A detailed history of 9258 Wealth Management, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,106 shares of XEL stock, worth $215,742. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,106
Holding current value
$215,742
% of portfolio
0.03%

Shares

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

Nov 12, 2024

BUY
$52.11 - $65.3 $161,853 - $202,821
3,106 New
3,106 $202,000
Q2 2022

Aug 04, 2022

SELL
$63.91 - $76.34 $2,684 - $3,206
-42 Reduced 1.44%
2,870 $203,000
Q1 2022

May 13, 2022

BUY
$64.83 - $72.32 $188,784 - $210,595
2,912 New
2,912 $210,000

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 $38B
  • 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 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.