A detailed history of Lakeridge Wealth Management LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 5,532 shares of XEL stock, worth $394,708. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,532
Previous 5,515 0.31%
Holding current value
$394,708
Previous $295 Million 22.63%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Oct 07, 2024

BUY
$52.11 - $65.3 $885 - $1,110
17 Added 0.31%
5,532 $361 Million
Q2 2024

Aug 01, 2024

BUY
$52.53 - $56.74 $13,185 - $14,241
251 Added 4.77%
5,515 $295 Million
Q1 2024

Apr 29, 2024

BUY
$48.44 - $63.73 $81,960 - $107,831
1,692 Added 47.37%
5,264 $283 Million
Q4 2023

Feb 14, 2024

BUY
$55.03 - $63.33 $196,567 - $226,214
3,572 New
3,572 $221 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 $39B
  • 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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