A detailed history of Aspen Wealth Strategies, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 13,328 shares of XEL stock, worth $907,370. This represents 0.56% of its overall portfolio holdings.

Number of Shares
13,328
Previous 13,603 2.02%
Holding current value
$907,370
Previous $752 Million 15.66%
% of portfolio
0.56%
Previous 0.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$52.11 - $65.3 $14,330 - $17,957
-275 Reduced 2.02%
13,328 $870 Million
Q2 2024

Jul 19, 2024

SELL
$52.53 - $56.74 $10,453 - $11,291
-199 Reduced 1.44%
13,603 $752 Million
Q1 2024

May 13, 2024

BUY
$48.44 - $63.73 $314,714 - $414,053
6,497 Added 88.94%
13,802 $742 Million
Q1 2023

May 11, 2023

BUY
$63.22 - $72.78 $461,822 - $531,657
7,305 New
7,305 $493 Million
Q4 2022

May 15, 2023

BUY
$58.86 - $71.6 $13,066 - $15,895
222 Added 3.04%
7,527 $528 Million

Others Institutions Holding XEL

About XCEL ENERGY INC


  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $37.2B
  • Description
  • Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity. It operates through Regulated Electric Utility, Regulated Natural Gas Utility, and All Other segments. The company generates electricity through coal, nuclear, natural gas, hydroelectric, solar, biomass, oil, wood/refuse, and wind ene...
More about XEL
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