Purchases and Sales Made in Q2 2025 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
982K+ 5894.16% |
$64.5M - $71.1M
|
999K
$67.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
55.4K+ 31.0% |
$3.63M - $4.01M
|
234K
$15.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
54.4K+ 174.52% |
$3.57M - $3.94M
|
85.5K
$5.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
50K+ 31.25% |
$3.28M - $3.62M
|
210K
$14.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
49.6K+ 10.51% |
$3.26M - $3.59M
|
522K
$35.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
15.7K+ 7.86% |
$1.03M - $1.14M
|
215K
$14.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9.09K+ 6.89% |
$596K - $658K
|
141K
$9.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.79K+ 6.07% |
$314K - $347K
|
83.7K
$5.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.26KNew |
$214K - $236K
|
3.26K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.2K+ 19.44% |
$210K - $232K
|
19.7K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.52K+ 61.92% |
$165K - $182K
|
6.58K
$447K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.24K+ 48.02% |
$147K - $162K
|
6.89K
$468K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.23K+ 54.29% |
$147K - $162K
|
6.35K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
2.22K+ 3.84% |
$146K - $161K
|
60.2K
$4.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.08KNew |
$137K - $151K
|
2.08K
$141K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.77K+ 16.01% |
$116K - $128K
|
12.8K
$871K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.73K+ 128.48% |
$113K - $125K
|
3.07K
$208K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.42K+ 1.14% |
$93.4K - $103K
|
127K
$8.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.38K+ 6.68% |
$90.6K - $99.9K
|
22K
$1.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.24K+ 2.66% |
$81.1K - $89.4K
|
47.7K
$3.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
831+ 3.35% |
$54.6K - $60.2K
|
25.6K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
642New |
$42.1K - $46.5K
|
642
$43.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
562+ 13.78% |
$36.9K - $40.7K
|
4.64K
$315K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
541+ 0.51% |
$35.5K - $39.2K
|
106K
$7.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
455+ 2.72% |
$29.9K - $32.9K
|
17.2K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
387+ 11.01% |
$25.4K - $28K
|
3.9K
$265K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
349+ 4.29% |
$22.9K - $25.3K
|
8.49K
$576K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
331+ 3.34% |
$21.7K - $24K
|
10.2K
$695K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
287+ 1.74% |
$18.8K - $20.8K
|
16.8K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
261+ 0.45% |
$17.1K - $18.9K
|
58.2K
$3.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
200+ 62.89% |
$13.1K - $14.5K
|
518
$35.1K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
198+ 2.49% |
$13K - $14.3K
|
8.14K
$552K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
184+ 3.54% |
$12.1K - $13.3K
|
5.39K
$366K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
147+ 4.29% |
$9.65K - $10.6K
|
3.57K
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
127+ 1.21% |
$8.34K - $9.19K
|
10.6K
$720K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
126New |
$8.27K - $9.12K
|
126
$8.55K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
97+ 3.0% |
$6.37K - $7.02K
|
3.33K
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
88+ 1.62% |
$5.78K - $6.37K
|
5.51K
$374K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
84+ 4.15% |
$5.51K - $6.08K
|
2.11K
$143K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
77+ 1.35% |
$5.06K - $5.57K
|
5.78K
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
62+ 0.98% |
$4.07K - $4.49K
|
6.36K
$432K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
60+ 1.78% |
$3.94K - $4.34K
|
3.43K
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
54+ 490.91% |
$3.55K - $3.91K
|
65
$4.41K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33+ 0.44% |
$2.17K - $2.39K
|
7.51K
$510K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
32+ 1.01% |
$2.1K - $2.32K
|
3.21K
$218K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
30+ 0.85% |
$1.97K - $2.17K
|
3.56K
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
29+ 0.75% |
$1.9K - $2.1K
|
3.92K
$266K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
22+ 0.65% |
$1.44K - $1.59K
|
3.42K
$232K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
22+ 6.4% |
$1.44K - $1.59K
|
366
$24.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
16+ 0.45% |
$1.05K - $1.16K
|
3.58K
$243K
|