A detailed history of Financial Perspectives, Inc transactions in Xcel Energy Inc stock. As of the latest transaction made, Financial Perspectives, Inc holds 2,046 shares of XEL stock, worth $137,900. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,046
Previous 2,046 -0.0%
Holding current value
$137,900
Previous $109 Million 22.26%
% of portfolio
0.05%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$48.44 - $63.73 $71,352 - $93,874
-1,473 Reduced 41.86%
2,046 $110 Million
Q3 2023

Jan 09, 2024

BUY
$55.59 - $65.21 $9,728 - $11,411
175 Added 5.23%
3,519 $201 Million
Q3 2022

Jan 09, 2024

SELL
$64.0 - $77.41 $4,288 - $5,186
-67 Reduced 1.96%
3,344 $214 Million
Q1 2022

Jan 09, 2024

SELL
$64.83 - $72.32 $8,881 - $9,907
-137 Reduced 3.86%
3,411 $246 Million
Q2 2021

Jan 09, 2024

SELL
$65.71 - $72.59 $15.3 Million - $16.9 Million
-232,441 Reduced 98.5%
3,548 $234 Million
Q1 2021

Jan 09, 2024

BUY
$58.03 - $67.0 $13.5 Million - $15.6 Million
232,441 Added 6551.32%
235,989 $3.55 Million
Q4 2020

Jan 09, 2024

BUY
$64.31 - $74.71 $82,252 - $95,554
1,279 Added 56.37%
3,548 $237 Million
Q2 2020

Jan 09, 2024

SELL
$57.86 - $67.15 $35,873 - $41,633
-620 Reduced 21.46%
2,269 $142 Million
Q1 2020

Jan 09, 2024

SELL
$50.0 - $71.16 $7,250 - $10,318
-145 Reduced 4.78%
2,889 $174 Million
Q4 2019

Jan 09, 2024

BUY
$60.07 - $64.95 $182,252 - $197,058
3,034 New
3,034 $193 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 $36.9B
  • 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
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.