A detailed history of Concurrent Investment Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,807 shares of XEL stock, worth $558,892. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,807
Previous 6,739 30.69%
Holding current value
$558,892
Previous $362 Million 29.88%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$52.53 - $56.74 $108,632 - $117,338
2,068 Added 30.69%
8,807 $470 Million
Q1 2024

May 07, 2024

SELL
$48.44 - $63.73 $81,427 - $107,130
-1,681 Reduced 19.96%
6,739 $362 Million
Q4 2023

Apr 15, 2024

BUY
$55.03 - $63.33 $463,352 - $533,238
8,420 New
8,420 $521 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 $34.7B
  • 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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