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 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.96K+ 4.99% |
$251K - $285K
|
83.3K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
3.96K+ 4.05% |
$251K - $285K
|
102K
$7.02M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.94K+ 19.5% |
$249K - $284K
|
24.1K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.91K+ 11.91% |
$248K - $282K
|
36.7K
$2.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.9KNew |
$247K - $281K
|
3.9K
$269K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.87KNew |
$245K - $279K
|
3.87K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.83KNew |
$242K - $276K
|
3.83K
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.78KNew |
$239K - $272K
|
3.78K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
3.72K+ 62.89% |
$236K - $268K
|
9.64K
$667K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.64K+ 77.84% |
$230K - $262K
|
8.31K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.64KNew |
$230K - $262K
|
3.64K
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.63KNew |
$230K - $262K
|
3.63K
$251K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.63K+ 2.49% |
$230K - $261K
|
149K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
3.56K+ 229.27% |
$225K - $256K
|
5.11K
$353K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.54K+ 20.71% |
$225K - $255K
|
20.7K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.54KNew |
$224K - $255K
|
3.54K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.52KNew |
$223K - $254K
|
3.52K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
3.52KNew |
$223K - $254K
|
3.52K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.48KNew |
$220K - $251K
|
3.48K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.47K+ 47.09% |
$220K - $250K
|
10.8K
$749K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.4K+ 3.69% |
$216K - $245K
|
95.6K
$6.61M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.36KNew |
$213K - $242K
|
3.36K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.35KNew |
$212K - $242K
|
3.35K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.34K+ 2.49% |
$212K - $241K
|
137K
$9.51M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.32KNew |
$211K - $240K
|
3.32K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.26K+ 106.32% |
$207K - $235K
|
6.33K
$438K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.24K+ 30.68% |
$205K - $234K
|
13.8K
$955K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
3.22K+ 0.57% |
$204K - $232K
|
569K
$39.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.18KNew |
$202K - $229K
|
3.18K
$220K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.18KNew |
$201K - $229K
|
3.18K
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.08KNew |
$195K - $222K
|
3.08K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.06K+ 7.41% |
$194K - $221K
|
44.3K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
3.06K+ 2.86% |
$194K - $220K
|
110K
$7.6M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
BUY
|
- |
3.03K+ 1.21% |
$192K - $219K
|
254K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.03K+ 34.43% |
$192K - $219K
|
11.8K
$819K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3KNew |
$190K - $216K
|
3K
$208K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.97KNew |
$188K - $214K
|
2.97K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
2.96KNew |
$188K - $214K
|
2.96K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.94KNew |
$186K - $212K
|
2.94K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.93K+ 41.46% |
$186K - $212K
|
10K
$692K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.92KNew |
$185K - $211K
|
2.92K
$202K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.91KNew |
$184K - $210K
|
2.91K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
2.88KNew |
$182K - $207K
|
2.88K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.87KNew |
$182K - $207K
|
2.87K
$199K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.87K+ 20.73% |
$182K - $207K
|
16.7K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.87KNew |
$182K - $207K
|
2.87K
$198K
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
2.86KNew |
$181K - $206K
|
2.86K
$198K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
2.85KNew |
$181K - $206K
|
2.85K
$197K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.85KNew |
$180K - $205K
|
2.85K
$197K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.85K+ 17.33% |
$180K - $205K
|
19.3K
$1.33M
|