4K - $65.3K
|
6.98K
$483K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-908- 5.15% |
$57.5K - $65.5K
|
16.7K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-924- 7.87% |
$58.6K - $66.6K
|
10.8K
$748K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-931- 0.75% |
$59K - $67.1K
|
123K
$8.54M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-944- 0.17% |
$59.8K - $68.1K
|
561K
$38.8M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-954- 3.34% |
$60.5K - $68.8K
|
27.6K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-975- 0.26% |
$61.8K - $70.3K
|
374K
$25.9M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-981- 3.79% |
$62.2K - $70.7K
|
24.9K
$1.72M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-986- 12.11% |
$62.5K - $71.1K
|
7.16K
$495K
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-999- 3.46% |
$63.3K - $72K
|
27.9K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1K- 61.39% |
$63.4K - $72.1K
|
629
$43.5K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.03K- 4.34% |
$65.2K - $74.2K
|
22.7K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.08K- 73.17% |
$68.4K - $77.9K
|
396
$27.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.09K- 0.68% |
$68.9K - $78.4K
|
160K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.13K- 83.03% |
$71.3K - $81.1K
|
230
$15.9K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.13K- 37.34% |
$71.9K - $81.8K
|
1.9K
$132K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.28K- 62.51% |
$81.1K - $92.2K
|
767
$53.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.29K- 8.39% |
$81.5K - $92.7K
|
14K
$972K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.35K- 0.93% |
$85.7K - $97.5K
|
144K
$9.95M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-1.37K- 11.12% |
$86.6K - $98.6K
|
10.9K
$755K
|
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-1.44K- 1.63% |
$91.1K - $104K
|
86.8K
$6M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.45K- 96.8% |
$92.1K - $105K
|
48
$3.32K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.48K- 2.74% |
$93.7K - $107K
|
52.5K
$3.63M
|