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 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
702New |
$44.5K - $50.6K
|
702
$48.6K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
681+ 7.52% |
$43.2K - $49.1K
|
9.74K
$674K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
670+ 6.45% |
$42.5K - $48.3K
|
11.1K
$765K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
670+ 14.74% |
$42.5K - $48.3K
|
5.22K
$361K
|
|
|
May 16, 2025
Q1 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
659+ 2.42% |
$41.8K - $47.5K
|
27.9K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
658+ 2.85% |
$41.7K - $47.4K
|
23.7K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
648+ 36.42% |
$41.1K - $46.7K
|
2.43K
$168K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
638+ 15.88% |
$40.4K - $46K
|
4.66K
$322K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
634+ 13.24% |
$40.2K - $45.7K
|
5.42K
$375K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
623+ 8.15% |
$39.5K - $44.9K
|
8.27K
$572K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
606+ 4.17% |
$38.4K - $43.7K
|
15.1K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
594+ 4.17% |
$37.6K - $42.8K
|
14.8K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
588+ 0.58% |
$37.3K - $42.4K
|
102K
$7.04M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
584New |
$37K - $42.1K
|
584
$40.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
574+ 9.82% |
$36.4K - $41.4K
|
6.42K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
553+ 14.58% |
$35K - $39.9K
|
4.35K
$301K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
549+ 9.72% |
$34.8K - $39.6K
|
6.2K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
510New |
$32.3K - $36.8K
|
510
$35.3K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
509+ 2.53% |
$32.3K - $36.7K
|
20.6K
$1.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
508+ 3.18% |
$32.2K - $36.6K
|
16.5K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
486+ 11.26% |
$30.8K - $35K
|
4.8K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
483New |
$30.6K - $34.8K
|
483
$33.4K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
478+ 2.57% |
$30.3K - $34.5K
|
19.1K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
445+ 10.47% |
$28.2K - $32.1K
|
4.7K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
442+ 7.78% |
$28K - $31.9K
|
6.12K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
429+ 5.3% |
$27.2K - $30.9K
|
8.53K
$590K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
422+ 21.98% |
$26.7K - $30.4K
|
2.34K
$162K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
420+ 2.01% |
$26.6K - $30.3K
|
21.3K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
410New |
$26K - $29.6K
|
410
$28.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
406+ 4.03% |
$25.7K - $29.3K
|
10.5K
$725K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
396+ 1.17% |
$25.1K - $28.6K
|
34.4K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
391New |
$24.8K - $28.2K
|
391
$27K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
386+ 12.3% |
$24.5K - $27.8K
|
3.53K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
370+ 4.04% |
$23.4K - $26.7K
|
9.52K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
368+ 3.58% |
$23.3K - $26.5K
|
10.6K
$736K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
365+ 9.7% |
$23.1K - $26.3K
|
4.13K
$286K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
362+ 46.17% |
$22.9K - $26.1K
|
1.15K
$79.3K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
351+ 10.75% |
$22.2K - $25.3K
|
3.62K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
347+ 8.19% |
$22K - $25K
|
4.59K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
338+ 4.5% |
$21.4K - $24.4K
|
7.85K
$543K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
332+ 5.2% |
$21K - $23.9K
|
6.71K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
328+ 8.77% |
$20.8K - $23.6K
|
4.07K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
326New |
$20.7K - $23.5K
|
326
$22.5K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
325+ 8.81% |
$20.6K - $23.4K
|
4.01K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
320+ 1.52% |
$20.3K - $23.1K
|
21.4K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
318New |
$20.2K - $22.9K
|
318
$22K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
314+ 1.17% |
$19.9K - $22.6K
|
27.2K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
300+ 2.08% |
$19K - $21.6K
|
14.7K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 1.13% |
$19K - $21.6K
|
26.9K
$1.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
283+ 7.3% |
$17.9K - $20.4K
|
4.16K
$288K
|