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 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
11+ 0.83% |
$722 - $796
|
1.33K
$92K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
7+ 0.08% |
$460 - $507
|
9.12K
$631K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
5+ 0.15% |
$328 - $362
|
3.24K
$224K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 0.15% |
$197 - $217
|
2.01K
$139K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 0.85% |
$263 - $290
|
468
$32.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-16- 3.58% |
$1.05K - $1.16K
|
431
$29.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-20- 9.09% |
$1.31K - $1.45K
|
200
$13.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-65- 0.95% |
$4.27K - $4.71K
|
6.76K
$468K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-68- 1.54% |
$4.46K - $4.92K
|
4.34K
$300K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-99- 1.99% |
$6.5K - $7.17K
|
4.88K
$337K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-141- 2.06% |
$9.26K - $10.2K
|
6.71K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-195- 5.28% |
$12.8K - $14.1K
|
3.5K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-234- 3.61% |
$15.4K - $16.9K
|
6.24K
$432K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-248- 1.07% |
$16.3K - $18K
|
22.9K
$1.58M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-300- 16.67% |
$19.7K - $21.7K
|
1.5K
$104K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-340- 0.44% |
$22.3K - $24.6K
|
76.7K
$5.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-498- 10.49% |
$32.7K - $36.1K
|
4.25K
$294K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-520- 3.7% |
$34.1K - $37.6K
|
13.5K
$936K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-584- 2.11% |
$38.3K - $42.3K
|
27K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-897- 18.0% |
$58.9K - $64.9K
|
4.09K
$283K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.05K- 2.98% |
$68.9K - $76K
|
34.1K
$2.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.1K- 18.81% |
$138K - $152K
|
9.05K
$626K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.02K- 1.5% |
$198K - $218K
|
198K
$13.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-3.13K- 47.05% |
$206K - $227K
|
3.53K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.31K- 3.05% |
$217K - $240K
|
105K
$7.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.17K- 18.06% |
$340K - $374K
|
23.5K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.62K- 8.3% |
$566K - $624K
|
95.3K
$6.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-11K- 8.11% |
$719K - $793K
|
124K
$8.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-41.5K- 42.01% |
$2.72M - $3M
|
57.3K
$3.96M
|