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 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-253- 7.68% |
$16.6K - $18.3K
|
3.04K
$245K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-262- 5.71% |
$17.2K - $19K
|
4.32K
$349K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-263- 0.87% |
$17.3K - $19K
|
30.1K
$2.43M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-273- 7.08% |
$17.9K - $19.8K
|
3.58K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-276- 2.48% |
$18.1K - $20K
|
10.9K
$875K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-280- 1.63% |
$18.4K - $20.3K
|
16.9K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-283- 0.77% |
$18.6K - $20.5K
|
36.4K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-294- 5.15% |
$19.3K - $21.3K
|
5.42K
$437K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-300- 16.67% |
$19.7K - $21.7K
|
1.5K
$121K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.41% |
$19.7K - $21.7K
|
72.6K
$5.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-300- 9.44% |
$19.7K - $21.7K
|
2.88K
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-306- 5.3% |
$20.1K - $22.2K
|
5.47K
$441K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-326- 2.3% |
$21.4K - $23.6K
|
13.8K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-328- 8.07% |
$21.5K - $23.7K
|
3.74K
$301K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-330- 4.37% |
$21.7K - $23.9K
|
7.21K
$582K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-332- 4.23% |
$21.8K - $24K
|
7.52K
$607K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-338- 7.78% |
$22.2K - $24.5K
|
4.01K
$323K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-340- 0.44% |
$22.3K - $24.6K
|
76.7K
$6.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-341- 3.68% |
$22.4K - $24.7K
|
8.91K
$719K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-345- 15.65% |
$22.6K - $25K
|
1.86K
$150K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-345- 14.79% |
$22.6K - $25K
|
1.99K
$160K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-347- 4.19% |
$22.8K - $25.1K
|
7.94K
$640K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-352- 2.16% |
$23.1K - $25.5K
|
15.9K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-356- 5.84% |
$23.4K - $25.8K
|
5.74K
$463K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-361- 1.03% |
$23.7K - $26.1K
|
34.8K
$2.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-362- 1.43% |
$23.8K - $26.2K
|
24.9K
$2.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-365- 0.95% |
$24K - $26.4K
|
38.2K
$3.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-375- 8.59% |
$24.6K - $27.1K
|
3.99K
$322K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-384- 18.72% |
$25.2K - $27.8K
|
1.67K
$134K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-385- 1.65% |
$25.3K - $27.9K
|
23K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-387- 0.29% |
$25.4K - $28K
|
133K
$10.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-398- 11.45% |
$26.1K - $28.8K
|
3.08K
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-407- 7.99% |
$26.7K - $29.5K
|
4.69K
$378K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-412- 24.57% |
$27K - $29.8K
|
1.27K
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-422- 16.55% |
$27.7K - $30.5K
|
2.13K
$172K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-430- 2.58% |
$28.2K - $31.1K
|
16.2K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-430- 10.38% |
$28.2K - $31.1K
|
3.71K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-453- 8.35% |
$29.7K - $32.8K
|
4.97K
$401K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-453- 3.18% |
$29.7K - $32.8K
|
13.8K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-458- 4.7% |
$30.1K - $33.2K
|
9.28K
$749K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-466- 2.31% |
$30.6K - $33.7K
|
19.7K
$1.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-470- 5.07% |
$30.9K - $34K
|
8.8K
$709K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-491- 0.51% |
$32.2K - $35.5K
|
94.9K
$7.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-496- 6.7% |
$32.6K - $35.9K
|
6.91K
$557K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-496- 2.18% |
$32.6K - $35.9K
|
22.2K
$1.79M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-498- 10.49% |
$32.7K - $36.1K
|
4.25K
$343K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-499- 3.82% |
$32.8K - $36.1K
|
12.6K
$1.01M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-500- 33.05% |
$32.8K - $36.2K
|
1.01K
$81.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-502- 2.31% |
$33K - $36.3K
|
21.2K
$1.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-514- 3.89% |
$33.7K - $37.2K
|
12.7K
$1.02M
|