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 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
275+ 1.32% |
$17.4K - $19.8K
|
21.1K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
273+ 3.98% |
$17.3K - $19.7K
|
7.14K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
269+ 5.01% |
$17K - $19.4K
|
5.64K
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
266+ 1.16% |
$16.9K - $19.2K
|
23.1K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
254+ 2.71% |
$16.1K - $18.3K
|
9.62K
$665K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
252+ 7.1% |
$16K - $18.2K
|
3.8K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
250+ 2.05% |
$15.8K - $18K
|
12.4K
$861K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
250+ 16.18% |
$15.8K - $18K
|
1.8K
$124K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
249+ 0.17% |
$15.8K - $18K
|
147K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
248+ 1.51% |
$15.7K - $17.9K
|
16.7K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
248+ 6.17% |
$15.7K - $17.9K
|
4.27K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
238+ 2.31% |
$15.1K - $17.2K
|
10.5K
$729K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
237New |
$15K - $17.1K
|
237
$16.4K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
235+ 2.9% |
$14.9K - $16.9K
|
8.34K
$577K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
232+ 36.88% |
$14.7K - $16.7K
|
861
$59.6K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
229+ 3.48% |
$14.5K - $16.5K
|
6.8K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
226New |
$14.3K - $16.3K
|
226
$15.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
219+ 3.5% |
$13.9K - $15.8K
|
6.48K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
218+ 2.63% |
$13.8K - $15.7K
|
8.5K
$588K
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
213+ 5.25% |
$13.5K - $15.4K
|
4.27K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
213+ 0.53% |
$13.5K - $15.4K
|
40.1K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
211+ 33.98% |
$13.4K - $15.2K
|
832
$57.5K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
209+ 11.52% |
$13.2K - $15.1K
|
2.02K
$140K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
207+ 4.72% |
$13.1K - $14.9K
|
4.59K
$317K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
198+ 5.02% |
$12.5K - $14.3K
|
4.14K
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
197+ 3.32% |
$12.5K - $14.2K
|
6.13K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
197+ 8.42% |
$12.5K - $14.2K
|
2.54K
$175K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
192+ 349.09% |
$12.2K - $13.8K
|
247
$17.1K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
183+ 0.54% |
$11.6K - $13.2K
|
33.9K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
183+ 3.15% |
$11.6K - $13.2K
|
6K
$415K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
182+ 4.31% |
$11.5K - $13.1K
|
4.41K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
172+ 4.07% |
$10.9K - $12.4K
|
4.4K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
163+ 1.67% |
$10.3K - $11.8K
|
9.91K
$686K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
147+ 5.67% |
$9.32K - $10.6K
|
2.74K
$190K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
142New |
$9K - $10.2K
|
142
$9.82K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
138New |
$8.75K - $9.95K
|
138
$9.55K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
135+ 613.64% |
$8.55K - $9.73K
|
157
$10.9K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
132+ 0.63% |
$8.36K - $9.52K
|
21K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
131+ 1.0% |
$8.3K - $9.45K
|
13.2K
$915K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
131+ 44.11% |
$8.3K - $9.45K
|
428
$29.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
131+ 0.52% |
$8.3K - $9.45K
|
25.1K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
130+ 0.26% |
$8.24K - $9.37K
|
49.4K
$3.41M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
130+ 3.17% |
$8.24K - $9.37K
|
4.23K
$292K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
128+ 1.61% |
$8.11K - $9.23K
|
8.07K
$558K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
126+ 2.87% |
$7.98K - $9.08K
|
4.51K
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
126+ 0.73% |
$7.98K - $9.08K
|
17.3K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
120+ 2.67% |
$7.6K - $8.65K
|
4.62K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
118New |
$7.48K - $8.51K
|
118
$8.16K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
111+ 0.95% |
$7.03K - $8K
|
11.8K
$815K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
109+ 3.56% |
$6.91K - $7.86K
|
3.17K
$219K
|