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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
83+ 2.46% |
$5.45K - $6.01K
|
3.45K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
81+ 0.2% |
$5.32K - $5.86K
|
39.7K
$3.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
79+ 5.2% |
$5.19K - $5.72K
|
1.6K
$129K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
78+ 3.5% |
$5.12K - $5.65K
|
2.31K
$186K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
77+ 1.35% |
$5.06K - $5.57K
|
5.78K
$466K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
77+ 1.91% |
$5.06K - $5.57K
|
4.1K
$331K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
75New |
$4.92K - $5.43K
|
75
$6.05K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
75New |
$4.92K - $5.43K
|
75
$6.05K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
72+ 2400.0% |
$4.73K - $5.21K
|
75
$6.05K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
71+ 2.12% |
$4.66K - $5.14K
|
3.43K
$276K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
67New |
$4.4K - $4.85K
|
67
$5.4K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
67+ 2.65% |
$4.4K - $4.85K
|
2.59K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
67+ 0.48% |
$4.4K - $4.85K
|
14K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
66+ 42.04% |
$4.33K - $4.78K
|
223
$18K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
66+ 3.56% |
$4.33K - $4.78K
|
1.92K
$155K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
62+ 0.98% |
$4.07K - $4.49K
|
6.36K
$513K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
62New |
$4.07K - $4.49K
|
62
$5K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
61+ 1.68% |
$4K - $4.42K
|
3.7K
$298K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
60New |
$3.94K - $4.34K
|
60
$4.84K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
60+ 1.78% |
$3.94K - $4.34K
|
3.43K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
57New |
$3.74K - $4.13K
|
57
$4.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
56+ 0.1% |
$3.68K - $4.05K
|
53.4K
$4.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
54+ 490.91% |
$3.55K - $3.91K
|
65
$5.24K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
54+ 85.71% |
$3.55K - $3.91K
|
117
$9.44K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
52New |
$3.41K - $3.76K
|
52
$4.19K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
46+ 2.95% |
$3.02K - $3.33K
|
1.6K
$129K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 1.34% |
$2.95K - $3.26K
|
3.41K
$275K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
45New |
$2.95K - $3.26K
|
45
$3.63K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
44+ 1.15% |
$2.89K - $3.19K
|
3.87K
$312K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
44+ 0.82% |
$2.89K - $3.19K
|
5.42K
$437K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
43+ 7.21% |
$2.82K - $3.11K
|
639
$51.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
40+ 0.7% |
$2.63K - $2.9K
|
5.78K
$466K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
38New |
$2.49K - $2.75K
|
38
$3.06K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
33+ 0.51% |
$2.17K - $2.39K
|
6.45K
$520K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33+ 0.44% |
$2.17K - $2.39K
|
7.51K
$606K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
32+ 8.18% |
$2.1K - $2.32K
|
423
$34.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
32+ 1.01% |
$2.1K - $2.32K
|
3.21K
$259K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
31+ 0.69% |
$2.04K - $2.24K
|
4.55K
$367K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
30+ 0.85% |
$1.97K - $2.17K
|
3.56K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
29+ 0.82% |
$1.9K - $2.1K
|
3.57K
$288K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
29+ 0.75% |
$1.9K - $2.1K
|
3.92K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
28+ 0.78% |
$1.84K - $2.03K
|
3.63K
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
28+ 0.83% |
$1.84K - $2.03K
|
3.41K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
25New |
$1.64K - $1.81K
|
25
$2.02K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
22+ 0.65% |
$1.44K - $1.59K
|
3.42K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
22+ 0.2% |
$1.44K - $1.59K
|
11.1K
$894K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
22+ 6.4% |
$1.44K - $1.59K
|
366
$29.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
22New |
$1.44K - $1.59K
|
22
$1.77K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.5% |
$1.38K - $1.52K
|
4.18K
$337K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
21+ 0.51% |
$1.38K - $1.52K
|
4.14K
$334K
|