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 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
280+ 2.12% |
$18.4K - $20.3K
|
13.5K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
279+ 202.17% |
$18.3K - $20.2K
|
417
$33.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
271+ 9.52% |
$17.8K - $19.6K
|
3.12K
$251K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
266+ 0.06% |
$17.5K - $19.3K
|
415K
$33.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
261+ 0.45% |
$17.1K - $18.9K
|
58.2K
$4.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
255+ 0.08% |
$16.7K - $18.5K
|
333K
$26.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
255+ 10.89% |
$16.7K - $18.5K
|
2.6K
$209K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
252+ 35.85% |
$16.5K - $18.2K
|
955
$77K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
249+ 1.79% |
$16.3K - $18K
|
14.1K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
245+ 7.37% |
$16.1K - $17.7K
|
3.57K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
241+ 2.27% |
$15.8K - $17.4K
|
10.9K
$876K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
235+ 0.44% |
$15.4K - $17K
|
53.6K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
227+ 2.67% |
$14.9K - $16.4K
|
8.73K
$704K
|
|
|
Aug 07, 2025
Q2 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
226+ 2.66% |
$14.8K - $16.4K
|
8.72K
$703K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
219+ 1.49% |
$14.4K - $15.9K
|
15K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
206+ 3.36% |
$13.5K - $14.9K
|
6.33K
$511K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
200+ 2.56% |
$13.1K - $14.5K
|
8K
$645K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
200+ 62.89% |
$13.1K - $14.5K
|
518
$41.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$13.1K - $14.5K
|
200
$16.1K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
198+ 2.49% |
$13K - $14.3K
|
8.14K
$656K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
192+ 0.91% |
$12.6K - $13.9K
|
21.4K
$1.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
184+ 3.54% |
$12.1K - $13.3K
|
5.39K
$435K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
172+ 5.85% |
$11.3K - $12.5K
|
3.11K
$251K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
165+ 8.67% |
$10.8K - $11.9K
|
2.07K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
165+ 0.6% |
$10.8K - $11.9K
|
27.5K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
163New |
$10.7K - $11.8K
|
163
$13.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
151+ 0.4% |
$9.91K - $10.9K
|
38.2K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
150+ 3.78% |
$9.85K - $10.9K
|
4.12K
$332K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
149New |
$9.78K - $10.8K
|
149
$12K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
147+ 4.29% |
$9.65K - $10.6K
|
3.57K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
145+ 7.16% |
$9.52K - $10.5K
|
2.17K
$175K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
144+ 0.9% |
$9.45K - $10.4K
|
16.1K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
142+ 1.74% |
$9.32K - $10.3K
|
8.32K
$671K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
140+ 0.73% |
$9.19K - $10.1K
|
19.2K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
135+ 0.74% |
$8.86K - $9.77K
|
18.4K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
127+ 1.21% |
$8.34K - $9.19K
|
10.6K
$856K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
126New |
$8.27K - $9.12K
|
126
$10.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
124New |
$8.14K - $8.98K
|
124
$10K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
120+ 2.48% |
$7.88K - $8.69K
|
4.96K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
108+ 0.1% |
$7.09K - $7.82K
|
111K
$8.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
104+ 0.07% |
$6.83K - $7.53K
|
141K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
103+ 0.94% |
$6.76K - $7.46K
|
11K
$889K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
100New |
$6.57K - $7.24K
|
100
$8.07K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
98+ 2.17% |
$6.43K - $7.09K
|
4.61K
$372K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
97+ 3.0% |
$6.37K - $7.02K
|
3.33K
$269K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
88+ 1.62% |
$5.78K - $6.37K
|
5.51K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
87+ 1.54% |
$5.71K - $6.3K
|
5.73K
$462K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
85+ 2.42% |
$5.58K - $6.15K
|
3.59K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
85+ 1.24% |
$5.58K - $6.15K
|
6.92K
$558K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
84+ 4.15% |
$5.51K - $6.08K
|
2.11K
$170K
|