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 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 40.0% |
$131 - $145
|
7
$565
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.14% |
$131 - $145
|
178
$14.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 1.54% |
$131 - $145
|
132
$10.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.16% |
$65.7 - $72.4
|
608
$49K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.05% |
$65.7 - $72.4
|
1.84K
$148K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 1.2% |
$65.7 - $72.4
|
84
$6.77K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$65.7 - $72.4
|
3.7K
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.03% |
$65.7 - $72.4
|
3.46K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.52% |
$65.7 - $72.4
|
192
$15.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.87% |
$65.7 - $72.4
|
114
$9.19K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.91% |
$131 - $145
|
218
$17.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-2- 2.13% |
$131 - $145
|
92
$7.42K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 12.5% |
$131 - $145
|
14
$1.13K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 5.71% |
$263 - $290
|
66
$5.32K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 0.85% |
$263 - $290
|
468
$37.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-6- 0.26% |
$394 - $434
|
2.35K
$189K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.08% |
$394 - $434
|
7.12K
$574K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-7- 0.27% |
$460 - $507
|
2.55K
$206K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-9- 0.15% |
$591 - $652
|
6.07K
$490K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10- 0.19% |
$657 - $724
|
5.3K
$428K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-10Closed |
$657 - $724
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-11- 1.28% |
$722 - $796
|
850
$68.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
SELL
|
- |
-14- 0.33% |
$919 - $1.01K
|
4.26K
$343K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 4.44% |
$919 - $1.01K
|
301
$24.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15- 16.67% |
$985 - $1.09K
|
75
$6.05K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-16- 3.58% |
$1.05K - $1.16K
|
431
$34.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-16- 45.71% |
$1.05K - $1.16K
|
19
$1.53K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-17- 0.34% |
$1.12K - $1.23K
|
4.92K
$396K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-20- 9.09% |
$1.31K - $1.45K
|
200
$16.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-21- 39.62% |
$1.38K - $1.52K
|
32
$2.58K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-22- 0.36% |
$1.44K - $1.59K
|
6.01K
$484K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-24- 0.35% |
$1.58K - $1.74K
|
6.88K
$555K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-26- 0.22% |
$1.71K - $1.88K
|
11.8K
$948K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-30- 2.8% |
$1.97K - $2.17K
|
1.04K
$84K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-34- 0.63% |
$2.23K - $2.46K
|
5.33K
$430K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-37- 8.22% |
$2.43K - $2.68K
|
413
$33.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-39- 0.59% |
$2.56K - $2.82K
|
6.57K
$530K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-42- 8.24% |
$2.76K - $3.04K
|
468
$37.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-45- 1.53% |
$2.95K - $3.26K
|
2.91K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-47- 1.12% |
$3.09K - $3.4K
|
4.13K
$333K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-48- 2.57% |
$3.15K - $3.47K
|
1.82K
$147K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-50- 0.58% |
$3.28K - $3.62K
|
8.51K
$686K
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-50- 0.66% |
$3.28K - $3.62K
|
7.5K
$605K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 0.6% |
$3.28K - $3.62K
|
8.22K
$663K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-60- 1.51% |
$3.94K - $4.34K
|
3.9K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-64- 7.46% |
$4.2K - $4.63K
|
794
$64K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-65- 0.95% |
$4.27K - $4.71K
|
6.76K
$545K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-65- 0.81% |
$4.27K - $4.71K
|
7.95K
$641K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-67- 0.81% |
$4.4K - $4.85K
|
8.2K
$661K
|