A detailed history of Concord Asset Management, Llc/Va transactions in Xcel Energy Inc stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 4,745 shares of XEL stock, worth $382,636. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,745
Previous 3,201 48.23%
Holding current value
$382,636
Previous $229 Million 41.09%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

BUY
$65.65 - $72.39 $101,363 - $111,770
1,544 Added 48.23%
4,745 $323 Million
Q3 2024

Nov 06, 2024

BUY
$52.11 - $65.3 $166,804 - $209,025
3,201 New
3,201 $209 Million
Q2 2023

Nov 06, 2024

SELL
$61.24 - $71.27 $186,843 - $217,444
-3,051 Closed
0 $0
Q4 2022

Nov 06, 2024

BUY
$58.86 - $71.6 $179,581 - $218,451
3,051 New
3,051 $214 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 $44.1B
  • 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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