A detailed history of Addison Advisors LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Addison Advisors LLC holds 661 shares of XEL stock, worth $44,551. This represents 0.01% of its overall portfolio holdings.

Number of Shares
661
Previous 533 24.02%
Holding current value
$44,551
Previous $28,000 53.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024

BUY
$52.11 - $65.3 $6,670 - $8,358
128 Added 24.02%
661 $43,000
Q4 2023

Feb 02, 2024

SELL
$55.03 - $63.33 $14,693 - $16,909
-267 Reduced 33.38%
533 $32,000
Q1 2023

May 09, 2023

SELL
$63.22 - $72.78 $505 - $582
-8 Reduced 0.99%
800 $53,000
Q3 2022

Oct 28, 2022

SELL
$64.0 - $77.41 $11,968 - $14,475
-187 Reduced 18.79%
808 $52,000
Q1 2022

Apr 29, 2022

BUY
$64.83 - $72.32 $17,309 - $19,309
267 Added 36.68%
995 $72,000
Q4 2021

Jan 31, 2022

BUY
$62.44 - $68.95 $499 - $551
8 Added 1.11%
728 $49,000
Q2 2021

Jul 29, 2021

BUY
$65.71 - $72.59 $12,287 - $13,574
187 Added 35.08%
720 $47,000
Q4 2020

Feb 02, 2021

BUY
$64.31 - $74.71 $34,277 - $39,820
533 New
533 $36,000

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 $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 Addison Advisors LLC Portfolio

Follow Addison Advisors 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 Addison Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Addison Advisors LLC with notifications on news.