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
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-520- 3.7% |
$34.1K - $37.6K
|
13.5K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-529- 12.66% |
$34.7K - $38.3K
|
3.65K
$294K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-550- 75.34% |
$36.1K - $39.8K
|
180
$14.5K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-553- 1.8% |
$36.3K - $40K
|
30.1K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-555- 2.1% |
$36.4K - $40.2K
|
25.9K
$2.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-573- 2.46% |
$37.6K - $41.5K
|
22.7K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-577- 16.53% |
$37.9K - $41.8K
|
2.91K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-584- 2.11% |
$38.3K - $42.3K
|
27K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-595- 12.39% |
$39.1K - $43.1K
|
4.21K
$339K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-600- 7.42% |
$39.4K - $43.4K
|
7.49K
$604K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-638- 0.96% |
$41.9K - $46.2K
|
66.1K
$5.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-655- 4.05% |
$43K - $47.4K
|
15.5K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-694- 0.23% |
$45.6K - $50.2K
|
301K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-712- 23.56% |
$46.7K - $51.5K
|
2.31K
$186K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-714- 10.27% |
$46.9K - $51.7K
|
6.24K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-717- 10.02% |
$47.1K - $51.9K
|
6.44K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-736- 10.54% |
$48.3K - $53.3K
|
6.25K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-776- 15.63% |
$50.9K - $56.2K
|
4.19K
$338K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-788- 14.82% |
$51.7K - $57K
|
4.53K
$365K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-800- 2.19% |
$52.5K - $57.9K
|
35.7K
$2.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-809- 3.84% |
$53.1K - $58.6K
|
20.3K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-810- 10.3% |
$53.2K - $58.6K
|
7.06K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-830- 18.33% |
$54.5K - $60.1K
|
3.7K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-834- 42.81% |
$54.8K - $60.4K
|
1.11K
$89.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-838- 13.95% |
$55K - $60.7K
|
5.17K
$417K
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-846- 3.26% |
$55.5K - $61.2K
|
25.1K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-858- 0.58% |
$56.3K - $62.1K
|
146K
$11.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-872- 13.9% |
$57.2K - $63.1K
|
5.4K
$436K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-885- 14.29% |
$58.1K - $64.1K
|
5.31K
$428K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-897- 18.0% |
$58.9K - $64.9K
|
4.09K
$330K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-906- 61.93% |
$59.5K - $65.6K
|
557
$44.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-909- 4.03% |
$59.7K - $65.8K
|
21.6K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-928- 82.05% |
$60.9K - $67.2K
|
203
$16.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-928- 11.64% |
$60.9K - $67.2K
|
7.04K
$568K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-935- 4.38% |
$61.4K - $67.7K
|
20.4K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-1K- 25.07% |
$65.9K - $72.7K
|
3K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.01K- 16.23% |
$66K - $72.8K
|
5.19K
$419K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 1.64% |
$66.1K - $72.9K
|
60.5K
$4.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.02K- 16.82% |
$67K - $73.9K
|
5.05K
$407K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.05K- 2.98% |
$68.9K - $76K
|
34.1K
$2.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.06K- 3.08% |
$69.5K - $76.7K
|
33.3K
$2.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.07K- 7.83% |
$70K - $77.2K
|
12.6K
$1.01M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.08K- 6.49% |
$71.2K - $78.5K
|
15.6K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.09K- 53.26% |
$71.2K - $78.5K
|
952
$76.8K
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.1K- 7.72% |
$72K - $79.3K
|
13.1K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.1K- 3.97% |
$72.1K - $79.5K
|
26.5K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.2K- 14.5% |
$78.8K - $86.9K
|
7.08K
$571K
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.2K- 6.45% |
$78.8K - $86.9K
|
17.4K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.22K- 14.43% |
$80.3K - $88.5K
|
7.25K
$585K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 14.68% |
$85.5K - $94.3K
|
7.58K
$611K
|