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 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-67- 0.73% |
$4.4K - $4.85K
|
9.11K
$735K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-68- 1.54% |
$4.46K - $4.92K
|
4.34K
$350K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-75- 1.3% |
$4.92K - $5.43K
|
5.69K
$459K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-76- 1.73% |
$4.99K - $5.5K
|
4.32K
$349K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-77- 20.0% |
$5.06K - $5.57K
|
308
$24.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-81- 1.04% |
$5.32K - $5.86K
|
7.69K
$620K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-92- 8.03% |
$6.04K - $6.66K
|
1.05K
$85K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-92- 1.0% |
$6.04K - $6.66K
|
9.14K
$737K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-94- 33.45% |
$6.17K - $6.8K
|
187
$15.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-99- 1.99% |
$6.5K - $7.17K
|
4.88K
$393K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-100- 1.25% |
$6.57K - $7.24K
|
7.88K
$636K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-100- 2.58% |
$6.57K - $7.24K
|
3.78K
$305K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-100- 0.98% |
$6.57K - $7.24K
|
10.1K
$811K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-101- 18.17% |
$6.63K - $7.31K
|
455
$36.7K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-106- 2.31% |
$6.96K - $7.67K
|
4.48K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-111- 0.04% |
$7.29K - $8.04K
|
306K
$24.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-115- 29.41% |
$7.55K - $8.32K
|
276
$22.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-115- 2.88% |
$7.55K - $8.32K
|
3.88K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-116- 0.57% |
$7.62K - $8.4K
|
20.3K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-122- 3.6% |
$8.01K - $8.83K
|
3.27K
$264K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-125- 0.65% |
$8.21K - $9.05K
|
19K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-125- 0.24% |
$8.21K - $9.05K
|
51.9K
$4.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-131- 30.61% |
$8.6K - $9.48K
|
297
$24K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-133- 0.72% |
$8.73K - $9.63K
|
18.4K
$1.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-134- 2.31% |
$8.8K - $9.7K
|
5.67K
$457K
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-139- 2.06% |
$9.13K - $10.1K
|
6.62K
$534K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-141- 2.06% |
$9.26K - $10.2K
|
6.71K
$541K
|
|
|
Aug 11, 2025
Q2 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-141- 1.91% |
$9.26K - $10.2K
|
7.23K
$583K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-141- 5.15% |
$9.26K - $10.2K
|
2.6K
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-150- 3.92% |
$9.85K - $10.9K
|
3.68K
$296K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-150- 4.18% |
$9.85K - $10.9K
|
3.44K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-152- 0.99% |
$9.98K - $11K
|
15.1K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-155- 0.1% |
$10.2K - $11.2K
|
160K
$12.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-183- 3.02% |
$12K - $13.2K
|
5.88K
$474K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-195- 5.28% |
$12.8K - $14.1K
|
3.5K
$282K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-196- 38.89% |
$12.9K - $14.2K
|
308
$24.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-200- 17.3% |
$13.1K - $14.5K
|
956
$77.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-204- 6.19% |
$13.4K - $14.8K
|
3.09K
$249K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-213- 2.64% |
$14K - $15.4K
|
7.86K
$634K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-214- 1.5% |
$14K - $15.5K
|
14.1K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-217- 0.91% |
$14.2K - $15.7K
|
23.7K
$1.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-219- 3.69% |
$14.4K - $15.9K
|
5.72K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-231- 2.0% |
$15.2K - $16.7K
|
11.3K
$913K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-234- 3.61% |
$15.4K - $16.9K
|
6.24K
$503K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-234- 4.2% |
$15.4K - $16.9K
|
5.34K
$431K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-235- 1.84% |
$15.4K - $17K
|
12.5K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-241- 5.1% |
$15.8K - $17.4K
|
4.48K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-248- 1.07% |
$16.3K - $18K
|
22.9K
$1.84M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-251- 9.97% |
$16.5K - $18.2K
|
2.27K
$183K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-251- 1.18% |
$16.5K - $18.2K
|
21.1K
$1.7M
|